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.
26 matches for “Sparky”; 5 quoted, at least 25 words apart.
…way people shop, we're creating them. We're enhancing our shopping assistants like Sparky and building new experiences with partners like OpenAI and Alphabet that are…
…value that's about 35% higher than non-Sparky customers. And I love how Sparky perfectly fits within our omnichannel strategy. It connects digital intent to fulfillment…
…in-store, turning AI engagement into immediate physical outcomes. And as we expand Sparky across experiences like voice, in-store and through services, we expect continued acceleration…
…talk about this in a couple of ways, but I'll talk about Sparky first with our own agentic agent. Sparky is going to be and…
…the quarter -- what we saw is that customers who engage with Sparky, we saw an average order volume -- order value, I should say,…
Where the listed words were said
…visited great stores and clubs in the U.S., Canada and Mexico. The automation of our supply chain is on track. We're gaining market share, and…
…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…
…with agentic commerce, whether that's with Sparky, our partnerships with Alphabet or OpenAI. It just gives us more ways to be able to understand the…
…digits as our core offering as well as newer benefits like our OnePay Cash rewards credit card continue to resonate with members. Sam's Club U.S.…
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