HPE: FY26 Q2 earnings call, Jun 1, 2026
On its Jun 1, 2026 earnings call (FY26 Q2), Hewlett Packard Enterprise said 6 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Synergy | Yes | 17 | 18 | ✓ | 89%n=2+tx from settlement history blended with transcripts | Hear it 5:18, Synergy | – |
| Self Driving | Yes | 5 | 5 | ✓ | 63%n=1+tx from settlement history blended with transcripts | Hear it 5:32, Self Driving | – |
| Morpheus | Yes | 5 | 5 | ✓ | 58%n=2+tx from settlement history blended with transcripts | Hear it 14:10, Morpheus | – |
| Tailwind | Yes | 3 | 3 | ✓ | 24%transcripts from the transcript model | Hear it 18:49, Tailwind | – |
| Nvidia | Yes | 2 | 2 | ✓ | 78%n=2+tx from settlement history blended with transcripts | Hear it 45:19, Nvidia | – |
| Government | Yes | 1 | 1 | ✓ | 74%n=2+tx from settlement history blended with transcripts | Hear it 6:23, Government | – |
| Tariff | No | 0 | 0 | ✓ | 78%n=2+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 0 | ✓ | 74%transcripts from the transcript model | – | |
| Supercomputing / Super Computing | No | 0 | 0 | ✓ | 55%n=2+tx from settlement history blended with transcripts | – | |
| Quantum | No | 0 | 0 | ✓ | 36%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.
15 matches for “Backlog”; 5 quoted, at least 25 words apart.
…Orders more than doubled, significantly outpacing revenue, resulting in a record company backlog. Customer investments in agentic AI and AI inferencing accelerated. We also saw…
…financial commitments. Based on our strong first half 2026 results, our record backlog, and our visibility into the second half demand, we now expect to…
…systems bookings to $16.4 billion. We enter Q3 with $5.9 billion in backlog, primarily composed of enterprise and sovereign orders. We are seeing a broad…
…EPS, driven by disciplined execution and a strong demand environment. Our large backlog, favorable industry tailwinds, and improved demand visibility support a higher growth outlook.…
…billion was up 10% on a normalized basis as growth accelerated. Our backlog continues to grow given elevated demand and supply constraints. This is reflected…
Where the listed words were said
We are ahead of our integration milestones and synergies commitments, and the unified portfolio and sales force are already strengthening our market position and growth…
…new autonomous agents powered by agentic AI for optimizing networking performance. The self-driving network is no longer a concept. It is a reality. The U.K.…
…This extends Alletra MP into the growing unstructured data market. Our HPE Morpheus Enterprise and HPE VM Essentials software offerings continue to build momentum. Revenue…
…are providing an initial framework for fiscal 2027. We see sustained secular tailwinds driving consolidated revenue growth of 8%-12%, with a similar range for both…
…enterprise, which is Private Cloud AI. By the way, deep integration with NVIDIA, you're going to see more of that in a couple of weeks,…
…normalized basis. We won multimillion-dollar deals across multiple verticals, including retail, automotive, government, and technology. Wi-Fi 7 access points sales increased more than seven times,…
Agents: this page as TSV at /api/v1/appearances/hewlett-packard-enterprise:2026-06-01:earnings_call · words: /api/v1/brief?appearance=hewlett-packard-enterprise:2026-06-01:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP