GE Vernova (GEV): FY25 Q4 earnings call, Jan 28, 2026
On its Jan 28, 2026 earnings call (FY25 Q4), GE Vernova said 8 of the 9 words Kalshi and Polymarket listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
9 words · 8 settled yes · our count agreed on 9 of 9- 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 |
|---|---|---|---|---|---|---|
| Nuclear | Yes | 6 | 7 | ✓ | 81%transcripts from the transcript model | – |
| Tariff | Yes | 5 | 5 | ✓ | 84%transcripts from the transcript model | – |
| Data Center | Yes | 4 | 4 | ✓ | 88%transcripts from the transcript model | – |
| Inflation | Yes | 4 | 4 | ✓ | 86%transcripts from the transcript model | – |
| Administration | Yes | 3 | 3 | ✓ | 27%transcripts from the transcript model | – |
| Blade | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | – |
| Electricity | Yes | 1 | 1 | ✓ | 65%transcripts from the transcript model | – |
| Vietnam / India | Yes | 1 | 1 | ✓ | 47%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 74%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.
5 matches for “Tariff”; 5 quoted, at least 25 words apart.
…offsetting the impact of growth and innovation investments and the impact of tariffs. Finally, we generated $3.7 billion of free cash flow, a year-over-year increase…
…Wind team delivered similar EBITDA losses in 2025 despite the impact of tariffs, driven by improved pricing and higher turbine deliveries at onshore wind, offset…
…inflection point in U.S. orders as customers still face permitting delays and tariff uncertainty. At offshore, we remain focused on executing our challenged backlog. Wind…
…onshore equipment volume as well as the approximately $70 million impact of tariffs that started in 2Q of last year. Looking at 2026, we expect…
…volume we're shipping in the first half has fewer contractual protections for tariffs since we signed these orders before their implementation. As a result, we…
Where the listed words were said
…increased 5%. Services revenue increased due to higher gas transactional services and nuclear. Equipment revenue increased driven by nuclear as we progress in building our…
…'25. Importantly, we are seeing demand across the segment for grid and data center equipment, both with traditional customers globally and hyperscalers, primarily in the…
…more than offsetting higher contract losses at offshore wind as well as inflation and investments in growth and innovation. The strong adjusted EBITDA and working…
…conditions that are being discussed. We're working very closely with the U.S. administration that is very determined to restart a nuclear industry in the U.S.,…
…in total, and we've made significant progress with only 10 turbines needing blades and 1 turbine left to be installed at the time of the…
…backlog growth. In Electrification, customers are working to keep pace with growing electricity demand, grid stability needs and national security interests. In 4Q, we grew…
…to strong U.S. demand, but also with agreements in the Middle East, Vietnam and Taiwan, with backlog increasing from 33 to 40 gigawatts and SRAs…
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