Will Apple say “Supply chain”?
Apple said “Supply chain” 6 times on its Jul 30, 2026 call (FY26 Q3), and on 6 of its last 8 calls: 0, 0, 6, 2, 1, 4, 3, 6 times. As of Oct 24, 2026, Apple said “Supply chain” at the only occasion with a settled Kalshi mention market so far, on May 1, 2025. Parrot’s p for the next listing is 81% (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
Where it was said
quotes of at most 25 words; select an appearance
Apple
Supply chain
- Probability
- 81% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers
Counts: company speakers + operator (not listed here; the usual rule)
6 counted (2 in prepared remarks, 4 in Q&A).
…U.S. We're pleased with the progress we've already made advancing the American supply chain. Earlier this month, Apple announced a new agreement with Broadcom to…
…an important step forward in our work to build an end-to-end silicon supply chain here in the U.S. We're excited for the upcoming opening of…
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (2 in prepared remarks, 1 in Q&A); 2 by speakers the rule does not count.
…work of our teams. We're also making great progress in advancing American supply chain innovation. As part of our $600 billion commitment to the U.S.,…
…manufacturing program, including the work we're doing to advance an end-to-end silicon supply chain across the U.S. At TSMC's Arizona facility, for example, Apple is…
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (2 in prepared remarks, 2 in Q&A).
…facility, and we continue to advance the development of an end-to-end silicon supply chain across the country, sourcing 20 billion US chips in 2025. Through…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| May 1, 2025 | Supply chain |  Kalshi | Yes | 6 |
Questions
- How many times did Apple say “Supply chain” on its last earnings call?
- Apple said “Supply chain” 6 times on its Jul 30, 2026 call (FY26 Q3), and on 6 of its last 8 calls: 0, 0, 6, 2, 1, 4, 3, 6 times.
- How often does Apple say “Supply chain”?
- As of Oct 24, 2026, Apple said “Supply chain” at the only occasion with a settled Kalshi mention market so far, on May 1, 2025.
- What is the probability Apple says “Supply chain” next time?
- 81%, 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.
Cite parrot.markets, “Apple: ‘Supply chain’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AAPL/words/supply-chain (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=apple&word=supply%20chain · quotes: /api/v1/quotes?entity=apple&word=… · columnar JSON in #parrot-data · llms.txt · MCP