Carvana (CVNA): FY26 Q1 earnings call, Apr 29, 2026
On its Apr 29, 2026 earnings call (FY26 Q1), Carvana said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 5 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Acquired / Acquisition | Yes | 1 | 3 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Auction | Yes | 1 | 2 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 1 | 2 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 2 | ✓ | 50%n=1+tx from settlement history blended with transcripts | – |
| Automation | Yes | 1 | 1 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Ally | No | 0 | 0 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – |
| Same Day | No | 0 | 0 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Headwind | No | 0 | 3 | ✓ | 36%transcripts from the transcript model | – |
| Insurance | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Stadium | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Bridgecrest | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| DriveTime | 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.
7 matches for “ADESA”; 5 quoted, at least 25 words apart.
…existing facilities. That's no CapEx. You know, a second is we're integrating ADESA locations, which basically means going into existing ADESA buildings that have already…
The third way is to actually start doing full build-outs of existing ADESA facilities. The way to think about that is, you know, we've got,…
…know, we made a comment in the letter that we feel like ADESA CLEAR , which is our digital auction platform, is now a best-in-class…
…quality, and it's growing very quickly, and it's adding value to the ADESA system and to the Carvana system as we buy cars wholesale and…
…across all IRCs? Then in the letter, very specifically, you called out ADESA Clear as a best in class digital auction. Can you speak to…
Where the listed words were said
…52%. Revenue growth exceeded retail units sold growth primarily due to traditional gross revenue treatment for certain vehicles acquired from a large retail marketplace partner.
…make. For example, we're making some investments now in additional technology, including AI-related technology, you know, that would be in that overhead expense number. They…
…to increase sequentially, but to decrease year-over-year due to approximately $100 of tariff-related benefits last year, lower shipping fees and higher non-vehicle costs this year,…
…you know, Mark Jenkins talked a lot about, you know, centralization and automation. I think that can also just be thought of as, you know,…
Agents: this page as TSV at /api/v1/appearances/carvana:2026-04-29:earnings_call · words: /api/v1/brief?appearance=carvana:2026-04-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP