Will Applied Optoelectronics say “Indium Phosphide”?
Applied Optoelectronics said “Indium Phosphide” 2 times on its Aug 6, 2026 call (FY26 Q2), and on 3 of its last 8 calls: 0, 0, 0, 0, 0, 2, 5, 2 times. As of Oct 24, 2026, Applied Optoelectronics said “Indium Phosphide” on the only call with a settled Kalshi mention market so far, on Aug 6, 2026. Parrot’s p for the next listing is 74% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/1Last 10 settled, oldest to newest: yes
- Streak
- said last time
- Counts
- company speakers + operator
- Market
- 46¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearanceApplied Optoelectronics
Indium Phosphide
- Probability
- 74% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 3 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
2 counted (2 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.
…of 800G and 1.6T transceivers. While this will not directly increase our indium phosphide wafer capacity, we plan to move the existing transceiver production from…
…the question about laser supply, and thinking about your own constraints there, indium phosphide. How are you guys feeling about substrates and other raw materials…
Not counted under this market’s speaker rule.
Counts: company speakers + operator (not listed here; the usual rule)
5 counted (2 in prepared remarks, 3 in Q&A); 2 by speakers the rule does not count.
…of 800G and 1.6T transceivers. While this will not directly increase our indium phosphide wafer capacity, we plan to move the existing transceiver production from…
Yeah. Taran, we see a shortage of indium phosphide laser manufacturing capacity across the industry right now, and we think that's gonna persist and even…
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (0 in prepared remarks, 2 in Q&A); 2 by speakers the rule does not count.
…mean, as Thompson mentioned, we are planning to triple our production of indium phosphide related devices here—laser devices made on indium phosphide materials—by the middle…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 6, 2026 | Indium Phosphide | Yes | 2 |
Questions
- How many times did Applied Optoelectronics say “Indium Phosphide” on its last earnings call?
- Applied Optoelectronics said “Indium Phosphide” 2 times on its Aug 6, 2026 call (FY26 Q2), and on 3 of its last 8 calls: 0, 0, 0, 0, 0, 2, 5, 2 times.
- How often does Applied Optoelectronics say “Indium Phosphide”?
- As of Oct 24, 2026, Applied Optoelectronics said “Indium Phosphide” on the only call with a settled Kalshi mention market so far, on Aug 6, 2026.
- What is the probability Applied Optoelectronics says “Indium Phosphide” next time?
- 74%, from settlement history blended with transcripts (n=1). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Applied Optoelectronics: ‘Indium Phosphide’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AAOI/words/indium-phosphide (CC BY 4.0)
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