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.
17 matches for “Fleet”; 5 quoted, at least 25 words apart.
…joint ventures and investing in the renewal and expansion of our wide-body fleet. This morning, we announced an order for 30 Boeing 787-10s with options…
…high-growth Asia and Middle East markets while continuing to renew our wide-body fleet with larger, more capable, and more efficient aircraft. Beyond network and fleet…
…within our long-term framework of low single-digit. And as we prepare the fleet for peak summer, the first-quarter nonfuel CASM growth is expected to be…
…reduce leverage. With today's aircraft order, I'd like to highlight how our fleet strategy is positioning Delta for the future. Enhancing the customer experience, driving…
…and improves fuel burn. For our international franchise, our growing next-generation wide-body fleet, strong domestic foundation, and leading joint ventures will enable further global expansion.…
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…
…especially when you think about, you know, in the wide-body space, fleet efficiency is really what wins the day. You think about taking a 777…
…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