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.
18 matches for “OpenAI”; 5 quoted, at least 25 words apart.
…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.…
…volume shipments of the TPU v8i to Google. Shipments of Jalapeño for OpenAI will continue, and for Meta, we expect production shipments of their custom…
…our largest XPU customer in 2027 and sustain that in 2028. For OpenAI, Jalapeño is on track for the planned deployment of 1.3 GW in…
…GW of Jalapeño and its successor generation of XPU, which would make OpenAI our second-largest XPU customer. In addition, we are in development with OpenAI…
…and Blackstone to enable more than 20 GW of compute infrastructure for OpenAI and Anthropic by the end of 2028. We closed the first $35…
Where the listed words were said
…a journey. Google has been doing for the last 10 years. Others, OpenAI, last two, three years. Meta, last three years. Each one is doing…
…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.
…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