Will Applied Optoelectronics say “Tariff”?
Applied Optoelectronics said “Tariff” 4 times on its Aug 6, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 0, 0, 11, 7, 5, 15, 3, 4 times. As of Oct 24, 2026, Applied Optoelectronics said “Tariff” on the only call with a settled Kalshi mention market so far, on Aug 6, 2026. Parrot’s p for the next listing is 90% (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
- 71¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Applied Optoelectronics
Tariff
- Probability
- 90% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
4 counted (4 in prepared remarks, 0 in Q&A).
…edge in ensuring reliable supply of production equipment. During the quarter, direct tariffs had a $1.9 million impact on our income statement. With the overturn…
…U.S. At the present time, we don't expect any material change from tariffs as a result of this announcement. Turning to our second quarter results.…
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (3 in prepared remarks, 0 in Q&A).
…us an edge in ensuring reliable supply of production equipment. During the first quarter, direct tariffs had a $1.4 million impact on our income statement.
…very new, we currently cannot estimate the timeframe for recovery of these tariffs. Turning to our first quarter results. Our total revenue was a record…
Counts: company speakers + operator (not listed here; the usual rule)
15 counted (6 in prepared remarks, 9 in Q&A); 6 by speakers the rule does not count.
…order to accommodate these future growth drivers. During the fourth quarter, direct tariffs had a $1,200,000 impact on our income statement. As it relates to…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 6, 2026 | Tariff |  Kalshi | Yes | 4 |
Questions
- How many times did Applied Optoelectronics say “Tariff” on its last earnings call?
- Applied Optoelectronics said “Tariff” 4 times on its Aug 6, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 0, 0, 11, 7, 5, 15, 3, 4 times.
- How often does Applied Optoelectronics say “Tariff”?
- As of Oct 24, 2026, Applied Optoelectronics said “Tariff” on the only call with a settled Kalshi mention market so far, on Aug 6, 2026.
- What is the probability Applied Optoelectronics says “Tariff” next time?
- 90%, 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: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AAOI/words/tariff (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=applied-optoelectronics&word=tariff · quotes: /api/v1/quotes?entity=applied-optoelectronics&word=… · columnar JSON in #parrot-data · llms.txt · MCP