Will Amazon say “Supply Chain”?
Amazon said “Supply Chain” 3 times on its Jul 30, 2026 call (FY26 Q2), and on 4 of its last 8 calls: 0, 2, 2, 0, 0, 0, 1, 3 times. As of Oct 24, 2026, Amazon said “Supply Chain” on 2 of 5 calls with a settled Kalshi or Polymarket mention market since Jul 31, 2025 (40%), most recently on Jul 30, 2026. Parrot’s p for the next listing is 59% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 2/5Last 10 settled, oldest to newest: no no no yes yes
- Streak
- said the last 2 times
- Counts
- company speakers + operator
- Market
- 78¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Amazon
Supply Chain
- Probability
- 59% · n=5
- Settled
- 2/5 (40%)
- Last calls
- said in 4 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
3 counted (2 in prepared remarks, 1 in Q&A); 1 by speakers the rule does not count.
We recently launched Amazon Supply Chain Services. Any business can move, store, and deliver everything from raw materials to finished products using the same supply…
…market segment leader that we are. On the second question on the supply chain inflation. What I would say is that most of the deals…
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A); 1 by speakers the rule does not count.
So on memory and storage and the supply chain, I think everybody knows that the cost of these components, particularly memory has skyrocketed. And we're…
…about the increase in price for memory and storage and just the supply chain inflation we're seeing and the impact it could have in CapEx…
Not counted under this market’s speaker rule.
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (0 in prepared remarks, 2 in Q&A).
…the coming months. I expect that there are other parts of the supply chain that are a little bit jammed up as well at motherboards…
Every settled listing
newest first · 8 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Jul 30, 2026 | Supply Chain |  Polymarket | Yes | 4 |
| Jul 30, 2026 | Supply Chain |  Kalshi | Yes | 3 |
| Apr 29, 2026 | Supply Chain | Kalshi | Yes | 1 |
| Feb 5, 2026 | Supply Chain | Kalshi | No | 0 |
| Oct 30, 2025 | Supply Chain | Polymarket | No | 0 |
| Oct 30, 2025 | Supply Chain | Kalshi | No | 0 |
| Jul 31, 2025 | Supply Chain | Polymarket | No | 0 |
| Jul 31, 2025 | Supply Chain | Kalshi | No | 0 |
Questions
- How many times did Amazon say “Supply Chain” on its last earnings call?
- Amazon said “Supply Chain” 3 times on its Jul 30, 2026 call (FY26 Q2), and on 4 of its last 8 calls: 0, 2, 2, 0, 0, 0, 1, 3 times.
- How often does Amazon say “Supply Chain”?
- As of Oct 24, 2026, Amazon said “Supply Chain” on 2 of 5 calls with a settled Kalshi or Polymarket mention market since Jul 31, 2025 (40%), most recently on Jul 30, 2026.
- What is the probability Amazon says “Supply Chain” next time?
- 59%, from settlement history blended with transcripts (n=5). 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, “Amazon: ‘Supply Chain’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AMZN/words/supply-chain (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=amazon&word=supply%20chain · quotes: /api/v1/quotes?entity=amazon&word=… · columnar JSON in #parrot-data · llms.txt · MCP