Vistra (VST): FY26 Q1 earnings call, May 7, 2026
No Kalshi or Polymarket word markets were listed for Vistra’s May 7, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
…we are seeing a structurally improved demand environment. Load growth remains elevated. Hyperscalers are executing on record CapEx spending plans, and our conversations with large…
…about how to frame the conversations you're having with the data center hyperscalers, and as you've alluded to several times, you know, the kind of…
…know, speed to power is still the most important thing for the hyperscalers. Are they willing still to go bilateral in negotiations with you guys,…
…to that number with a $3 trillion-$4 trillion CapEx spend by the hyperscalers. You can't get to that number if it all came to Texas.…
…choices for everybody and where to set that bar. I think the hyperscalers are learning the opportunities to be flexible. You've seen some hyperscalers really…
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