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.
6 matches for “Physical AI”; 5 quoted, at least 25 words apart.
…AI across existing hyperscale workloads continue to fuel our growth. Agentic and physical AI applications built on increasingly smarter and multimodal models are beginning to…
…DRIVE, will be on the road soon in the new Mercedes-Benz CLA. Physical AI is here having already contributed north of $6 billion in NVIDIA…
…FranKaufman Hall Robotics, LG Electronics and NEURA Robotics. To accelerate industrial physical AI adoption, we also announced new expanding partnerships with Dassault Systemes, Siemens…
…out the entire AI ecosystem, whether it's an AI for language or physical AI or AI physics or biology or robotics for manufacturing, we want…
…that you believe are most likely to drive that inflection? Is that physical AI, agentic or something else? And do you still feel good about…
Where the listed words were said
…revenue across a diverse and expanding set of customers, including cloud providers, hyperscalers, AI model makers, enterprises and sovereign nations. Demand for our Blackwell architecture,…
…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…
…do that. We're out in just about every single robot, every single self-driving car. Our ability, CUDA's ability to have the benefit of the performance…
…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