HPE: FY26 Q3 earnings call, Sep 2, 2026
On its Sep 2, 2026 earnings call (FY26 Q3), Hewlett Packard Enterprise said 4 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 · 4 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 |
|---|---|---|---|---|---|---|---|
| Self Driving | Yes | 4 | 4 | ✓ | 77%n=2+tx from settlement history blended with transcripts | Hear it 6:48, Self Driving | – |
| Private Cloud AI | Yes | 3 | 3 | ✓ | 82%transcripts from the transcript model | Hear it 11:34, Private Cloud AI | – |
| Alletra | Yes | 2 | 2 | ✓ | 88%transcripts from the transcript model | Hear it 11:22, Alletra | – |
| Aruba | Yes | 1 | 1 | ✓ | 89%transcripts from the transcript model | Hear it 35:52, Aruba | – |
| Morpheus | No | 0 | 0 | ✓ | 78%n=3+tx from settlement history blended with transcripts | – | |
| Government | No | 0 | 0 | ✓ | 67%n=3+tx from settlement history blended with transcripts | – | |
| Automation | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – | |
| Tailwind | No | 0 | 0 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 48%n=3+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – | |
| Department of Energy | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – | |
| Quantum | No | 0 | 0 | ✓ | 32%n=3+tx from settlement history blended with transcripts | – | |
| Saudi | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
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.
15 matches for “Backlog”; 5 quoted, at least 25 words apart.
…orders than any prior quarter in our history, resulting in a record-breaking backlog for the company. Supply constraints continue to affect our ability to fulfill…
Thanks to our record results, record orders, and record backlog, we are raising our outlook for both fiscal 2026 and fiscal 2027. Marie will discuss…
…accelerated in the quarter, with orders substantially ahead of revenue and our backlog at its highest ever. Our backlog reflects strong customer demand from hyperscalers…
…demand to remain exceptionally high as our pipeline remains multiples of our backlog. A fundamental shift in the server business is becoming quite clear. The…
…us the capacity allocations we need to reduce lead times, improve our backlog conversion, and drive higher new order growth, supported by our historically highest…
Where the listed words were said
…infrastructure-related investments in data center switching and routing, and strong demand for self-driving networks in campus and branch. Networks for AI demand accelerated in Q3,…
…will continue to accelerate this momentum in our storage business. Our Private Cloud AI platform allows customers to manage enterprise AI applications and AI agents…
…adopting our AI factory platform to support agentic AI and inferencing initiatives. Alletra MP orders and revenue increased strong double digits year-over-year. We see robust…
…we go forward because we have a terrific value proposition with our self-driving networks and the versatility of the both Mist and Aruba Central platform.
Agents: this page as TSV at /api/v1/appearances/hewlett-packard-enterprise:2026-09-02:earnings_call · words: /api/v1/brief?appearance=hewlett-packard-enterprise:2026-09-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP