Will Microsoft say “CapEx”?
Microsoft said “CapEx” 7 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 6, 5, 5, 6, 2, 8, 10, 7 times. As of Oct 24, 2026, Microsoft said “CapEx” at the only occasion with a settled Kalshi or Polymarket mention market so far, on Oct 29, 2025. Parrot’s p for the next listing is 93% (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
Where it was said
quotes of at most 25 words; select an appearance
Microsoft
CapEx
- Probability
- 93% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator (not listed here; the usual rule)
5 counted (3 in prepared remarks, 2 in Q&A); 2 by speakers the rule does not count.
…higher component pricing as noted in our guide. Roughly two-thirds of our CapEx was for short-lived assets, primarily CPUs and GPUs, as customers increasingly build…
…are not. Outside of this useful life impact, our calendar year 2026 CapEx investment expectations remain unchanged. However, the shift from finance to operating leases…
Counts: company speakers + operator (not listed here; the usual rule)
5 counted (2 in prepared remarks, 3 in Q&A); 5 by speakers the rule does not count.
…timing of delivery of finance leases. This quarter, roughly 2/3 of our CapEx was for short-lived assets, primarily GPUs and CPUs. The remaining spend was…
We expect CapEx spend to increase to over $40 billion as we continue to bring more capacity online. The sequential increase includes roughly $5 billion…
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (1 in prepared remarks, 3 in Q&A); 4 by speakers the rule does not count.
…Capital expenditures were $37.5 billion in this quarter, roughly two-thirds of our CapEx, was on short-lived assets, primarily GPUs and CPUs. Our customer demand continues…
Every settled listing
newest first · 2 shown
Polymarket
KalshiQuestions
- How many times did Microsoft say “CapEx” on its last earnings call?
- Microsoft said “CapEx” 7 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 6, 5, 5, 6, 2, 8, 10, 7 times.
- How often does Microsoft say “CapEx”?
- As of Oct 24, 2026, Microsoft said “CapEx” at the only occasion with a settled Kalshi or Polymarket mention market so far, on Oct 29, 2025.
- What is the probability Microsoft says “CapEx” next time?
- 93%, 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, “Microsoft: ‘CapEx’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MSFT/words/capex (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=microsoft&word=capex · quotes: /api/v1/quotes?entity=microsoft&word=… · columnar JSON in #parrot-data · llms.txt · MCP