Micron (MU): FY26 Q2 earnings call, Mar 18, 2026
On its Mar 18, 2026 earnings call (FY26 Q2), Micron said 2 of the 11 words Kalshi listed; Parrot’s count agreed with 8 of 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 2 settled yes · our count agreed on 8 of 11- 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 |
|---|---|---|---|---|---|---|
| Portfolio | Yes | 13 | 13 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 5 | 5 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – |
| Smartphone | No | 8 | 9 | ✗ | 91%n=2+tx from settlement history blended with transcripts | – |
| Inventory | No | 4 | 4 | ✗ | 93%n=2+tx from settlement history blended with transcripts | – |
| New York | No | 1 | 1 | ✗ | 61%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Taiwan | No | 0 | 0 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| Hyperscaler | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – |
| Gaming | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Layoff | 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.
25 matches for “Data Center”; 5 quoted, at least 25 words apart.
…Turning to our end markets. AI demand is driving DRAM and NAND data center bits TAM to exceed 50% of the industry TAM for the…
…with customers. Micron Technology, Inc. pioneered the development of LPDRAM for the data center, which consumes one-third the power of DDR DRAM server modules. Building…
…just a year ago. We see expanding use of LPDRAM in the data center in the years ahead, and we are excited to maintain an…
…rack-scale architecture. We are seeing an acceleration in NAND-based demand in the data center due to AI use cases such as vector database and KV…
…are now in high-volume production of our G9 NAND-based PCIe Gen6 high-performance data center SSDs. Our 122TB high-capacity SSD is seeing strong adoption, and delivers…
Where the listed words were said
…to plan their businesses while reinforcing long-term engagement across our broad product portfolio. We are excited to have signed our first five-year SCA. We are…
…to grow in calendar 2026 with the introduction of new platforms. At NVIDIA's GTC, we announced that Micron Technology, Inc. has begun volume shipment of…
Agents: this page as TSV at /api/v1/appearances/micron:2026-03-18:earnings_call · words: /api/v1/brief?appearance=micron:2026-03-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP