Visa (V): FY26 Q1 earnings call, Jan 29, 2026

Thu, Jan 29Earnings callSpeaker-labelled transcriptVisa

On its Jan 29, 2026 earnings call (FY26 Q1), Visa said 4 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 4 settled yes · our count agreed on 13 of 13

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
International Yes1010✓89%transcripts from the transcript model–
Tokenization Yes88✓71%transcripts from the transcript model–
Holiday Yes55✓77%transcripts from the transcript model–
Blockchain Yes33✓58%transcripts from the transcript model–
Regulation / Regulatory No01✓70%transcripts from the transcript model–
Inflation No00✓48%transcripts from the transcript model–
Loyalty No00✓40%transcripts from the transcript model–
Southwest No00✓34%transcripts from the transcript model–
M&A / Merger No00✓27%transcripts from the transcript model–
Cybersecurity No00✓16%transcripts from the transcript model–
Mercuryo No00✓16%transcripts from the transcript model–
Rate Cap / 10% Cap No00✓16%transcripts from the transcript model–
Trump No00✓16%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.

Where the listed words were said

Christopher Suhcompany“International” · prepared

…up from last year led primarily by e-commerce growth. First quarter total international payments volume was up 9% year over year in constant dollars, generally…

Ryan Mc Inerneycompany“Tokenization” · prepared

…embraced broadly across the ecosystem. We continue to make progress on the tokenization of e-transactions to our ultimate goal of fully replacing card-centric PAN technology,…

Ryan Mc Inerneycompany“Holiday” · prepared

…to our 2026 fiscal year, driven by strong driver growth, a strong holiday season, and continued execution of our strategy across consumer payments, commercial and…

Ryan Mc Inerneycompany“Blockchain” · prepared

…early stages of adoption for payments use cases. As new stablecoins and blockchains continue to emerge and show the promise of true utility, Visa's goal…

Agents: this page as TSV at /api/v1/appearances/visa:2026-01-29:earnings_call · words: /api/v1/brief?appearance=visa:2026-01-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP