Will Applied Materials say “Tariff”?
Applied Materials did not say “Tariff” on its Aug 13, 2026 call (FY26 Q3); it said it on 3 of its last 8 calls: 0, 0, 6, 4, 1, 0, 0, 0 times. As of Nov 11, 2026, no Kalshi or Polymarket mention market on Applied Materials saying “Tariff” has settled yet. Parrot’s p for the next listing is 29% (from the transcript model), not a forecast.
- Counts
- anyone
- Market
- 48¢ Polymarket (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Applied Materials
Tariff
- Probability
- 29% · n=0
- Last calls
- said in 3 of 8
Next listing counts: anyone
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (0 in prepared remarks, 1 in Q&A).
…on cost reductions. The cost reductions were offset to some degree by tariff headwinds and by some of the inventory management, et cetera. So the…
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (2 in prepared remarks, 2 in Q&A).
…road maps. The dynamic macroeconomic and policy environment, including trade and tariffs, has wide-ranging implications for the semiconductor industry, increasing uncertainty and lowering…
…of product and segment mix and pricing as we work to offset tariff-related headwinds. Non-GAAP operating expenses were $1.3 billion, down slightly as a percentage…
Counts: company speakers + operator (not listed here; the usual rule)
6 counted (0 in prepared remarks, 6 in Q&A).
…company is operating at this point. And that has modest impact from tariffs. So in Q2, very small impact from tariffs because we had inventory…
…making price adjustments for the things that cannot be managed from a tariff perspective. So our guidance for Q3 really reflects being able to manage…
Questions
- How many times did Applied Materials say “Tariff” on its last earnings call?
- Applied Materials did not say “Tariff” on its Aug 13, 2026 call (FY26 Q3); it said it on 3 of its last 8 calls: 0, 0, 6, 4, 1, 0, 0, 0 times.
- Who has to say it for the market to count?
- Under the next market's rule: anyone.
Cite parrot.markets, “Applied Materials: ‘Tariff’ mention history”, as of Nov 11, 2026, https://parrot.markets/earnings/AMAT/words/tariff (CC BY 4.0)
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