Delta (DAL): FY25 Q3 earnings call, Oct 9, 2025
On its Oct 9, 2025 earnings call (FY25 Q3), Delta said 9 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 9 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Efficiency | Yes | 8 | 11 | ✓ | 90%transcripts from the transcript model | – |
| Guidance | Yes | 8 | 11 | ✓ | 84%transcripts from the transcript model | – |
| Fleet 3+ times | Yes | 8 | 9 | ✓ | 71%transcripts from the transcript model | – |
| Acquisition | Yes | 5 | 6 | ✓ | 73%transcripts from the transcript model | – |
| Technology | Yes | 4 | 4 | ✓ | 73%transcripts from the transcript model | – |
| Partnership | Yes | 2 | 2 | ✓ | 83%transcripts from the transcript model | – |
| Shutdown / Shut Down | Yes | 2 | 3 | ✓ | 16%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 1 | ✓ | 74%transcripts from the transcript model | – |
| YouTube | Yes | 1 | 1 | ✓ | 35%transcripts from the transcript model | – |
| Weather | No | 0 | 0 | ✓ | 71%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – |
| Nonstop / Non-Stop | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Union | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
13 matches for “Capacity”; 5 quoted, at least 25 words apart.
…carriers prioritize earnings over their cost of capital, eliminate unprofitable flying, competitive capacity in our hubs is down year-over-year, and we expect a very healthy…
…single-digit guidance at the start of the year, even as we've reduced capacity after the summer peak to align with demand. I want to thank…
…year. So relatively flat. What we have seen is a rationalization of capacity in many of our hubs. As a matter of fact, if you…
…cabins earlier in the booking curve. And then we're gonna adjust our capacity to make sure that we're not creating the church for Easter Sunday…
…comments. So two questions there. Know, how do we think about Atlantic capacity next year? Glen, you mentioned more evenly dispersed I guess, how are…
Where the listed words were said
…the industry. Our teams are delivering operationally for our customers and driving efficiency. Year-to-date, we are outperforming the industry across on-time performance, completion factor, and…
…$6 per share, which is in the upper half of our July guidance range. Free cash generation remains a key differentiator for Delta Air Lines,…
…and Glen spoke about, and on driving efficiency through technology and our fleet. We continue to advance our fleet renewal strategy with approximately 40 aircraft…
…During the quarter, spend grew at a double-digit pace, with new card acquisitions up year-over-year and a record mix of customers choosing the premium cards.…
…the other element that we talked about is just the role of technology. And that it will have in regards to enabling our workforce and…
…integrated platform is setting the standard for in-flight connectivity and personalization. Exclusive partnerships with American Express, Uber, and most recently, YouTube, extend SkyMiles further…
…who are keeping our system safe and secure during the ongoing government shutdown. Thank you for your professionalism and your commitment to the traveling public.…
…the spring swoon was happening and everybody got a little nervous when tariffs were introduced, that was the booking window for the latter part of…
Agents: this page as TSV at /api/v1/appearances/delta:2025-10-09:earnings_call · words: /api/v1/brief?appearance=delta:2025-10-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP