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.
0 matches for “Repurchase / Repurchased”.
Where the listed words were said
…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…
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