Will Micron say “Bit shipment”?

Micron did not say “Bit shipment” on its Sep 30, 2026 call (FY26 Q4); it said it on 6 of its last 8 calls: 1, 7, 3, 5, 9, 6, 0, 0 times. As of Oct 24, 2026, Micron said “Bit shipment” on the only call with a settled Kalshi mention market so far, on Mar 20, 2025. Parrot’s p for the next listing is 74% (n=1, from settlement history blended with transcripts), not a forecast.

74%from settlement history blended with transcripts · n=1counts: company speakers
Last 10
1/1Last 10 settled, oldest to newest: yes
Streak
said last time
Counts
company speakers
Updated

Where it was said

quotes of at most 25 words; select an appearance

Micron

Bit shipment

Probability
74% · n=1
Settled
1/1 (100%)
Last calls
said in 6 of 8

Next listing counts: company speakers

FY26 Q4 earnings call, Sep 30, 2026 · not said

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FY26 Q3 earnings call, Jun 24, 2026 · not said

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FY26 Q2 earnings call, Mar 18, 2026 · said 6 times (counts)

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

6 counted (6 in prepared remarks, 0 in Q&A).

Sanjay MehrotracompanypreparedIn transcript

…and NAND to remain tight beyond calendar 2026. We expect industry DRAM bit shipments in calendar 2026 to grow in the low-twenties percentage range, slightly…

Mark MurphycompanypreparedIn transcript

…year, and represented 79% of total revenue. Sequentially, DRAM revenue increased 74%. Bit shipments were up mid-single digits. Prices increased in the mid-sixties percentage range,…

Every match in the transcript

FY26 Q1 earnings call, Dec 17, 2025 · said 9 times (counts)

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

9 counted (9 in prepared remarks, 0 in Q&A).

Sanjay MehrotracompanypreparedIn transcript

…low to mid-teens previously. We expect calendar 2026 industry DRAM and NAND bit shipment growth to be constrained by industry supply. We expect both DRAM…

Sanjay MehrotracompanypreparedIn transcript

…during this time, and we expect to grow our DRAM and NAND bit shipments approximately 20% in calendar 2026. Despite significant efforts, we are disappointed…

Every match in the transcript

FY25 Q4 earnings call, Sep 23, 2025 · said 5 times (counts)

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

5 counted (5 in prepared remarks, 0 in Q&A).

Mark MurphycompanypreparedIn transcript

…year and represented 79% of total revenue. Sequentially, DRAM revenue increased 27%. Bit shipments increased in the low teens percent driven by strong demand across…

Every match in the transcript

FY25 Q3 earnings call, Jun 25, 2025 · said 3 times (counts)

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FY25 Q2 earnings call, Mar 20, 2025 · said 7 times (counts)

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FY25 Q1 earnings call, Dec 18, 2024 · said 1 time (counts)

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Mar 20, 2025Bit shipmentKalshiYes7

Questions

How many times did Micron say “Bit shipment” on its last earnings call?
Micron did not say “Bit shipment” on its Sep 30, 2026 call (FY26 Q4); it said it on 6 of its last 8 calls: 1, 7, 3, 5, 9, 6, 0, 0 times.
How often does Micron say “Bit shipment”?
As of Oct 24, 2026, Micron said “Bit shipment” on the only call with a settled Kalshi mention market so far, on Mar 20, 2025.
What is the probability Micron says “Bit shipment” next time?
74%, 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, “Micron: ‘Bit shipment’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MU/words/bit-shipment (CC BY 4.0)

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