Will Microsoft say “OpenAI”?

Microsoft said “OpenAI” 14 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 11, 13, 4, 4, 18, 14, 12, 14 times. As of Oct 24, 2026, Microsoft said “OpenAI” at 6 of 6 occasions with a settled Kalshi or Polymarket mention market since Apr 30, 2025 (100%), most recently on Jul 29, 2026. Parrot’s p for the next listing is 69% (n=6, from settlement history), not a forecast.

69%from settlement history only · n=6Next: Keynote, Nov 17, 2026 · counts: named speaker only
Last 10
6/6Last 10 settled, oldest to newest: yes yes yes yes yes yes
Streak
said the last 6 times
Counts
named speaker only
Market
38¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Microsoft

OpenAI

Probability
69% · n=6
Settled
6/6 (100%)
Last calls
said in 8 of 8

Next listing counts: named speaker only

FY26 Q4 earnings call, Jul 29, 2026 · said 14 times (counts)

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Counts: company speakers + operator

14 counted (14 in prepared remarks, 0 in Q&A).

Satya Nadellacompanyprepared · 5:12Hear it 5:06, Satya Nadella In transcript

…the latest generation hardware in our fleet and is now supporting both OpenAI and MAI models. And we will be among the first cloud providers…

Satya Nadellacompanyprepared · 5:36Hear it 5:30, Satya Nadella In transcript

…first-party workloads as well as workloads for customers, including Adobe, Arm, Elastic, OpenAI, Sprinklr, and TomTom. By the end of this month, we expect to…

Every match in the transcript

FY26 Q3 earnings call, Apr 29, 2026 · said 12 times (counts)

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Counts: company speakers + operator

12 counted (11 in prepared remarks, 1 in Q&A); 2 by speakers the rule does not count.

Satya NadellacompanypreparedIn transcript

…so customers can choose the right model for the right workload across OpenAI, Anthropic, open source, and more. Over 10,000 customers have used more than…

Satya NadellacompanypreparedIn transcript

…and WPP for the first time through Foundry. We are innovating on OpenAI IP to drive product evals and lower cogs. Two recent examples of…

Every match in the transcript

FY26 Q2 earnings call, Jan 28, 2026 · said 14 times (counts)

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Counts: company speakers + operator

14 counted (13 in prepared remarks, 1 in Q&A); 1 by speakers the rule does not count.

Satya NadellacompanypreparedIn transcript

…we were able to achieve in one of our highest volume workloads, OpenAI inferencing, powering our co-pilots. And another example was the unlocking of new…

Every match in the transcript

FY26 Q1 earnings call, Oct 29, 2025 · said 18 times (counts)

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FY25 Q4 earnings call, Jul 30, 2025 · said 4 times (counts)

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FY25 Q3 earnings call, Apr 30, 2025 · said 4 times (counts)

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FY25 Q2 earnings call, Jan 29, 2025 · said 13 times (counts)

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FY25 Q1 earnings call, Oct 30, 2024 · said 11 times (counts)

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Every settled listing

newest first · 8 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Jul 29, 2026OpenAIKalshiYes14
Apr 29, 2026OpenAIKalshiYes12
Jan 28, 2026OpenAIKalshiYes14
Oct 29, 2025OpenAIPolymarketYes21
Oct 29, 2025OpenAIKalshiYes18
Jul 30, 2025OpenAIPolymarketYes4
Jul 30, 2025OpenAIKalshiYes4
Apr 30, 2025OpenAIKalshiYes4

Questions

How many times did Microsoft say “OpenAI” on its last earnings call?
Microsoft said “OpenAI” 14 times on its Jul 29, 2026 call (FY26 Q4), and on each of its last 8 calls: 11, 13, 4, 4, 18, 14, 12, 14 times.
How often does Microsoft say “OpenAI”?
As of Oct 24, 2026, Microsoft said “OpenAI” at 6 of 6 occasions with a settled Kalshi or Polymarket mention market since Apr 30, 2025 (100%), most recently on Jul 29, 2026.
What is the probability Microsoft says “OpenAI” next time?
69%, from settlement history (n=6). 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: ‘OpenAI’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MSFT/words/openai (CC BY 4.0)

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