Walmart (WMT): FY26 Q3 earnings call, Nov 20, 2025
On its Nov 20, 2025 earnings call (FY26 Q3), Walmart said 8 of the 14 words Kalshi and Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 8 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Automation | Yes | 5 | 5 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 5 | 11 | ✓ | 89%transcripts from the transcript model | – |
| Omnichannel | Yes | 4 | 4 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Automotive | Yes | 2 | 2 | ✓ | 60%transcripts from the transcript model | – |
| Dividend | Yes | 2 | 2 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| OnePay / One Pay | Yes | 2 | 2 | ✓ | 35%transcripts from the transcript model | – |
| OpenAI | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | – |
| SNAP | Yes | 0 | 1 | ✓ | 17%transcripts from the transcript model | – |
| Brick and Mortar | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Upper Income | No | 0 | 0 | ✓ | 64%transcripts from the transcript model | – |
| Prescription | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Skip | No | 0 | 0 | ✓ | 17%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Membership”; 5 quoted, at least 25 words apart.
…and differentiate our bottom line. Globally, advertising grew 53%, including VIZIO, and membership income was up 17%. Let's talk about each segment. I'll start with…
…outpaced our expectations again this quarter, up 22% in sales. For Sam's membership, we see good growth in member count, renewal rates and plus member…
…contributions from business mix, most notably in higher-margin areas like advertising and membership fees. This quarter, the combination of advertising and membership fee income represented…
…marketplace. We also saw 34% growth in international advertising led by Flipkart. Membership income increased 17% across the enterprise, led by 34% growth in international,…
…Pay Cash Rewards credit card and expanded streaming services. Sam's Club U.S. membership income grew 7%. We're encouraged by the strength of new member acquisition…
Where the listed words were said
…work, building more capable tech products and platforms and by deploying physical automation. The investments to automate our supply chain continue to go well. The…
…total company, with Walmart U.S. inventory up 2.6% despite higher costs from tariffs. With our growing 3P marketplace, we have the ability to better balance…
…have to grow market share, reinforced by EDLP and tapping into our omnichannel advantages. For Walmart U.S., we drove comp sales of 4.5%, and we…
…category level, sales in general merchandise were positive with fashion, home and automotive leading the way. Grocery performed well with good unit growth and health…
…returning significant capital to shareholders. Year-to-date, we've returned nearly $13 billion through dividends and share repurchases. Overall, Q3 results demonstrate the underlying strength and…
…really quick. The second, we're really proud of the launch of the One Pay credit card that's featured prominently on our homepage even this morning,…
…build our own tech and sometimes we partner. Our recent announcement with OpenAI as an example. This new partnership will allow customers and members to…
Agents: this page as TSV at /api/v1/appearances/walmart:2025-11-20:earnings_call · words: /api/v1/brief?appearance=walmart:2025-11-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP