Dell (DELL): FY26 Q4 earnings call, Feb 26, 2026
On its Feb 26, 2026 earnings call (FY26 Q4), Dell said 3 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 3 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Dividend 3+ times | Yes | 5 | 5 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – |
| EPS Growth | Yes | 2 | 2 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| Confidence | Yes | 1 | 1 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| AI Factory | No | 0 | 1 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 67%transcripts from the transcript model | – |
| Windows 10 | No | 0 | 0 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| New Product | No | 0 | 0 | ✓ | 30%n=1+tx from settlement history blended with transcripts | – |
| Dell Pro Max | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – |
| PowerEdge / Power Edge | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| RTX Pro 6000 | No | 0 | 0 | ✓ | 19%n=1+tx from settlement history blended with transcripts | – |
| McLaren | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Zoho | No | 0 | 0 | ✓ | 11%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.
0 matches for “GPU / CPU”.
Where the listed words were said
…shares at an average price of $125 per share and paying a dividend of approximately $0.53 per share. For the year, we returned $7,500,000,000 and…
…the midpoint. You are seeing the operating model at work with strong EPS growth driven by significant expansion of our AI business, growth and improving…
…a $10,000,000,000 increase in our share repurchase authorization. These actions reflect our confidence in the business and our ability to generate strong cash flow in…
Agents: this page as TSV at /api/v1/appearances/dell:2026-02-26:earnings_call · words: /api/v1/brief?appearance=dell:2026-02-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP