Will Micron say “Shipment”?

Micron said “Shipment” 7 times on its Sep 30, 2026 call (FY26 Q4), and on each of its last 8 calls: 10, 13, 7, 12, 13, 10, 1, 7 times. As of Oct 24, 2026, Micron said “Shipment” on the only call with a settled Polymarket mention market so far, on Sep 30, 2026. Parrot’s p for the next listing is 93% (n=1, from settlement history blended with transcripts), not a forecast.

93%from settlement history blended with transcripts · n=1counts: anyone
Last 10
1/1Last 10 settled, oldest to newest: yes
Streak
said last time
Counts
anyone
Updated

Where it was said

quotes of at most 25 words; select an appearance

Micron

Shipment

Probability
93% · n=1
Settled
1/1 (100%)
Last calls
said in 8 of 8

Next listing counts: anyone

FY26 Q4 earnings call, Sep 30, 2026 · said 7 times (counts)

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Counts: anyone

7 counted (0 in prepared remarks, 7 in Q&A).

Manish BhatiacompanyqaIn transcript

…2027, and we commented that we have more than 75% of our shipments committed for the year. That shows a strengthening demand and allows us…

Manish BhatiacompanyqaIn transcript

…from the time they open, it takes a few quarters for meaningful shipments to come. So, that really gave us the combination of that demand…

Every match in the transcript

FY26 Q3 earnings call, Jun 24, 2026 · 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).

Sumit SadanacompanyqaIn transcript

…forward-looking views on the CAGRs is because for the foreseeable future, the shipment growth for bits is not really determined by demand anymore. It's actually…

FY26 Q2 earnings call, Mar 18, 2026 · said 10 times (counts)

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

10 counted (10 in prepared remarks, 0 in Q&A).

Sanjay MehrotracompanypreparedIn transcript

…At NVIDIA's GTC, we announced that Micron Technology, Inc. has begun volume shipment of its HBM4 36GB 12-Hi in 2026 and is designed for NVIDIA…

Sanjay MehrotracompanypreparedIn transcript

…NAND to remain tight beyond calendar 2026. We expect industry DRAM bit shipments in calendar 2026 to grow in the low-twenties percentage range, slightly above…

Every match in the transcript

FY26 Q1 earnings call, Dec 17, 2025 · said 13 times (counts)

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FY25 Q4 earnings call, Sep 23, 2025 · said 12 times (counts)

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FY25 Q3 earnings call, Jun 25, 2025 · said 7 times (counts)

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FY25 Q2 earnings call, Mar 20, 2025 · said 13 times (counts)

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FY25 Q1 earnings call, Dec 18, 2024 · said 10 times (counts)

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Sep 30, 2026ShipmentPolymarketYes7

Questions

How many times did Micron say “Shipment” on its last earnings call?
Micron said “Shipment” 7 times on its Sep 30, 2026 call (FY26 Q4), and on each of its last 8 calls: 10, 13, 7, 12, 13, 10, 1, 7 times.
How often does Micron say “Shipment”?
As of Oct 24, 2026, Micron said “Shipment” on the only call with a settled Polymarket mention market so far, on Sep 30, 2026.
What is the probability Micron says “Shipment” next time?
93%, 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: ‘Shipment’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/MU/words/shipment (CC BY 4.0)

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