Will Micron say “Hyperscaler”?
Micron did not say “Hyperscaler” on its Sep 30, 2026 call (FY26 Q4); it said it on 2 of its last 8 calls: 0, 0, 0, 0, 1, 0, 2, 0 times. As of Oct 24, 2026, Micron said “Hyperscaler” on 1 of 4 calls with a settled Kalshi mention market since Dec 17, 2025 (25%), most recently on Jun 24, 2026. Parrot’s p for the next listing is 32% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/4Last 10 settled, oldest to newest: no no yes no
- Streak
- not said last time
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearance
Micron
Hyperscaler
- Probability
- 32% · n=4
- Settled
- 1/4 (25%)
- Last calls
- said in 2 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
2 counted (0 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.
Sure. The SCAs that we have signed already do include some hyperscalers, where the purchasing for those hyperscalers requires HBM, that is part of the…
…NAND, whatever you're making decisions around. Commodity DRAM to consumer would certainly not be on SCAs as much as a hyperscaler would, I would think.
Not counted under this market’s speaker rule.
Counts: company speakers + operator
1 counted (1 in prepared remarks, 0 in Q&A).
…We are seeing rapidly increasing qualification commitments for this product, including at hyperscalers. In mainstream storage, our SSDs based on G9 NAND are already seeing…
Every settled listing
newest first · 4 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Sep 30, 2026 | Hyperscaler |  Kalshi | No | 0 |
| Jun 24, 2026 | Hyperscaler | Kalshi | Yes | 2 |
| Mar 18, 2026 | Hyperscaler | Kalshi | No | 0 |
| Dec 17, 2025 | Hyperscaler | Kalshi | No | 1 ✗ (our count disagrees with the settlement) |
Questions
- How many times did Micron say “Hyperscaler” on its last earnings call?
- Micron did not say “Hyperscaler” on its Sep 30, 2026 call (FY26 Q4); it said it on 2 of its last 8 calls: 0, 0, 0, 0, 1, 0, 2, 0 times.
- How often does Micron say “Hyperscaler”?
- As of Oct 24, 2026, Micron said “Hyperscaler” on 1 of 4 calls with a settled Kalshi mention market since Dec 17, 2025 (25%), most recently on Jun 24, 2026.
- What is the probability Micron says “Hyperscaler” next time?
- 32%, from settlement history blended with transcripts (n=4). 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: ‘Hyperscaler’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MU/words/hyperscaler (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=micron&word=hyperscaler · quotes: /api/v1/quotes?entity=micron&word=… · columnar JSON in #parrot-data · llms.txt · MCP