Will Nebius say “Microsoft”?

Nebius did not say “Microsoft” on its Aug 12, 2026 call (FY26 Q2); it said it on 4 of its last 8 calls: 0, 0, 1, 0, 11, 9, 9, 0 times. As of Oct 24, 2026, Nebius said “Microsoft” on 2 of 2 calls with a settled Kalshi mention market since Nov 11, 2025 (100%), most recently on May 13, 2026. Parrot’s p for the next listing is 84% (n=2, from settlement history blended with transcripts), not a forecast.

84%from settlement history blended with transcripts · n=2counts: company speakers + operator
Last 10
2/2Last 10 settled, oldest to newest: yes yes
Streak
said the last 2 times
Counts
company speakers + operator
Updated

Where it was said

quotes of at most 25 words; select an appearance

Nebius

Microsoft

Probability
84% · n=2
Settled
2/2 (100%)
Last calls
said in 4 of 8

Next listing counts: company speakers + operator

FY26 Q2 earnings call, Aug 12, 2026 · not said

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FY26 Q1 earnings call, May 13, 2026 · said 9 times (counts)

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Counts: company speakers + operator

9 counted (3 in prepared remarks, 6 in Q&A).

Arkady VolozhcompanypreparedIn transcript

…of this, we also have our first contract with Meta and our Microsoft agreement that will provide additional financing opportunities. Obviously, there are many other…

Dado AlonsocompanypreparedIn transcript

For example, with our Microsoft contract and our two Meta contracts, we expect to unlock the ability to raise significant capital through asset-backed financing. We…

Every match in the transcript

FY25 Q4 earnings call, Feb 12, 2026 · said 9 times (counts)

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

9 counted (3 in prepared remarks, 6 in Q&A).

Arkady VolozhcompanypreparedIn transcript

…Meta contract. Because we are on track to deliver the capacity for Microsoft through the course of 2026 exactly as planned. And lastly, the demand…

Dado AlonsocompanypreparedIn transcript

…now fully servicing their contract. After delivering the first tranche of our Microsoft commitment on time, we expect to continue to deliver the remaining tranches…

Every match in the transcript

FY25 Q3 earnings call, Nov 11, 2025 · said 11 times (counts)

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Counts: company speakers + operator

11 counted (1 in prepared remarks, 10 in Q&A).

Arkady VolozhcompanypreparedIn transcript

…we could have sold more. This deal comes on top of the Microsoft deal we announced early September, with a contract value between $17.4 billion…

Every match in the transcript

FY25 Q2 earnings call, Aug 7, 2025 · not said

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FY25 Q1 earnings call, May 20, 2025 · said 1 time (counts)

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FY24 Q4 earnings call, Feb 20, 2025 · not said

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FY21 Q4 earnings call, Feb 15, 2022 · not said

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Every settled listing

newest first · 2 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
May 13, 2026MicrosoftKalshiYes9
Nov 11, 2025MicrosoftKalshiYes11

Questions

How many times did Nebius say “Microsoft” on its last earnings call?
Nebius did not say “Microsoft” on its Aug 12, 2026 call (FY26 Q2); it said it on 4 of its last 8 calls: 0, 0, 1, 0, 11, 9, 9, 0 times.
How often does Nebius say “Microsoft”?
As of Oct 24, 2026, Nebius said “Microsoft” on 2 of 2 calls with a settled Kalshi mention market since Nov 11, 2025 (100%), most recently on May 13, 2026.
What is the probability Nebius says “Microsoft” next time?
84%, from settlement history blended with transcripts (n=2). 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: ‘Microsoft’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NBIS/words/microsoft (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=nebius&word=microsoft · quotes: /api/v1/quotes?entity=nebius&word=… · columnar JSON in #parrot-data · llms.txt · MCP