Visa (V): FY26 Q2 earnings call, Apr 28, 2026
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.
UpdatedMarkets
15 words · 7 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 |
|---|---|---|---|---|---|---|
| Blockchain | Yes | 9 | 9 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| International | Yes | 4 | 4 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Tokenization | Yes | 4 | 4 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| World Cup | Yes | 2 | 3 | ✓ | 49%transcripts from the transcript model | – |
| Hyperscaler | Yes | 1 | 1 | ✓ | 52%transcripts from the transcript model | – |
| Regulation / Regulatory | Yes | 1 | 1 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| Loyalty | Yes | 1 | 1 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Holiday | No | 0 | 0 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Inflation | No | 0 | 0 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – |
| M&A / Merger | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Southwest | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Cybersecurity | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Mercuryo | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Rate Cap / 10% Cap | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Trump | 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.
9 matches for “Blockchain”; 5 quoted, at least 25 words apart.
…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…
…between stablecoin and real-world solutions and applications for users. I'll call out three important examples. On-ramps and off-ramps, settlement and money movement, and blockchain infrastructure.
…provides immense liquidity and efficiency benefits. We have just added five additional blockchains for settlement, Arc, Base, Canton, Polygon, and Tempo, bringing the total to…
To the third example, becoming a key player in blockchain infrastructure. We are actively participating and innovating to ensure Visa plays an important role in…
…enabling Visa CLI payments. Running a validator node moves Visa from a blockchain participant to an infrastructure leader. In the case of Canton, where we…
Where the listed words were said
…bridge layer sitting between this very powerful infrastructure, stablecoins, and, you know, blockchain and on-chain payments in general, and real-world solutions and real-world applications for…
…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…
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…
…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…
…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…
…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.
…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