Visa (V): FY26 Q2 earnings call, Apr 28, 2026

Tue, Apr 28Earnings callSpeaker-labelled transcriptVisa

On its Apr 28, 2026 earnings call (FY26 Q2), Visa said 7 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.

Updated

Markets

15 words · 7 settled yes · our count agreed on 15 of 15

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 speakersAgreesProbabilityMarket
Blockchain Yes99✓72%n=1+tx from settlement history blended with transcripts–
International Yes44✓92%n=1+tx from settlement history blended with transcripts–
Tokenization Yes44✓83%n=1+tx from settlement history blended with transcripts–
World Cup Yes23✓49%transcripts from the transcript model–
Hyperscaler Yes11✓52%transcripts from the transcript model–
Regulation / Regulatory Yes11✓42%n=1+tx from settlement history blended with transcripts–
Loyalty Yes11✓24%n=1+tx from settlement history blended with transcripts–
Holiday No00✓77%n=1+tx from settlement history blended with transcripts–
Inflation No00✓29%n=1+tx from settlement history blended with transcripts–
M&A / Merger No00✓20%n=1+tx from settlement history blended with transcripts–
Southwest No00✓20%n=1+tx from settlement history blended with transcripts–
Cybersecurity No00✓12%n=1+tx from settlement history blended with transcripts–
Mercuryo No00✓12%n=1+tx from settlement history blended with transcripts–
Rate Cap / 10% Cap No00✓12%n=1+tx from settlement history blended with transcripts–
Trump No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Ryan Mc Inerneycompany“Blockchain” · prepared

…market and our efforts will accelerate Visa's long-term growth. Three, stablecoins and blockchain are significant opportunities, we've established Visa's role as a key interoperability layer…

Ryan Mc Inerneycompany“International” · prepared

…transacting users and millions of acceptance locations to deploy new domestic and international solutions. With Visa, PayPay plans to grow Japanese merchant acceptance, utilize our…

Ryan Mc Inerneycompany“Tokenization” · prepared

In this context, virtual cards and tokenization will become a preferred way to pay and be paid. Lastly, just like the advent of e-commerce and…

Chris Suhcompany“World Cup” · prepared

…which incorporates the increased enthusiasm from our clients for the upcoming FIFA World Cup. Let me walk through those assumptions. First, drivers. We are assuming…

Ryan Mc Inerneycompany“Hyperscaler” · prepared

…66 billion. Our business has incredible momentum. Visa has become the leading hyperscaler of payments globally. Our strategy and Visa as a Service stack will…

Ryan Mc Inerneycompany“Regulation / Regulatory” · qa

…key markets, we operate with local teams, local infrastructure, local partners to navigate the regulatory, political, and market-specific requirements of any given country or market.

Ryan Mc Inerneycompany“Loyalty” · prepared

…and more of them have a deep set of card benefits and loyalty services linked to them. Across Visa, AI is making what we do…

Agents: this page as TSV at /api/v1/appearances/visa:2026-04-28:earnings_call · words: /api/v1/brief?appearance=visa:2026-04-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP