Amazon (AMZN): FY26 Q1 earnings call, Apr 29, 2026
On its Apr 29, 2026 earnings call (FY26 Q1), Amazon said 12 of the 17 words Kalshi listed; Parrot’s count agreed with 16 of 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
17 words · 12 settled yes · our count agreed on 16 of 17- 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 |
|---|---|---|---|---|---|---|
| OpenAI | Yes | 9 | 10 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| Rufus | Yes | 8 | 10 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| Prime Day | Yes | 4 | 4 | ✓ | 67%n=4+tx from settlement history blended with transcripts | – |
| Gen-AI / Generative AI | Yes | 3 | 3 | ✓ | 94%n=3+tx from settlement history blended with transcripts | – |
| Silicon | Yes | 3 | 4 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Alexa+ / Alexa Plus | Yes | 2 | 2 | ✓ | 87%n=3+tx from settlement history blended with transcripts | – |
| Data Center | Yes | 2 | 3 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Live Sports | Yes | 2 | 2 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Robotic / Robotics | Yes | 1 | 1 | ✓ | 91%n=4+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 1 | ✓ | 89%n=3+tx from settlement history blended with transcripts | – |
| Third Party Sellers | Yes | 1 | 1 | ✓ | 64%n=3+tx from settlement history blended with transcripts | – |
| Supply Chain | Yes | 1 | 2 | ✓ | 27%n=3+tx from settlement history blended with transcripts | – |
| Sponsored Products | No | 1 | 1 | ✗ | 71%n=2+tx from settlement history blended with transcripts | – |
| Project Kuiper | No | 0 | 0 | ✓ | 59%n=3+tx from settlement history blended with transcripts | – |
| China | No | 0 | 0 | ✓ | 41%n=2+tx from settlement history blended with transcripts | – |
| RxPass | No | 0 | 0 | ✓ | 14%n=3+tx from settlement history blended with transcripts | – |
| Drone | 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.
5 matches for “America”; 5 quoted, at least 25 words apart.
…from enterprises and governments, including Delta Airlines, JetBlue, AT&T, Vodafone, DIRECTV Latin America, Australia's National Broadband Network, DP World Tour, NASA and others. We also…
…continue to innovate for customers while operating more efficiently. In the North America segment, first quarter revenue was $104.1 billion, an increase of 12% year-over-year.…
…business in its own right. Now let's shift to segment profitability. North America segment operating income was $8.3 billion with an operating margin of 7.9%.…
…by the timing of our annual compensation cycle. Second, within the North America segment, we do expect a year-over-year cost increase of approximately $1 billion…
The next question comes from the line of Justin Post with Bank of America.
Where the listed words were said
…tokens in Q1 than all prior years combined. We're excited to make OpenAI's models available in Bedrock. Yesterday, we added OpenAI's GPT-5.4 model with 5.5…
…managing prescriptions to facilitating medical treatment with a real One Medical provider. Rufus, our agentic AI shopping assistant continues to resonate with customers. Rufus can…
…products offered on Amazon.com decreased compared to the same period last year. Prime Day will take place in most countries in June, which will bring…
…CapEx was $43.2 billion in Q1. This primarily relates to AWS and generative AI as we invest to support strong customer demand. We will continue…
…would be $50 billion. As best as we can tell, our custom silicon business is now one of the top 3 data center chip businesses…
…Tournament with total viewership up 18% compared to last year on cable. Alexa+ early access expanded to millions more Prime members in Mexico, the U.K.,…
…CapEx investments fund assets with many year useful lives, 30-plus years for data centers, 5 to 6 years for chips, servers and networking gear. The…
…touches per package and improve consolidation rates. Alongside these efforts, we deploy robotics and automation, which have been integral to our operations for decades. Our…
…exchange rates and energy prices, changes in global economic and geopolitical conditions, tariff and trade policies, resource and supply volatility, including for memory chips and…
…including our Big Spring Sale. We also saw particularly strong performance for third-party sellers who are important contributors to our broad selection and competitive pricing.…
So on memory and storage and the supply chain, I think everybody knows that the cost of these components, particularly memory has skyrocketed. And we're…
Agents: this page as TSV at /api/v1/appearances/amazon:2026-04-29:earnings_call · words: /api/v1/brief?appearance=amazon:2026-04-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP