Walmart (WMT): FY26 Q4 earnings call, Feb 19, 2026
On its Feb 19, 2026 earnings call (FY26 Q4), Walmart said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 5 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Automation | Yes | 11 | 12 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Omnichannel | Yes | 6 | 6 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 3 | 4 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| OpenAi | Yes | 2 | 2 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| OnePay / One Pay | Yes | 1 | 1 | ✓ | 55%n=1+tx from settlement history blended with transcripts | – |
| Automotive | No | 0 | 0 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – |
| Prescription | No | 0 | 0 | ✓ | 45%n=1+tx from settlement history blended with transcripts | – |
| Brick and Mortar | No | 0 | 0 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – |
| Upper Income | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Competition | No | 0 | 1 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| SNAP | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Skip | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
15 matches for “Membership”; 5 quoted, at least 25 words apart.
…share, and we have momentum in growth areas like marketplace, advertising and membership. Looking at our results for the quarter, revenue was up 4.9% in…
…contributions from business mix, most notably in higher-margin areas like advertising and membership fees. Our advertising businesses globally increased 37%, including an acceleration in Walmart…
…Sam's Club in China, which grew over 35%. In the U.S., Walmart+ membership income was strong, up double digits as our core offering as well…
…the omnichannel capabilities Sam's offers. Notably, the combination of advertising income and membership fees represented nearly 1/3 of our operating income this quarter. Second is…
…advertising businesses globally were up 46% this year to $6.4 billion, and membership fees exceeded $4.3 billion. And many of these initiatives are early in…
Where the listed words were said
…working capital. Inventory efficiency is also enabled by the tech, AI and automation in our stores, clubs and supply chain. In Walmart U.S., approximately 60%…
…trust. And thanks to how we leverage our assets for a truly omnichannel experience, we're now known for ultrafast delivery times and providing convenience. The…
…300 basis point headwind from increased claims expenses and navigating a bumpy tariff environment. This was the third consecutive year that we grew profits at…
…our shopping assistants like Sparky and building new experiences with partners like OpenAI and Alphabet that are shaping the future of agentic commerce. Looking more…
Agents: this page as TSV at /api/v1/appearances/walmart:2026-02-19:earnings_call · words: /api/v1/brief?appearance=walmart:2026-02-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP