Will Qualcomm say “China”?
Qualcomm said “China” 4 times on its Jul 29, 2026 call (FY26 Q3), and on each of its last 8 calls: 1, 7, 7, 8, 2, 2, 3, 4 times. As of Oct 24, 2026, Qualcomm said “China” on the only call with a settled Kalshi mention market so far, on Feb 4, 2026. Parrot’s p for the next listing is 86% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/1Last 10 settled, oldest to newest: yes
- Streak
- said last time
- Counts
- company speakers + operator
- Market
- 73¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Qualcomm
China
- Probability
- 86% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (1 in prepared remarks, 3 in Q&A); 3 by speakers the rule does not count.
…signs of an agentic smartphone cycle that will grow over time. In China, major OEMs are preparing to bring new on-device agents and orchestrators to…
…expect that fundamental changes in the premium tier and the higher tier volume. We maintain the position that China handset, this Q3 is the bottom.
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (3 in prepared remarks, 0 in Q&A); 4 by speakers the rule does not count.
We believe our China Android revenue is bottoming out in fiscal Q3 and Akash will provide more specifics in his financial update. Second, we think…
…increases to handset OEMs. As a result, the handset OEMs, particularly in China, were taking a cautious approach by reducing build plans and drawing down…
Counts: company speakers + operator
2 counted (2 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.
…the fiscal year. Given the current environment, several handset OEMs, especially in China, are taking a cautious approach in reducing their chipset inventory. This is…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Feb 4, 2026 | China |  Kalshi | Yes | 2 |
Questions
- How many times did Qualcomm say “China” on its last earnings call?
- Qualcomm said “China” 4 times on its Jul 29, 2026 call (FY26 Q3), and on each of its last 8 calls: 1, 7, 7, 8, 2, 2, 3, 4 times.
- How often does Qualcomm say “China”?
- As of Oct 24, 2026, Qualcomm said “China” on the only call with a settled Kalshi mention market so far, on Feb 4, 2026.
- What is the probability Qualcomm says “China” next time?
- 86%, 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 + operator.
Cite parrot.markets, “Qualcomm: ‘China’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/QCOM/words/china (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=qualcomm&word=china · quotes: /api/v1/quotes?entity=qualcomm&word=… · columnar JSON in #parrot-data · llms.txt · MCP