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.
8 matches for “Tokenization”; 5 quoted, at least 25 words apart.
…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,…
…access our other solutions and services such as network products, value-added services, tokenization, risk products, and more. One of the two agreements I would highlight…
…with FinanceNow in New Zealand. Visa will also provide fleet card issuance, tokenization, and risk services as well. We will continue to look for ways…
…you know, when you look at other things that we've done, like tokenization, when you look at Visa Direct, you look at some of the…
…acquirers and merchants as you asked about. Get them to embed the tokenization into their tech stacks, help them understand the value of it, and…
Where the listed words were said
…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…
…more sales. And when we're able to show the sales uplift that tokenization provides, it's a real moment. You know, the the other thing that…
…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