HPE: FY26 Q1 earnings call, Mar 9, 2026
On its Mar 9, 2026 earnings call (FY26 Q1), Hewlett Packard Enterprise said 6 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 · 6 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 |
|---|---|---|---|---|---|---|
| Synergy | Yes | 13 | 14 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Backlog | Yes | 7 | 9 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Execution | Yes | 6 | 6 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Self Driving | Yes | 4 | 4 | ✓ | 35%transcripts from the transcript model | – |
| Tariff | Yes | 2 | 2 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – |
| Government | Yes | 1 | 1 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Supercomputing / Super Computing | No | 0 | 0 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Morpheus | No | 0 | 0 | ✓ | 74%n=1+tx from settlement history blended with transcripts | – |
| Quantum | No | 0 | 0 | ✓ | 59%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 “Backlog”; 5 quoted, at least 25 words apart.
…and AI Systems orders. We entered Q2 with a record AI Systems backlog of $5 billion, primarily composed of enterprise and sovereign orders, and our…
…& AI. Second, overall demand strengthened sequentially with orders exceeding revenue and backlog building, reflecting customer investment in data center modernization and anticipation of component…
…orders since Q1 '23. Our AI server pipeline remains multiples of our backlog. We continue to expect AI demand and revenue to remain uneven this…
…normalized target growth range. This growth is driven by strength in our backlog. We expect revenue performance and synergy realization to help offset the impact…
…we will continue to see that throughout 2026. Today, against our order backlog and the demand momentum we see, we don't have enough supply to…
Where the listed words were said
…integration is complete. We remain on track to achieve our fiscal '26 synergy targets. As we move to our second phase, we are focused on…
…have enough supply for all the demand we are seeing and the backlog we have. However, in our guide, we factor the supply needed to…
…earnings per share, driven by strong performance in Networking and a disciplined execution in Cloud & AI. Our Q1 results give us the confidence to…
…strength across the world. In campus and branch, customers are adopting our self-driving AIOps networking strategy and solutions. Normalized orders increased by high single digits.…
…mitigate these pressures and protect profitability. Second, following the Supreme Court's recent tariff decision, we continue to monitor developments closely with greater clarity on tariff…
…to play a sovereign role because they have the trust from the governments to become the AI cloud in many of these countries where they…
Agents: this page as TSV at /api/v1/appearances/hewlett-packard-enterprise:2026-03-09:earnings_call · words: /api/v1/brief?appearance=hewlett-packard-enterprise:2026-03-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP