Verizon (VZ): FY26 Q1 earnings call, Apr 27, 2026
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.
UpdatedMarkets
12 words · 7 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 |
|---|---|---|---|---|---|---|---|
| Outage | Yes | 5 | 5 | ✓ | 40%n=1+tx from settlement history blended with transcripts | Hear it 2:52, Outage | – |
| Headwind | Yes | 4 | 4 | ✓ | 73%transcripts from the transcript model | Hear it 7:52, Headwind | – |
| Synergy | Yes | 4 | 4 | ✓ | 72%n=1+tx from settlement history blended with transcripts | Hear it 11:02, Synergy | – |
| Home / MyHome | Yes | 4 | 4 | ✓ | 72%n=1+tx from settlement history blended with transcripts | Hear it 37:42, Home / MyHome | – |
| 5G | Yes | 1 | 1 | ✓ | 78%n=1+tx from settlement history blended with transcripts | Hear it 58:16, 5G | – |
| Starry | Yes | 1 | 1 | ✓ | 54%n=1+tx from settlement history blended with transcripts | Hear it 24:15, Starry | – |
| Tailwind | Yes | 1 | 1 | ✓ | 42%transcripts from the transcript model | Hear it 34:10, Tailwind | – |
| C-Band | No | 0 | 0 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – | |
| Spectrum | No | 0 | 1 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 50%n=1+tx from settlement history blended with transcripts | – | |
| Satellite | No | 0 | 0 | ✓ | 37%n=1+tx from settlement history blended with transcripts | – | |
| Rural | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
32 matches for “Broadband”; 5 quoted, at least 25 words apart.
…mind, we ended last year with our strongest quarter of mobility and broadband net adds in six years, and we entered 2026 with a clear…
…total revenues grew 2.9% to $34.4 billion. While our reported mobility and broadband service revenue grew below our annual guided range, our reported growth includes…
We anticipate Q1 mobility and broadband service revenues will be the low point of 2026, and we are highly confident that our forecast for mobility…
…adds. Overall, we delivered almost 500,000 net adds across our mobility and broadband platforms. This is a strong continuation of the momentum we established in…
…and stronger cash generation. First, healthier growth. The story in mobility and broadband is that we are now consistently adding more of the right customers…
Where the listed words were said
…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…
…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…
…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…
…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,…
…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.
…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…
…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