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 “Revenue”; 5 quoted, at least 25 words apart.
…active people would have been positive quarter-over-quarter. Q1 total family of apps revenue was $55.9 billion, up 33% year-over-year. Q1 family of apps ad revenue…
…strong impression growth, including from lower monetizing regions. Family of apps other revenue was $885 million, up 74%, driven primarily by WhatsApp paid messaging and…
Q1 total revenue was $56.3 billion, up 33%, or 29% on a constant currency basis. Q1 total expenses were $33.4 billion, up 35% compared to…
…to the business performance. There are two primary factors that drive our revenue performance: our ability to deliver engaging experiences for our community and our…
…the course of the year. Turning to the second driver of our revenue performance, increasing monetization efficiency. The first part of this work is optimizing…
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…
…supply chain to secure necessary components for future capacity. We're also signing cloud deals that will come online over the course of this year and…
…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…
…impact of headcount optimization efforts in certain functions was partially offset by hiring in priority areas of monetization and infrastructure. First quarter operating income was…
…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