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.

1 match for “Open Source”; 1 quoted, at least 25 words apart.

Philipp Schindlercompanyprepared · 18:04Hear it 18:00, Philipp Schindler

…recommended products. In addition, the retail industry is rapidly coalescing around the open source Universal Commerce Protocol, or UCP, we launched in January in partnership…

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“NVIDIA” · prepared · 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…

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…

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