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.

Updated

Markets

13 words · 6 settled yes · our count agreed on 13 of 13

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
Anthropic Yes1013✓41%transcripts from the transcript modelHear it 6:55, Anthropic–
OpenAI Yes45✓68%n=2+tx from settlement history blended with transcriptsHear it 7:21, OpenAI–
Meta Yes22✓38%transcripts from the transcript modelHear it 7:44, Meta–
Hyperscaler Yes12✓91%n=2+tx from settlement history blended with transcriptsHear it 10:16, Hyperscaler–
Tomahawk 6 Yes11✓77%n=2+tx from settlement history blended with transcriptsHear it 9:31, Tomahawk 6–
Optic Yes11✓51%n=2+tx from settlement history blended with transcriptsHear it 9:47, Optic–
Competition No00✓67%n=2+tx from settlement history blended with transcripts–
Organic No00✓37%n=2+tx from settlement history blended with transcripts–
Open Source No00✓35%n=2+tx from settlement history blended with transcripts–
NVLink No00✓32%n=2+tx from settlement history blended with transcripts–
Acquisition No00✓31%n=2+tx from settlement history blended with transcripts–
Department of War / DoW No00✓15%transcripts from the transcript model–
Quantum No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Tomahawk 6”; 1 quoted, at least 25 words apart.

Hock Tancompanyprepared · 9:33Hear it 9:27, Hock Tan

…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…

Where the listed words were said

Hock Tancompany“Anthropic” · prepared · 6:57Hear it 6:56, Hock Tan

…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…

Hock Tancompany“OpenAI” · prepared · 10:48Hear it 10:42, Hock Tan

…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…

Hock Tancompany“Meta” · prepared · 7:46Hear it 7:46, Hock Tan

…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…

Hock Tancompany“Hyperscaler” · prepared · 10:18Hear it 10:12, Hock Tan

…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.

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