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.
7 matches for “Ethernet”; 5 quoted, at least 25 words apart.
In Ethernet switching for scale up and scale out, we were first to market with our 100 Tb Tomahawk 6, and we just picked up…
…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…
…up within cluster of a GPU, XPU in a rack on basically Ethernet for the first time. Because Tomahawk Ultra will perform just as well…
…of those customers are using your Tomahawk Ultra, how many are using Ethernet, just because I assume your penetration with your accelerators is going to…
…the reason why they're doing this, as Hock articulated earlier on, it's Ethernet based, which means it's open. Anybody can connect to it, especially with…
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.…
…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.
…expect to ramp up high volume shipments of the TPU v8i to Google. Shipments of Jalapeño for OpenAI will continue, and for Meta, we expect…
Thank you, Hock. Thanks, Harlan, as well. You are right. Our Tomahawk 6 has been a phenomenal success. It started really first in scale-out, as…
…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