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.
5 matches for “Storage”; 5 quoted, at least 25 words apart.
…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…
…of Sponsored Snaps in Promoted Places, the launch of Lens+, and Memories Storage Plans. While these initiatives involve trade-offs with engagement, they are strengthening top…
…what we're seeing on the subscriber side of the business. Certainly, memory storage plans were a big driver of the subscriber growth that we've seen…
…to serve and to roll out additional paid features like the Memory Storage Plans that we just discussed. And all of those can cause headwinds…
…revenue-generating investments. And so I think the recent launch of the memory storage plants is a great example of that, where we can take cost…
Where the listed words were said
…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…
…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…
…dynamic AR experiences. We also announced that all lenses built today for Spectacles will be compatible with Specs at launch, providing continuity and scale for…
…family remains the foundation of Snapchat and a core driver of engagement, retention and long-term value creation. Our platform is designed around visual communication that…
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