Will Broadcom say “Competition”?
Broadcom did not say “Competition” on its Sep 2, 2026 call (FY26 Q3); it said it on 2 of its last 8 calls: 0, 0, 0, 7, 0, 2, 0, 0 times. As of Oct 24, 2026, Broadcom said “Competition” on 1 of 4 calls with a settled Kalshi or Polymarket mention market since Dec 11, 2025 (25%), most recently on Mar 4, 2026. Parrot’s p for the next listing is 27% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/4Last 10 settled, oldest to newest: no yes no no
- Streak
- not said the last 2 times
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearance
Broadcom
Competition
- Probability
- 27% · n=4
- Settled
- 1/4 (25%)
- Last calls
- said in 2 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
2 counted (0 in prepared remarks, 2 in Q&A).
…we are by far way out there. And we will not see competition in COT for many years to come. It will come eventually, but…
…progression among the few players we see here. I mean, it's a competition, each is trying to create an LLM better than the other and…
Counts: company speakers + operator (not listed here; the usual rule)
7 counted (0 in prepared remarks, 7 in Q&A); 2 by speakers the rule does not count.
…Ethernet is the way to go and we and there's plenty of competition too because it's an open source system. So I think Ethernet is…
…as bandwidth increase. And we and and I assure you, we have competition, which is one of the why the hyper scalars like the net.…
Every settled listing
newest first · 5 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Sep 2, 2026 | Competition |  Kalshi | No | 0 |
| Jun 3, 2026 | Competition | Kalshi | No | 0 |
| Mar 4, 2026 | Competition | Kalshi | Yes | 2 |
| Dec 11, 2025 | Competition |  Polymarket | No | 0 |
| Dec 11, 2025 | Competition | Kalshi | No | 0 |
Questions
- How many times did Broadcom say “Competition” on its last earnings call?
- Broadcom did not say “Competition” on its Sep 2, 2026 call (FY26 Q3); it said it on 2 of its last 8 calls: 0, 0, 0, 7, 0, 2, 0, 0 times.
- How often does Broadcom say “Competition”?
- As of Oct 24, 2026, Broadcom said “Competition” on 1 of 4 calls with a settled Kalshi or Polymarket mention market since Dec 11, 2025 (25%), most recently on Mar 4, 2026.
- What is the probability Broadcom says “Competition” next time?
- 27%, from settlement history blended with transcripts (n=4). 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, “Broadcom: ‘Competition’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AVGO/words/competition (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=broadcom&word=competition · quotes: /api/v1/quotes?entity=broadcom&word=… · columnar JSON in #parrot-data · llms.txt · MCP