Alaska Air (ALK): FY26 Q1 earnings call, Apr 21, 2026

On its Apr 21, 2026 earnings call (FY26 Q1), Alaska Air said 6 of the 13 words Kalshi listed; Parrot’s count agreed with 12 of 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 6 settled yes · our count agreed on 12 of 13

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
Amazon Yes45✓68%transcripts from the transcript model–
Headwind Yes48✓66%transcripts from the transcript model–
Oneworld Yes44✓56%transcripts from the transcript model–
Starlink Yes33✓44%transcripts from the transcript model–
Boeing Yes11✓83%transcripts from the transcript model–
Oil Yes11✓30%transcripts from the transcript model–
AI / Artificial Intelligence No11✗35%transcripts from the transcript model–
Shutdown / Shut Down No00✓56%transcripts from the transcript model–
Tailwind No00✓50%transcripts from the transcript model–
Iceland No00✓34%transcripts from the transcript model–
Coachella No00✓16%transcripts from the transcript model–
Iran No00✓16%transcripts from the transcript model–
Tariff No00✓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.

5 matches for “Amazon”; 4 quoted, at least 25 words apart.

Benito Minicuccicompanyprepared

…in our business. We're also pleased to have reached an agreement with Amazon that eliminates losses under the legacy Hawaiian terms and creates mutual value…

Benito Minicuccicompanyqa

…which in 2027 will add a point of margin. We reworked the Amazon deal from losses to not having losses, and we have a little…

Savanthi Sythanalystqa

…And can I ask—you mentioned in the opening remarks improvements to the Amazon contract. Wondering if you could give an update on cargo in general.

Benito Minicuccicompanyqa

…have really enjoyed getting to work more closely with the folks at Amazon. We know them because they are neighbors of ours. We have folks…

Where the listed words were said

Andrew R. Harrisoncompany“Headwind” · prepared

…first quarter was resilient despite the volatile macro backdrop and material demand headwinds uniquely impacting our spring break revenue given our network. Specifically, we experienced…

Benito Minicuccicompany“Oneworld” · prepared

…entire fleet. Along with the PSS cutover, Hawaiian Airlines has officially joined oneworld, expanding benefits for our loyal guests in Hawaii, attracting new oneworld guests…

Benito Minicuccicompany“Starlink” · prepared

…higher premium revenue. Our entire regional fleet is now retrofitted with free Starlink Wi-Fi and Boeing 737 installations are underway, further enhancing our end-to-end guest…

Shane R. Tackettcompany“Oil” · qa

…as I can. We obviously are not the absolute expert on global oil supplies or refineries. We do understand our markets really well and our…

Agents: this page as TSV at /api/v1/appearances/alaska-air:2026-04-21:earnings_call · words: /api/v1/brief?appearance=alaska-air:2026-04-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP