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.
11 matches for “PC”; 5 quoted, at least 25 words apart.
…a number of factors including DRAM and NAND supply constraints could cause PC and smartphone units to decline in the low double-digit percentage range. Over…
…as OpenClaw, where AI agents can perform tasks independently on the host PC and also initiate workloads in the cloud. PCs with on-device agentic AI…
…the opportunities in these markets with our industry-leading portfolio of products. In PC, Micron Technology, Inc. completed qualifications for LPCAM2 at a major OEM. In…
…most urgency. But do you worry about demand destruction for things like PCs and smartphones? Are you trying to balance big customer, small customer? Just…
…But other parts of the markets are important to us, such as PCs, smartphones, automotive, industrial, and we want to maintain that well-diversified mix for…
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