Verizon (VZ): FY26 Q1 earnings call, Apr 27, 2026

Mon, Apr 27Earnings callSpeaker-labelled transcriptVerizon

On its Apr 27, 2026 earnings call (FY26 Q1), Verizon said 7 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.

Updated

Markets

12 words · 7 settled yes · our count agreed on 12 of 12

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
Outage Yes55✓40%n=1+tx from settlement history blended with transcriptsHear it 2:52, Outage–
Headwind Yes44✓73%transcripts from the transcript modelHear it 7:52, Headwind–
Synergy Yes44✓72%n=1+tx from settlement history blended with transcriptsHear it 11:02, Synergy–
Home / MyHome Yes44✓72%n=1+tx from settlement history blended with transcriptsHear it 37:42, Home / MyHome–
5G Yes11✓78%n=1+tx from settlement history blended with transcriptsHear it 58:16, 5G–
Starry Yes11✓54%n=1+tx from settlement history blended with transcriptsHear it 24:15, Starry–
Tailwind Yes11✓42%transcripts from the transcript modelHear it 34:10, Tailwind–
C-Band No00✓94%n=1+tx from settlement history blended with transcripts–
Spectrum No01✓68%n=1+tx from settlement history blended with transcripts–
Tariff No00✓50%n=1+tx from settlement history blended with transcripts–
Satellite No00✓37%n=1+tx from settlement history blended with transcripts–
Rural No00✓27%n=1+tx from settlement history blended with transcripts–

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.

0 matches for “Automate / Automated / Automation”.

Where the listed words were said

Dan Schulmancompany“Outage” · prepared · 2:54Hear it 2:48, Dan Schulman

…the key highlights of the quarter, including the impact of the network outage we experienced earlier in January. I'll walk through three key themes. How…

Dan Schulmancompany“Headwind” · prepared · 7:54Hear it 7:48, Dan Schulman

…lower cost of acquisition will benefit our future revenue growth as the headwinds of promotion amortization finally begin to subside. Adjusted earnings per share for…

Dan Schulmancompany“Synergy” · prepared · 11:04Hear it 10:58, Dan Schulman

…delivering on our more than $1 billion of run rate operating cost synergies by 2028. Now let me turn towards our second theme, which revolves…

Dan Schulmancompany“Home / MyHome” · qa · 37:44Hear it 37:38, Dan Schulman

…says that they're having a difficulty, you know, with service in their home, previously, what we would have done is send them a free handset,…

Dan Schulmancompany“5G” · qa · 58:18Hear it 58:12, Dan Schulman

…hyperscalers, with alternative cloud providers, large enterprises, to integrate our fiber, both dark and lit, and our 5G assets to support their AI infrastructure efforts.

Tony Skiadascompany“Starry” · prepared · 24:17Hear it 24:13, Tony Skiadas

…In the first quarter, in addition to Frontier, we've also closed the Starry transaction, an investment that will enable us to drive further broadband growth…

Dan Schulmancompany“Tailwind” · qa · 34:12Hear it 34:06, Dan Schulman

…our COA, we believe we're gonna start to see the headwinds of promotion amortization on our revenue growth rate start to flip and become tailwinds.

Agents: this page as TSV at /api/v1/appearances/verizon:2026-04-27:earnings_call · words: /api/v1/brief?appearance=verizon:2026-04-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP