Microsoft (MSFT): FY26 Q3 earnings call, Apr 29, 2026

Wed, Apr 29Earnings callSpeaker-labelled transcriptMicrosoft

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.

Updated

Markets

12 words · 10 settled yes · our count agreed on 12 of 12

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
OpenAI Yes1214✓96%n=4+tx from settlement history blended with transcripts–
Dynamics Yes55✓90%transcripts from the transcript model–
Teams Yes44✓94%n=4+tx from settlement history blended with transcripts–
LinkedIn Yes44✓93%n=4+tx from settlement history blended with transcripts–
Gaming Yes22✓93%n=3+tx from settlement history blended with transcripts–
Anthropic Yes22✓61%n=1+tx from settlement history blended with transcripts–
Nvidia Yes11✓73%n=1+tx from settlement history blended with transcripts–
Fairwater Yes11✓51%transcripts from the transcript model–
Frontier Yes11✓37%transcripts from the transcript model–
Cybersecurity Yes11✓14%n=4+tx from settlement history blended with transcripts–
Windows 11 No00✓81%n=1+tx from settlement history blended with transcripts–
Phi No00✓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 words

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

0 matches for “Cybersecurity / Security”.

Where the listed words were said

Satya Nadellacompany“OpenAI” · prepared

…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…

Satya Nadellacompany“Dynamics” · prepared

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%.…

Satya Nadellacompany“Teams” · prepared

…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…

Satya Nadellacompany“LinkedIn” · prepared

…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,…

Amy Hoodcompany“Gaming” · prepared

…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…

Satya Nadellacompany“Nvidia” · prepared

…to modernize our fleet with our first-party innovation alongside the latest from NVIDIA and AMD. Across our fleet, millions of servers are powered by our…

Satya Nadellacompany“Fairwater” · prepared

…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…

Satya Nadellacompany“Frontier” · qa

…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…

Satya Nadellacompany“Cybersecurity” · prepared

…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