Meta (META): FY26 Q1 earnings call, Apr 29, 2026
On its Apr 29, 2026 earnings call (FY26 Q1), Meta said 8 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 8 settled yes · our count agreed on 15 of 15- 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 |
|---|---|---|---|---|---|---|
| Muse | Yes | 6 | 12 | ✓ | 16%transcripts from the transcript model | – |
| Thread / Threads | Yes | 3 | 3 | ✓ | 94%n=4+tx from settlement history blended with transcripts | – |
| Cloud | Yes | 3 | 3 | ✓ | 78%n=2+tx from settlement history blended with transcripts | – |
| Ray-Ban | Yes | 3 | 4 | ✓ | 72%n=3+tx from settlement history blended with transcripts | – |
| VR / Virtual Reality | Yes | 2 | 2 | ✓ | 53%n=3+tx from settlement history blended with transcripts | – |
| Hiring | Yes | 1 | 1 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – |
| Algorithm | Yes | 1 | 2 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – |
| Oakley | Yes | 1 | 2 | ✓ | 44%n=2+tx from settlement history blended with transcripts | – |
| Reels 3+ times | No | 2 | 2 | ✓ | 66%transcripts from the transcript model | – |
| Llama | No | 0 | 0 | ✓ | 77%n=3+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 67%n=2+tx from settlement history blended with transcripts | – |
| Orion | No | 0 | 0 | ✓ | 39%n=3+tx from settlement history blended with transcripts | – |
| Hyperion | No | 0 | 0 | ✓ | 19%n=2+tx from settlement history blended with transcripts | – |
| TikTok | No | 0 | 0 | ✓ | 15%n=3+tx from settlement history blended with transcripts | – |
| SAM | 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.
7 matches for “Efficiency”; 5 quoted, at least 25 words apart.
…in this investment. That said, we are very focused on increasing the efficiency of our investments. As part of that, we are rolling out more…
…goals of our Meta Compute initiative is to lead the industry in efficiency of building Compute, and we expect that will be a strategic advantage…
…in the future. Of course, we will continue pushing to increase our efficiency as well, but overall, I think the future is about building many…
…year. Turning to the second driver of our revenue performance, increasing monetization efficiency. The first part of this work is optimizing the level of ads…
…now viewing them daily. Moving to the second part of increasing monetization efficiency, improving performance for the businesses who use our services. To do so,…
Where the listed words were said
…biggest milestone so far this year has been the release of our Muse family of models and our first model, Muse Spark, along with a…
…per user. Muse Spark is now powering Meta AI in direct chat threads across our family of apps, as well as the standalone Meta AI…
…costs was due to higher depreciation, data center operating costs, and third-party cloud spend. The growth in employee compensation was driven by technical hires we've…
…be one of the fastest-growing categories of consumer electronics ever. We released Ray-Ban Meta Optics this quarter, designed for all-day wear rather than primarily as…
…models we're training as well. We remain the biggest investors in the VR space across the industry, but we are focused on making our VR…
…we're continuing to make improvements to our sort of LLM-based tune your algorithm features that allow users to provide more granular natural language feedback on…
Agents: this page as TSV at /api/v1/appearances/meta:2026-04-29:earnings_call · words: /api/v1/brief?appearance=meta:2026-04-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP