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.
4 matches for “Local Commerce”; 4 quoted, at least 25 words apart.
…right investments, especially as we think about becoming the operating system for local commerce. As we make more progress, we'll continue to invest behind them…
…on the previous question about how we're building the operating system for local commerce. And so I'll maybe take a couple of minutes to expand…
…the fundamental building blocks at the end of the day to enable local commerce. So that for consumers, they can get anything inside the city…
…quite a long journey in terms of building the operating system for local commerce and connecting consumers and merchants in more ways than we currently…
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.,…
…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…
…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