Oklo (OKLO): FY26 Q1 earnings call, May 12, 2026
On its May 12, 2026 earnings call (FY26 Q1), Oklo said 6 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 6 settled yes · our count agreed on 11 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 16 | 17 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Ohio | Yes | 10 | 11 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Idaho | Yes | 6 | 6 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Tennessee | Yes | 5 | 5 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| Meta | Yes | 3 | 4 | ✓ | 74%n=1+tx from settlement history blended with transcripts | – |
| Pipeline | Yes | 2 | 2 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Inflation | No | 0 | 0 | ✓ | 37%n=1+tx from settlement history blended with transcripts | – |
| Kiewit | No | 0 | 0 | ✓ | 32%n=1+tx from settlement history blended with transcripts | – |
| Cancer | No | 0 | 0 | ✓ | 30%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Moltex | 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.
6 matches for “Idaho”; 5 quoted, at least 25 words apart.
…Switch and Meta. We broke ground on our first Aurora powerhouse at Idaho National Laboratory, advanced site work, procurement, and Department of Energy authorization for…
…On the power side, we have Aurora INL, our Aurora powerhouse at Idaho National Laboratory. Aurora, Ohio, our planned 1.2 gigawatt clean energy campus. Aurora…
…which is targeting criticality by July fourth of this year, and the Idaho Radiochemistry Laboratory, which already has an NRC license and is working toward…
…Pluto, we announced a strategic partnership project with Battelle Energy Alliance and Idaho National Laboratory for an industry-leading initiative to integrate AI into reactor and…
…DSA submitted, and received a certificate of substantial completion for construction. The Idaho Radiochemistry Laboratory is also advancing our first customer contract, paving the way…
Where the listed words were said
…collaboration as a potential key strategic enabler because it brings together Oklo's fast reactor platform, NVIDIA's AI infrastructure, and Los Alamos's fuel and materials expertise.
…of power assets in power park type-like locations, such as those we are developing in southern Ohio. Demand continues to build for reliable baseload power.
…nuclear asset deployment can look like. The second isotope update is the Idaho Radiochemistry Laboratory. This is an NRC-authorized facility. Oklo received its NRC Material…
…This includes progress on the Aurora Fuel Fabrication Facility at INL, the Tennessee Advanced Fuel Center, and our fast spectrum plutonium criticality experiments. On the…
At Aurora, Ohio, we continue to advance campus development and permitting readiness. Meta and Oklo announced plans earlier this year to develop a 1.2 gigawatt…
…DOE-authorized assets helping inform future NRC license deployments. Finally, our potential customer pipeline reflects strong demand across data centers, utilities, industrials, oil and gas, and…
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