Microsoft (MSFT): FY26 Q3 earnings call, Apr 29, 2026
On its Apr 29, 2026 earnings call (FY26 Q3), Microsoft said 10 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 10 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| OpenAI | Yes | 12 | 14 | ✓ | 96%n=4+tx from settlement history blended with transcripts | – |
| Dynamics | Yes | 5 | 5 | ✓ | 90%transcripts from the transcript model | – |
| Teams | Yes | 4 | 4 | ✓ | 94%n=4+tx from settlement history blended with transcripts | – |
| Yes | 4 | 4 | ✓ | 93%n=4+tx from settlement history blended with transcripts | – | |
| Gaming | Yes | 2 | 2 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| Anthropic | Yes | 2 | 2 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 1 | 1 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| Fairwater | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Frontier | Yes | 1 | 1 | ✓ | 37%transcripts from the transcript model | – |
| Cybersecurity | Yes | 1 | 1 | ✓ | 14%n=4+tx from settlement history blended with transcripts | – |
| Windows 11 | No | 0 | 0 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| Phi | No | 0 | 0 | ✓ | 44%n=3+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.
16 matches for “Azure”; 5 quoted, at least 25 words apart.
…servers are powered by our custom networking, security, and virtualization silicon, including Azure Boost, as well as our first-party CPUs and accelerators. Our Maia 200…
…from these investments was partially offset by ongoing efficiency gains, particularly in Azure and M365 Commercial Cloud. Operating expenses increased 9% and 8% in constant…
…OpenAI, driven by consistent execution in our core annuity sales motions. Bookings decreased 4% and 6% in constant currency when including Azure commitments from OpenAI.
…grew 29% and 25% in constant currency, reflecting strong demand across the Azure platform and our first-party AI applications and services. Microsoft Cloud gross margin…
…was $34.7 billion and grew 30% and 28% in constant currency. In Azure and other cloud services, revenue grew 40% and 39% in constant currency…
Where the listed words were said
…so customers can choose the right model for the right workload across OpenAI, Anthropic, open source, and more. Over 10,000 customers have used more than…
For example, HSBC uses pre-built agents with Dynamics 365 to manage customer inquiries across products, markets, regulatory requirements, reducing issue resolution time by over 30%.…
…PowerPoint. We're working towards having Transcribe-One power transcription in Copilot and Microsoft Teams. Early signals show 67% increase in GPU efficiency with Transcribe-One and up…
…and Bing monthly active users reached 1 billion for the first time. LinkedIn has 1.3 billion members, and we are seeing increased depth of conversation,…
…by higher volume and revenue per search across Edge and Bing. In gaming, revenue decreased 7% and 9% in constant currency. Xbox content and services…
…biggest regions by nearly 20% since the beginning of the year. Our Fairwater data center in Wisconsin came online earlier this month, six weeks ahead…
…it starts with, quite frankly, IP. Amy referenced this. We have a frontier model, royalty-free, with all the IP rights that we will have access…
…actual usage and costs. When it comes to security, the physics of cybersecurity has changed as AI compresses the window between vulnerability and exploitation. To…
Agents: this page as TSV at /api/v1/appearances/microsoft:2026-04-29:earnings_call · words: /api/v1/brief?appearance=microsoft:2026-04-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP