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.
4 matches for “Sovereign”; 3 quoted, at least 25 words apart.
…reached $64,100,000,000. Our customer base surpassed 4,000, with growth across neo clouds, sovereigns, and enterprise customers—evidence that demand is broadening across all customer types. We…
…We actually grew it. And we grew it across all customer types—CSPs, sovereigns, neo clouds as we call CSPs, and enterprise. Enterprise in particular, I…
…to break down your AI server orders between enterprise, neo clouds, and sovereign? And when do you expect enterprise AI adoption to spill over to…
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