New York Times (NYT): FY25 Q4 earnings call, Feb 4, 2026
On its Feb 4, 2026 earnings call (FY25 Q4), New York Times said 7 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 7 settled yes · our count agreed on 10 of 10- 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 |
|---|---|---|---|---|---|---|
| Family Plan | Yes | 6 | 6 | ✓ | 60%transcripts from the transcript model | – |
| Athletic | Yes | 5 | 6 | ✓ | 87%transcripts from the transcript model | – |
| Wirecutter | Yes | 2 | 2 | ✓ | 83%transcripts from the transcript model | – |
| Cooking | Yes | 2 | 2 | ✓ | 73%transcripts from the transcript model | – |
| Podcast | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | – |
| Retention / Retain | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | – |
| M&A / Merger | Yes | 1 | 1 | ✓ | 37%transcripts from the transcript model | – |
| Amazon | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – |
| Crossplay | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| OpenAI | 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.
2 matches for “Cooking”; 2 quoted, at least 25 words apart.
…of producing original puzzles that are cultural sensations and played by millions. Cooking has more than 25,000 vetted recipes and a growing video catalog that…
And cooking and Wirecutter too? Yep.
Where the listed words were said
…portfolio. We also continue to be pleased with the rollout of our family plan subscription offering. Total digital-only ARPU grew year over year to $9.72…
…ramp of volume and video production at both The Times and The Athletic across the portfolio. Also, you know, just full cost, we also continue,…
…And then we've made a really deliberate effort to turn our hit podcast, in most cases, into full-bore video shows, and that's going very, very…
…is yet another way to improve engagement of our subscribers and ultimately retention. We've long had the insight if we can get you. First, it…
…dynamic time in the media industry, so we're comfortable with that. Any M&A would have a very high bar. We're very pleased with the pace…
Agents: this page as TSV at /api/v1/appearances/new-york-times:2026-02-04:earnings_call · words: /api/v1/brief?appearance=new-york-times:2026-02-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP