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.
3 matches for “Next Generation”; 3 quoted, at least 25 words apart.
…MacBook Pro takes a huge leap in AI performance thanks to the next-generation GPU architecture and a faster neural engine. From the world's most popular…
…the AI space, we are also collaborating with Google to develop the next generation of Apple foundation models. This will help power future Apple intelligence…
…with Google on Gemini and sort of help collaboration to develop the next generation of Apple foundational models, does that have any near-term sort of…
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…
…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…
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