CoreWeave (CRWV): FY26 Q2 earnings call, Aug 11, 2026
On its Aug 11, 2026 earnings call (FY26 Q2), CoreWeave said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 5 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 | Market |
|---|---|---|---|---|---|---|
| Nvidia 3+ times | Yes | 9 | 9 | ✓ | 75%transcripts from the transcript model | – |
| Storage | Yes | 3 | 4 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Solidigm | Yes | 2 | 3 | ✓ | 17%transcripts from the transcript model | – |
| Government | Yes | 1 | 1 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | – |
| Meta | No | 0 | 1 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| Marimo | No | 0 | 0 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| CrowdStrike / Crowd Strike | No | 0 | 0 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – |
| Anthropic | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| China / Chinese | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Healthcare | No | 0 | 0 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – |
| Quantum | No | 0 | 0 | ✓ | 14%n=1+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.
1 match for “Autonomous”; 1 quoted, at least 25 words apart.
…Caterpillar will train specialized models that enhance the intelligence and productivity of autonomous construction equipment. Life sciences is emerging as another important growth vertical for…
Where the listed words were said
…Q2, we became the first cloud provider to bring up and validate NVIDIA's Vera Rubin NVL72, leveraging our innovations in software-defined liquid cooling and rack…
…require our platform, which integrates these capabilities with a broader portfolio of storage, CPU, and networking services across a distributed footprint of data centers globally.…
…NVIDIA and our OEM and ODM partners, our recent long-term agreement with Solidigm is one illustration of how we are de-risking access to the critical…
…That is based on transparency. You have to work with the local governments. You have to work with the utilities. You have to work with…
Agents: this page as TSV at /api/v1/appearances/coreweave:2026-08-11:earnings_call · words: /api/v1/brief?appearance=coreweave:2026-08-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP