Will Micron say “Inference”?

Micron did not say “Inference” on its Sep 30, 2026 call (FY26 Q4); it said it on 4 of its last 8 calls: 0, 1, 1, 1, 0, 2, 0, 0 times. As of Oct 24, 2026, Micron did not say “Inference” on the only call with a settled Kalshi mention market so far, on Sep 30, 2026. Parrot’s p for the next listing is 29% (n=1, from settlement history blended with transcripts), not a forecast.

29%from settlement history blended with transcripts · n=1counts: company speakers + operator
Last 10
0/1Last 10 settled, oldest to newest: 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

Inference

Probability
29% · n=1
Settled
0/1 (0%)
Last calls
said in 4 of 8

Next listing counts: company speakers + operator

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 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).

Sanjay MehrotracompanyqaIn transcript

…the token economics, the token speed, and the scale-up of AI across inference, and helps with the power. Every bit that helps overall is good…

Sanjay MehrotracompanyqaIn transcript

…just cannot deliver the capabilities, whether it is in training or in inference. Just look at from last year to this year: the DRAM requirement…

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

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FY25 Q4 earnings call, Sep 23, 2025 · said 1 time (counts)

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

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

Mark MurphycompanyqaIn transcript

…grow. Traditional server spend is improving and expected to grow. Refresh and inference workload demand drivers, and then PC, smartphone, auto all have increased content…

CJ MuseanalystqaIn transcript

…month or two, there's been an inflection in DRAM demand led by inference hyperscalers. So curious if you could kinda speak to what you have…

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

FY25 Q3 earnings call, Jun 25, 2025 · said 1 time (counts)

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

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

Sanjay MehrotracompanypreparedIn transcript

…HBM4 facilitates rapid communication and a high throughput design that accelerates the inference performance of large language models and chain of thought reasoning systems. Micron…

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

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

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Sep 30, 2026InferenceKalshiNo0

Questions

How many times did Micron say “Inference” on its last earnings call?
Micron did not say “Inference” on its Sep 30, 2026 call (FY26 Q4); it said it on 4 of its last 8 calls: 0, 1, 1, 1, 0, 2, 0, 0 times.
How often does Micron say “Inference”?
As of Oct 24, 2026, Micron did not say “Inference” on the only call with a settled Kalshi mention market so far, on Sep 30, 2026.
What is the probability Micron says “Inference” next time?
29%, 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 + operator.

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

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