PayPal (PYPL): FY25 Q4 earnings call, Feb 3, 2026
On its Feb 3, 2026 earnings call (FY25 Q4), PayPal said 3 of the 14 words Kalshi and Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 3 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Biometric | Yes | 13 | 13 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| E-Commerce | Yes | 3 | 4 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Perplexity | Yes | 1 | 1 | ✓ | 54%transcripts from the transcript model | – |
| Unprofitable | No | 0 | 0 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| Stablecoin / Stable Coin | No | 0 | 0 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – |
| College | No | 0 | 0 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Cash Back / Cashback | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| No | 0 | 0 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – | |
| Bank | No | 0 | 0 | ✓ | 57%n=1+tx from settlement history blended with transcripts | – |
| Blue Owl | No | 0 | 0 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| Regulation / Regulator / Regulatory | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| Regulation / Regulator | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Blockchain | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| Bitcoin | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
4 matches for “Agentic Commerce”; 4 quoted, at least 25 words apart.
…year-over-year. Additionally, we've made progress building new long-term growth drivers: omnichannel, agentic commerce, crypto and wallet interoperability. Where we haven't made the same progress…
…a result. Let me quickly share some of our latest developments in agentic commerce. Our vision is to create a universally trusted catalog that AI…
…we are collaborating closely with the major AI platforms as we build agentic commerce capabilities together. Before passing to Steve, let me address the Investor…
…now, pay later continues to grow rapidly. And entirely new channels like agentic commerce have emerged faster than anyone expected a year ago. For branded…
Where the listed words were said
…than we anticipated, which has slowed our progress. Additionally, the combination of biometric adoption and competitive presentment have proven critical to branded checkout performance. So…
…it relates to branded checkout, our prior outlook assumed a more stable e-commerce environment and a certain pace of product rollout and merchant adoption. Neither…
…purchase items within the chat. We went live with agentic purchasing through Perplexity ahead of Thanksgiving, and we are now also live on Microsoft Co-Pilot.…
Agents: this page as TSV at /api/v1/appearances/paypal:2026-02-03:earnings_call · words: /api/v1/brief?appearance=paypal:2026-02-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP