Will Microsoft say “Capacity”?
Microsoft said “Capacity” 14 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 5, 9, 5, 9, 10, 12, 13, 14 times. As of Oct 24, 2026, Microsoft did not say “Capacity” at the only occasion with a settled Kalshi mention market so far, on Sep 10, 2026. Parrot’s p for the next listing is 25% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 0/1Last 10 settled, oldest to newest: no
- Streak
- not said last time
- Counts
- named speaker only
Where it was said
quotes of at most 25 words; select an appearance
Microsoft
Capacity
- Probability
- 25% · n=1
- Settled
- 0/1 (0%)
- Last calls
- said in 8 of 8
Next listing counts: named speaker only
Counts: company speakers + operator (not listed here; the usual rule)
14 counted (11 in prepared remarks, 3 in Q&A); 1 by speakers the rule does not count.
…bringing the total to 88 this year as we expand our footprint in response to accelerating demand. We're also bringing capacity online faster than ever.
…capacity this quarter and remain on track to roughly double our overall capacity in just two years. We're also getting more from the infrastructure we…
Counts: company speakers + operator (not listed here; the usual rule)
13 counted (10 in prepared remarks, 3 in Q&A); 1 by speakers the rule does not count.
All up, we added another gigawatt of capacity this quarter and remain on track to double our overall footprint in just two years. We are…
…in constant currency, driven by continued investment in AI, including R&D compute capacity, talent, and data to support product development across the portfolio. This quarter,…
Counts: company speakers + operator (not listed here; the usual rule)
12 counted (6 in prepared remarks, 6 in Q&A); 5 by speakers the rule does not count.
…for high-scale training. All up, we added nearly one gigawatt of total capacity this quarter alone. At the silicon layer, we have NVIDIA and AMD…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result |
|---|---|---|---|
| Sep 10, 2026 | Capacity |  Kalshi | No |
Questions
- How many times did Microsoft say “Capacity” on its last earnings call?
- Microsoft said “Capacity” 14 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 5, 9, 5, 9, 10, 12, 13, 14 times.
- How often does Microsoft say “Capacity”?
- As of Oct 24, 2026, Microsoft did not say “Capacity” at the only occasion with a settled Kalshi mention market so far, on Sep 10, 2026.
- What is the probability Microsoft says “Capacity” next time?
- 25%, 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: named speaker only.
Cite parrot.markets, “Microsoft: ‘Capacity’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MSFT/words/capacity (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=microsoft&word=capacity · quotes: /api/v1/quotes?entity=microsoft&word=… · columnar JSON in #parrot-data · llms.txt · MCP