Will Microsoft say “Cobalt”?

Microsoft said “Cobalt” 2 times on its Jul 29, 2026 call (FY26 Q4), and on 5 of its last 8 calls: 1, 1, 0, 0, 0, 2, 3, 2 times. As of Oct 24, 2026, no Kalshi or Polymarket mention market on Microsoft saying “Cobalt” has settled yet. Parrot’s p for the next listing is 71% (from the transcript model), not a forecast.

71%from transcript modelNext: Earnings call, Oct 28, 2026 · counts: company speakers + operator
Counts
company speakers + operator
Market
75¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Microsoft

Cobalt

Probability
71% · n=0
Last calls
said in 5 of 8

Next listing counts: company speakers + operator

FY26 Q4 earnings call, Jul 29, 2026 · said 2 times (counts)

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

2 counted (2 in prepared remarks, 0 in Q&A).

Satya Nadellacompanyprepared · 5:28Hear it 5:28, Satya Nadella In transcript

…comes to running agents, CPUs are just as important as GPUs. Our Cobalt VMs are powering both our own first-party workloads as well as workloads…

Every match in the transcript

FY26 Q3 earnings call, Apr 29, 2026 · said 3 times (counts)

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

3 counted (3 in prepared remarks, 0 in Q&A).

Satya NadellacompanypreparedIn transcript

Our Cobalt server CPU is deployed in nearly half of our DC regions, running workloads at scale for customers like Databricks, Siemens, and Snowflake. As…

Every match in the transcript

FY26 Q2 earnings call, Jan 28, 2026 · said 2 times (counts)

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

2 counted (1 in prepared remarks, 1 in Q&A).

Satya NadellacompanypreparedIn transcript

…with the progress we are making on the CPU side as well. Cobalt 200 is another big leap forward delivering over 50% higher performance compared…

Satya NadellacompanyqaIn transcript

…at it, which is we are excited about Maya. We're excited about Cobalt. We're excited about our DPU, our next So we have a lot…

FY26 Q1 earnings call, Oct 29, 2025 · not said

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FY25 Q4 earnings call, Jul 30, 2025 · not said

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FY25 Q3 earnings call, Apr 30, 2025 · not said

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FY25 Q2 earnings call, Jan 29, 2025 · said 1 time (counts)

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FY25 Q1 earnings call, Oct 30, 2024 · said 1 time (counts)

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Questions

How many times did Microsoft say “Cobalt” on its last earnings call?
Microsoft said “Cobalt” 2 times on its Jul 29, 2026 call (FY26 Q4), and on 5 of its last 8 calls: 1, 1, 0, 0, 0, 2, 3, 2 times.
Who has to say it for the market to count?
Under the next market's rule: company speakers + operator.

Cite parrot.markets, “Microsoft: ‘Cobalt’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MSFT/words/cobalt (CC BY 4.0)

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