Broadcom (AVGO): FY26 Q1 earnings call, Mar 4, 2026
On its Mar 4, 2026 earnings call (FY26 Q1), Broadcom said 4 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 4 settled yes · our count agreed on 10 of 10- 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 | 7 | 9 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Tomahawk 6 | Yes | 2 | 2 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 2 | 2 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| OpenAI | Yes | 1 | 3 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| Optic | No | 0 | 0 | ✓ | 69%n=1+tx from settlement history blended with transcripts | – |
| Organic | No | 0 | 0 | ✓ | 55%n=1+tx from settlement history blended with transcripts | – |
| Acquisition | No | 0 | 0 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| Open Source | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| NVLink | No | 0 | 0 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
| Quantum | 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.
9 matches for “Ethernet”; 4 quoted, at least 25 words apart.
…imagine customers that design ASICs with you are going to use scale-up Ethernet. Maybe talk about scale-up protocols and how you see Ethernet developing there…
Yes. No. Well said, Hock. And on the question of Ethernet, with the debut of the cloud, Ethernet became the de facto standard in every…
…clear to all of us and the industry, GPU or XPU, that Ethernet is the scale-out of choice, checkmark. Today, everyone is talking about scaling…
…we're hearing consistently and what we're seeing is the right answer is Ethernet. And as you know, last year, we've announced with multiple hyperscalers and…
Where the listed words were said
…per second as well as our 200G SerDes are capturing demand from hyperscalers, whether they use XPUs or GPUs this year. This lead will extend…
…at 200 gigabit SerDes out there in terms of bandwidth. And the Tomahawk 6 that we introduced over 6 months ago -- or in fact,…
…we are by far way out there. And we will not see competition in COT for many years to come. It will come eventually, but…
…double in 2027. We also now have a sixth customer. We expect OpenAI deploying in volume their first-generation XPU in 2027 at over 1 gigawatt…
Agents: this page as TSV at /api/v1/appearances/broadcom:2026-03-04:earnings_call · words: /api/v1/brief?appearance=broadcom:2026-03-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP