Oklo (OKLO): FY26 Q1 earnings call, May 12, 2026

Tue, May 12Earnings callSpeaker-labelled transcriptOklo

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.

Updated

Markets

11 words · 6 settled yes · our count agreed on 11 of 11

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
AI / Artificial Intelligence Yes1617✓68%n=1+tx from settlement history blended with transcripts–
Ohio Yes1011✓84%n=1+tx from settlement history blended with transcripts–
Idaho Yes66✓94%n=1+tx from settlement history blended with transcripts–
Tennessee Yes55✓81%n=1+tx from settlement history blended with transcripts–
Meta Yes34✓74%n=1+tx from settlement history blended with transcripts–
Pipeline Yes22✓84%n=1+tx from settlement history blended with transcripts–
Inflation No00✓37%n=1+tx from settlement history blended with transcripts–
Kiewit No00✓32%n=1+tx from settlement history blended with transcripts–
Cancer No00✓30%n=1+tx from settlement history blended with transcripts–
Tariff No00✓25%n=1+tx from settlement history blended with transcripts–
Moltex No00✓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 words

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

11 matches for “Ohio”; 5 quoted, at least 25 words apart.

Jacob De Wittecompanyprepared

We also advanced Aurora, Ohio, including plans with Meta for a 1.2-gigawatt power campus while continuing to expand the fuel infrastructure needed to support deployment.…

Jacob De Wittecompanyprepared

…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.

Jacob De Wittecompanyprepared

…we have Aurora INL, our Aurora powerhouse at Idaho National Laboratory. Aurora, Ohio, our planned 1.2 gigawatt clean energy campus. Aurora Eielson, a cogeneration project…

Jacob De Wittecompanyprepared

…approval from the NRC for our Principal Design Criteria Topical Report. Aurora Ohio has moved forward with PJM Interconnection applications. For Aurora Eielson, site characterization…

Jacob De Wittecompanyprepared

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…

Where the listed words were said

Jacob De Wittecompany“AI / Artificial Intelligence” · prepared

…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.

Jacob De Wittecompany“Ohio” · prepared

…to look for avenues to enhance site differentiators as we advance the Ohio campus and broader development strategy. We also continue coordination with regulatory bodies…

Jacob De Wittecompany“Idaho” · prepared

…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…

Jacob De Wittecompany“Tennessee” · prepared

…activities at A3F are underway and final design deliverables are complete. The Tennessee fuel recycling facility continues through application readiness review with the NRC and…

Jacob De Wittecompany“Meta” · prepared

…and government customers. We have advanced major customer relationships, including Switch and Meta. We broke ground on our first Aurora powerhouse at Idaho National Laboratory,…

Richard Craig Bealmearcompany“Pipeline” · prepared

…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…

Agents: this page as TSV at /api/v1/appearances/oklo:2026-05-12:earnings_call · words: /api/v1/brief?appearance=oklo:2026-05-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP