86% — What will Dell Technologies Inc. say during their next earnings call Leader: EPS Growth at 86% · Kalshi 86% · 17 contracts · $10K volume · medium confidence Updated 2026-05-28 21:11:10 UTC Tracks the leading outcome in a winner-take-all prediction market set with 17 outcomes. Why this matters: This probability reflects market expectations that Dell Technologies will mention earnings-per-share growth during their next earnings call, currently priced at 81% likelihood. Dell's next earnings call is scheduled for late Q2 or Q3 2026, following continued recovery in enterprise server demand and AI infrastructure spending. The high probability suggests traders believe Dell will emphasize profitability metrics given strong demand for PowerEdge servers and AI-related products. The outcome depends on actual earnings results, competitive positioning, and management's strategic messaging priorities. Key uncertainties include macroeconomic conditions affecting enterprise IT spending and whether Dell prioritizes EPS discussion over other financial metrics like revenue growth or margin expansion. Key factors: - Dell's AI infrastructure exposure through PowerEdge servers and Nvidia partnerships creates conditions for potential EPS growth discussion - Competing outcomes show traders expect mentions of Nvidia (65¢), Confidence (78¢), and other topics, suggesting uncertainty about which metrics dominate the call - Recent trading volume concentrations on specific contracts indicate active disagreement about Dell's likely communication focus - Earnings call timing in Q2-Q3 2026 depends on Dell's actual quarterly performance and when management chooses to report - Market pricing assumes Dell management will highlight profitability trends rather than focusing primarily on revenue or strategic initiatives Contracts: - What will Dell Technologies Inc. say during their next earnings call?: EPS Growth — 86¢ Kalshi $95 (weight 1%) - What will Dell Technologies Inc. say during their next earnings call?: AI Factory — 76¢ Kalshi $1K (weight 12%) - What will Dell Technologies Inc. say during their next earnings call?: Nvidia — 67¢ Kalshi $1K (weight 11%) - What will Dell Technologies Inc. say during their next earnings call?: PowerEdge / Power Edge — 60¢ Kalshi $2K (weight 17%) - What will Dell Technologies Inc. say during their next earnings call?: Tailwind — 53¢ Kalshi $374 (weight 4%) - What will Dell Technologies Inc. say during their next earnings call?: Confidence — 51¢ Kalshi $561 (weight 6%) - What will Dell Technologies Inc. say during their next earnings call?: Headwind — 35¢ Kalshi $593 (weight 6%) - What will Dell Technologies Inc. say during their next earnings call?: New Product — 32¢ Kalshi $630 (weight 6%) - ... and 9 more --- ## Methodology SimpleFunctions aggregates live YES-side prices from Kalshi and Polymarket contracts bound to this question. For binary topics the headline is the liquidity-weighted mid-price (weight = log(1 + 24h volume) × freshness, where freshness is 1.0 if updated <24h, 0.7 if <7d, 0.4 otherwise). For multi-outcome (winner-take-all) topics the headline is the current leader's price — disjoint outcomes are never arithmetically averaged. Snapshots refresh every 5 minutes during market hours. ## SF Signal - SF Index, regime, and 30d Brier calibration are computed separately and surfaced at https://simplefunctions.dev/admin/calibration. - No SimpleFunctions index / regime / calibration signal is bound to this topic yet — the headline above is market-derived only. --- *Last verified: 2026-05-28T20:20:10.127Z* By SimpleFunctions — https://simplefunctions.dev/ Cite as: "86% per prediction markets (SimpleFunctions, May 2026)" Canonical: https://simplefunctions.dev/answer/earningsmentiondell Full data: https://simplefunctions.dev/api/public/query?q=What%20will%20Dell%20Technologies%20Inc.%20say%20during%20their%20next%20earnings%20call Provider: SimpleFunctions — https://simplefunctions.dev