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.
15 matches for “Meta AI”; 5 quoted, at least 25 words apart.
…been the release of our Muse family of models and our first model, Muse Spark, along with a significantly upgraded new version of Meta AI.
…We are already training even more advanced models. Spark has already made Meta AI a world-class assistant that leads in several areas related to our…
…seen large increases in Meta AI use since releasing the updates. The Meta AI app has consistently been near the top of the app stores…
…of people around the world. Our goal is not just to deliver Meta AI as an assistant, but to deliver agents that can understand your…
…enable a new set of product experiences. We're seeing encouraging results within Meta AI since we began powering responses with the first model from MSL,…
Where the listed words were said
…new model with double-digit percent increases in Meta AI sessions per user. Muse Spark is now powering Meta AI in direct chat threads across our…
…expanded availability of ads on our newer surfaces, including bringing ads on Threads to people in more markets. On WhatsApp, we're making good progress with…
…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