Will Micron say “CapEx”?
Micron said “CapEx” 10 times on its Sep 30, 2026 call (FY26 Q4), and on each of its last 8 calls: 5, 6, 5, 7, 10, 9, 4, 10 times. As of Oct 24, 2026, Micron said “CapEx” on the only call with a settled Polymarket mention market so far, on Sep 30, 2026. Parrot’s p for the next listing is 94% (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
- anyone
Where it was said
quotes of at most 25 words; select an appearance
Micron
CapEx
- Probability
- 94% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 8 of 8
Next listing counts: anyone
Counts: anyone
10 counted (0 in prepared remarks, 10 in Q&A).
…Good evening. I guess our first question, if you could address the CapEx and the fab construction CapEx, the construction CapEx as compared to the…
…to bring in tools for this year. But the increase in construction CapEx is obviously interesting because it doesn't result in bit production until at…
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (0 in prepared remarks, 4 in Q&A).
…tool installs in the fourth quarter here, we're increasing our fiscal 2026 CapEx number to around $27 billion. We're also going to increase substantially CapEx…
No. We're not going to give a CapEx number. If the number were that order of magnitude, I think we'd owe it to you to…
Counts: company speakers + operator (not listed here; the usual rule)
8 counted (6 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.
…Technology, Inc.'s HBM supply in calendar year 2027. We expect fiscal 2026 CapEx to be above $25,000,000,000. From our last earnings call estimate, the majority…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Sep 30, 2026 | CapEx |  Polymarket | Yes | 10 |
Questions
- How many times did Micron say “CapEx” on its last earnings call?
- Micron said “CapEx” 10 times on its Sep 30, 2026 call (FY26 Q4), and on each of its last 8 calls: 5, 6, 5, 7, 10, 9, 4, 10 times.
- How often does Micron say “CapEx”?
- As of Oct 24, 2026, Micron said “CapEx” on the only call with a settled Polymarket mention market so far, on Sep 30, 2026.
- What is the probability Micron says “CapEx” next time?
- 94%, 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: anyone.
Cite parrot.markets, “Micron: ‘CapEx’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MU/words/capex (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=micron&word=capex · quotes: /api/v1/quotes?entity=micron&word=… · columnar JSON in #parrot-data · llms.txt · MCP