Nebius (NBIS): FY26 Q1 earnings call, May 13, 2026
On its May 13, 2026 earnings call (FY26 Q1), Nebius said 7 of the 10 words Kalshi listed; Parrot’s count agreed with 9 of 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 7 settled yes · our count agreed on 9 of 10- 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 |
|---|---|---|---|---|---|---|
| Cash | Yes | 10 | 10 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| Token | Yes | 10 | 10 | ✓ | 69%n=2+tx from settlement history blended with transcripts | – |
| Microsoft | Yes | 9 | 9 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Hyperscaler | Yes | 5 | 5 | ✓ | 65%n=2+tx from settlement history blended with transcripts | – |
| TripleTen / Triple Ten | Yes | 2 | 2 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – |
| ClickHouse / Click House | Yes | 1 | 1 | ✓ | 68%n=2+tx from settlement history blended with transcripts | – |
| Aether | Yes | 0 | 0 | ✗ | 52%n=2+tx from settlement history blended with transcripts | – |
| Neocloud | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| Uber | No | 0 | 0 | ✓ | 41%n=2+tx from settlement history blended with transcripts | – |
| Robotic | No | 0 | 0 | ✓ | 25%n=2+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.
11 matches for “Nvidia”; 5 quoted, at least 25 words apart.
…Eigen AI was recognized as the number one speed inference provider by NVIDIA. While Eigen AI optimizes at the model level, Clarifai optimizes at the…
…new class of developers need. We also expanded our technology partnership with NVIDIA. We again achieved NVIDIA Exemplar Cloud status, this time on our GB300…
…than $4 billion of that came from converts and $2 billion from NVIDIA equity investment. This leaves us with a strong cash position of more…
…In the same month, we announced a $2 billion equity investment from NVIDIA, reinforcing our alignment with one of our key strategic partners. Prepayments from…
…James Kisner at Water Tower Research. On the $2 billion investment from NVIDIA and expanded collaboration on inference and agentic software around Token Factory, what…
Where the listed words were said
…adjustment on the back of ClickHouse recent RP round. This is a non-cash item that captures the growth in the underlying value of the asset.…
…challenging problems. For example, European FinTech leader, Revolut, recently began using our Token Factory. In physical AI, 1X Technologies is using our cloud platform to…
…of this, we also have our first contract with Meta and our Microsoft agreement that will provide additional financing opportunities. Obviously, there are many other…
…have had a great start to the year. We're building an AI-native hyperscaler. I would say we're developing it across four dimensions. The first is…
…capacity as demand continued to exceed available supply. Our Nebius AI business, which excludes our consolidated investments in TripleTen and Avride, delivered even stronger results.
Agents: this page as TSV at /api/v1/appearances/nebius:2026-05-13:earnings_call · words: /api/v1/brief?appearance=nebius:2026-05-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP