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.
7 matches for “Google”; 5 quoted, at least 25 words apart.
…following initiatives with our six core customers. As you are aware, with Google, we announced in April that we entered into a long-term agreement to…
…execution compared to other alternatives. This ability to provide differentiated value to Google ensures that our business will sustain and grow for the foreseeable future.…
…ask you, interquarter, you had that 8-K with the long-term agreement with Google. Obviously, you're probably not going to tell me what the total value…
…consumption and development and consumption of AI compute, even by our partner, Google, that we fully expect that there'll be some diversity of sources for…
…XPU platform we have announced here from our other customers, which is Google-owned internal workloads, Meta's workloads, and the other two customers we have. Fold…
Where the listed words were said
…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…
…access another five gigawatts of next-generation TPU-based compute beginning in 2027. For OpenAI, we have delivered silicon, and we are on track for production late…
…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