Will AMD say “Microsoft / Azure”?
AMD said “Microsoft / Azure” 6 times on its Aug 4, 2026 call (FY26 Q2), and on 7 of its last 8 calls: 7, 4, 1, 1, 3, 1, 0, 6 times. As of Oct 24, 2026, AMD said “Microsoft / Azure” on the only call with a settled Kalshi or Polymarket mention market so far, on Aug 4, 2026. Parrot’s p for the next listing is 84% (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
AMD
Microsoft / Azure
- Probability
- 84% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 7 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
6 counted (6 in prepared remarks, 0 in Q&A).
…EPYC Genoa families. In cloud, hyperscalers continued expanding EPYC across their internal infrastructure and public cloud offerings, including AWS, Microsoft, Google, Oracle, and others.
…and accelerate ROCm software development. We also expanded our longstanding partnership with Microsoft. Microsoft will deploy Helios at scale on Azure for frontier model inferencing…
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (1 in prepared remarks, 0 in Q&A).
…begin shipping its AMD-powered steam machine early this year. And development of Microsoft's next-gen Xbox featuring an AMD semi-custom SoC is progressing well to support…
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (3 in prepared remarks, 0 in Q&A).
…160 EPYC-powered instances in the quarter, including new Turin offerings from Google, Microsoft Azure, Alibaba and others that deliver unmatched performance and price performance across…
…increased 181% year-over-year to $1.3 billion. Semi-custom revenue increased as Sony and Microsoft prepare for the upcoming holiday sales period. In gaming graphics, revenue and…
Every settled listing
newest first · 2 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 4, 2026 | Microsoft / Azure |  Polymarket | Yes | 6 |
| Aug 4, 2026 | Microsoft / Azure |  Kalshi | Yes | 6 |
Questions
- How many times did AMD say “Microsoft / Azure” on its last earnings call?
- AMD said “Microsoft / Azure” 6 times on its Aug 4, 2026 call (FY26 Q2), and on 7 of its last 8 calls: 7, 4, 1, 1, 3, 1, 0, 6 times.
- How often does AMD say “Microsoft / Azure”?
- As of Oct 24, 2026, AMD said “Microsoft / Azure” on the only call with a settled Kalshi or Polymarket mention market so far, on Aug 4, 2026.
- What is the probability AMD says “Microsoft / Azure” next time?
- 84%, 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, “AMD: ‘Microsoft / Azure’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AMD/words/azure-or-microsoft (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=amd&word=azure%20%2F%20microsoft · quotes: /api/v1/quotes?entity=amd&word=… · columnar JSON in #parrot-data · llms.txt · MCP