Apple (AAPL): FY26 Q1 earnings call, Jan 29, 2026

Thu, Jan 29Earnings callSpeaker-labelled transcriptApple

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.

Updated

Markets

16 words · 9 settled yes · our count agreed on 16 of 16

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
China Yes1316✓93%n=4+tx from settlement history blended with transcripts–
Manufacturing Yes55✓86%n=2+tx from settlement history blended with transcripts–
Formula 1 / F1 Yes44✓70%n=3+tx from settlement history blended with transcripts–
Wearable Yes33✓86%n=3+tx from settlement history blended with transcripts–
Tariff Yes36✓85%n=3+tx from settlement history blended with transcripts–
Siri Yes24✓79%n=3+tx from settlement history blended with transcripts–
Apple Pay Yes11✓70%n=1+tx from settlement history blended with transcripts–
Modem Yes11✓23%n=2+tx from settlement history blended with transcripts–
Creator Studio Yes11✓17%transcripts from the transcript model–
Severance No00✓66%n=1+tx from settlement history blended with transcripts–
Liquid Glass No00✓44%transcripts from the transcript model–
M3 No01✓35%n=2+tx from settlement history blended with transcripts–
Widget No00✓25%n=1+tx from settlement history blended with transcripts–
Streaming No00✓25%n=2+tx from settlement history blended with transcripts–
Fold / Folding / Foldable No00✓17%transcripts from the transcript model–
Gemini No02✓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 words

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

6 matches for “Apple Watch”; 5 quoted, at least 25 words apart.

Timothy D. Cookcompanyprepared

…the world. Across wearables, home, and accessories, revenue was $11.5 billion. With Apple Watch Ultra 3 and Apple Watch Series 11, users are tapping into…

Timothy D. Cookcompanyprepared

…scores each morning and find ways to improve their sleep quality. And Apple Watch alerts are enabling important conversations between users and their doctors regarding…

Timothy D. Cookcompanyprepared

…Brazil, Indonesia, and South Korea. It means 3D printing titanium cases for Apple Watch using so that they're better for the planet without compromising quality.…

Timothy D. Cookcompanyprepared

…Corning in Kentucky to make 100% of cover glass for iPhone and Apple Watch. We're working with Micron, which broke ground on a new advanced…

Kevan Parekhcompanyprepared

…reached a new all-time high, with over half of customers purchasing an Apple Watch during the quarter being new to the product. And in The…

Where the listed words were said

Timothy D. Cookcompany“China” · prepared

…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…

Timothy D. Cookcompany“Manufacturing” · prepared

…Academy in Detroit, we're already training American innovators on the latest smart manufacturing and artificial intelligence techniques. Six months since opening, the academy is already…

Timothy D. Cookcompany“Formula 1 / F1” · prepared

…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…

Kevan Parekhcompany“Wearable” · prepared

…latest reports from 451 Research, customer satisfaction was 98% in The US. Wearables, home, and accessories revenue was $11.5 billion, down 2% year over year.…

Suhasini Chandramoulicompany“Tariff” · prepared

…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…

Timothy D. Cookcompany“Siri” · prepared

…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…

Timothy D. Cookcompany“Apple Pay” · prepared

…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…

Kevan Parekhcompany“Modem” · qa

…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…

Timothy D. Cookcompany“Creator Studio” · prepared

…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