Spotify (SPOT): FY26 Q1 earnings call, Apr 28, 2026
On its Apr 28, 2026 earnings call (FY26 Q1), Spotify said 5 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 5 settled yes · our count agreed on 15 of 15- 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 | Market |
|---|---|---|---|---|---|---|
| Retain / Retention | Yes | 9 | 9 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Monetization | Yes | 4 | 4 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Churn | Yes | 2 | 2 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| ChatGPT | Yes | 2 | 2 | ✓ | 46%n=1+tx from settlement history blended with transcripts | – |
| Apple | Yes | 1 | 1 | ✓ | 70%transcripts from the transcript model | – |
| Game / Gaming | No | 0 | 0 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – |
| Headwind | No | 0 | 0 | ✓ | 56%transcripts from the transcript model | – |
| Physical | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Netflix | No | 0 | 0 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| Bookshop / Bookshop.org | No | 0 | 0 | ✓ | 40%n=1+tx from settlement history blended with transcripts | – |
| Award | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Meta | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Message | No | 0 | 0 | ✓ | 23%n=1+tx from settlement history blended with transcripts | – |
| Anna's Archive | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Lyric | No | 0 | 0 | ✓ | 12%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.
15 matches for “Premium”; 5 quoted, at least 25 words apart.
Nearly 70% of premium users work out monthly. Our users have created more than 150 million workout-centered playlists, with many also turning to Prompted Playlists…
…implemented a minor reclassification of non-advertising activities from our ad-supported segment to premium. This is to better reflect the performance of our core advertising business.…
…14% year-over-year, which was an acceleration from 13% we delivered in Q4. Premium revenue rose approximately 15% year-over-year versus 14% last quarter. This was driven…
…around and waited. Spotify did not. We took the opportunity, and we drastically accelerated first our conversion to Premium and then our free user growth.
…in 2025 and absorbing the impact from changes to podcast advertising for premium subs. Why is increased engagement not translating to accelerating ad revenue growth?
Where the listed words were said
…It was a real opportunity to amplify culture. All of this drives retention, so let me take a minute to just explain how we think…
…products and initiatives that we believe set us up well for future monetization potential. Moving to the operating income, we are guiding to EUR 630…
…All that reinforces this confidence in sustained user and subscriber growth, low churn, also continued progress on revenue and margin. For over two decades, we…
…our ubiquity strategy. You have integrated Spotify in leading AI applications already, ChatGPT last year and Claude more recently. Can you talk about what type…
I know you love your TV and Apple TV, Rich, so, hopefully we'll see you know, using Spotify, pumping iron in front of the TV…
Agents: this page as TSV at /api/v1/appearances/spotify:2026-04-28:earnings_call · words: /api/v1/brief?appearance=spotify:2026-04-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP