RBC (RY): FY26 Q1 earnings call, Feb 26, 2026
On its Feb 26, 2026 earnings call (FY26 Q1), RBC said 9 of the 10 words Kalshi listed; Parrot’s count agreed with 9 of 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 9 settled yes · our count agreed on 9 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 |
|---|---|---|---|---|---|---|
| Tariff | Yes | 9 | 9 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Buyback | Yes | 9 | 10 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 6 | 6 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Synergy | Yes | 5 | 5 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Volatility | Yes | 5 | 7 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Affordability | Yes | 1 | 1 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – |
| Recession | Yes | 1 | 1 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| Retention | Yes | 1 | 1 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Stimulus | Yes | 0 | 0 | ✗ | 63%n=1+tx from settlement history blended with transcripts | – |
| Inflation | No | 0 | 0 | ✓ | 80%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.
10 matches for “Buyback”; 5 quoted, at least 25 words apart.
…to 50% medium-term objective. When it comes to the level of share buybacks during times of uncertainty and volatility, we are aware of our book…
…internal capital generation to return capital to shareholders through both dividends and buybacks. Our future success will include opportunities to turn our highest potential AI…
…from the strong client-driven business growth that Dave just spoke to. Share buybacks of 4.2 million shares for approximately $1 billion, largely in line with…
…ROE. It's driven from the strength of the business, not largely from buybacks. We haven't seen the benefit of our AI benefits that we discussed…
…So we will be able to improve that ROE through some share buybacks. And then from an organic perspective, we want to spend more time…
Where the listed words were said
…levels and household balance sheets are improving. That said, the impact from tariffs on the economy varies depending on the clients or sectors. We are…
…volatility in the marketplace. And I think we tempered some of our buyback activity through Q1. As you saw, we maintained a kind of consistent…
…elevated spend in the U.S. and lower mortgage spreads due to increased competition. Furthermore, we look to offset any dilution from growing businesses with a…
…own share price. Our expense growth also reflected the realization of cost synergies from the acquisition of HSBC Bank Canada and higher severance last year.…
…consumer side. I'd say. The wholesale side is where we see more volatility, right? And I think we kind of called that out in Q4,…
…housing demand remained soft in key regions. This was due to the affordability challenges, economic uncertainty and a pullback in immigration levels. Looking forward, given…
…all exports but also reflects the potential for a severe North American recession driven by escalating global trade wars. When certain trade conditions have widened…
Agents: this page as TSV at /api/v1/appearances/rbc:2026-02-26:earnings_call · words: /api/v1/brief?appearance=rbc:2026-02-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP