Microsoft (MSFT): FY27 Q1 earnings call, Oct 28, 2026
On its Oct 28, 2026 earnings call (FY27 Q1), Microsoft said 20 of the 25 words Kalshi and Polymarket listed; Parrot’s count agreed with all 25 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
25 words · 20 settled yes · our count agreed on 25 of 25- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Agent / Agentic | Yes | 48 | 48 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Copilot 20+ times | Yes | 34 | 34 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Azure 15+ times | Yes | 21 | 21 | ✓ | 74%transcripts from the transcript model | – |
| GPU / CPU | Yes | 20 | 20 | ✓ | 96%transcripts from the transcript model | – |
| Frontier | Yes | 15 | 16 | ✓ | 82%n=2+tx from settlement history blended with transcripts | – |
| GitHub 3+ times | Yes | 12 | 13 | ✓ | 87%transcripts from the transcript model | – |
| OpenAI 3+ times | Yes | 9 | 11 | ✓ | 89%transcripts from the transcript model | – |
| Xbox | Yes | 6 | 6 | ✓ | 90%transcripts from the transcript model | – |
| Data Center | Yes | 5 | 5 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 3 | 3 | ✓ | 72%n=3+tx from settlement history blended with transcripts | – |
| Anthropic / Claude | Yes | 3 | 3 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Maia | Yes | 3 | 3 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| Memory 3+ times | Yes | 3 | 3 | ✓ | 58%transcripts from the transcript model | – |
| Anthropic | Yes | 2 | 2 | ✓ | 81%n=3+tx from settlement history blended with transcripts | – |
| AMD / Advanced Micro Devices | Yes | 2 | 2 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Dividend | Yes | 1 | 1 | ✓ | 75%transcripts from the transcript model | – |
| Gaming | Yes | 1 | 1 | ✓ | 72%n=5+tx from settlement history blended with transcripts | – |
| Cobalt | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Activision / Blizzard | Yes | 1 | 1 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Autopilot | Yes | 1 | 1 | ✓ | 47%transcripts from the transcript model | – |
| GitHub 15+ times | No | 13 | 13 | ✓ | 30%transcripts from the transcript model | – |
| Excel | No | 0 | 0 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Helios | No | 0 | 0 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| Sovereign Cloud | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Cybersecurity | No | 0 | 0 | ✓ | 27%n=6+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 28, 2026 02:39 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
21 matches for “Azure”; 5 quoted, at least 25 words apart.
…set, coupled with its deep integration across our stack, is driving differentiation. Azure OpenAI directly benefited in the last quarter with big advances in OpenAI…
…cloud-native Cobalt CPUs, improving price performance for general purpose cloud workloads. All-up Azure growth was broad-based across both enterprises and small and medium business segments…
…year-over-year to 50%, driven by strong revenue growth, platform efficiency gains, and focused investments across our portfolio, partially offset by sales mix shift to Azure.
…12% and 11% in constant currency, driven by the impact from large Azure commitments in the prior year, partially offset by healthy growth in our…
…currency, with sequential dollars added nearly doubling year-over-year, reflecting strong demand across Azure and M365 Commercial Cloud. Azure revenue was ahead of expectations and increased…
Where the listed words were said
…sovereignty over its own learning, and building trust with controls that ensure agent safety and security. Now let's talk about how we are making progress…
…consumer and comes with all of Office built in. We think of Copilot as the new OS for work. Customers are increasingly turning to Copilot…
…margin percentage declined year-over-year to 66%, driven by sales mix shift to Azure, partially offset by product-level margin improvements primarily in Azure. For this segment,…
…GB300s in our biggest regions, which make up the majority of the GPU deployments. At the same time, we continue to get more from the…
…increasingly capable everyday intelligence to every user. Typically, IT funds this, consolidating frontier advances for everyone across the organization. As agents take on higher-value work,…
…software development, all major coding agents have shown up to work on GitHub. Agent-generated PRs have increased 6x over the past six months, and agents…
Agents like OpenAI Codex, Anthropic Claude Code, Meta Muse are adopting MXC, and customers like Meta are starting to deploy it across their enterprise environments.…
…than a decade, and Grand Theft Auto 6, which is coming to Xbox next month. In closing, based on the demand we see, the strength…
…than offset by interest expense, which includes the interest payments related to data center finance leases. We expect our Q2 effective tax rate to be…
We have docked our first NVIDIA Vera Rubin GPUs and are very excited about it. Maia 200 is already delivering up to 1.7x more tokens…
…that? If you are a coding agent user, you want, in fact, Anthropic and OpenAI, by the way, to compete for your workload, not like…
…our CapEx was for short-lived assets, primarily CPUs and GPUs, including higher memory and storage costs, as we continue to invest in the infrastructure required…
Agents: this page as TSV at /api/v1/appearances/microsoft:2026-10-28:earnings_call · words: /api/v1/brief?appearance=microsoft:2026-10-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP