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.
4 matches for “Hardware”; 4 quoted, at least 25 words apart.
…revenue earlier. We delivered a 40% improvement in inference throughput for our most used models across Copilot, driven by our software and hardware optimization work.
…Xbox Game Pass as we focus on delivering more value to gamers. Hardware revenue should decline year-over-year. Therefore, at the total company level, revenue should…
…a healthy way. You've also seen us work hard on the first-party hardware stack, being able to make sure we can take margins out of…
…start to focus on the efficiency work. That's efficiency work on the hardware side as well as efficiency work on the software side to be…
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…
…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…
…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