Will Micron say “Inventory”?
Micron did not say “Inventory” on its Sep 30, 2026 call (FY26 Q4); it said it on 6 of its last 8 calls: 20, 18, 15, 10, 4, 4, 0, 0 times. As of Oct 24, 2026, Micron said “Inventory” on 1 of 5 calls with a settled Kalshi mention market since Mar 20, 2025 (20%), most recently on Mar 20, 2025. Parrot’s p for the next listing is 50% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/5Last 10 settled, oldest to newest: yes no no no no
- Streak
- not said the last 4 times
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearance
Micron
Inventory
- Probability
- 50% · n=5
- Settled
- 1/5 (20%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
4 counted (3 in prepared remarks, 1 in Q&A).
…company, exceeding our prior record in fiscal Q1 2026 by 77%. Ending inventory for fiscal Q2 was $8,300,000,000, up $62,000,000 sequentially, with days of inventory…
…on a number of fronts that will take time. There are low inventory levels. There is declining bits-per-wafer on node advances. HBM trade ratio is…
Counts: company speakers + operator
4 counted (3 in prepared remarks, 1 in Q&A).
…exceeding our prior record in fiscal Q4 2018 by over 20%. Ending inventory for fiscal Q1 was $8.2 billion, down $150 million sequentially, with days…
…been indicating issues with supply for several quarters, that we were working inventories down, that node transitions were going to be the principal source of…
Counts: company speakers + operator (not listed here; the usual rule)
10 counted (7 in prepared remarks, 3 in Q&A); 7 by speakers the rule does not count.
…d four and LP four. Now turning to our market outlook. Customer inventory levels are healthy overall across end markets. We expect calendar 2025 industry…
Every settled listing
newest first · 5 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Sep 30, 2026 | Inventory |  Kalshi | No | 0 |
| Jun 24, 2026 | Inventory | Kalshi | No | 0 |
| Mar 18, 2026 | Inventory | Kalshi | No | 4 ✗ (our count disagrees with the settlement) |
| Dec 17, 2025 | Inventory | Kalshi | No | 4 ✗ (our count disagrees with the settlement) |
| Mar 20, 2025 | Inventory | Kalshi | Yes | 18 |
Questions
- How many times did Micron say “Inventory” on its last earnings call?
- Micron did not say “Inventory” on its Sep 30, 2026 call (FY26 Q4); it said it on 6 of its last 8 calls: 20, 18, 15, 10, 4, 4, 0, 0 times.
- How often does Micron say “Inventory”?
- As of Oct 24, 2026, Micron said “Inventory” on 1 of 5 calls with a settled Kalshi mention market since Mar 20, 2025 (20%), most recently on Mar 20, 2025.
- What is the probability Micron says “Inventory” next time?
- 50%, from settlement history blended with transcripts (n=5). 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: ‘Inventory’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MU/words/inventory (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=micron&word=inventory · quotes: /api/v1/quotes?entity=micron&word=… · columnar JSON in #parrot-data · llms.txt · MCP