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.
4 matches for “Wafer”; 4 quoted, at least 25 words apart.
…lead times, higher HBM trade ratio, higher HBM growth rates, and declining bits-per-wafer growth from node migration constrain bit supply growth. We expect industry NAND…
…second cleanroom at this site by 2026. We continue to expect initial wafer output at our first Idaho fab in mid-calendar 2027, and ground preparation…
…for a new NAND fab at our Singapore site. We expect initial wafer output from this fab in 2028. In assembly and test, we commenced…
…that will take time. There are low inventory levels. There is declining bits-per-wafer on node advances. HBM trade ratio is increasing. Any new capacity really…
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