Visa (V): FY26 Q1 earnings call, Jan 29, 2026
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.
UpdatedMarkets
13 words · 4 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| International | Yes | 10 | 10 | ✓ | 89%transcripts from the transcript model | – |
| Tokenization | Yes | 8 | 8 | ✓ | 71%transcripts from the transcript model | – |
| Holiday | Yes | 5 | 5 | ✓ | 77%transcripts from the transcript model | – |
| Blockchain | Yes | 3 | 3 | ✓ | 58%transcripts from the transcript model | – |
| Regulation / Regulatory | No | 0 | 1 | ✓ | 70%transcripts from the transcript model | – |
| Inflation | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – |
| Loyalty | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Southwest | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| M&A / Merger | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| Cybersecurity | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Mercuryo | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Rate Cap / 10% Cap | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “International”; 5 quoted, at least 25 words apart.
…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…
…due to pricing, strong value-added services performance, and higher cross-border transaction mix. International transaction revenue was up 6%, below the 11% increase in constant dollar…
…some of the regional volume numbers. So when we look at our international volume in total, which was 9% this quarter, that was largely in…
…see some idiosyncratic things that sort of helped the in Q4, the international volume growth to be 10%. And so when you normalize for some…
…that we saw. In Asia. And so when we normalize for some of these timing differences, we're seeing a relative stability across international payments volume.
Where the listed words were said
…glad you asked the question about the commentary, the prepared commentary on international transaction revenue. And that's the first place I'd start. I'd differentiate. Because…
…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,…
…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…
…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