DoorDash (DASH): FY25 Q4 earnings call, Feb 18, 2026
On its Feb 18, 2026 earnings call (FY25 Q4), DoorDash said 3 of the 8 words Kalshi listed; Parrot’s count agreed with all 8 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
8 words · 3 settled yes · our count agreed on 8 of 8- 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 |
|---|---|---|---|---|---|---|
| Grocery | Yes | 15 | 20 | ✓ | 91%transcripts from the transcript model | – |
| Autonomous | Yes | 6 | 7 | ✓ | 79%transcripts from the transcript model | – |
| Kroger | Yes | 1 | 1 | ✓ | 34%transcripts from the transcript model | – |
| Physical Retailer | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – |
| New York | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Robot / Robotic / Robotics | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Waymo | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Wingstop | No | 0 | 0 | ✓ | 16%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.
7 matches for “Autonomous”; 5 quoted, at least 25 words apart.
…do this in the future, right? And that's really our investment into autonomous vehicles where we announced DoorDash Dot as well as some other projects…
…always come to when it comes to any new technology, whether it's autonomous vehicles or agentic commerce, and kind of how that interacts with LLMs,…
…one for Ravi. Tony, can you talk about the strategy with the autonomous delivery platform. What do you think this platform looks like in 2…
Yes. Deepak, on autonomy you're absolutely right. That the autonomous delivery platform is probably the most valuable part of what we're building. Because the way…
…to be immediately or at least not immediately obvious to me that autonomous vehicles are going to perform every single type of delivery. There are…
Where the listed words were said
…outside of the restaurant category, especially as we broaden our reach into grocery, retail, where we've become the leading third-party transaction platform in the U.S.,…
…factor, that's true in how we think about integrating it into the autonomous delivery platform in terms of which assignments it ought to receive versus…
…Services last September. We're very excited to be partnering with companies like Kroger or CVS to really offer the highest possible quality, the perfect inventory…
Agents: this page as TSV at /api/v1/appearances/doordash:2026-02-18:earnings_call · words: /api/v1/brief?appearance=doordash:2026-02-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP