Will Microsoft say “NVIDIA”?

Microsoft said “NVIDIA” 2 times on its Jul 29, 2026 call (FY26 Q4), and on 6 of its last 8 calls: 2, 2, 0, 0, 2, 3, 1, 2 times. As of Oct 23, 2026, Microsoft said “NVIDIA” at 2 of 3 occasions with a settled Kalshi mention market since Jan 28, 2026 (67%), most recently on Apr 29, 2026. Parrot’s p for the next listing is 29% (n=3, from settlement history), not a forecast.

29%from settlement history only · n=3Next: Keynote, Nov 17, 2026 · counts: named speaker only
Last 10
2/3Last 10 settled, oldest to newest: yes yes no
Streak
not said last time
Counts
named speaker only
Market
36¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Microsoft

NVIDIA

Probability
29% · n=3
Settled
2/3 (67%)
Last calls
said in 6 of 8

Next listing counts: named speaker only

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 · 5:02Hear it 4:56, Satya Nadella In transcript

…environments. We also continue to modernize our fleet with our own silicon innovation alongside the latest from NVIDIA and AMD. Maia 200 continues to scale.

Satya Nadellacompanyprepared · 5:22Hear it 5:16, Satya Nadella In transcript

…to deploy next generation rack-scale AI infrastructure based on AMD Helios and NVIDIA Vera Rubin. When it comes to running agents, CPUs are just as…

FY26 Q3 earnings call, Apr 29, 2026 · 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

…to modernize our fleet with our first-party innovation alongside the latest from NVIDIA and AMD. Across our fleet, millions of servers are powered by our…

FY26 Q2 earnings call, Jan 28, 2026 · said 3 times (counts)

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Counts: company speakers + operator

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

Satya NadellacompanypreparedIn transcript

…of total capacity this quarter alone. At the silicon layer, we have NVIDIA and AMD and our own Maya chips delivering the best all-up fleet…

Satya NadellacompanypreparedIn transcript

…cloud or any other cloud. And partners like Adobe, Databricks, Genspaw, Glean, NVIDIA, SAP, ServiceNow, and Workday are already integrating agent 365. We are the…

Every match in the transcript

FY26 Q1 earnings call, Oct 29, 2025 · said 2 times (counts)

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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 2 times (counts)

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FY25 Q1 earnings call, Oct 30, 2024 · said 2 times (counts)

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Every settled listing

newest first · 3 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Sep 10, 2026NVIDIAKalshiNo–
Apr 29, 2026NvidiaKalshiYes1
Jan 28, 2026NvidiaKalshiYes3

Questions

How many times did Microsoft say “NVIDIA” on its last earnings call?
Microsoft said “NVIDIA” 2 times on its Jul 29, 2026 call (FY26 Q4), and on 6 of its last 8 calls: 2, 2, 0, 0, 2, 3, 1, 2 times.
How often does Microsoft say “NVIDIA”?
As of Oct 23, 2026, Microsoft said “NVIDIA” at 2 of 3 occasions with a settled Kalshi mention market since Jan 28, 2026 (67%), most recently on Apr 29, 2026.
What is the probability Microsoft says “NVIDIA” next time?
29%, from settlement history (n=3). 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: named speaker only.

Cite parrot.markets, “Microsoft: ‘NVIDIA’ mention history”, as of Oct 23, 2026, https://parrot.markets/earnings/MSFT/words/nvidia (CC BY 4.0)

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