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.
7 matches for “Apple Intelligence”; 5 quoted, at least 25 words apart.
…majority of users on enabled iPhones are actively leveraging the power of Apple Intelligence. Since the launch of Apple Intelligence, we've introduced dozens of features,…
…the next generation of Apple foundation models. This will help power future Apple intelligence features, including a more personalized Siri coming this year. We're incredibly…
…initial commitment, we're making great progress. Today, we're shipping servers to power Apple Intelligence from our new manufacturing facility in Houston. Through our advanced manufacturing…
…to its pharmaceutical sales team to take advantage of AI capabilities, including Apple Intelligence, while meeting with clinicians daily. And in Mexico, Copel, the country's…
…30 users upgrade. Curious if you agree with that view also if you can layer on the impact from Apple Intelligence to the refresh rate.
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…
…the country, sourcing 20 billion US chips in 2025. Through our Apple Manufacturing Academy in Detroit, we're already training American innovators on the latest smart…
…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…
…some of our own stuff but you should think of what is going to power the personalized version of Siri as a collaboration with Google.
…Music climbed to all-time highs in both listenership and new subscriber growth. Apple Pay eliminated more than $1 billion in fraud for our partners last…
…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