Carvana (CVNA): FY25 Q4 earnings call, Feb 19, 2026
On its Feb 19, 2026 earnings call (FY25 Q4), Carvana said 4 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 · 4 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 5 | 8 | ✓ | 69%transcripts from the transcript model | – |
| Acquired / Acquisition | Yes | 2 | 3 | ✓ | 80%transcripts from the transcript model | – |
| Auction | Yes | 1 | 2 | ✓ | 72%transcripts from the transcript model | – |
| Ally | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| Same Day | No | 0 | 0 | ✓ | 69%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 69%transcripts from the transcript model | – |
| Automation | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Insurance | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Bridgecrest | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| DriveTime | 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.
2 matches for “ADESA”; 2 quoted, at least 25 words apart.
…units sold by 43% to a record 596,641. We integrated 10 additional ADESA locations, we expanded our digital auction capabilities nationwide, we reached multiyear highs…
…internally. So in the letter, we talked about doing full build-outs of ADESA locations, for example. I think in market ops, we're making subtle choices…
Where the listed words were said
…contributes to that is Sebastian and other tools that emerge from that AI brain. So I think that that's a very clear place where we're…
…sold growth primarily due to traditional gross revenue treatment for certain vehicles acquired from a large retail marketplace partner. Consistent with past quarters, our growth…
…billion over the next 2 years in addition to $6 billion with Ally through October 2026. Q4 was another strong quarter for levering SG&A expenses.…
Agents: this page as TSV at /api/v1/appearances/carvana:2026-02-19:earnings_call · words: /api/v1/brief?appearance=carvana:2026-02-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP