# What will Micron Technology, Inc. say during their next earnings call

> Closed. Last odds frozen 3 d ago — final outcome on the venue.

URL: https://simplefunctions.dev/odds/earningsmentionmu
Updated: 2026-06-26T01:20:51.445Z
Category: general
Status: historical
Closes: 2026-12-31

## Headline

- Leader: Hyperscaler at 95%
- Runner-up: New York at 7%
- Outcomes: 4 (winner-take-all)
- Venue: Kalshi (4 contracts)
- 24h volume: $113K

## Bound contracts (4)

| Outcome | Price | 24h | Volume | Venue | Slug |
|---|---|---|---|---|---|
| Hyperscaler | 95¢ | +68pp | $34K | kalshi | /markets/what-will-micron-technology-inc-say-during-their-n-kalshi-kxearningsmentionmu-26jun24-hype |
| New York | 7¢ | −15pp | $7K | kalshi | /markets/what-will-micron-technology-inc-say-during-their-n-kalshi-kxearningsmentionmu-26jun24-new |
| Tariff | 7¢ | −8pp | $3K | kalshi | /markets/what-will-micron-technology-inc-say-during-their-n-kalshi-kxearningsmentionmu-26jun24-tari |
| Inventory | 4¢ | −31pp | $69K | kalshi | /markets/what-will-micron-technology-inc-say-during-their-n-kalshi-kxearningsmentionmu-26jun24-inve |

## 30-day trajectory

| Day | Hyperscaler | New York | Tariff |
|---|---|---|---|
| 2026-06-22 | 25 | 28 | 24 |
| 2026-06-23 | 26 | 25 | 19 |
| 2026-06-24 | 28 | 19 | 15 |
| 2026-06-25 | 96 | 4 | 7 |

_4 days of price history captured. Each row is the daily mean of intraday 5-min captures._

## What moved the line

- 2026-06-25 · Hyperscaler +68pp 28→96¢ · kalshi
- 2026-06-25 · Inventory −31pp 48→17¢ · kalshi
- 2026-06-25 · New York −15pp 19→4¢ · kalshi
- 2026-06-25 · Tariff −8pp 15→7¢ · kalshi
- 2026-06-24 · New York −6pp 25→19¢ · kalshi

## Analysis

This prediction reflects market expectations that Micron Technology will mention Anthropic during their next earnings call, currently priced at 89 cents. The high probability likely reflects Anthropic's recent prominence in AI discussions and Micron's role as a memory supplier to the sector. This probability would shift if Micron's earnings call focuses on other business segments or competitive dynamics, such as inventory levels, smartphone demand, or relationships with other AI companies like Nvidia. The next catalyst is Micron's scheduled earnings announcement, where management commentary on customer concentration, AI-related demand, and supply chain discussions will directly resolve this contract. Until that call occurs, the market is pricing in better-than-even odds that Anthropic receives specific mention.

### Key factors

- Micron's current customer concentration in AI-related businesses and whether earnings guidance emphasizes specific AI companies
- Timing and prominence of AI spending cycles relative to Micron's memory product cycles in the quarter being reported
- Competitive context: whether management discusses relationships with other major AI players (Nvidia at 71¢) or focuses on inventory normalization (37¢)
- Historical pattern of Micron earnings calls and how frequently they reference specific customer names versus discussing segments generically
- Market sentiment around Anthropic's funding, product adoption, and visibility among semiconductor supply-chain stakeholders in mid-2026

## Methodology

Headline is the **leader's price**, not an arithmetic mean — averaging disjoint winner-take-all outcomes is meaningless. Per-outcome prices come from the venue's last-traded mid; cross-venue values are simple means across contracts on each venue.

## How to use this data

- HTML: https://simplefunctions.dev/odds/earningsmentionmu
- JSON: https://simplefunctions.dev/api/public/odds?slug=earningsmentionmu

## License

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