Broadcom (AVGO): FY26 Q3 earnings call, Sep 2, 2026
On its Sep 2, 2026 earnings call (FY26 Q3), Broadcom said 8 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.
UpdatedMarkets
13 words · 8 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| OpenAI | Yes | 14 | 18 | ✓ | 77%n=3+tx from settlement history blended with transcripts | Hear it 4:44, OpenAI | – |
| Anthropic | Yes | 11 | 17 | ✓ | 75%n=1+tx from settlement history blended with transcripts | Hear it 3:39, Anthropic | – |
| Yes | 8 | 10 | ✓ | 58%transcripts from the transcript model | Hear it 3:41, Google | – | |
| Tomahawk 6 | Yes | 7 | 10 | ✓ | 74%n=3+tx from settlement history blended with transcripts | Hear it 13:04, Tomahawk 6 | – |
| Ethernet | Yes | 6 | 7 | ✓ | 89%transcripts from the transcript model | Hear it 12:54, Ethernet | – |
| Meta | Yes | 4 | 4 | ✓ | 57%n=1+tx from settlement history blended with transcripts | Hear it 5:48, Meta | – |
| Hyperscaler | Yes | 3 | 3 | ✓ | 90%n=3+tx from settlement history blended with transcripts | Hear it 31:58, Hyperscaler | – |
| VMware | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | Hear it 16:43, VMware | – |
| Optic | No | 0 | 0 | ✓ | 52%n=3+tx from settlement history blended with transcripts | – | |
| Competition | No | 0 | 0 | ✓ | 51%n=3+tx from settlement history blended with transcripts | – | |
| Jericho 4 | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – | |
| Open Source | No | 0 | 0 | ✓ | 27%n=3+tx from settlement history blended with transcripts | – | |
| Acquisition | No | 0 | 0 | ✓ | 18%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 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.
17 matches for “Anthropic”; 5 quoted, at least 25 words apart.
…more than tripled year-over-year to $16.7 billion. During the quarter, we delivered Ironwood TPU v7, version 7 in high volume to both Anthropic and Google.
…Q4. During the quarter, we expect to accelerate shipments of Ironwood to Anthropic. We also expect to ramp up high volume shipments of the TPU…
…are very deep moats for any competitor to cross. Moving on to Anthropic. Starting with the 1 GW of Ironwood we are deploying in 2026,…
…to enable more than 20 GW of compute infrastructure for OpenAI and Anthropic by the end of 2028. We closed the first $35 billion tranche…
…The Google number you gave, and then you said 10 GW for Anthropic. It is not one number, right? The 10 GW is just for…
Where the listed words were said
…which in fact was initiated earlier. In Q3, we also ship Jalapeño, OpenAI's first generation custom accelerator, which outperforms Grace Blackwell GPU for inference workloads.…
…sheer technology, which we have in plentiful supply. With these two guys, Anthropic and OpenAI, it is like thinking of you have two geniuses in…
…to run their frontier models worldwide. Our workloads, sorry. Our engagement with Google has never been stronger. This has been recently strengthened by a long-term…
…and scale out, we were first to market with our 100 Tb Tomahawk 6, and we just picked up Tomahawk 7, the industry's first 200…
…innovated ahead of the market here by enabling scale-up using low latency Ethernet. The adoption also on this device has surprised us, and we are…
…all this at half the cost of a GPU. Our partnership with Meta to deliver multiple generations of MTIA XPUs remains on track. Between now…
…simple thing. It makes economic sense for Broadcom to invest and enable these guys. These guys are going to be hyperscalers in their own right.
…forecast infrastructure software revenue to stabilize at approximately $8.7 billion. We announced VMware Private AI Cloud, giving enterprises a secure, cost-effective platform to build and…
Agents: this page as TSV at /api/v1/appearances/broadcom:2026-09-02:earnings_call · words: /api/v1/brief?appearance=broadcom:2026-09-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP