GE Vernova (GEV): FY26 Q1 earnings call, Apr 22, 2026
On its Apr 22, 2026 earnings call (FY26 Q1), GE Vernova 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 |
|---|---|---|---|---|---|---|---|
| Data Center | Yes | 14 | 17 | ✓ | 92%n=1+tx from settlement history blended with transcripts | Hear it 4:41, Data Center | – |
| Tariff | Yes | 10 | 11 | ✓ | 90%n=1+tx from settlement history blended with transcripts | Hear it 8:47, Tariff | – |
| Nuclear | Yes | 8 | 8 | ✓ | 87%n=1+tx from settlement history blended with transcripts | Hear it 1:28, Nuclear | – |
| Vietnam / India | Yes | 5 | 7 | ✓ | 58%n=1+tx from settlement history blended with transcripts | Hear it 4:13, Vietnam / India | – |
| Inflation | Yes | 3 | 3 | ✓ | 91%n=1+tx from settlement history blended with transcripts | Hear it 21:37, Inflation | – |
| Electricity | Yes | 3 | 3 | ✓ | 74%n=1+tx from settlement history blended with transcripts | Hear it 3:09, Electricity | – |
| Robotic / Robotics | Yes | 1 | 1 | ✓ | 66%transcripts from the transcript model | Hear it 35:43, Robotic / Robotics | – |
| China | Yes | 1 | 1 | ✓ | 56%n=1+tx from settlement history blended with transcripts | Hear it 23:24, China | – |
| Blade | No | 0 | 0 | ✓ | 74%n=1+tx from settlement history blended with transcripts | – | |
| Administration | No | 0 | 0 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – | |
| Oil | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – | |
| 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.
17 matches for “Data Center”; 5 quoted, at least 25 words apart.
…under contract are with traditional customers, with the remaining 20% explicitly supporting data centers. Our momentum has continued into April. Quarter to date, we have…
…forward. This is being driven not just by traditional customers, but also data centers, which accounted for approximately $2.4 billion in orders in Q1, more…
This business sells HVDC systems and substations, including key data center solutions, all areas which have driven significant backlog and revenue growth as well as…
…continue growing this portion of our backlog as we benefit from accelerating demand and investment in new products to expand our offerings for data centers.
For example, our historical business with the data centers has been the substation electrical equipment outside the data center, which remain the majority of our…
Where the listed words were said
…in Q1. EMS incorporates solutions from Power Conversion and Grid Automation and Software to seamlessly integrate GEV assets with load requirements in the data center.
…remains soft, we are monitoring the outcome of 232 wind and solar tariffs, which could lead to more orders clarity in the second half of…
…company. Notably in Power, we integrated the steam business primarily into our nuclear business. In Electrification, we realigned the segment into four distinct business units…
…turbine agreements in Q1, signing 21 GW in countries like the U.S., Vietnam, Mexico, Brazil, and Canada to grow our total gigawatt under contract from…
…with higher price, more profitable volume, and further productivity more than offsetting inflation, including the impact of tariffs, which started in the second quarter of…
…there is no company better positioned to serve and transform the global electricity system than GE Vernova. Since our spin, we launched with $116 billion…
…to be between $450 million-$500 million as we continue investing in AI, robotics, and automation to drive productivity over the medium and long term. Overall,…
…of pre-tax proceeds. We also sold an additional ownership stake in our China XD grid business and our interest in a merchant transmission facility, which…
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