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.
12 matches for “Muse”; 5 quoted, at least 25 words apart.
…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…
…AI since we began powering responses with the first model from MSL, Muse Spark. In tests we ran leading up to the launch, we saw…
…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…
…watching to ensure you're gonna generate ROIC on all these investments behind Muse and the other products. If you could just sort of let us…
…on track to be a leading lab in the world. I think Muse Spark was a very high-quality model. It powers Meta AI, which I…
Where the listed words were said
…of this call is good in some ways because, you know, the Muse Spark release, I think was positive. The Meta AI first release, I…
…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