Airbnb (ABNB): FY25 Q4 earnings call, Feb 12, 2026
On its Feb 12, 2026 earnings call (FY25 Q4), Airbnb said 5 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 · 5 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 |
|---|---|---|---|---|---|---|
| Boutique | Yes | 6 | 6 | ✓ | 59%transcripts from the transcript model | – |
| International | Yes | 2 | 2 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Take Rate | Yes | 2 | 4 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| Domestic | Yes | 1 | 1 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Service Agent | Yes | 1 | 1 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Social Media | No | 0 | 0 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Acquisition | No | 0 | 0 | ✓ | 46%n=1+tx from settlement history blended with transcripts | – |
| China | No | 0 | 0 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – |
| Home Sharing | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Holiday | No | 0 | 0 | ✓ | 17%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.
38 matches for “Hotel”; 5 quoted, at least 25 words apart.
…beginning. And to capture even more trips, we're bringing boutique and independent hotels onto the platform so that no matter what kind of stay a…
…then discover a home for the trip or they might book a hotel for a business trip, then come back here for me to book…
…to the trip an incremental experience. They may be staying in a hotel in that market. They may be not traveling at all. And what…
…be strong enough to stand alone, but better together. And so the hotel is a great example. There are some people that only stay in…
…you're traveling for business, you're doing more night, it's really good for hotels. So we think that all these components can make the overall offering…
Where the listed words were said
…really good reason for the hotel. But also, we're really focusing on boutiques and independence and a large percent of the inventory -- in the…
…half of all bookings on Airbnb. We also apply the Hawaii model international growth. Airbnb operates in nearly every country in the world, but roughly…
…larger percent of the overall business going forward. In terms of the take rate expansion in Q1 and what's going on with the, I would…
…begun focusing on. So in particular, what I would call out is domestic Japan. That's a market and segment that we began our expansion playbook…
…significantly more than 30% of tickets will be handled by a customer service agent in many more languages in all the languages where we have…
Agents: this page as TSV at /api/v1/appearances/airbnb:2026-02-12:earnings_call · words: /api/v1/brief?appearance=airbnb:2026-02-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP