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.
11 matches for “Instagram”; 5 quoted, at least 25 words apart.
…Otherwise, trends across our apps are strong. Daily and monthly actives on Instagram and Facebook continue to grow, with video driving all-time high engagement across…
…upcoming models to improve our recommendation systems and core business in Facebook, Instagram, and Ads. Right now, our apps primarily help people accomplish three important…
…we're continuing to see significant gains from our content recommendation initiatives. On Instagram, the ranking improvements that we made in Q1 drove a 10% lift…
…doubled the length of user interaction sequences we use for training on Instagram in Q1 and increased the richness of how each user interaction is…
…same-day posts now representing more than 30% of recommended Reels on both Instagram and Facebook, more than double the levels one year ago. We're also…
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