S&P Global (SPGI): FY25 Q4 earnings call, Feb 10, 2026
On its Feb 10, 2026 earnings call (FY25 Q4), S&P Global said 10 of the 12 words Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 10 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence 3+ times | Yes | 40 | 40 | ✓ | 91%transcripts from the transcript model | – |
| Rating | Yes | 30 | 30 | ✓ | 96%transcripts from the transcript model | – |
| Kensho | Yes | 10 | 10 | ✓ | 90%transcripts from the transcript model | – |
| Benchmark | Yes | 9 | 9 | ✓ | 87%transcripts from the transcript model | – |
| Volatility | Yes | 5 | 5 | ✓ | 84%transcripts from the transcript model | – |
| CARFAX | Yes | 2 | 2 | ✓ | 85%transcripts from the transcript model | – |
| Dow Jones | Yes | 2 | 2 | ✓ | 82%transcripts from the transcript model | – |
| Capital IQ Pro | Yes | 2 | 2 | ✓ | 78%transcripts from the transcript model | – |
| ESG / Sustainable | Yes | 2 | 2 | ✓ | 51%transcripts from the transcript model | – |
| Europe / European | Yes | 1 | 1 | ✓ | 82%transcripts from the transcript model | – |
| ETF | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Portfolio Optimization | No | 0 | 0 | ✓ | 50%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 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.
30 matches for “Rating”; 5 quoted, at least 25 words apart.
…the year, we saw a disruption in the issuance markets impacting our Ratings business following Liberation Day in April. We saw incremental sanctions impacting our…
…We delivered exceptional results in private markets. We expanded in private credit ratings, we significantly enhanced our private market tools like iLEVEL with new AI…
…see capital flowing into the energy ecosystem, which benefits multiple divisions, including Ratings. 2025 was truly a leap forward for S&P Global in AI. We…
…volatility, for example, made temper issuance volumes and create temporary headwinds for Ratings, while at the same time driving revenue in the exchange-traded derivatives of…
…the medium-term financial targets we laid out at our recent Investor Day. Ratings and Indices each posted double-digit growth during the quarter, driven by robust…
Where the listed words were said
…in the world for the private markets. In energy expansion, we launched AI capabilities, making much of our research and insights available through Microsoft Copilot.…
…Slide 17. Private Markets revenue grew 16% year-over-year driven primarily by the Ratings and Market Intelligence divisions. Ratings was the largest contributor to that growth,…
…we believe that the CCO in collaboration with division teams and with Kensho Labs will be a meaningful driver of both revenue growth and product…
…over 150 years. Over 95% of our revenue is tied to proprietary benchmarks, differentiated data and critical workflow tools, and we expect that percentage to…
…in the fourth quarter. In the event of macroeconomic distress, elevated market volatility or uncertainty or a slowdown in economic growth, we would expect Billed…
…other. Customers continue to rely on the unique data and solutions from CARFAX, driving strong subscription growth despite a complicated environment for automotive OEMs. Dealer…
…margin expanded by 50 basis points to 45.5%. Now turning to S&P Dow Jones Indices on Slide 21. Revenue grew by 14%, with double-digit growth…
…application of Kensho Link. We enabled single sign-on or SSO, through Capital IQ Pro in January, which immediately helped us identify cross-sell opportunities. In collaboration…
…pairing these tools with end-to-end process reengineering, so the productivity gains are sustainable, long-term value generators that scale, not just isolated use cases. Turning to…
…the spin. I would also like to call your attention to certain European regulations. Any investor who has or expects to obtain ownership of 5%…
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