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.
43 matches for “User”; 5 quoted, at least 25 words apart.
…growth we aim to achieve, and we saw healthy engagement from existing users, reactivations, and new users alike. Since the global rollout of our more…
…our second-highest gross margin ever. All that reinforces this confidence in sustained user and subscriber growth, low churn, also continued progress on revenue and margin.…
…we think about retention. Importantly, it acts as a proxy for how users value their time on Spotify. We look at many metrics, but the…
…compounds this. This is how we grow the lifetime value of a user. Users who engage in this way, they stay longer or perhaps never…
…we're unlocking your Spotify, your way, for three quarters of a billion users around the world. Yesterday's announcement around fitness is a natural extension of…
Where the listed words were said
…we want to see. Obviously, we think that usage is a good proxy for retention, and retention is a good proxy for revenue long term.
…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…
…our guidance. We saw no surprises with respect to price increase related churn following our January U.S. price increase. Total revenue was EUR 4.5 billion,…
…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