Apple (AAPL): FY26 Q1 earnings call, Jan 29, 2026
On its Jan 29, 2026 earnings call (FY26 Q1), Apple said 9 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 9 settled yes · our count agreed on 16 of 16- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| China | Yes | 13 | 16 | ✓ | 93%n=4+tx from settlement history blended with transcripts | – |
| Manufacturing | Yes | 5 | 5 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Formula 1 / F1 | Yes | 4 | 4 | ✓ | 70%n=3+tx from settlement history blended with transcripts | – |
| Wearable | Yes | 3 | 3 | ✓ | 86%n=3+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 3 | 6 | ✓ | 85%n=3+tx from settlement history blended with transcripts | – |
| Siri | Yes | 2 | 4 | ✓ | 79%n=3+tx from settlement history blended with transcripts | – |
| Apple Pay | Yes | 1 | 1 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Modem | Yes | 1 | 1 | ✓ | 23%n=2+tx from settlement history blended with transcripts | – |
| Creator Studio | Yes | 1 | 1 | ✓ | 17%transcripts from the transcript model | – |
| Severance | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Liquid Glass | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| M3 | No | 0 | 1 | ✓ | 35%n=2+tx from settlement history blended with transcripts | – |
| Widget | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Streaming | No | 0 | 0 | ✓ | 25%n=2+tx from settlement history blended with transcripts | – |
| Fold / Folding / Foldable | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Gemini | No | 0 | 2 | ✓ | 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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “App Store”; 5 quoted, at least 25 words apart.
…welcomed more than 850 million users every week on average to the App Store, the world's safest and most innovative app marketplace. Developers have now…
…cloud services, music, and payment services, with December quarter records on the App Store and video. Company gross margin was at 48.2%, above the high…
…from their US passport, to additional ads coming to search in the App Store, which provides advertisers more ways to drive downloads from search. Turning…
…I know you guys are doing the new ad slots in the App Store. Maybe you could just talk a little bit about that. And…
…the additional, kind of additional ads coming in the search in the App Store. Which we are excited about. It provides, you know, advertisers more…
Where the listed words were said
…markets, which includes India, where we saw strong double-digit revenue growth. Greater China also grew 38% year over year, driven by iPhone, which had record…
…to invest $600 billion over four years in vital industries like advanced manufacturing, silicon engineering, and artificial intelligence. As we're building on our long-standing investments…
…3,200 nominations, including a recently announced Oscar nomination for Best Picture for F1, the movie. And speaking of F1, we're also approaching the start of…
…iPad continued to be the most popular tablet in the world. Across wearables, home, and accessories, revenue was $11.5 billion. With Apple Watch Ultra 3…
…impact to the company's business and results of operations from macroeconomic conditions, tariffs, and other measures, and legal and regulatory proceedings. For more information, please…
…This will help power future Apple intelligence features, including a more personalized Siri coming this year. We're incredibly excited for what's to come with so…
…know, investing in core technologies like our own silicon and our own modem. And certainly, while those do provide opportunities for cost savings and can…
…has something special to offer users. And with the recently released Apple Creator Studio, available across Mac, iPad, and iPhone, creators have more tools at…
Agents: this page as TSV at /api/v1/appearances/apple:2026-01-29:earnings_call · words: /api/v1/brief?appearance=apple:2026-01-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP