Dell (DELL): FY27 Q1 earnings call, May 28, 2026
On its May 28, 2026 earnings call (FY27 Q1), Dell said 18 of the 40 words Kalshi and Polymarket listed; Parrot’s count agreed with all 40 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
40 words · 18 settled yes · our count agreed on 40 of 40- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 12+ times | Yes | 63 | 63 | ✓ | 85%transcripts from the transcript model | – |
| Million / Billion / Trillion 10+ times | Yes | 49 | 49 | ✓ | 84%transcripts from the transcript model | – |
| Quarter 7+ times | Yes | 48 | 48 | ✓ | 86%transcripts from the transcript model | – |
| GPU / CPU | Yes | 16 | 16 | ✓ | 80%transcripts from the transcript model | – |
| Agentic | Yes | 10 | 10 | ✓ | 22%transcripts from the transcript model | – |
| PowerStore | Yes | 6 | 6 | ✓ | 88%transcripts from the transcript model | – |
| Sovereign | Yes | 5 | 5 | ✓ | 82%transcripts from the transcript model | – |
| AI Factory | Yes | 4 | 4 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 4 | 4 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| Deal 3+ times | Yes | 3 | 3 | ✓ | 50%transcripts from the transcript model | – |
| Arm / Snapdragon | Yes | 3 | 3 | ✓ | 39%transcripts from the transcript model | – |
| Gaming / Game | Yes | 3 | 3 | ✓ | 32%transcripts from the transcript model | – |
| Confidence | Yes | 2 | 3 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – |
| Liquid cooling / CDU | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | – |
| Tailwind | Yes | 1 | 1 | ✓ | 31%transcripts from the transcript model | – |
| Mistral | Yes | 1 | 1 | ✓ | 22%transcripts from the transcript model | – |
| PowerEdge | Yes | 1 | 1 | ✓ | 17%transcripts from the transcript model | – |
| PowerEdge / Power Edge | Yes | 1 | 1 | ✓ | 12%n=2+tx from settlement history blended with transcripts | – |
| Dividend 3+ times | No | 1 | 1 | ✓ | 50%n=2+tx from settlement history blended with transcripts | – |
| EPS Growth | No | 0 | 0 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| Windows 10 | No | 0 | 0 | ✓ | 39%n=2+tx from settlement history blended with transcripts | – |
| AMD | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – |
| Headwind | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| New Product | No | 0 | 0 | ✓ | 27%n=2+tx from settlement history blended with transcripts | – |
| Meta | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – |
| Linux / Red Hat / Ubuntu | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Chip | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Computer / Laptop | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Layoff | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Taiwan | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| xAI | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| RTX Pro 6000 | No | 0 | 0 | ✓ | 16%n=2+tx from settlement history blended with transcripts | – |
| ASIC | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Displace / Displacement | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Pope | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Hudson River Trading | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Mazda | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Texas | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 9%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 21, 2026 04:22 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 “AI Factory”; 3 quoted, at least 25 words apart.
At GTC, we marked the two-year anniversary of the Dell AI Factory with NVIDIA and extended our leadership in accelerated computing. We introduced new infrastructure…
…across block, file, and object workloads. We continue to expand the Dell AI Factory ecosystem with partners including NVIDIA, Google Cloud, OpenAI, SpaceXAI, ServiceNow, Palantir,…
…residency, privacy, and sovereignty requirements. The bottom line, Dell is expanding the AI Factory from the data center to the desk side across compute, storage,…
Where the listed words were said
…the world to the flexibility and efficiencies enterprises need. We also extended AI to the desktop with the new Dell Pro Max systems supporting the…
…in a challenging environment, delivering record revenue and EPS. Revenue was $43.8 billion, up 88%, and earnings per share was $4.86, up 214%. Demand was…
Afternoon, and welcome to the fiscal year 2027 first quarter financial results conference call for Dell Technologies Inc. I'd like to inform all participants this…
…supply. That demand is broad-based, as Jeff said, it's going beyond the GPU, there's more AI opportunities from a CPU perspective, traditional server, in the…
…edge, they're upgrading the infrastructure. They're looking for more capable PCs as agentic workloads make their way to the edge. They're looking to consolidate space,…
…above market. In primary storage, we saw notable strength in PowerMax and PowerStore. We continue to see momentum in the mid-range ecosystem, with PowerStore delivering…
…with meaningful backlog. Our customer count surpassed 5,000, with growth across neocloud, sovereigns, and enterprise customers. Our differentiated offering continues to resonate, and our expanding…
…example of an AI parallel file system specifically designed for this class of devices and customers. We're seeing increased traction. We're certified across NVIDIA's stack.
…that transactionally-oriented side of the marketplace, consumer, small and medium business. Large deals are done deal by deal. We like what we're doing. We think…
…a way to think about what is the mix of x86 versus Arm, does it matter to you, or is there any margin differential between…
…our third consecutive quarter of demand growth, supported by continued strength in gaming. Overall, CSG profitability improved as better-than-expected demand drove higher attach, greater scale,…
…healthier. They're actually growing at greater than historical rates, which gave us confidence to raise the guide by $27 billion of revenue for the year.…
Agents: this page as TSV at /api/v1/appearances/dell:2026-05-28:earnings_call · words: /api/v1/brief?appearance=dell:2026-05-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP