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.
13 matches for “Shipment”; 5 quoted, at least 25 words apart.
…drivers to continue while memory supply constraints may affect some PC unit shipments. Micron Technology, Inc. has completed multiple OEM qualifications of our 16-gigabit, 1-gamma-based…
…Technology, Inc. also sampled our 1-gamma LP5X 24-gigabit product and began volume shipments of the previously announced 1-gamma LP5X 16-gigabit product to multiple OEMs. Turning…
…to mid-teens previously. We expect calendar 2026 industry DRAM and NAND bit shipment growth to be constrained by industry supply. We expect both DRAM and…
…this time, and we expect to grow our DRAM and NAND bit shipments approximately 20% in calendar 2026. Despite significant efforts, we are disappointed to…
…and represented 79% of total revenue. Sequentially, DRAM revenue increased 20%, bit shipments were up slightly, and prices increased 20%, driven by tight industry DRAM…
Where the listed words were said
…cars to advanced medical diagnostics. With our technology leadership, differentiated product portfolio, strong operational execution, and solid balance sheet, Micron Technology, Inc. is…
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