United Airlines (UAL): FY25 Q4 earnings call, Jan 21, 2026

On its Jan 21, 2026 earnings call (FY25 Q4), United Airlines said 8 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 8 settled yes · our count agreed on 12 of 12

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Newark Yes67✓91%n=1+tx from settlement history blended with transcripts–
Shutdown / Shut Down Yes66✓46%n=1+tx from settlement history blended with transcripts–
On-Time / On Time Yes44✓84%n=1+tx from settlement history blended with transcripts–
Holiday Yes33✓60%n=1+tx from settlement history blended with transcripts–
Starlink Yes22✓84%transcripts from the transcript model–
ATC / Air Traffic Control Yes11✓69%transcripts from the transcript model–
Record Yes11✓63%n=1+tx from settlement history blended with transcripts–
Union Yes11✓40%n=1+tx from settlement history blended with transcripts–
Weather No00✓63%n=1+tx from settlement history blended with transcripts–
Tariff No00✓49%n=1+tx from settlement history blended with transcripts–
Nonstop / Non-Stop No00✓26%n=1+tx from settlement history blended with transcripts–
JetBlue No00✓25%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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Scott Kirbycompany“Newark” · prepared

…Glen and Andrew Nocella as they were dismantling CALight and building the Newark and Houston hubs that we at United are now proud to call…

Brett Hartcompany“Shutdown / Shut Down” · prepared

…Promoter Score. And during the month of November, amid an unprecedented government shutdown and real-time flight reductions, we had the best NPS month in the…

Toby Enqvistcompany“On-Time / On Time” · prepared

…second year in a row. For the year, United ranked #2 in on-time departures and #2 in cancellations. Our United Express operation delivered 134 days…

Toby Enqvistcompany“Holiday” · prepared

…high note. United delivered the best operation in the industry over the holidays, ranking #1 in on-time departures and on-time arrivals. We canceled less than…

Andrew Nocellacompany“Starlink” · prepared

…they sit or what they pay. Our United Signature Interior mods and Starlink installs are now moving at pace and will be completed in 2027,…

Brett Hartcompany“Union” · prepared

…labor, we are currently in active negotiations with 4 of our labor unions. We look forward to reaching industry-leading contracts with these groups, and we'll…

Agents: this page as TSV at /api/v1/appearances/united-airlines:2026-01-21:earnings_call · words: /api/v1/brief?appearance=united-airlines:2026-01-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP