Snap (SNAP): FY25 Q4 earnings call, Feb 4, 2026
On its Feb 4, 2026 earnings call (FY25 Q4), Snap said 7 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 7 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Lens | Yes | 13 | 13 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Storage | Yes | 5 | 5 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – |
| Game | Yes | 4 | 4 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Augmented Reality | Yes | 3 | 3 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Glasses | Yes | 3 | 3 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Spectacles | Yes | 2 | 2 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Retention | Yes | 2 | 2 | ✓ | 74%n=1+tx from settlement history blended with transcripts | – |
| Platinum | No | 0 | 0 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| Family Center | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Xbox | 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 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.
13 matches for “Lens”; 5 quoted, at least 25 words apart.
…camera experiences efficiently at scale by running our models on device. AI-driven lenses represent a meaningful evolution from traditional lenses, shifting the experience from applying…
…our community. More than 700 million Snapchatters have engaged with generative AI Lenses more than 17 billion times, often discovering and sharing these lenses through…
…than 450,000 creators from nearly every country have built over 5 million Lenses using our industry-leading AR and AI tools, helping ensure that camera experiences…
…Cloud powered by Superbase to make advanced back-end capabilities more accessible within Lens Studio enabling developers to build richer, more dynamic AR experiences. We also…
…to lead the next wave of spatial computing. With Snap OS 2.0, Lens Studio, Snap Cloud and a global developer ecosystem, we have built an…
Where the listed words were said
…the Snapchat experience. For example, Saudi QSR brand KUDU, combined creative AR Lenses with Sponsored Snaps to drive full funnel performance achieving up to 49.5%…
…we will focus on growing existing subscription offers, including Snapchat+ and Memory Storage Plans, while innovating to bring compelling new offers to our platform. This…
…visually across our community. We also began rolling out new 2-player term-based games designed to create playful, low friction ways for friends and family to…
…profitable growth path as we continue to invest in the future of augmented reality and support the consumer launch of specs later this year. For…
…from ILM is now live on Spectacles highlighting the power of smart glasses for immersive storytelling with one of the world's most beloved franchises. This…
…the subscriber growth that we've seen recently and also have helped improve retention rates overall. So that definitely has been really helpful to the subscription…
Agents: this page as TSV at /api/v1/appearances/snap:2026-02-04:earnings_call · words: /api/v1/brief?appearance=snap:2026-02-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP