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.
11 matches for “Efficiency”; 5 quoted, at least 25 words apart.
…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…
…the customer experience, as Ed and Glen spoke about, and on driving efficiency through technology and our fleet. We continue to advance our fleet renewal…
…excesses. We are rebuilding the airline, and now's our time as we drive efficiency to work that off, and you're seeing that in working capital.
…for 2026 guidance, but this year, your unit cost performance benefited from efficiency gains and growing into your workforce and your fleet and your airport…
…innings where we believe over the term we can continue to drive efficiency by growing into that workforce, continue to get growth in the generational…
Where the listed words were said
…that we experienced in that seventeen, eighteen, perspective. And as those come more in line, get healthier, you're gonna see greater efficiency out of that.
…$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,…
…things that help you as it relates to the top line, the fleet renewal, supports that. And then you look at the things that we…
…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