What will Dell Technologies Inc. say during their next earnings call
Leader sits at 85% across 17 bound outcomes, runner-up at 76%. This is a winner-take-all market — the headline is the leader’s price, not an arithmetic mean.
Leader probability
EPS Growth
Outcomes
17
winner-take-all
Runner-up
76¢
AI Factory
Spread
9pp
contested
24h volume
$8K
modest
Closes
Sep 30, 2026
125 days
Venue
Kalshi
17 bound
30-day trend
Bracket family
How the bracket ladder is priced.
Each row is one outcome on the venue. Sorted by 24h volume — the heaviest book is at the top.
Cluster 1
What will Dell Technologies Inc. say during their next earnings call
What will Dell Technologies Inc. say during their next earnings call?: AI Factory
KXEARNINGSMENTIONDELL-26MAY28-AI
What will Dell Technologies Inc. say during their next earnings call?: PowerEdge / Power Edge
KXEARNINGSMENTIONDELL-26MAY28-POWE
What will Dell Technologies Inc. say during their next earnings call?: Nvidia
KXEARNINGSMENTIONDELL-26MAY28-NVID
What will Dell Technologies Inc. say during their next earnings call?: Dividend (3+ times)
KXEARNINGSMENTIONDELL-26MAY28-DIVI
What will Dell Technologies Inc. say during their next earnings call?: Texas
KXEARNINGSMENTIONDELL-26MAY28-TEXA
What will Dell Technologies Inc. say during their next earnings call?: Headwind
KXEARNINGSMENTIONDELL-26MAY28-HEAD
What will Dell Technologies Inc. say during their next earnings call?: Confidence
KXEARNINGSMENTIONDELL-26MAY28-CONF
What will Dell Technologies Inc. say during their next earnings call?: New Product
KXEARNINGSMENTIONDELL-26MAY28-NEW
What will Dell Technologies Inc. say during their next earnings call?: Tailwind
KXEARNINGSMENTIONDELL-26MAY28-TAIL
What will Dell Technologies Inc. say during their next earnings call?: Mistral
KXEARNINGSMENTIONDELL-26MAY28-MIST
What will Dell Technologies Inc. say during their next earnings call?: China
KXEARNINGSMENTIONDELL-26MAY28-CHIN
What will Dell Technologies Inc. say during their next earnings call?: RTX Pro 6000
KXEARNINGSMENTIONDELL-26MAY28-RTX
What will Dell Technologies Inc. say during their next earnings call?: Windows 10
KXEARNINGSMENTIONDELL-26MAY28-WIND
What will Dell Technologies Inc. say during their next earnings call?: EPS Growth
KXEARNINGSMENTIONDELL-26MAY28-EPS
What will Dell Technologies Inc. say during their next earnings call?: Hudson River Trading
KXEARNINGSMENTIONDELL-26MAY28-HUDS
What will Dell Technologies Inc. say during their next earnings call?: Trump
KXEARNINGSMENTIONDELL-26MAY28-TRUM
What will Dell Technologies Inc. say during their next earnings call?: Mazda
KXEARNINGSMENTIONDELL-26MAY28-MAZD
Analysis
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.
- ›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
What moved the line
- May 27PowerEdge / Power Edge↑23pp8→31¢ · Kalshi
- May 27Mistral↓17pp60→43¢ · Kalshi
- May 27Dividend (3+ times)↓15pp51→36¢ · Kalshi
- May 28Texas↓12pp44→32¢ · Kalshi
- May 28PowerEdge / Power Edge↑11pp31→42¢ · Kalshi
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These markets stopped trading. Last odds and any captured outcome are shown above — full settlement detail lives at the venue.
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How we compute these odds
SimpleFunctions aggregates live prediction-market contracts from Kalshi and Polymarket. Each slug groups contracts that resolve on the same underlying event, identified by venue event_id.
For binary slugs, the headline probability is the liquidity-weighted mid-price across all bound contracts. For multi-outcome slugs (e.g. elections with 3+ candidates), the headline is the leader’s price; we never arithmetically average disjoint outcomes — that would produce a number with no real-world meaning.
Snapshots refresh every 5 minutes during market hours; daily aggregates are computed at 04:00 UTC. The 30-day sparkline is drawn from per-ticker daily means stored in market_indicator_daily; 24h delta and movement events are derived from the same source.
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