Circle (CRCL): FY25 Q4 earnings call, Feb 25, 2026
On its Feb 25, 2026 earnings call (FY25 Q4), Circle said 6 of the 9 words Kalshi listed; Parrot’s count agreed with 8 of 9 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
9 words · 6 settled yes · our count agreed on 8 of 9- 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 |
|---|---|---|---|---|---|---|
| Testnet | Yes | 10 | 10 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Polymarket | Yes | 7 | 8 | ✓ | 23%transcripts from the transcript model | – |
| Traffic | Yes | 3 | 3 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Acceleration | Yes | 3 | 3 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – |
| Intuit | Yes | 2 | 2 | ✓ | 23%transcripts from the transcript model | – |
| Kraken | Yes | 0 | 0 | ✗ | 70%n=1+tx from settlement history blended with transcripts | – |
| M&A / Merger | No | 0 | 0 | ✓ | 86%transcripts from the transcript model | – |
| Treasury | No | 0 | 0 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| Fintech | No | 0 | 0 | ✓ | 70%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.
3 matches for “Traffic”; 3 quoted, at least 25 words apart.
…can see here that for USDC, CCTP is nearly all of the traffic that flows from moving USDC across blockchains, but we also reached more…
…we've built the highways. CCTP in January was over 60% of all traffic moving across these different networks. And with the new technologies that we're…
…Agentic payments could play a role. But also this can drive fundamentally traffic on Arc and growth on Arc. And over time, as we've noted,…
Where the listed words were said
…across the board. Importantly, our platform continues to expand. We launched the Testnet of Arc, our Layer 1 blockchain network, and we're on track to…
…of normal banking hours using USDC. And earlier this month, Circle and Polymarket, the largest prediction market in the world, announced a formal partnership where…
…we're seeing from blockchains and stablecoins, but the broader backdrop of technology acceleration, software-powered technology acceleration and artificial intelligence. I believe we are in the…
…continues to deepen across a broad range of leading enterprises and institutions. Intuit and Circle are partnering for Intuit to bring low-cost programmable money through…
Agents: this page as TSV at /api/v1/appearances/circle:2026-02-25:earnings_call · words: /api/v1/brief?appearance=circle:2026-02-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP