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.
3 matches for “Private Cloud AI”; 3 quoted, at least 25 words apart.
…the first half, with a notable rise in net new logos. Private Cloud AI orders increased again this quarter with a growing base of new…
…and in particular with our AI factory for enterprise, which is Private Cloud AI. By the way, deep integration with NVIDIA, you're going to see…
…Morpheus draging the Private Cloud for virtualization. As we grow HPE Private Cloud AI, call it AI factory for enterprise-That infrastructure and software is pretty…
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.…
…Private Cloud offering, spanning HPE ProLiant servers, Alletra Storage MP, and HPE Morpheus Enterprise. The Cowboys are also adopting HPE Morpheus VM Essentials as their…
…disciplined execution and a strong demand environment. Our large backlog, favorable industry tailwinds, and improved demand visibility support a higher growth outlook. In addition, we…
…includes storage, which is the first platform to be fully certified by NVIDIA, when it comes down to the file kind of structural data. Second…
…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