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.
4 matches for “Tariff”; 4 quoted, at least 25 words apart.
…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…
…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…
…seeing is for 6 months of that elevated period where we saw tariff impacts. Had we known it would evaporate, we probably wouldn't have been…
…lost revenue or embedded demand for last year. So the impact of tariff shutdowns, FAA cancellations, weather, Zipcar, I don't think you gave any impact…
Where the listed words were said
…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…
…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…
…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