Qualcomm (QCOM): FY26 Q1 earnings call, Feb 4, 2026
On its Feb 4, 2026 earnings call (FY26 Q1), Qualcomm said 8 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 8 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Robotic / Robotics | Yes | 10 | 10 | ✓ | 71%transcripts from the transcript model | – |
| Digital Chassis | Yes | 3 | 3 | ✓ | 79%transcripts from the transcript model | – |
| Oryon | Yes | 3 | 3 | ✓ | 73%transcripts from the transcript model | – |
| Alphawave | Yes | 3 | 3 | ✓ | 62%transcripts from the transcript model | – |
| China | Yes | 2 | 3 | ✓ | 90%transcripts from the transcript model | – |
| Hyperscaler | Yes | 2 | 2 | ✓ | 48%transcripts from the transcript model | – |
| Dividend | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | – |
| BMW | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Gemini | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| RidePilot | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Arduino | No | 0 | 0 | ✓ | 39%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.
3 matches for “China”; 3 quoted, at least 25 words apart.
…the fiscal year. Given the current environment, several handset OEMs, especially in China, are taking a cautious approach in reducing their chipset inventory. This is…
…cautious approach in planning their business. We've seen several OEMs, especially in China, take actions to reduce their handset build plans and channel inventory. Our…
…is what percentage of your handset business do you think is in China? Considering that you cited them as being especially hit? And do you…
Where the listed words were said
…and box PCs. This quarter, we formally announced our expansion into advanced robotics and introduced a full suite of robotics technologies and solutions, including the…
…commercialize 150 Snapdragon X power PCs this year. Demand for our Snapdragon digital chassis solutions remains incredibly strong, and we announced several collaborations with top…
…and commercial segment. The X2 Plus is powered by the third-generation Qualcomm Orion CPU, which delivers up to 35% faster single-core performance and up to…
…key driver of data center growth. In fiscal Q1, we completed the Alpha Wave SEMI acquisition, adding high-speed wire connectivity technology to further strengthen our…
…we continue to develop our data center solutions and engage with leading hyperscalers, cloud service providers, sovereign AI projects, and other global partners. We remain…
…to stockholders, including $2.6 billion in stock repurchases, and $949 million in dividends. Before turning to guidance, I'd like to address the impact of the…
…once OEMs were able to see the stack that we launched with BMW that was an option for them. We're seeing interest and those things…
Agents: this page as TSV at /api/v1/appearances/qualcomm:2026-02-04:earnings_call · words: /api/v1/brief?appearance=qualcomm:2026-02-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP