Delta (DAL): FY26 Q1 earnings call, Apr 8, 2026
On its Apr 8, 2026 earnings call (FY26 Q1), Delta said 8 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
12 words · 8 settled yes · our count agreed on 12 of 12- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Tariff | Yes | 3 | 3 | ✓ | 83%n=2+tx from settlement history blended with transcripts | Hear it 37:30, Tariff | – |
| Partnership | Yes | 2 | 2 | ✓ | 92%n=2+tx from settlement history blended with transcripts | Hear it 8:22, Partnership | – |
| Guidance | Yes | 2 | 3 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 2:17, Guidance | – |
| Acquisition | Yes | 2 | 2 | ✓ | 85%n=2+tx from settlement history blended with transcripts | Hear it 11:27, Acquisition | – |
| Weather | Yes | 2 | 2 | ✓ | 70%n=2+tx from settlement history blended with transcripts | Hear it 6:56, Weather | – |
| Oil | Yes | 2 | 6 | ✓ | 18%transcripts from the transcript model | Hear it 19:17, Oil | – |
| Technology | Yes | 1 | 1 | ✓ | 85%n=2+tx from settlement history blended with transcripts | Hear it 10:08, Technology | – |
| YouTube | Yes | 1 | 1 | ✓ | 58%n=2+tx from settlement history blended with transcripts | Hear it 8:50, YouTube | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – | |
| Holiday | No | 0 | 0 | ✓ | 53%n=2+tx from settlement history blended with transcripts | – | |
| Nonstop / Non-Stop | No | 0 | 0 | ✓ | 20%n=2+tx from settlement history blended with transcripts | – | |
| Iran | No | 0 | 0 | ✓ | 18%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.
23 matches for “Capacity”; 5 quoted, at least 25 words apart.
…margins and cash flow. As part of that, we are meaningfully reducing capacity in the current quarter with a downward bias until we see the…
…across all sectors. Turning to our June quarter outlook, we are reducing capacity and taking steps to recapture higher fuel. Our strong brand preference, premium…
…dynamics, we expect second quarter total revenue growth of low-teens on flat capacity growth, reflecting double-digit passenger unit revenue growth. This is a meaningful acceleration…
…in March. Nonfuel unit costs grew 6% over prior year, reflecting lower capacity growth than planned and higher recovery costs. On cash, we generated $2.4…
…we expect total revenue to grow in the low teens on flat capacity to prior year. With this, nonfuel unit costs are expected to grow…
Where the listed words were said
…this time where we were the hardest hit on revenue from the tariffs and other various events, and still recapture. So those are the biggest…
…Last week, we took another strong step forward by announcing a game-changing partnership with Amazon Leo, to bring the next generation of satellite connectivity to…
…that were 40% higher than last year and consistent with our January guidance even with the significant step-up in fuel and several external headwinds. Our…
…2009, '10, '11, and we were the leaders in that with the acquisition of Northwest in 2008. So I anticipate higher fuel prices will cause…
…At the same time, over the past several months, particularly following severe weather, our reliability and recovery haven't met consistently enough our high standards. We…
…seeing over the current term, clearly, we assumed in that analysis that oil prices were going to stay very high through the quarter, consistent with…
…across the travel journey and expanding choice, enabled by better retailing and technology that improves how we sell and serve. Customers are responding by flying…
…adoption and growing engagement. With partners like the New York Times joining YouTube Premium, Paramount+, American Express and T-Mobile, Delta Sync is delivering differentiated experiences…
Agents: this page as TSV at /api/v1/appearances/delta:2026-04-08:earnings_call · words: /api/v1/brief?appearance=delta:2026-04-08:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP