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.
12 matches for “International”; 5 quoted, at least 25 words apart.
…firm orders for 95 additional aircraft, accelerating our fleet renewal and supporting international growth in the years ahead. We also expanded our industry-leading lounge network,…
…leveraging a leading global network, scaling best-in-class domestic hubs and growing our international reach. For customers, we are continuing to invest across the travel journey…
…with sequential improvement from the fourth quarter in all regions. Domestic and international unit revenue grew mid-single digits and improved through the quarter, with strong…
Okay. That's really helpful. And then just maybe sticking with international over the long term here, how you're thinking about international margins and then just…
…the product, fuel-efficient airplanes, the strength of our domestic network, that feeds international. And more importantly, the hubs that we use around the world with…
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…
…10% to over $2 billion, led by 12% spend growth on strong acquisitions. Corporate sales grew double digits and set a quarterly record. Performance improved…
…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…
…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