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.
0 matches for “Title / Registration”.
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.
…letter that we feel like ADESA CLEAR , which is our digital auction platform, is now a best-in-class platform. We've got a lot of reasons…
…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