KKR (KKR): FY25 Q4 earnings call, Feb 5, 2026
On its Feb 5, 2026 earnings call (FY25 Q4), KKR said 6 of the 9 words Kalshi listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
9 words · 6 settled yes · our count agreed on 9 of 9- 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 7 | 14 | ✓ | 69%transcripts from the transcript model | – |
| Tariff | Yes | 4 | 5 | ✓ | 70%transcripts from the transcript model | – |
| Inflation | Yes | 2 | 2 | ✓ | 65%transcripts from the transcript model | – |
| Private Credit | Yes | 1 | 2 | ✓ | 89%transcripts from the transcript model | – |
| Pipeline | Yes | 1 | 3 | ✓ | 87%transcripts from the transcript model | – |
| Data Center | Yes | 1 | 4 | ✓ | 60%transcripts from the transcript model | – |
| IPO | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Pandemic | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – |
| Clawback | No | 0 | 0 | ✓ | 33%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.
5 matches for “Tariff”; 4 quoted, at least 25 words apart.
…re-underwritten your private portfolios, your balance sheet, even your monetization pipeline for tariffs and AI? What actions have you taken? What actions can you take…
…can add on. You asked about two things in there. One was tariffs and one was AI. On the tariff front, it's pretty straightforward. We…
…low single-digit percentage of our portfolio that we've got any anxiety about tariffs. We feel very comfortable and relaxed on that front. On the AI…
…year was a record despite some of the market hiccups around the tariff dislocation in the spring. As Craig said, you have to remember just…
Where the listed words were said
…but it is not new anxiety for us. We've been focused on AI-driven competition and disruption risk for the last several years. We've also been…
…The period from 2010 to 2020 was characterized by low rates, low inflation, and relatively little volatility. The last five years, however, have been very…
…increase allocations, pension plans are working to close gaps in infrastructure and private credit, and private wealth remains in the early stages of adoption. Across…
…and that is showing up in record embedded gains and a healthy pipeline of realizations across strategies and regions. We are not forced sellers. If…
…recently invested in a high-quality logistics facility in Korea, a European built-to-suit data center platform, and our first structured alternative transaction for our insurance business…
Agents: this page as TSV at /api/v1/appearances/kkr:2026-02-05:earnings_call · words: /api/v1/brief?appearance=kkr:2026-02-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP