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.
11 matches for “Subscription”; 5 quoted, at least 25 words apart.
…tremendous momentum with 40% growth quarter-over-quarter in paid monthly active users. In subscriptions, this was our strongest quarter ever for our consumer AI plans, primarily…
…the Living Room, where we continue to scale creator brand deals. YouTube subscriptions revenue continues to grow faster than ads, particularly YouTube Music and Premium.…
…revenues increased 16% to $89.6 billion, reflecting strong growth in Search and subscriptions. Google services revenues also benefited from a strong FX tailwind. Google Search…
…well as brand. Network advertising revenues of $7 billion were down 4%. Subscription platforms and devices revenues increased 19% this quarter to $12.4 billion due…
…Today, in the Gemini app, we're focused on the free tier and subscriptions and our AI plans. We're a sizable contributor to our Google One…
Where the listed words were said
…progress across the AI full stack, then Search and Cloud, followed by YouTube and other bets. Starting with our AI infrastructure, it's the foundation of…
…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…
At current spot rates, we would expect to see an FX tailwind of approximately 1 percentage point to our consolidated revenue in Q2 compared to…
…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 AI accelerator portfolio and will be among the first to offer NVIDIA Vera Rubin NVL 72 in addition to the Blackwell and Hopper-based instances…
…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…
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…
…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…
…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