Will NVIDIA say “Microsoft”?

NVIDIA did not say “Microsoft” on its Aug 26, 2026 call (FY27 Q2); it said it on 6 of its last 8 calls: 5, 3, 7, 1, 3, 0, 2, 0 times. As of Oct 24, 2026, NVIDIA said “Microsoft” at the only occasion with a settled Kalshi or Polymarket mention market so far, on Feb 26, 2025. Parrot’s p for the next listing is 59% (n=1, from settlement history blended with transcripts), not a forecast.

59%from settlement history blended with transcripts · n=1counts: company speakers
Last 10
1/1Last 10 settled, oldest to newest: yes
Streak
said last time
Counts
company speakers
Updated

Where it was said

quotes of at most 25 words; select an appearance

NVIDIA

Microsoft

Probability
59% · n=1
Settled
1/1 (100%)
Last calls
said in 6 of 8

Next listing counts: company speakers

FY27 Q2 earnings call, Aug 26, 2026 · not said

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FY27 Q1 earnings call, May 20, 2026 · said 2 times (counts)

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

2 counted (2 in prepared remarks, 0 in Q&A).

Colette Kresscompanyprepared · 10:07Hear it 10:07, Colette Kress In transcript

…served on Blackwell, currently positioned at the top of Artificial Analysis leaderboards. Microsoft's Fairwater, the world's most powerful AI data center, is now live, ahead…

Colette Kresscompanyprepared · 11:15Hear it 11:09, Colette Kress In transcript

…Now, with the addition of Anthropic, too, OpenAI, Gemini, SpaceXAI, Meta, MSL, Microsoft AI, TML, Reflection, Perplexity, Cursor, and other major frontier labs already building…

FY26 Q4 earnings call, Feb 25, 2026 · not said

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FY26 Q3 earnings call, Nov 19, 2025 · said 3 times (counts)

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

3 counted (3 in prepared remarks, 0 in Q&A).

Colette KresscompanypreparedIn transcript

…switches with Ethernet GPU attach rates roughly on par with InfiniBand. Meta, Microsoft, Oracle, and xAI are building gigawatt AI factories with Spectrum X Ethernet…

Colette KresscompanypreparedIn transcript

…MOE models, increase in performance of complex AI models AWS, Google Cloud, Microsoft Azure, and OCI have boosted AI inference performance for enterprise cloud customers.…

Every match in the transcript

FY26 Q2 earnings call, Aug 27, 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).

Colette KresscompanypreparedIn transcript

…adopting this revolutionary technology, with major players such as AWS, Google Cloud, Microsoft Azure, and OpenAI, as well as Cohere, Mistral, Kimi AI, Perplexity, Reflection,…

FY26 Q1 earnings call, May 28, 2025 · said 7 times (counts)

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FY25 Q4 earnings call, Feb 26, 2025 · said 3 times (counts)

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FY25 Q3 earnings call, Nov 20, 2024 · said 5 times (counts)

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Every settled listing

newest first · 2 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Feb 26, 2025MicrosoftPolymarketYes1
Feb 26, 2025MicrosoftKalshiYes3

Questions

How many times did NVIDIA say “Microsoft” on its last earnings call?
NVIDIA did not say “Microsoft” on its Aug 26, 2026 call (FY27 Q2); it said it on 6 of its last 8 calls: 5, 3, 7, 1, 3, 0, 2, 0 times.
How often does NVIDIA say “Microsoft”?
As of Oct 24, 2026, NVIDIA said “Microsoft” at the only occasion with a settled Kalshi or Polymarket mention market so far, on Feb 26, 2025.
What is the probability NVIDIA says “Microsoft” next time?
59%, 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.

Cite parrot.markets, “NVIDIA: ‘Microsoft’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NVDA/words/microsoft (CC BY 4.0)

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