Broadcom (AVGO): FY26 Q2 earnings call, Jun 3, 2026
On its Jun 3, 2026 earnings call (FY26 Q2), Broadcom said 6 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
13 words · 6 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|---|
| Anthropic | Yes | 10 | 13 | ✓ | 41%transcripts from the transcript model | Hear it 6:55, Anthropic | – |
| OpenAI | Yes | 4 | 5 | ✓ | 68%n=2+tx from settlement history blended with transcripts | Hear it 7:21, OpenAI | – |
| Meta | Yes | 2 | 2 | ✓ | 38%transcripts from the transcript model | Hear it 7:44, Meta | – |
| Hyperscaler | Yes | 1 | 2 | ✓ | 91%n=2+tx from settlement history blended with transcripts | Hear it 10:16, Hyperscaler | – |
| Tomahawk 6 | Yes | 1 | 1 | ✓ | 77%n=2+tx from settlement history blended with transcripts | Hear it 9:31, Tomahawk 6 | – |
| Optic | Yes | 1 | 1 | ✓ | 51%n=2+tx from settlement history blended with transcripts | Hear it 9:47, Optic | – |
| Competition | No | 0 | 0 | ✓ | 67%n=2+tx from settlement history blended with transcripts | – | |
| Organic | No | 0 | 0 | ✓ | 37%n=2+tx from settlement history blended with transcripts | – | |
| Open Source | No | 0 | 0 | ✓ | 35%n=2+tx from settlement history blended with transcripts | – | |
| NVLink | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – | |
| Acquisition | No | 0 | 0 | ✓ | 31%n=2+tx from settlement history blended with transcripts | – | |
| Department of War / DoW | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Quantum | No | 0 | 0 | ✓ | 11%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.
13 matches for “Anthropic”; 5 quoted, at least 25 words apart.
…that our business will sustain and grow for the foreseeable future. For Anthropic, as you know, for 2026, we are providing access to Broadcom TPU-based…
…the lowest cost and power for the leading AI frontier labs, including Anthropic and OpenAI. To deliver this vision, we are creating the AI XPU…
…where for even two of our customers, we're talking about, which is Anthropic and OpenAI, for which we're creating this platform to enable them to…
…for taking the question. I noticed with the most recent deal with Anthropic that you guys are using Broadcom chips as a backstop for the…
Sorry, Hock. Essentially, most recent deal with Anthropic is being backstopped by Broadcom chips. Do you think that in the future you will see more…
Where the listed words were said
…released, disclosed in our 8-K recently. As the deal we did with Anthropic is we use our TPU chips that we developed to provide the…
…of this same name of customers we talked about, which is Anthropic, OpenAI, Gemini. These are the large guys they're pulling it from, and that's…
…larger 10 GW that by 2029 agreement we announced last year. For Meta, in April, we announced a partnership to deliver multiple generations of MTIA…
…across data centers, we remain the industry leader with our Jericho 3 and Jericho 4 fabric solutions, enabling the world's largest deployments at multiple hyperscalers.
…we have been shipping the industry's only 100 terabit Ethernet switch, the Tomahawk 6, for over a year. We will now be taping out our…
Agents: this page as TSV at /api/v1/appearances/broadcom:2026-06-03:earnings_call · words: /api/v1/brief?appearance=broadcom:2026-06-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP