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.

1 match for “Modernization”; 1 quoted, at least 25 words apart.

Josh Weinsteincompanyprepared

…the PROPEL period. At the same time, we'll be investing in return-generating modernization programs across many of our cruise lines, building on the success we…

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,…

Josh Weinsteincompany“Celebration Key” · prepared

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…

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