Applied Materials (AMAT)

EarningsTranscriptsUpdated

As of Oct 24, 2026, Kalshi has settled 13 word markets on Applied Materials’ earnings calls since 2026, on 13 different words. Next call: Nov 12, 2026 (12 words listed).

Next: Earnings call ·

12 words listed · Occasion page

Who counts: Kalshi: company speakers + operator

Kalshi

Applied Materials: the words listed for Thu, Nov 12, how often each was said on past occasions, and the probability for this one
WordQ4’24Nov '24Q1’25Feb '25Q2’25May '25Q3’25Aug '25Q4’25year agoQ1’26Feb '26Q2’26May '26Q3’26last callTrendLast 8ScriptedAll-timeProbabilityMarket
China / Chinese15 times: China / Chinese, Q4’24 Nov '24, counts as said18 times: China / Chinese, Q1’25 Feb '25, counts as said11 times: China / Chinese, Q2’25 May '25, counts as said25 times: China / Chinese, Q3’25 Aug '25, counts as said33 times: China / Chinese, Q4’25 Nov '25, counts as said1 time: China / Chinese, Q1’26 Feb '26, counts as said2 times: China / Chinese, Q2’26 May '26, counts as said5 times: China / Chinese, Q3’26 Aug '26, counts as saidfalling8/8100%7/888%74/8191%95%n=1+tx from settlement history blended with transcripts78¢ Kalshi
Supply Chain5 times: Supply Chain, Q4’24 Nov '24, counts as said1 time: Supply Chain, Q1’25 Feb '25, counts as said4 times: Supply Chain, Q2’25 May '25, counts as said4 times: Supply Chain, Q3’25 Aug '25, counts as said4 times: Supply Chain, Q4’25 Nov '25, counts as said1 time: Supply Chain, Q1’26 Feb '26, counts as said9 times: Supply Chain, Q2’26 May '26, counts as said8 times: Supply Chain, Q3’26 Aug '26, counts as saidrising8/8100%7/888%56/8169%92%n=1+tx from settlement history blended with transcripts76¢ Kalshi
EPIC Center1 time: EPIC Center, Q4’24 Nov '24, counts as said1 time: EPIC Center, Q1’25 Feb '25, counts as said1 time: EPIC Center, Q2’25 May '25, counts as said1 time: EPIC Center, Q3’25 Aug '25, counts as said2 times: EPIC Center, Q4’25 Nov '25, counts as said0 times: EPIC Center, Q1’26 Feb '267 times: EPIC Center, Q2’26 May '26, counts as said5 times: EPIC Center, Q3’26 Aug '26, counts as saidrising7/888%7/888%10/8112%86%n=1+tx from settlement history blended with transcripts54¢ Kalshi
Hybrid Bonding0 times: Hybrid Bonding, Q4’24 Nov '242 times: Hybrid Bonding, Q1’25 Feb '25, counts as said1 time: Hybrid Bonding, Q2’25 May '25, counts as said1 time: Hybrid Bonding, Q3’25 Aug '25, counts as said3 times: Hybrid Bonding, Q4’25 Nov '25, counts as said2 times: Hybrid Bonding, Q1’26 Feb '26, counts as said1 time: Hybrid Bonding, Q2’26 May '26, counts as said4 times: Hybrid Bonding, Q3’26 Aug '26, counts as saidrising7/888%2/825%17/8121%83%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Epitaxy0 times: Epitaxy, Q4’24 Nov '240 times: Epitaxy, Q1’25 Feb '250 times: Epitaxy, Q2’25 May '250 times: Epitaxy, Q3’25 Aug '251 time: Epitaxy, Q4’25 Nov '25, counts as said0 times: Epitaxy, Q1’26 Feb '261 time: Epitaxy, Q2’26 May '26, counts as said4 times: Epitaxy, Q3’26 Aug '26, counts as saidrising3/838%3/838%12/8115%68%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Agent / Agentic0 times: Agent / Agentic, Q4’24 Nov '240 times: Agent / Agentic, Q1’25 Feb '250 times: Agent / Agentic, Q2’25 May '250 times: Agent / Agentic, Q3’25 Aug '250 times: Agent / Agentic, Q4’25 Nov '250 times: Agent / Agentic, Q1’26 Feb '265 times: Agent / Agentic, Q2’26 May '26, counts as said1 time: Agent / Agentic, Q3’26 Aug '26, counts as saidrising2/825%1/812%3/814%66%n=1+tx from settlement history blended with transcripts56¢ Kalshi
Singapore1 time: Singapore, Q4’24 Nov '24, counts as said4 times: Singapore, Q1’25 Feb '25, counts as said1 time: Singapore, Q2’25 May '25, counts as said1 time: Singapore, Q3’25 Aug '25, counts as said0 times: Singapore, Q4’25 Nov '250 times: Singapore, Q1’26 Feb '261 time: Singapore, Q2’26 May '26, counts as said1 time: Singapore, Q3’26 Aug '26, counts as saidfalling6/875%4/850%20/8125%62%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Chiplet0 times: Chiplet, Q4’24 Nov '240 times: Chiplet, Q1’25 Feb '251 time: Chiplet, Q2’25 May '25, counts as said0 times: Chiplet, Q3’25 Aug '250 times: Chiplet, Q4’25 Nov '250 times: Chiplet, Q1’26 Feb '261 time: Chiplet, Q2’26 May '26, counts as said1 time: Chiplet, Q3’26 Aug '26, counts as saidrising3/838%2/825%10/8112%54%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Broadcom0 times: Broadcom, Q4’24 Nov '240 times: Broadcom, Q1’25 Feb '250 times: Broadcom, Q2’25 May '250 times: Broadcom, Q3’25 Aug '250 times: Broadcom, Q4’25 Nov '250 times: Broadcom, Q1’26 Feb '260 times: Broadcom, Q2’26 May '261 time: Broadcom, Q3’26 Aug '26, counts as saidrising1/812%1/812%2/812%41%n=1+tx from settlement history blended with transcripts46¢ Kalshi
EssilorLuxotticanever said0 times: EssilorLuxottica, Q4’24 Nov '240 times: EssilorLuxottica, Q1’25 Feb '250 times: EssilorLuxottica, Q2’25 May '250 times: EssilorLuxottica, Q3’25 Aug '250 times: EssilorLuxottica, Q4’25 Nov '250 times: EssilorLuxottica, Q1’26 Feb '260 times: EssilorLuxottica, Q2’26 May '260 times: EssilorLuxottica, Q3’26 Aug '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts46¢ Kalshi
SENZnever said0 times: SENZ, Q4’24 Nov '240 times: SENZ, Q1’25 Feb '250 times: SENZ, Q2’25 May '250 times: SENZ, Q3’25 Aug '250 times: SENZ, Q4’25 Nov '250 times: SENZ, Q1’26 Feb '260 times: SENZ, Q2’26 May '260 times: SENZ, Q3’26 Aug '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts46¢ Kalshi
Smart Glassesnever said0 times: Smart Glasses, Q4’24 Nov '240 times: Smart Glasses, Q1’25 Feb '250 times: Smart Glasses, Q2’25 May '250 times: Smart Glasses, Q3’25 Aug '250 times: Smart Glasses, Q4’25 Nov '250 times: Smart Glasses, Q1’26 Feb '260 times: Smart Glasses, Q2’26 May '260 times: Smart Glasses, Q3’26 Aug '26steady0/80%0/80%0/810%12%n=1+tx from settlement history blended with transcripts46¢ Kalshi
  • times said on that call
  • counted as said (ring)
  • no call
  • probability next time, with n
  • Select a word or a cell for its quotes
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

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 22, 2026 23:43 UTC.

Every word

1–1 of 1, most settled first
Applied Materials: every word with settled markets, most settled first
WordQ4’24Nov '24Q1’25Feb '25Q2’25May '25Q3’25Aug '25Q4’25Nov '25Q1’26Feb '26Q2’26May '26Q3’26last callTrendLast 8ScriptedAll-timeProbability
SCREEN0 times: SCREEN, Q4’24 Nov '240 times: SCREEN, Q1’25 Feb '250 times: SCREEN, Q2’25 May '251 time: SCREEN, Q3’25 Aug '25, counts as said0 times: SCREEN, Q4’25 Nov '250 times: SCREEN, Q1’26 Feb '260 times: SCREEN, Q2’26 May '261 time: SCREEN, Q3’26 Aug '26, counts as saidrising2/825%2/825%37/8146%45%n=1+tx from settlement history blended with transcripts
What the columns mean
Last N
of the appearances shown, how many counted as said
Trend
how the count moved over these calls
Scripted
calls of the last 8 where it was said in the prepared remarks
All-time
every call on file
Probability
the calibrated probability for the next listing; n is the settled observations behind it when it was computed, '+tx' adds the transcripts, 'new' means too little history

Appearances and settled record

latest 12

Our transcript counts matched how 13 of 13 settled words resolved (100.0%). How we check.

Citeparrot.markets, “Applied Materials (AMAT): earnings call word history”, as of Oct 24, 2026, https://parrot.markets/earnings/AMAT (CC BY 4.0)

Agents: this page as TSV at /api/v1/entity/applied-materials · words: /api/v1/history?entity=applied-materials · columnar JSON in #parrot-data · llms.txt · MCP