Will Micron say “China”?

Micron said “China” 2 times on its Sep 30, 2026 call (FY26 Q4), and on 3 of its last 8 calls: 0, 1, 0, 0, 0, 0, 2, 2 times. As of Oct 24, 2026, Micron said “China” on 1 of 2 calls with a settled Kalshi mention market since Mar 20, 2025 (50%), most recently on Mar 20, 2025. Parrot’s p for the next listing is 49% (n=2, from settlement history blended with transcripts), not a forecast.

49%from settlement history blended with transcripts · n=2counts: company speakers + operator
Last 10
1/2Last 10 settled, oldest to newest: yes no
Streak
not said last time
Counts
company speakers + operator
Updated

Where it was said

quotes of at most 25 words; select an appearance

Micron

China

Probability
49% · n=2
Settled
1/2 (50%)
Last calls
said in 3 of 8

Next listing counts: company speakers + operator

FY26 Q4 earnings call, Sep 30, 2026 · said 2 times (counts)

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

2 counted (0 in prepared remarks, 2 in Q&A); 3 by speakers the rule does not count.

Manish BhatiacompanyqaIn transcript

On the first question, yes, our exposure to China has been reducing over the last couple of years and the last several quarters. We expect…

Every match in the transcript

FY26 Q3 earnings call, Jun 24, 2026 · said 2 times (counts)

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

2 counted (0 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.

Sumit SadanacompanyqaIn transcript

…output, the overwhelming majority of their output tends to be sold within China. We haven't really seen much by way of their product or competition…

Aaron RakersanalystqaIn transcript

…talking very constructively about. I'm curious how you've evolved your thoughts around China and the competition from either be it CXMT or YMTC. Have you…

Not counted under the usual rule (company speakers + operator); this word was not listed here.

Every match in the transcript

FY26 Q2 earnings call, Mar 18, 2026 · not said

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FY26 Q1 earnings call, Dec 17, 2025 · not said

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FY25 Q4 earnings call, Sep 23, 2025 · not said

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FY25 Q3 earnings call, Jun 25, 2025 · not said

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FY25 Q2 earnings call, Mar 20, 2025 · said 1 time (counts)

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Counts: company speakers

1 counted (1 in prepared remarks, 0 in Q&A).

Sanjay MehrotracompanypreparedIn transcript

…that would be subject to newly announced tariffs on Canada, Mexico and China. We continue to monitor the possibility of future tariffs and are prepared…

FY25 Q1 earnings call, Dec 18, 2024 · not said

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Every settled listing

newest first · 2 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Sep 23, 2025ChinaKalshiNo0
Mar 20, 2025ChinaKalshiYes1

Questions

How many times did Micron say “China” on its last earnings call?
Micron said “China” 2 times on its Sep 30, 2026 call (FY26 Q4), and on 3 of its last 8 calls: 0, 1, 0, 0, 0, 0, 2, 2 times.
How often does Micron say “China”?
As of Oct 24, 2026, Micron said “China” on 1 of 2 calls with a settled Kalshi mention market since Mar 20, 2025 (50%), most recently on Mar 20, 2025.
What is the probability Micron says “China” next time?
49%, from settlement history blended with transcripts (n=2). 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 + operator.

Cite parrot.markets, “Micron: ‘China’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MU/words/china (CC BY 4.0)

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