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.
5 matches for “OpenAI”; 5 quoted, at least 25 words apart.
…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…
…cost and power for the leading AI frontier labs, including Anthropic and OpenAI. To deliver this vision, we are creating the AI XPU platform with…
…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 run sufficient…
…don't want to say CFC, but consumer versions of AI, Anthropic and OpenAI, have very large gigawatt commitments in the out years. I know part…
…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…
Where the listed words were said
Oh, I have to correct you on that. Our deal with Anthropic and that we basically released, disclosed in our 8-K recently. As the deal…
…have announced here from our other customers, which is Google-owned internal workloads, Meta's workloads, and the other two customers we have. Fold that in, and…
…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