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 “Guest”; 5 quoted, at least 25 words apart.
Guests continued to spend more on board and pricing strengthened, enabling us to outperform our December guidance and deliver record first quarter revenues, net yields,…
…That trend is contributing to higher onboard revenue and reflects the value guests place on the experiences our cruise lines deliver. We're also seeing it…
…more growth in same-ship demand, strong pricing, increased onboard spend, and earlier guest engagement throughout the booking journey. These trends are already evident in our…
…Tropical, Roatán, along with our unrivaled Alaska land footprint to deliver differentiated guest experiences while generating attractive incremental returns. Fourth, continued cost discipline. We…
…we remain focused on executing on that strategy and delivering for our guests, for our shareholders, and our other stakeholders. While external conditions will continue…
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,…
…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…
…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…
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