Will Microsoft say “Hardware”?
Microsoft said “Hardware” 2 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 1, 3, 4, 1, 1, 3, 4, 2 times. As of Oct 23, 2026, Microsoft said “Hardware” at the only occasion with a settled Kalshi mention market so far, on Apr 30, 2025. Parrot’s p for the next listing is 86% (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
Where it was said
quotes of at most 25 words; select an appearance
Microsoft
Hardware
- Probability
- 86% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (2 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.
It delivers 30% better performance per dollar than the latest generation hardware in our fleet and is now supporting both OpenAI and MAI models. And…
…content and services, we expect revenue to decline in the mid-single digits. Hardware revenue should decline year-over-year. Therefore, at the total company level, revenue should…
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (2 in prepared remarks, 2 in Q&A).
…revenue earlier. We delivered a 40% improvement in inference throughput for our most used models across Copilot, driven by our software and hardware optimization work.
…Xbox Game Pass as we focus on delivering more value to gamers. Hardware revenue should decline year-over-year. Therefore, at the total company level, revenue should…
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (3 in prepared remarks, 0 in Q&A); 2 by speakers the rule does not count.
…the best all-up fleet performance, cost, and supply across multiple generations of hardware. Earlier this week, we brought online our Maya 200 accelerator. Maya 200…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Apr 30, 2025 | Hardware |  Kalshi | Yes | 4 |
Questions
- How many times did Microsoft say “Hardware” on its last earnings call?
- Microsoft said “Hardware” 2 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 1, 3, 4, 1, 1, 3, 4, 2 times.
- How often does Microsoft say “Hardware”?
- As of Oct 23, 2026, Microsoft said “Hardware” at the only occasion with a settled Kalshi mention market so far, on Apr 30, 2025.
- What is the probability Microsoft says “Hardware” next time?
- 86%, 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.
Cite parrot.markets, “Microsoft: ‘Hardware’ mention history”, as of Oct 23, 2026, https://parrot.markets/earnings/MSFT/words/hardware (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=microsoft&word=hardware · quotes: /api/v1/quotes?entity=microsoft&word=… · columnar JSON in #parrot-data · llms.txt · MCP