Wells Fargo (WFC): FY26 Q1 earnings call, Apr 14, 2026

On its Apr 14, 2026 earnings call (FY26 Q1), Wells Fargo said 8 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

14 words · 8 settled yes · our count agreed on 14 of 14

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 speakersAgreesProbabilityClipMarket
Oil Yes33✓17%transcripts from the transcript modelHear it 9:56, Oil–
Middle Market Yes22✓85%n=1+tx from settlement history blended with transcriptsHear it 11:05, Middle Market–
AI / Artificial Intelligence Yes22✓68%n=1+tx from settlement history blended with transcriptsHear it 2:38, AI / Artificial Intelligence–
Severance Yes11✓80%n=1+tx from settlement history blended with transcriptsHear it 24:12, Severance–
Consecutive Yes11✓76%transcripts from the transcript modelHear it 2:46, Consecutive–
Delinquency Yes11✓66%n=1+tx from settlement history blended with transcriptsHear it 10:45, Delinquency–
Private Equity Yes11✓62%n=1+tx from settlement history blended with transcriptsHear it 18:31, Private Equity–
Basel 3 Yes12✓33%transcripts from the transcript modelHear it 52:19, Basel 3–
Inflation No00✓66%n=1+tx from settlement history blended with transcripts–
Buyback No00✓63%n=1+tx from settlement history blended with transcripts–
Headwind No00✓54%transcripts from the transcript model–
Tariff No00✓47%n=1+tx from settlement history blended with transcripts–
Recession No00✓21%n=1+tx from settlement history blended with transcripts–
Iran No00✓17%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.

Where the listed words were said

Charlie Scharfcompany“Oil” · prepared · 9:58Hear it 9:52, Charlie Scharf

…and 4% of our total credit card spend before the rise in oil prices. They now represent 7% and 5% of debit and credit card…

Charlie Scharfcompany“Middle Market” · prepared · 11:07Hear it 11:07, Charlie Scharf

…risks and potential mitigants, so it's hard to predict the ultimate impact. Middle market and large corporate clients are in a similar position. They've been…

Charlie Scharfcompany“AI / Artificial Intelligence” · prepared · 2:40Hear it 2:34, Charlie Scharf

…the same time, we're increasing our investments in areas like technology, including AI, as well as in advertising, while continuing to execute on our efficiency…

Mike Santomassimocompany“Severance” · prepared · 24:14Hear it 24:08, Mike Santomassimo

…expense increased $604 million compared to the fourth quarter, which included higher severance expense and an FDIC special assessment credit of approximately $200 million. Our…

Charlie Scharfcompany“Delinquency” · prepared · 10:47Hear it 10:41, Charlie Scharf

…the strength across our consumer portfolios, including lower charge-offs and improved early-stage delinquencies in our auto and credit card portfolios from a year ago, provide…

Mike Santomassimocompany“Private Equity” · prepared · 18:33Hear it 18:27, Mike Santomassimo

…predominantly subscription facilities, also known as capital call facilities, provided to large private equity and private credit funds with established track records where we have…

Mike Santomassimocompany“Basel 3” · qa · 52:21Hear it 52:15, Mike Santomassimo

…capital, and we talked about sort of how that's playing out through Basel III. I think when you add it all up, actually, there's a…

Agents: this page as TSV at /api/v1/appearances/wells-fargo:2026-04-14:earnings_call · words: /api/v1/brief?appearance=wells-fargo:2026-04-14:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP