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.
9 matches for “Oracle”; 5 quoted, at least 25 words apart.
…networking growth in fiscal 2027. Today, we announced an expanded collaboration with Oracle to accelerate gigawatt-scale AI infrastructure. Oracle will deploy HPE Juniper Networking routers…
…raised fiscal 2027 outlook is related to the new hyperscale inference and Oracle deals that you highlighted versus improved outlook within the remaining business? Thank…
…13%-17% on revenue for the total company. In terms of networking, the Oracle deal plus the core, the beginning of the Oracle deal is in…
…would be helpful. I did not hear you folks talk about the Oracle announcement a lot. Maybe just help us appreciate, what are you providing…
Then, on the Oracle side of the equation, is an expansion of what Juniper used to do, but now we're doing at gigawatt scale, and…
Where the listed words were said
…network operations. Orders were ahead of revenue, demonstrating the differentiation of our self-driving networks and the versatility across multiple cloud deployment models. Routing and data…
…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…
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