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Kalshi predicts Microsoft will say 'OpenAI'

Microsoft Corp. reported its fiscal first‑quarter earnings after the bell, with analysts expecting earnings of about $4.72 per share on revenue near $90.7 billion, up roughly 17 % from a year earlier.

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Key points

  • Kalshi predicts Microsoft will say "OpenAI" with 96 % probability
  • Microsoft expects $4.72 EPS on $90.7 billion revenue, up 17 % YoY
  • Microsoft committed $13 billion to OpenAI, owns roughly a quarter of the company

On Kalshi, traders are betting on which words CEO Satya Nadella and his team will say during the call. The prediction that Microsoft will say "OpenAI" leads the board at 96 %. Microsoft has committed $13 billion to the ChatGPT maker and owns roughly a quarter of the company. OpenAI has agreed to purchase an additional $250 billion in Azure cloud services.

Microsoft also plans to expand production of its own AI chips, claiming next‑generation chips could deliver 40 % more AI processing per unit of electricity than competing GPU systems. The company markets a $99‑a‑month "Frontier Suite" to businesses adopting AI tools and announced an expansion of its Sovereign Cloud service last week.

The story so far

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Full story from finance.yahoo.com · by Daragh Thomas · via Search: MicrosoftOpen source ↗

Microsoft Earnings Prediction Market Preview: What Will Satya Nadella Say?

finance.yahoo.com · 28 October 2026

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This text was published by finance.yahoo.com and written by Daragh Thomas. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗

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The headline, key points and digest above were generated by Digest AI's editorial model from the linked sources. Automated summaries can contain errors: the sources are the record. Spotted a mistake? Tell us. Published by Martin K., who runs Digest AI and handles corrections.

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