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.
10 matches for “Data Center”; 5 quoted, at least 25 words apart.
…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…
…coming from existing customers as they continue to refresh and modernize their data centers to support traditional workloads. Heightened security and resiliency requirements are also…
…several reinforcing factors. First, infrastructure demand is growing structurally, driven by data center modernization, AI adoption, and attractive economics of deploying workloads on-prem.
…in the quarter, it is a consistent theme that I think we talked about last quarter. One, there is a modernization in the data center.
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…
…more data is being created on the planet at the edge and data centers in the cloud, and that data has to be stored, it…
…first half, 71%. It is obvious we are seeing signs where the data center is turning in from this cost center approach to a value…
…to be updated. Then increasingly, we're seeing enterprises drive AI workloads, specifically agentic workloads. I know your question was specifically the non-ones, but it's complemented…
…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…
…the quarter before and the quarter before. So there's a notion of inflation inside our growth. But the underlying demand for the technology is significant.…
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