Micron (MU): FY26 Q3 earnings call, Jun 24, 2026
On its Jun 24, 2026 earnings call (FY26 Q3), Micron said 3 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 3 settled yes · our count agreed on 11 of 11- 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 | Market |
|---|---|---|---|---|---|---|
| Portfolio | Yes | 6 | 7 | ✓ | 96%n=2+tx from settlement history blended with transcripts | – |
| Hyperscaler | Yes | 2 | 3 | ✓ | 18%n=2+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 1 | 1 | ✓ | 68%n=3+tx from settlement history blended with transcripts | – |
| Inventory | No | 0 | 0 | ✓ | 89%n=3+tx from settlement history blended with transcripts | – |
| Smartphone | No | 0 | 0 | ✓ | 88%n=3+tx from settlement history blended with transcripts | – |
| New York | No | 0 | 0 | ✓ | 60%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 44%n=2+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 28%n=2+tx from settlement history blended with transcripts | – |
| Taiwan | No | 0 | 0 | ✓ | 24%n=2+tx from settlement history blended with transcripts | – |
| Anthropic | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Gaming | No | 0 | 0 | ✓ | 10%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.
4 matches for “Agentic”; 3 quoted, at least 25 words apart.
…side, the CPU customers are now forecasting 30%-40% per year CAGRs given agentics like higher CPU intensity. I'm sure the mid to long-term bit demand…
…and especially as we see the mix of server CPUs increase with agentic AI. I was hoping you could give an update on how you…
…used in the data center over time to drive the use of agentic AI. We have CPUs that use DDR5, as well as plans from…
Where the listed words were said
…do feel really good about the fact that we have incredibly strong portfolio of products, both on the NAND and DRAM side. They, of course,…
Sure. The SCAs that we have signed already do include some hyperscalers, where the purchasing for those hyperscalers requires HBM, that is part of the…
Agents: this page as TSV at /api/v1/appearances/micron:2026-06-24:earnings_call · words: /api/v1/brief?appearance=micron:2026-06-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP