Will Applied Materials say “Supply Chain”?
Applied Materials said “Supply Chain” 8 times on its Aug 13, 2026 call (FY26 Q3), and on each of its last 8 calls: 5, 1, 4, 4, 4, 1, 9, 8 times. As of Oct 24, 2026, Applied Materials said “Supply Chain” on the only call with a settled Kalshi mention market so far, on Aug 13, 2026. Parrot’s p for the next listing is 92% (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
- 65¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Applied Materials
Supply Chain
- Probability
- 92% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
8 counted (4 in prepared remarks, 4 in Q&A); 1 by speakers the rule does not count.
To ensure our supply chain and field teams can support their ramps, our largest customers are giving us longer-term commitments and rolling eight-quarter forecasts. This…
In operations, supply chain, and our corporate functions, AI is helping us ramp faster, drive meaningful improvements in productivity, and scale our revenue significantly faster…
Counts: company speakers + operator (not listed here; the usual rule)
9 counted (2 in prepared remarks, 7 in Q&A).
…enabling and highest value areas of the market, particularly leading-edge foundry logic, DRAM, and advanced packaging. Third, strong execution across our operations and supply chain.
…new scientific breakthroughs, accelerate research and development programs, optimize factory and supply chain operations, increase innovation and productivity and services, and automate workflows…
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (1 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.
…revenue, margins, and cash flow. We are focused on operational discipline and supply chain execution to meet customer demand while advancing our technology leadership. We…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 13, 2026 | Supply Chain |  Kalshi | Yes | 8 |
Questions
- How many times did Applied Materials say “Supply Chain” on its last earnings call?
- Applied Materials said “Supply Chain” 8 times on its Aug 13, 2026 call (FY26 Q3), and on each of its last 8 calls: 5, 1, 4, 4, 4, 1, 9, 8 times.
- How often does Applied Materials say “Supply Chain”?
- As of Oct 24, 2026, Applied Materials said “Supply Chain” on the only call with a settled Kalshi mention market so far, on Aug 13, 2026.
- What is the probability Applied Materials says “Supply Chain” next time?
- 92%, 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 Materials: ‘Supply Chain’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AMAT/words/supply-chain (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=applied-materials&word=supply%20chain · quotes: /api/v1/quotes?entity=applied-materials&word=… · columnar JSON in #parrot-data · llms.txt · MCP