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.

5 matches for “Outage”; 4 quoted, at least 25 words apart.

Dan Schulmancompanyprepared · 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 Schulmancompanyprepared · 3:50Hear it 3:44, Dan Schulman

…growth includes a one-time pressure of 80 basis points on our wireless service revenues from customer credits and other impacts related to our network outage.

Tony Skiadascompanyprepared · 25:08Hear it 25:05, Tony Skiadas

…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…

Dan Schulmancompanyqa · 34:25Hear it 34:19, Dan Schulman

…our decision to do the right thing for customers on the network outage and to immediately give them credits because we absolutely always want to…

Where the listed words were said

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…

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