Carnival (CCL): FY26 Q1 earnings call, Mar 27, 2026
On its Mar 27, 2026 earnings call (FY26 Q1), Carnival said 5 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 · 5 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 | 6 | 12 | ✓ | 58%transcripts from the transcript model | – |
| Dry Dock | Yes | 5 | 6 | ✓ | 88%transcripts from the transcript model | – |
| Celebration Key | Yes | 4 | 4 | ✓ | 93%transcripts from the transcript model | – |
| Dividend | Yes | 2 | 3 | ✓ | 67%transcripts from the transcript model | – |
| Headwind | Yes | 2 | 2 | ✓ | 40%transcripts from the transcript model | – |
| Tailwind | No | 0 | 0 | ✓ | 56%transcripts from the transcript model | – |
| Inflation | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Iran | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Oil | No | 0 | 2 | ✓ | 16%transcripts from the transcript model | – |
| Tariff | No | 0 | 1 | ✓ | 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.
13 matches for “Capacity”; 5 quoted, at least 25 words apart.
…growing demand into higher returns, earnings, and cash flow while maintaining disciplined capacity growth and a strong balance sheet. Now we see four primary drivers…
…us confidence in our ability to drive sustained yield improvement. Second, disciplined capacity growth and high returning capital allocation. Our capacity growth remains intentionally measured…
…the business over this timeframe. With greater financial flexibility, we have the capacity to invest in our growth, to achieve our leverage target, to grow…
Our capacity growth remains measured while demand continues to expand as cruising becomes even more mainstream, as consumers are choosing to spend more of their…
…is about converting strong and growing demand into higher returns and stronger operating cash flow while maintaining disciplined capacity growth and a strong balance sheet.
Where the listed words were said
…continue to do that on optimizing how we show up in those AI engines as opposed to the old days where we were just talking…
…all the background. You know, there's every period's got differences based on dry docks, based on, you know, what day of the week the bookings,…
We're expanding and enhancing our unique destination assets, including Celebration Key, Grand Bahama, Relaxaway Half Moon Cay, and Isla Tropical, Roatán, along with our unrivaled…
…give back. We will do just that. You should expect both the dividend and the initial authorization of $2.5 billion. Those are starting points, and…
That improvement helps absorb a $500 million fuel headwind, albeit that is against a substantial EBITDA forecast of $7 billion, which David will walk you…
Agents: this page as TSV at /api/v1/appearances/carnival:2026-03-27:earnings_call · words: /api/v1/brief?appearance=carnival:2026-03-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP