Google (GOOGL): FY26 Q1 earnings call, Apr 29, 2026

Wed, Apr 29Earnings callSpeaker-labelled transcriptGoogle

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.

Updated

Markets

37 words · 23 settled yes · our count agreed on 36 of 36

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 speakersAgreesProbabilityClipMarket
YouTube Yes2121✓96%transcripts from the transcript modelHear it 2:44, YouTube–
Advertising / Advertisement Yes88✓92%transcripts from the transcript modelHear it 14:46, Advertising / Advertisement–
Alphabet Yes77✓88%transcripts from the transcript modelHear it 0:01, Alphabet–
Gemini 3 Yes44✓71%n=1+tx from settlement history blended with transcriptsHear it 4:21, Gemini 3–
Tailwind Yes44✓51%transcripts from the transcript modelHear it 23:56, Tailwind–
Wiz Yes44✓10%n=3+tx from settlement history blended with transcriptsHear it 11:29, Wiz–
Token Yes33✓75%transcripts from the transcript modelHear it 2:54, Token–
NVIDIA Yes33✓72%transcripts from the transcript modelHear it 3:22, NVIDIA–
Nano Banana Yes33✓49%n=1+tx from settlement history blended with transcriptsHear it 5:15, Nano Banana–
Banana Yes33✓41%transcripts from the transcript modelHear it 5:15, Banana–
Maps Yes33✓22%transcripts from the transcript modelHear it 6:35, Maps–
Autonomous / Autonomously Yes22✓70%transcripts from the transcript modelHear it 6:01, Autonomous / Autonomously–
Lens Yes22✓68%transcripts from the transcript modelHear it 43:05, Lens–
Autonomous Yes22✓57%n=1+tx from settlement history blended with transcriptsHear it 6:01, Autonomous–
Headwind Yes22✓56%transcripts from the transcript modelHear it 28:17, Headwind–
Flash / Flash-Lite Yes22✓50%transcripts from the transcript modelHear it 4:37, Flash / Flash-Lite–
Circle to Search Yes11✓72%transcripts from the transcript modelHear it 48:21, Circle to Search–
Dividend Yes11✓67%transcripts from the transcript modelHear it 23:40, Dividend–
Ironwood Yes11✓56%n=1+tx from settlement history blended with transcriptsHear it 3:59, Ironwood–
Translate / Translation Yes11✓51%transcripts from the transcript modelHear it 48:43, Translate / Translation–
Pixel 10 / Pixel 10a Yes11✓46%transcripts from the transcript modelHear it 6:48, Pixel 10 / Pixel 10a–
Gemini Live Yes11✓41%transcripts from the transcript modelHear it 6:54, Gemini Live–
Cutting-edge Yes11✓24%transcripts from the transcript modelHear it 33:40, Cutting-edge–
Search Advertising / Search Ad No00✓73%n=1+tx from settlement history blended with transcripts–
DeepMind / Deep Mind No00✓59%n=4+tx from settlement history blended with transcripts–
Youtube Shorts No00✓55%n=3+tx from settlement history blended with transcripts–
ChatGPT / OpenAI No00✓41%transcripts from the transcript model–
Anthropic No00✓36%transcripts from the transcript model–
Virtual No00✓31%transcripts from the transcript model–
Quantum No00✓28%n=3+tx from settlement history blended with transcripts–
European Commission No00✓20%n=1+tx from settlement history blended with transcripts–
Find the Look / Virtual Try-On No00✓19%transcripts from the transcript model–
Regulator / Regulation / Regulatory No00✓19%n=4+tx from settlement history blended with transcripts–
Privacy No00✓16%n=4+tx from settlement history blended with transcripts–
CAPTCHA / reCAPTCHA No00✓15%transcripts from the transcript model–
TikTok No00✓15%transcripts from the transcript model–
Google Maps open00–––

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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

3 matches for “NVIDIA”; 1 quoted, at least 25 words apart.

Sundar Pichaicompanyprepared · 3:24Hear it 3:20, Sundar Pichai

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…

Where the listed words were said

Sundar Pichaicompany“YouTube” · prepared · 2:46Hear it 2:41, Sundar Pichai

…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…

Philipp Schindlercompany“Advertising / Advertisement” · prepared · 14:48Hear it 14:48, Philipp Schindler

…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…

Operatoroperator“Alphabet” · prepared · 0:03Hear it 0:01, Operator

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…

Sundar Pichaicompany“Gemini 3” · prepared · 4:23Hear it 4:23, Sundar Pichai

…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…

Anat Ashkenazicompany“Tailwind” · prepared · 23:58Hear it 23:54, Anat Ashkenazi

…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,…

Sundar Pichaicompany“Wiz” · prepared · 11:31Hear it 11:28, Sundar Pichai

…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…

Sundar Pichaicompany“Token” · prepared · 10:20Hear it 10:14, Sundar Pichai

…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…

Sundar Pichaicompany“Nano Banana” · prepared · 5:17Hear it 5:17, Sundar Pichai

…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…

Sundar Pichaicompany“Banana” · prepared · 6:32Hear it 6:28, Sundar Pichai

Early traction has been good, this month we integrated Nano Banana 2 to make personalized image creation possible in the Gemini app. Maps recently got…

Philipp Schindlercompany“Maps” · prepared · 15:48Hear it 15:48, Philipp Schindler

…driving higher relevance by better aligning ads with unique user interests. In Maps, we're using Gemini to ensure promoted pins are deeply relevant to a…

Sundar Pichaicompany“Autonomous / Autonomously” · prepared · 6:03Hear it 6:00, Sundar Pichai

…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…

Philipp Schindlercompany“Lens” · qa · 43:07Hear it 43:06, Philipp Schindler

…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