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.
37 matches for “Growth”; 5 quoted, at least 25 words apart.
…do. We need to drive consistent and fiscally responsible subscriber and revenue growth. We need to keep more of our customers as measured by our…
…walk through three key themes. How we will continue to drive healthier growth. Second, how we will accomplish that with meaningfully better customer economics. Finally,…
…and broadband service revenue grew below our annual guided range, our reported growth includes a one-time pressure of 80 basis points on our wireless service…
…are highly confident that our forecast for mobility and broadband service revenue growth is in line with our 2%-3% guidance for the year. Importantly, the…
…we are no longer predominantly reliant on expensive promotions to drive our growth. We are growing, and we are doing so in a much more…
Where the listed words were said
…revenue, which was down 1% year-over-year. Customer credits associated with the network outage reduced first quarter wireless service revenue by approximately 80 basis points. As…
…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