NVIDIA (NVDA): FY26 Q4 earnings call, Feb 25, 2026
On its Feb 25, 2026 earnings call (FY26 Q4), NVIDIA said 6 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
17 words · 6 settled yes · our count agreed on 17 of 17- 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 |
|---|---|---|---|---|---|---|
| Hyperscaler | Yes | 6 | 10 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Gaming | Yes | 4 | 6 | ✓ | 89%n=2+tx from settlement history blended with transcripts | – |
| Self Driving | Yes | 3 | 3 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Omniverse | Yes | 1 | 1 | ✓ | 87%n=3+tx from settlement history blended with transcripts | – |
| Cosmos | Yes | 1 | 1 | ✓ | 72%n=2+tx from settlement history blended with transcripts | – |
| Talent | Yes | 1 | 1 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – |
| H20 | No | 0 | 0 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| TSMC | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| Humanoid | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Trump | No | 0 | 0 | ✓ | 31%n=2+tx from settlement history blended with transcripts | – |
| Taiwan | No | 0 | 0 | ✓ | 31%n=2+tx from settlement history blended with transcripts | – |
| Domestic | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – |
| Arizona | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – |
| GM / General Motors | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| VR / Virtual Reality | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
21 matches for “Inference”; 5 quoted, at least 25 words apart.
…Blackwell architecture, extreme co-design at data center scale continues to strengthen as inference deployments grow in addition to training. The transition to accelerated computing and…
…constraints and the need to maximize AI factory revenue. SemiAnalysis declared NVIDIA, Inference King, as recent results from InferenceX reinforced our inference leadership with GB300…
…The platform will train MOE models with 1/4 number of GPUs reduce inference token costs by up to 10x compared to Blackwell. We shipped our…
…Pulsar, bringing incredible clear graphics even in motion, and 35% faster LLM inference across leading AIPC frameworks. Looking ahead, while end demand for our products…
…and Rubin GPUs, NVIDIA CPUs and Spectrum x Ethernet for training and inference. This quarter, we announced a partnership with Anthropic, and a $10 billion…
Where the listed words were said
…on Blackwell are deployed and consumed by the major cloud service providers, hyperscalers, AI model makers and enterprises. Networking, a cornerstone of our data center…
…We expect every cloud model builder to deploy Vera Rubin. Moving to gaming. Gaming revenue of $3.7 billion increased 47% year-on-year, driven by strong Blackwell…
…million was up 6% year-over-year and was driven by robust demand for self-driving solutions. At CES, we introduced Alpamayo, the world's first open portfolio of…
…partnerships with Dassault Systemes, Siemens and Synopsys to bring NVIDIA AI infrastructure Omniverse digital twins, World Models and CUDA-X libraries to millions of researchers, designers…
…NVIDIA's platform. We continue to advance robotics development. With the new NVIDIA Cosmos and Isaac Group, open models, frameworks and NVIDIA's powered robots and autonomous…
…a foundational component of our compensation program to attract and retain world-class talent. Let me first start with revenue. So revenue is expected to be…
Agents: this page as TSV at /api/v1/appearances/nvidia:2026-02-25:earnings_call · words: /api/v1/brief?appearance=nvidia:2026-02-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP