Avis (CAR): FY25 Q4 earnings call, Feb 19, 2026

Thu, Feb 19Earnings callSpeaker-labelled transcriptAvis

On its Feb 19, 2026 earnings call (FY25 Q4), Avis said 6 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 6 settled yes · our count agreed on 10 of 10

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Recall Yes77✓78%transcripts from the transcript model–
Waymo Yes67✓70%transcripts from the transcript model–
EV / Electric Yes67✓50%transcripts from the transcript model–
Tariff Yes34✓81%transcripts from the transcript model–
Travel Yes22✓91%transcripts from the transcript model–
Leisure Yes11✓92%transcripts from the transcript model–
Inflation No00✓62%transcripts from the transcript model–
AI / Artificial Intelligence No00✓37%transcripts from the transcript model–
Upgrade No00✓35%transcripts from the transcript model–
Syracuse No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

2 matches for “Autonomous”; 1 quoted, at least 25 words apart.

Brian Choicompanyprepared

…compliance certification all tracking to plan. Waymo is currently offering employees fully autonomous rides in Dallas, which is a final step ahead of welcoming public…

Where the listed words were said

Daniel Cunhacompany“Recall” · prepared

…progress. As far as the operations go, my key point is this. Recall challenges aside, we do not believe the specific conditions that cause rental…

Brian Choicompany“Waymo” · prepared

…competencies are mission-critical to operating autonomous mobility at scale. We're working alongside Waymo to prove that in practice as additional markets come online. To close,…

Daniel Cunhacompany“EV / Electric” · prepared

…1 by addressing the approximately $500 million write-down we took on our EV fleets at year-end. Our write-down is never something we welcome. We view…

Brian Choicompany“Tariff” · qa

…they were roughly flat year-over-year in the first quarter. And then amid tariff uncertainty really spiked into the second and third quarter. And then it…

Brian Choicompany“Travel” · prepared

…of roughly 3% year-over-year in the month of October. So while government travel immediately declined sharply following the shutdown, overall commercial demand initially held up.…

Brian Choicompany“Leisure” · prepared

…are also continuing to build out Avis First. What began as a leisure-focused offering will expand meaningfully into commercial accounts in 2026. Feedback from our…

Agents: this page as TSV at /api/v1/appearances/avis:2026-02-19:earnings_call · words: /api/v1/brief?appearance=avis:2026-02-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP