Avis (CAR): FY25 Q4 earnings call, Feb 19, 2026
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.
UpdatedMarkets
10 words · 6 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 |
|---|---|---|---|---|---|---|
| Recall | Yes | 7 | 7 | ✓ | 78%transcripts from the transcript model | – |
| Waymo | Yes | 6 | 7 | ✓ | 70%transcripts from the transcript model | – |
| EV / Electric | Yes | 6 | 7 | ✓ | 50%transcripts from the transcript model | – |
| Tariff | Yes | 3 | 4 | ✓ | 81%transcripts from the transcript model | – |
| Travel | Yes | 2 | 2 | ✓ | 91%transcripts from the transcript model | – |
| Leisure | Yes | 1 | 1 | ✓ | 92%transcripts from the transcript model | – |
| Inflation | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Upgrade | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – |
| Syracuse | 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 “Recall”; 5 quoted, at least 25 words apart.
…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…
…most cases, that approach has served both sides well. In 2025, however, recalls became a more meaningful operational and financial headwind than we anticipated. We…
…you make 2 adjustments only, right, and you ignore $100 million of recall impact and the one-off impact of PLPD, you're in the middle of…
…in the U.S., it was unusually volatile. So Manheim values, if you recall, they were roughly flat year-over-year in the first quarter. And then amid…
…in improving utilization, right? In spite of the 3-point impact of the recall in the quarter, we managed to grow utilization by about half a…
Where the listed words were said
…the 2025 results, right, if you add back the impact of the recall of $100 million conservatively. And the one-off nature of the PLPD, the…
…relationships by delivering a more differentiated premium experience. Finally, our partnership with Waymo continues to progress as planned. Our Dallas launch remains on schedule with…
…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…
…Black Book and Moody's. Those forward-looking economic models assume the impact of tariffs to continue throughout the life of these vehicles. As we've seen in…
…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.…
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