Dell (DELL): FY27 Q2 earnings call, Sep 1, 2026
On its Sep 1, 2026 earnings call (FY27 Q2), Dell said 14 of the 21 words Kalshi and Polymarket listed; Parrot’s count agreed with 19 of 21 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
21 words · 14 settled yes · our count agreed on 19 of 21- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|---|
| Quarter 20+ times | Yes | 64 | 64 | ✓ | 72%transcripts from the transcript model | Hear it 0:02, Quarter 20+ times | – |
| AI / Artificial Intelligence 20+ times | Yes | 51 | 51 | ✓ | 79%transcripts from the transcript model | Hear it 3:27, AI / Artificial Intelligence 20+ times | – |
| Data Center 10+ times | Yes | 10 | 10 | ✓ | 11%transcripts from the transcript model | Hear it 4:03, Data Center 10+ times | – |
| Data Center | Yes | 9 | 10 | ✓ | 78%transcripts from the transcript model | Hear it 4:03, Data Center | – |
| Agentic | Yes | 8 | 9 | ✓ | 64%n=1+tx from settlement history blended with transcripts | Hear it 8:10, Agentic | – |
| Confidence | Yes | 3 | 3 | ✓ | 61%n=3+tx from settlement history blended with transcripts | Hear it 10:06, Confidence | – |
| PowerScale | Yes | 2 | 2 | ✓ | 63%transcripts from the transcript model | Hear it 9:36, PowerScale | – |
| Tailwind | Yes | 2 | 2 | ✓ | 54%n=1+tx from settlement history blended with transcripts | Hear it 4:40, Tailwind | – |
| Inflation / Inflationary | Yes | 2 | 2 | ✓ | 50%transcripts from the transcript model | Hear it 26:15, Inflation / Inflationary | – |
| Lightning | Yes | 2 | 3 | ✓ | 45%transcripts from the transcript model | Hear it 42:40, Lightning | – |
| AI Factory | Yes | 1 | 1 | ✓ | 71%n=3+tx from settlement history blended with transcripts | Hear it 35:44, AI Factory | – |
| Nvidia | Yes | 1 | 2 | ✓ | 66%n=2+tx from settlement history blended with transcripts | Hear it 7:14, Nvidia | – |
| Dividend 3+ times | Yes | 1 | 1 | ✗ | 35%n=3+tx from settlement history blended with transcripts | Hear it 17:42, Dividend (3+ times) | – |
| PowerEdge / Power Edge | Yes | 0 | 0 | ✗ | 33%n=3+tx from settlement history blended with transcripts | – | |
| Fiscal 20+ times | No | 1 | 1 | ✓ | 8%transcripts from the transcript model | Hear it 0:00, Fiscal 20+ times | – |
| Mistral | No | 0 | 0 | ✓ | 40%n=1+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 0 | ✓ | 27%n=1+tx from settlement history blended with transcripts | – | |
| Secure AI Alliance | No | 0 | 0 | ✓ | 13%transcripts from the transcript model | – | |
| Texas | No | 0 | 0 | ✓ | 10%n=1+tx from settlement history blended with transcripts | – | |
| Trump | No | 0 | 0 | ✓ | 10%n=1+tx from settlement history blended with transcripts | – | |
| China | No | 0 | 0 | ✓ | 9%n=3+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
Where the listed words were said
Good afternoon, and welcome to the fiscal year 2027 second quarter financial results conference call for Dell Technologies Inc. I'd like to inform all participants…
…the past 12 months, we have booked more than $130 billion in AI server orders. In just the past two quarters, we have generated almost…
…customers enter a new era of infrastructure modernization. Customers are modernizing their data centers for both AI and non-AI workloads, and the benefits are meaningful.…
…unique designs as customers optimize for workload performance, power, cooling, and the data center environment. This complexity plays to our strength. Our engineering capabilities, broad…
…customers modernize their infrastructure. Second, we are seeing a growing trend of customers that require meaningful CPU compute capacity to support AI and agentic workflows.
…improve, supporting overall ISG profitability. Our share gains, expanding Dell IP mix, and accelerating pace of product development give us confidence in the opportunity ahead.
…PowerVault, with PowerStore posting double-digit demand growth for the ninth consecutive quarter. PowerScale and ObjectScale also drove another exceptional quarter in unstructured storage, which…
…this quarter, the most in our history. We are also seeing AI-related tailwinds in traditional servers and networking, along with early signs of increased storage…
Regardless of the inflationary environment that exists, more data is being created on the planet at the edge and data centers in the cloud, and…
For Project Lightning, our parallel file system. There's an echo, sorry. Parallel file system designed for native AI use cases. We continue to have the…
…in our remarks, we now have more than 6,500 customers buying Dell AI Factory. 3,300 of them have happened in the last three quarters. It…
…again by becoming the first to ship rack systems engineered on the NVIDIA Vera Rubin platform. The AI market is evolving rapidly, and we are…
Agents: this page as TSV at /api/v1/appearances/dell:2026-09-01:earnings_call · words: /api/v1/brief?appearance=dell:2026-09-01:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP