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.
35 matches for “Service”; 5 quoted, at least 25 words apart.
…growing 23% year over year and all-time records across every geographic segment. Services set an all-time revenue record as well, up 14% from a year…
…our customers, and to our mission to build the best products and services in the world. Now I'd like to take a closer look at…
…what's to come with so many new experiences to unlock. Turning to services, we achieved an all-time revenue record of $30 billion, 14% higher from…
…in the coming weeks. Looking back, 2025 was a fantastic year for services as we rolled out amazing new features and broke records. Apple Music…
…billion, reaching another all-time high across all product categories and geographic segments. Services revenue was $30 billion, up 14% year over year. This performance continues…
Where the listed words were said
…the markets we track, including The US, Latin America, Western Europe, Greater China, India, and South Asia. Products revenue was $113.7 billion, up 16% year…
…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.
…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