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.

3 matches for “World Cup”; 3 quoted, at least 25 words apart.

Chris Suhcompanyprepared

…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…

Darrin Pelleranalystqa

…can dissect how much of the VAST strength is driven by the World Cup versus sustainable drivers. Ryan, when I think about VAST, again, you…

Chris Suhcompanyqa

…in the U.S. and Latin America given the enthusiasm for the upcoming World Cup. We're lapping a low period of U.S. inbound a year ago,…

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…

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