Oklo (OKLO): FY25 Q4 earnings call, Mar 17, 2026

Tue, Mar 17Earnings callSpeaker-labelled transcriptOklo

On its Mar 17, 2026 earnings call (FY25 Q4), Oklo said 5 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 5 settled yes · our count agreed on 11 of 11

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Ohio Yes2124✓32%transcripts from the transcript model–
Meta Yes1421✓17%transcripts from the transcript model–
Idaho Yes1313✓92%transcripts from the transcript model–
Tennessee Yes78✓68%transcripts from the transcript model–
Pipeline Yes12✓83%transcripts from the transcript model–
AI / Artificial Intelligence No00✓90%transcripts from the transcript model–
Inflation No00✓57%transcripts from the transcript model–
Cancer No00✓45%transcripts from the transcript model–
Kiewit No01✓41%transcripts from the transcript model–
Tariff No00✓41%transcripts from the transcript model–
Moltex No00✓17%transcripts from the transcript model–

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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

21 matches for “Meta”; 5 quoted, at least 25 words apart.

Jacob Dewittecompanyprepared

…partnerships across the value chain, including our early 2026 prepayment agreement with Meta to support plans for 1.2 gigawatt power campus and began initial construction…

Jacob Dewittecompanyprepared

…planned clean energy campus in Pike County tied to our partnership with Meta. On the fuel side, we have A3F at INL, our first fuel…

Jacob Dewittecompanyprepared

…with Siemens Energy for the power conversion system. We also signed the meta prepayment agreement in support of up to 1.2 gigawatts at Aurora, Ohio.…

Jacob Dewittecompanyprepared

…Next is Aurora Ohio, where the key update is our agreement with Meta in support of a 1.2 gigawatt Aurora campus. The agreement advances plans…

Richard Bealmearcompanyqa

…it was because of the question. But I would say that clearly, Meta was an important anchor point towards that commercialization progress, as you mentioned.…

Where the listed words were said

Jacob Dewittecompany“Ohio” · prepared

…support fuel procurement. We also own approximately 206 acres in Pike County, Ohio, which gives us a site to advance campus development in parallel with…

Richard Bealmearcompany“Meta” · qa

…continuing to progress. But really, it is important that we think that Meta being an important anchor customer for us and the fact that we…

Jacob Dewittecompany“Idaho” · prepared

…PDSA and continued construction toward a July 4 criticality target. Separately, the Idaho Radiochemistry Laboratory obtained its NRC materials license. So this is execution across…

Jacob Dewittecompany“Tennessee” · prepared

…fuel. We announced the first phase of our advanced fuel center in Tennessee, and we progressed licensing activities across multiple assets. Taken together, 2025 was…

Jacob Dewittecompany“Pipeline” · qa

…I think at the end of the day, there's a pretty healthy pipeline that continues to kind of grow in different places. And I think…

Agents: this page as TSV at /api/v1/appearances/oklo:2026-03-17:earnings_call · words: /api/v1/brief?appearance=oklo:2026-03-17:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP