Delta (DAL): FY25 Q4 earnings call, Jan 13, 2026
On its Jan 13, 2026 earnings call (FY25 Q4), Delta said 9 of the 10 words Kalshi and Polymarket listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 9 settled yes · our count agreed on 10 of 10- 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 |
|---|---|---|---|---|---|---|
| Partnership | Yes | 8 | 8 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Efficiency | Yes | 6 | 6 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Technology | Yes | 5 | 6 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Guidance | Yes | 3 | 7 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Holiday | Yes | 3 | 3 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| Acquisition | Yes | 1 | 1 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 1 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| YouTube | Yes | 1 | 1 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – |
| Weather | Yes | 1 | 1 | ✓ | 50%n=1+tx from settlement history blended with transcripts | – |
| Nonstop / Non-Stop | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
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 “Demand”; 5 quoted, at least 25 words apart.
…we saw last year. Top-line growth is accelerating on consumer and corporate demand, supporting an outlook for revenue growth of 5% to 7% in March.…
…As unprofitable flying is rationalized, supporting a healthy balance between supply and demand. Against this backdrop, and with continued benefits from Delta's strategic initiatives, we…
…now representing 60% of total revenue. Premium revenue grew 7%, reflecting robust demand for our most popular products, while cargo revenue increased 9% and maintenance,…
…year, diverse revenue streams led with high single-digit growth year over year. Demand trends were healthy outside of the temporary impact from the FAA-mandated flight…
…continued progress on commercial initiatives. We are heading into 2026 with robust demand and a balanced industry supply-demand environment. With March revenue expected to increase…
Where the listed words were said
…free Wi-Fi, and introducing innovative digital tools like Delta Concierge. Our exclusive partnerships with leading brands such as American Express, Uber, and YouTube further enhance…
…is expected to be modestly above the full-year average. We are driving efficiencies across the operation, improving aircraft availability, scaling into our resources, and deploying…
…38 new aircraft deliveries, and continued enhancement to the customer experience and technology. Free cash flow of $4.6 billion supported debt reduction of $2.6 billion,…
…Glen. Over the past five years, he's been an invaluable mentor, offering guidance, wisdom, and partnership, for which I am deeply grateful. Glen's impact and…
…for your unwavering commitment. Your care and professionalism, especially through a busy holiday season, are the reason customers choose Delta. And why our results lead…
…by a fourth consecutive year of more than 1 million new card acquisitions and double-digit year-over-year co-brand spend growth in every quarter. This impressive performance…
…part of the first quarter and into the second quarter where the tariff uncertainty and the economic uncertainty was kind of hitting the crescendo. I…
…by $200 million, or 25¢ per share. The FAA-mandated flight reduction and weather disruption impacted nonfuel unit cost growth by about one point. For the…
Agents: this page as TSV at /api/v1/appearances/delta:2026-01-13:earnings_call · words: /api/v1/brief?appearance=delta:2026-01-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP