Will Microsoft say “Cloud”?

Microsoft said “Cloud” 22 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 37, 32, 40, 38, 26, 35, 23, 22 times. As of Oct 24, 2026, Microsoft said “Cloud” at 2 of 2 occasions with a settled Kalshi or Polymarket mention market since Jul 30, 2025 (100%), most recently on Oct 29, 2025. Parrot’s p for the next listing is 97% (n=2, from settlement history blended with transcripts), not a forecast.

97%from settlement history blended with transcripts · n=2counts: company speakers + operator
Last 10
2/2Last 10 settled, oldest to newest: yes yes
Streak
said the last 2 times
Counts
company speakers + operator
Updated

Where it was said

quotes of at most 25 words; select an appearance

Microsoft

Cloud

Probability
97% · n=2
Settled
2/2 (100%)
Last calls
said in 8 of 8

Next listing counts: company speakers + operator

FY26 Q4 earnings call, Jul 29, 2026 · said 22 times (counts)

Open the appearance

Counts: company speakers + operator (not listed here; the usual rule)

22 counted (20 in prepared remarks, 2 in Q&A).

Satya Nadellacompanyprepared · 3:20Hear it 3:19, Satya Nadella In transcript

…us. All up, our annual revenue surpassed $331 billion, up 18%. Microsoft Cloud surpassed $214 billion, up 27%, and Azure surpassed $100 billion, up 41%.…

Satya Nadellacompanyprepared · 4:48Hear it 4:42, Satya Nadella In transcript

…announced a partnership with Mistral to bring its models to Microsoft Sovereign Cloud, enabling customers to run them across public, customer-controlled, and fully disconnected environments.…

Every match in the transcript

FY26 Q3 earnings call, Apr 29, 2026 · said 23 times (counts)

Open the appearance

Counts: company speakers + operator (not listed here; the usual rule)

22 counted (19 in prepared remarks, 3 in Q&A); 1 by speakers the rule does not count.

Satya NadellacompanypreparedIn transcript

…was a record third quarter powered by the continued strength of Microsoft Cloud, which exceeded $54 billion in revenue, up 29% year-over-year. Our AI business…

Satya NadellacompanypreparedIn transcript

…are executing against two priorities. First, we are building the world's leading cloud and AI infrastructure for agentic computing era. Second, we are building high-value…

Every match in the transcript

FY26 Q2 earnings call, Jan 28, 2026 · said 35 times (counts)

Open the appearance

Counts: company speakers + operator (not listed here; the usual rule)

29 counted (29 in prepared remarks, 0 in Q&A); 6 by speakers the rule does not count.

Satya NadellacompanypreparedIn transcript

the Microsoft Cloud surpassed $50 billion in revenue for the first time, up 26% year over year, reflecting the strength of our platform and accelerating…

Every match in the transcript

FY26 Q1 earnings call, Oct 29, 2025 · said 26 times (counts)

Open the appearance

FY25 Q4 earnings call, Jul 30, 2025 · said 38 times (counts)

Open the appearance

FY25 Q3 earnings call, Apr 30, 2025 · said 40 times (counts)

Open the appearance

FY25 Q2 earnings call, Jan 29, 2025 · said 32 times (counts)

Open the appearance

FY25 Q1 earnings call, Oct 30, 2024 · said 37 times (counts)

Open the appearance

Every settled listing

newest first · 4 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 29, 2025CloudPolymarketYes26
Oct 29, 2025CloudKalshiYes26
Jul 30, 2025CloudPolymarketYes38
Jul 30, 2025CloudKalshiYes37

Questions

How many times did Microsoft say “Cloud” on its last earnings call?
Microsoft said “Cloud” 22 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 37, 32, 40, 38, 26, 35, 23, 22 times.
How often does Microsoft say “Cloud”?
As of Oct 24, 2026, Microsoft said “Cloud” at 2 of 2 occasions with a settled Kalshi or Polymarket mention market since Jul 30, 2025 (100%), most recently on Oct 29, 2025.
What is the probability Microsoft says “Cloud” next time?
97%, from settlement history blended with transcripts (n=2). 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: ‘Cloud’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MSFT/words/cloud (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=microsoft&word=cloud · quotes: /api/v1/quotes?entity=microsoft&word=… · columnar JSON in #parrot-data · llms.txt · MCP