Microchip Technology: FY26 Q3 earnings call, Feb 5, 2026
On its Feb 5, 2026 earnings call (FY26 Q3), Microchip Technology said 3 of the 8 words Polymarket listed; Parrot’s count agreed with all 8 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
8 words · 3 settled yes · our count agreed on 8 of 8- Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Backlog | Yes | 15 | 15 | ✓ | 94%transcripts from the transcript model | – |
| Impact | Yes | 1 | 1 | ✓ | 93%transcripts from the transcript model | – |
| Hyperscaler | Yes | 1 | 1 | ✓ | 54%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 91%transcripts from the transcript model | – |
| Radiation | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – |
| Cyber Resiliency Act | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| Trajectory | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – |
| Cutting-Edge | No | 0 | 0 | ✓ | 20%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
15 matches for “Backlog”; 5 quoted, at least 25 words apart.
…ratio for December was well above one, resulting in a much higher backlog entering March compared to when we entered December. A comment about lead…
…that are still burning through some inventory. We have a really strong backlog for the current quarter, and the bookings have been quite high. So…
…increase and some of that came in with the customers pulling their backlog from March into December, but the March kept filling up even further.…
…you. And then maybe could you just sort of speak to the backlog you're seeing building for June, if at all? You talked about the…
…gonna be very dead time usually till the following Monday. But January backlog was extremely strong. December backlog was extremely strong. People kept booking parts…
Where the listed words were said
…next quarter as of today, so today is February 5. The June backlog is higher today than the March backlog was on November 5. That's…
…recent filings with the SEC that identify important risk factors that may impact Microchip Technology Incorporated's business and results of operations. In attendance with me…
…PCIe switch, with it being the only 3-nanometer-based device currently sampling in hyperscaler and enterprise data center customers, beating our competitors in virtually every specification…
Agents: this page as TSV at /api/v1/appearances/microchip-technology:2026-02-05:earnings_call · words: /api/v1/brief?appearance=microchip-technology:2026-02-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP