Will Microsoft say “DeepSeek”?

Microsoft did not say “DeepSeek” on its Jul 29, 2026 call (FY26 Q4); it said it on 3 of its last 8 calls: 0, 4, 2, 1, 0, 0, 0, 0 times. As of Oct 24, 2026, Microsoft said “DeepSeek” at the only occasion with a settled Kalshi mention market so far, on Jul 30, 2025. Parrot’s p for the next listing is 31% (n=1, from settlement history blended with transcripts), not a forecast.

31%from settlement history blended with transcripts · n=1counts: company speakers + operator
Last 10
1/1Last 10 settled, oldest to newest: yes
Streak
said last time
Counts
company speakers + operator
Updated

Where it was said

quotes of at most 25 words; select an appearance

Microsoft

DeepSeek

Probability
31% · n=1
Settled
1/1 (100%)
Last calls
said in 3 of 8

Next listing counts: company speakers + operator

FY26 Q4 earnings call, Jul 29, 2026 · not said

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FY26 Q3 earnings call, Apr 29, 2026 · not said

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FY26 Q2 earnings call, Jan 28, 2026 · not said

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

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FY25 Q4 earnings call, Jul 30, 2025 · said 1 time (counts)

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Counts: company speakers + operator

1 counted (1 in prepared remarks, 0 in Q&A).

Satya NadellacompanypreparedIn transcript

…it across more models than any other hyperscaler, including models from OpenAI, DeepSeek, Meta, xAI's Grok and, very soon, Black Forest Labs and Mistral AI.…

FY25 Q3 earnings call, Apr 30, 2025 · 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); 1 by speakers the rule does not count.

Satya NadellacompanypreparedIn transcript

…brought the latest models from OpenAI, along with new models from Cohere, DeepSeek, Meta, Mistral, Stability to Foundry. And we have expanded our Phi family…

Satya NadellacompanyqaIn transcript

…pioneered and did with all of the reasoning models, and of course, DeepSeek has added to it and done good work as well, and others…

Every match in the transcript

FY25 Q2 earnings call, Jan 29, 2025 · said 4 times (counts)

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

4 counted (2 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.

Satya NadellacompanypreparedIn transcript

…leading models and the best selection of Open Source models and SLMs. DeepSeek's R1 launched today via the model catalog on Foundry and GitHub with…

Satya NadellacompanypreparedIn transcript

…that leverage built-in NPUs. And they will soon be able to run DeepSeek's R1 distilled models locally on Copilot+ PCs as well as the vast…

Every match in the transcript

FY25 Q1 earnings call, Oct 30, 2024 · not said

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Jul 30, 2025DeepSeekKalshiYes1

Questions

How many times did Microsoft say “DeepSeek” on its last earnings call?
Microsoft did not say “DeepSeek” on its Jul 29, 2026 call (FY26 Q4); it said it on 3 of its last 8 calls: 0, 4, 2, 1, 0, 0, 0, 0 times.
How often does Microsoft say “DeepSeek”?
As of Oct 24, 2026, Microsoft said “DeepSeek” at the only occasion with a settled Kalshi mention market so far, on Jul 30, 2025.
What is the probability Microsoft says “DeepSeek” next time?
31%, 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: ‘DeepSeek’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MSFT/words/deepseek (CC BY 4.0)

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