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 “Auction”; 2 quoted, at least 25 words apart.
…record 596,641. We integrated 10 additional ADESA locations, we expanded our digital auction capabilities nationwide, we reached multiyear highs on customer Net Promoter Score, and…
…back at some -- I think, going to some attractive rates at auction. And I'm curious whether you think that, that's an opportunity to plug…
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