Will Nebius say “Hyperscaler”?
Nebius said “Hyperscaler” 2 times on its Aug 12, 2026 call (FY26 Q2), and on 5 of its last 8 calls: 0, 0, 2, 2, 0, 4, 5, 2 times. As of Oct 24, 2026, Nebius said “Hyperscaler” on 3 of 4 calls with a settled Kalshi or Polymarket mention market since Nov 11, 2025 (75%), most recently on Aug 12, 2026. Parrot’s p for the next listing is 79% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 3/4Last 10 settled, oldest to newest: no yes yes yes
- Streak
- said the last 3 times
- Counts
- company speakers + operator
- Market
- 47¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Nebius
Hyperscaler
- Probability
- 79% · n=4
- Settled
- 3/4 (75%)
- Last calls
- said in 5 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
2 counted (0 in prepared remarks, 2 in Q&A).
…cases, the customer already had an existing supplier, in some cases a hyperscaler, and they were looking to partner and expand with next-generation capacity and…
The hyperscalers are those who build a lot of this, but even them, they definitely cannot build all of it, and somebody needs to help…
Counts: company speakers + operator
5 counted (1 in prepared remarks, 4 in Q&A).
…have had a great start to the year. We're building an AI-native hyperscaler. I would say we're developing it across four dimensions. The first is…
…types are prepaying in order to lock in future capacity, including the hyperscalers. This improves our working capital position and gives us flexibility around external…
Counts: company speakers + operator
4 counted (0 in prepared remarks, 4 in Q&A).
…both from our cloud clients as well as from AI labs and hyperscalers. And we are positive that these investments, with the interest that we…
Every settled listing
newest first · 5 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 12, 2026 | Hyperscaler |  Kalshi | Yes | 2 |
| May 13, 2026 | Hyperscaler | Kalshi | Yes | 5 |
| Feb 12, 2026 | Hyperscaler |  Polymarket | Yes | 4 |
| Feb 12, 2026 | Hyperscaler | Kalshi | Yes | 4 |
| Nov 11, 2025 | Hyperscaler | Kalshi | No | 0 |
Questions
- How many times did Nebius say “Hyperscaler” on its last earnings call?
- Nebius said “Hyperscaler” 2 times on its Aug 12, 2026 call (FY26 Q2), and on 5 of its last 8 calls: 0, 0, 2, 2, 0, 4, 5, 2 times.
- How often does Nebius say “Hyperscaler”?
- As of Oct 24, 2026, Nebius said “Hyperscaler” on 3 of 4 calls with a settled Kalshi or Polymarket mention market since Nov 11, 2025 (75%), most recently on Aug 12, 2026.
- What is the probability Nebius says “Hyperscaler” next time?
- 79%, 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, “Nebius: ‘Hyperscaler’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NBIS/words/hyperscaler (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=nebius&word=hyperscaler · quotes: /api/v1/quotes?entity=nebius&word=… · columnar JSON in #parrot-data · llms.txt · MCP