Carnival (CCL): FY26 Q1 earnings call, Mar 27, 2026

Fri, Mar 27Earnings callSpeaker-labelled transcriptCarnival

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.

Updated

Markets

10 words · 5 settled yes · our count agreed on 10 of 10

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
AI / Artificial Intelligence Yes612✓58%transcripts from the transcript model–
Dry Dock Yes56✓88%transcripts from the transcript model–
Celebration Key Yes44✓93%transcripts from the transcript model–
Dividend Yes23✓67%transcripts from the transcript model–
Headwind Yes22✓40%transcripts from the transcript model–
Tailwind No00✓56%transcripts from the transcript model–
Inflation No00✓54%transcripts from the transcript model–
Iran No00✓16%transcripts from the transcript model–
Oil No02✓16%transcripts from the transcript model–
Tariff No01✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

2 matches for “Evolution”; 2 quoted, at least 25 words apart.

Josh Weinsteincompanyprepared

…cruise lines, building on the success we are already seeing from AIDA Evolution. The second cruise line announcing its program will be just next month,…

Josh Weinsteincompanyqa

…going on in the AIDA ship that came out of the AIDA Evolution program, an 18-year-old ship can look and feel like a one-year-old ship,…

Where the listed words were said

Josh Weinsteincompany“AI / Artificial Intelligence” · qa

…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…

Josh Weinsteincompany“Dry Dock” · qa

…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,…

David Bernsteincompany“Celebration Key” · prepared

…2.3% after factoring in the partial year of operating expenses associated with Celebration Key Grand Bahama and Relaxaway Half Moon Cay, as well as the…

Josh Weinsteincompany“Dividend” · prepared

…our growth, to achieve our leverage target, to grow our recently reinstated dividend, and to return excess capital through an opportunistic buyback program, beginning with…

Josh Weinsteincompany“Headwind” · prepared

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