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.
6 matches for “PowerStore”; 5 quoted, at least 25 words apart.
…performance. We further strengthened the storage foundation for modern and AI workloads. PowerStore Elite delivers up to 3X performance and density than prior generations with…
…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…
…portfolio resonate in the marketplace, whether that's the unstructured product from a PowerStore perspective in the mid-range. All of that obviously drives from a Dell…
…of growth of Dell IP. It's five in PowerMax, it's nine in PowerStore, it's four in PowerScale, it's three in ObjectScale. Our data protection product…
…where architecture matters more than it ever has. I think of our PowerStore Elite product. We get real excited. We had fun with this last…
Where the listed words were said
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…
…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…
…new desk side server storage and data management innovations. Our desk side agentic AI solutions help enterprises run production-ready AI locally, supporting use cases like…
…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…
…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,…
…We continue to expand the Dell AI Factory ecosystem with partners including NVIDIA, Google Cloud, OpenAI, SpaceXAI, ServiceNow, Palantir, Mistral, and CrowdStrike. For example, with…
…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.…
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