Google (GOOGL): FY26 Q1 earnings call, Apr 29, 2026
Kalshi and Polymarket listed 37 words for Google’s Apr 29, 2026 earnings call (FY26 Q1); 36 have settled so far, 23 of them Yes. Parrot’s count agreed with all 36 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
37 words · 23 settled yes · our count agreed on 36 of 36- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| YouTube | Yes | 21 | 21 | ✓ | 96%transcripts from the transcript model | Hear it 2:44, YouTube | – |
| Advertising / Advertisement | Yes | 8 | 8 | ✓ | 92%transcripts from the transcript model | Hear it 14:46, Advertising / Advertisement | – |
| Alphabet | Yes | 7 | 7 | ✓ | 88%transcripts from the transcript model | Hear it 0:01, Alphabet | – |
| Gemini 3 | Yes | 4 | 4 | ✓ | 71%n=1+tx from settlement history blended with transcripts | Hear it 4:21, Gemini 3 | – |
| Tailwind | Yes | 4 | 4 | ✓ | 51%transcripts from the transcript model | Hear it 23:56, Tailwind | – |
| Wiz | Yes | 4 | 4 | ✓ | 10%n=3+tx from settlement history blended with transcripts | Hear it 11:29, Wiz | – |
| Token | Yes | 3 | 3 | ✓ | 75%transcripts from the transcript model | Hear it 2:54, Token | – |
| NVIDIA | Yes | 3 | 3 | ✓ | 72%transcripts from the transcript model | Hear it 3:22, NVIDIA | – |
| Nano Banana | Yes | 3 | 3 | ✓ | 49%n=1+tx from settlement history blended with transcripts | Hear it 5:15, Nano Banana | – |
| Banana | Yes | 3 | 3 | ✓ | 41%transcripts from the transcript model | Hear it 5:15, Banana | – |
| Maps | Yes | 3 | 3 | ✓ | 22%transcripts from the transcript model | Hear it 6:35, Maps | – |
| Autonomous / Autonomously | Yes | 2 | 2 | ✓ | 70%transcripts from the transcript model | Hear it 6:01, Autonomous / Autonomously | – |
| Lens | Yes | 2 | 2 | ✓ | 68%transcripts from the transcript model | Hear it 43:05, Lens | – |
| Autonomous | Yes | 2 | 2 | ✓ | 57%n=1+tx from settlement history blended with transcripts | Hear it 6:01, Autonomous | – |
| Headwind | Yes | 2 | 2 | ✓ | 56%transcripts from the transcript model | Hear it 28:17, Headwind | – |
| Flash / Flash-Lite | Yes | 2 | 2 | ✓ | 50%transcripts from the transcript model | Hear it 4:37, Flash / Flash-Lite | – |
| Circle to Search | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | Hear it 48:21, Circle to Search | – |
| Dividend | Yes | 1 | 1 | ✓ | 67%transcripts from the transcript model | Hear it 23:40, Dividend | – |
| Ironwood | Yes | 1 | 1 | ✓ | 56%n=1+tx from settlement history blended with transcripts | Hear it 3:59, Ironwood | – |
| Translate / Translation | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | Hear it 48:43, Translate / Translation | – |
| Pixel 10 / Pixel 10a | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | Hear it 6:48, Pixel 10 / Pixel 10a | – |
| Gemini Live | Yes | 1 | 1 | ✓ | 41%transcripts from the transcript model | Hear it 6:54, Gemini Live | – |
| Cutting-edge | Yes | 1 | 1 | ✓ | 24%transcripts from the transcript model | Hear it 33:40, Cutting-edge | – |
| Search Advertising / Search Ad | No | 0 | 0 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – | |
| DeepMind / Deep Mind | No | 0 | 0 | ✓ | 59%n=4+tx from settlement history blended with transcripts | – | |
| Youtube Shorts | No | 0 | 0 | ✓ | 55%n=3+tx from settlement history blended with transcripts | – | |
| ChatGPT / OpenAI | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – | |
| Anthropic | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – | |
| Virtual | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – | |
| Quantum | No | 0 | 0 | ✓ | 28%n=3+tx from settlement history blended with transcripts | – | |
| European Commission | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – | |
| Find the Look / Virtual Try-On | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – | |
| Regulator / Regulation / Regulatory | No | 0 | 0 | ✓ | 19%n=4+tx from settlement history blended with transcripts | – | |
| Privacy | No | 0 | 0 | ✓ | 16%n=4+tx from settlement history blended with transcripts | – | |
| CAPTCHA / reCAPTCHA | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| TikTok | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Google Maps | open | 0 | 0 | – | – | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
15 matches for “AI Mode”; 5 quoted, at least 25 words apart.
…Search and Other, revenue grew 19%. People love our AI experiences like AI Mode and AI Overviews, and they're coming back to Search more. Cloud…
…we introduced personal intelligence, which helps people get more personalized and helpful responses. It's now in the Gemini app, AI Mode, and Gemini in Chrome.
…we are also seeing strong growth in both users and usage of AI Mode globally. Personal intelligence expanded broadly in the U.S., and we are…
…than 35% over the past five years. Since upgrading AI Overviews and AI Mode to Gemini 3, we have reduced the cost of core AI…
…experiences. We are reinventing ads for this new era. Direct offers in AI Mode are resonating with users and continue to receive positive customer feedback.…
Where the listed words were said
…app. The number of paid subscriptions has now reached 350 million, with YouTube and Google One being the key drivers. Our AI models have great…
…and Other delivered 19% growth, primarily driven by retail and finance. YouTube advertising revenues grew 11%, driven by direct response followed by brand. Network advertising…
Welcome, everyone. Thank you for standing by for the Alphabet First Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only…
…research. That includes models and tooling, which continue to progress really well. Gemini 3.1 Pro continues to push the frontier in reasoning, multimodal understanding, and…
…Search and subscriptions. Google services revenues also benefited from a strong FX tailwind. Google Search and other advertising revenues increased by 19% to $60.4 billion,…
…for our agentic defense offerings. In March, we closed the acquisition of Wiz, a leading cloud and security AI platform, which is an incredible fit…
…past 12 months, 330 Google Cloud customers each processed over 1 trillion tokens. 35 reached the 10 trillion token milestone. To give agents business context…
Our custom TPUs, Axion CPUs, and the latest NVIDIA GPUs continue to form the industry's widest variety of compute options. NVIDIA GPUs are a core…
…has generated over 150 million songs since launching on the Gemini app. Nano Banana 2 reached 1 billion images in nearly half the time of…
…over a decade with Gemini. Users can now have a conversation with Maps and get more personalized suggestions and intuitive directions. The Pixel 10a launched…
…are shifting to truly agentic workflows. Our engineers are now orchestrating fully autonomous digital task forces and building at a faster velocity. Much more to…
…shopping experience. You can think about it like our apparel try-on tools, that is now available in the U.S. You can think about Google Lens.
Agents: this page as TSV at /api/v1/appearances/google:2026-04-29:earnings_call · words: /api/v1/brief?appearance=google:2026-04-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP