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.
- 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 appearanceMicron
Bit shipment
- Probability
- 74% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers
Counts: company speakers + operator (not listed here; the usual rule)
6 counted (6 in prepared remarks, 0 in Q&A).
…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…
…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,…
Counts: company speakers + operator (not listed here; the usual rule)
9 counted (9 in prepared remarks, 0 in Q&A).
…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…
…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…
Counts: company speakers + operator (not listed here; the usual rule)
5 counted (5 in prepared remarks, 0 in Q&A).
…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 settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Mar 20, 2025 | Bit shipment | Yes | 7 |
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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