Moody's (MCO): FY25 Q4 earnings call, Feb 18, 2026
On its Feb 18, 2026 earnings call (FY25 Q4), Moody's 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 |
|---|---|---|---|---|---|---|
| Orbis | Yes | 5 | 5 | ✓ | 68%transcripts from the transcript model | – |
| Retention | Yes | 2 | 2 | ✓ | 82%transcripts from the transcript model | – |
| Data Center | Yes | 2 | 2 | ✓ | 68%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Repurchase / Repurchased | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| BDC | No | 0 | 0 | ✓ | 76%transcripts from the transcript model | – |
| Geopolitical | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Rate Cut | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Inflation | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| Saudi Arabia | 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.
5 matches for “Orbis”; 5 quoted, at least 25 words apart.
…world's largest global payment platforms signed a multiyear, multimillion-dollar agreement to embed Orbis via API into their new customer onboarding processes. And they are threading…
We have had several notable Orbis wins in the fourth quarter, including one with a large global bank for enterprise-wide access and a new partnership…
…much more. Right? It is a deep contextual understanding of the data. Orbis, obviously, being a very important part of this massive data estate, is…
…just talk a little bit. I am going to go back to Orbis for a moment because it is one of our biggest parts of…
…But it is those things that I talked about—it is not just Orbis. You could go across a number of other datasets that we have,…
Where the listed words were said
with a very high concentration in recurring revenue, and retention in the low to mid-90s.
…of debt. That was an all-time high supporting investment across infrastructure, AI-driven data centers, energy finance, energy transition finance, and private credit. And in the…
…quarter capped off an outstanding year across the board. While we experienced tariff-driven uncertainty that resulted in a market-driven air pocket early in 2025, conditions…
…of our New York headquarters and London office space. We expect to repurchase approximately $2,000,000,000 in shares during the year and announced a 10% increase…
Agents: this page as TSV at /api/v1/appearances/moodys:2026-02-18:earnings_call · words: /api/v1/brief?appearance=moodys:2026-02-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP