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.
19 matches for “Prolec”; 5 quoted, at least 25 words apart.
…EBITDA and margin discussed during our prepared remarks are on an organic basis, which includes the removal of the impact of our Prolec GE acquisition.
The first two months of running the Prolec business since closing the acquisition have only reinforced the substantial opportunity ahead. I will talk more about…
…quality performance. For example, we held our first series of Kaizens at Prolec post-acquisition. In one Kaizen, we focused on improving our sub-assembly process for…
…its backlog in Europe, following a strong Q1 and the addition of Prolec GE. This growth is underpinned by our integrated, diverse product offerings and…
…volumes into this attractive market with healthy margins. With our acquisition of Prolec, this business now has increased offerings, scale, and strategic flexibility in transformers,…
Where the listed words were said
…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…
…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…
On the nuclear front, let's start with our operational progress in Canada on unit one of the SMR project at OPG's Darlington site. With the…
…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…
Agents: this page as TSV at /api/v1/appearances/ge-vernova:2026-04-22:earnings_call · words: /api/v1/brief?appearance=ge-vernova:2026-04-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP