Micron (MU): FY26 Q1 earnings call, Dec 17, 2025
On its Dec 17, 2025 earnings call (FY26 Q1), Micron said 1 of the 11 words Kalshi listed; Parrot’s count agreed with 5 of 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 1 settled yes · our count agreed on 5 of 11- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Portfolio | Yes | 11 | 11 | ✓ | 93%transcripts from the transcript model | – |
| Smartphone | No | 5 | 5 | ✗ | 93%n=1+tx from settlement history blended with transcripts | – |
| Inventory | No | 4 | 4 | ✗ | 96%n=1+tx from settlement history blended with transcripts | – |
| New York | No | 4 | 4 | ✗ | 59%transcripts from the transcript model | – |
| Automation | No | 2 | 2 | ✗ | 27%transcripts from the transcript model | – |
| Tariff | No | 1 | 1 | ✗ | 73%transcripts from the transcript model | – |
| Hyperscaler | No | 1 | 1 | ✗ | 16%transcripts from the transcript model | – |
| Nvidia | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Taiwan | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| Gaming | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – |
| Layoff | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
11 matches for “Portfolio”; 5 quoted, at least 25 words apart.
…cars to advanced medical diagnostics. With our technology leadership, differentiated product portfolio, strong operational execution, and solid balance sheet, Micron Technology, Inc. is…
…continue to increase generation to generation. Micron Technology, Inc. has a differentiated portfolio of high-value data center solutions to address these requirements, including our HBM,…
…a rack-scale LPDRAM density of over 50 terabytes. Our data center NAND portfolio revenue exceeded $1 billion in fiscal Q1, and we are seeing strong…
…year ago. Micron Technology, Inc. is accelerating innovation across our mobile DRAM portfolio. In fiscal Q1, we began sampling our breakthrough 1-gamma 16-gigabit LPDDR6 product…
…Micron Technology, Inc. is uniquely positioned for growth with our differentiated product portfolio and automotive market share leadership. Our ASIL-rated LPDDR5X and UFS 4.1 NAND…
Where the listed words were said
…well as our non-HBM. It is like any other product in our portfolio that, you know, when you have a strong product roadmap across the…
Agents: this page as TSV at /api/v1/appearances/micron:2025-12-17:earnings_call · words: /api/v1/brief?appearance=micron:2025-12-17:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP