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 “Hyperscaler”; 5 quoted, at least 25 words apart.
…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…
…terms of the pessimism that investors kind of think of that the hyperscalers need to get a return on investment in this year or next…
…even more is -- and it's really not so much talking about hyperscalers. Our customers, Blayne, is limited to those few players out there. And…
…strong results. Hock, there's been a lot of noise around CSPs and hyperscalers embarking on their own internal XPU, TPU design efforts, right? We call…
…remarks to say that when any of our -- any, I guess, hyperscaler or LLM developer tries to create -- become self-sufficient entirely in creating…
Where the listed words were said
…ago, we're the only one out there. And our customers and the hyperscalers wants to run with the best networking and with the most bandwidth…
…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