Apple (AAPL): FY26 Q2 earnings call, Apr 30, 2026

Thu, Apr 30Earnings callSpeaker-labelled transcriptApple

On its Apr 30, 2026 earnings call (FY26 Q2), Apple said 8 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

17 words · 8 settled yes · our count agreed on 17 of 17

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
Tariff Yes99✓89%n=4+tx from settlement history blended with transcriptsHear it 1:03, Tariff–
China Yes79✓95%n=5+tx from settlement history blended with transcriptsHear it 6:05, China–
Manufacturing Yes44✓89%n=3+tx from settlement history blended with transcriptsHear it 18:53, Manufacturing–
Wearable Yes44✓87%n=4+tx from settlement history blended with transcriptsHear it 12:33, Wearable–
Privacy Yes22✓75%n=1+tx from settlement history blended with transcriptsHear it 15:11, Privacy–
Siri Yes11✓82%n=4+tx from settlement history blended with transcriptsHear it 14:31, Siri–
Formula 1 / F1 Yes11✓79%n=4+tx from settlement history blended with transcriptsHear it 16:32, Formula 1 / F1–
Modem Yes11✓46%n=3+tx from settlement history blended with transcriptsHear it 12:28, Modem–
Apple Pay No00✓76%n=2+tx from settlement history blended with transcripts–
Creator Studio No00✓40%n=1+tx from settlement history blended with transcripts–
M3 No00✓31%n=3+tx from settlement history blended with transcripts–
Liquid Glass No00✓28%n=1+tx from settlement history blended with transcripts–
Widget No00✓23%n=2+tx from settlement history blended with transcripts–
Streaming No00✓22%n=3+tx from settlement history blended with transcripts–
Glasses No00✓16%transcripts from the transcript model–
Fold / Folding / Foldable No00✓12%n=1+tx from settlement history blended with transcripts–
Gemini No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Apple Intelligence”; 4 quoted, at least 25 words apart.

Timothy Cookcompanyprepared · 8:30Hear it 8:25, Timothy Cook

…AI performance. With incredible performance and battery life and deep integration of Apple Intelligence, iPhone continues to set the standard for what a smartphone can…

Timothy Cookcompanyprepared · 14:10Hear it 14:05, Timothy Cook

…connected. AirPods can bridge languages too, thanks to Live Translation powered by Apple Intelligence. In addition to live translation, Apple Intelligence brings together dozens of…

Timothy Cookcompanyprepared · 14:38Hear it 14:36, Timothy Cook

…to users coming this year. What truly sets Apple apart is how Apple Intelligence is woven into the core of our platforms, powered by Apple…

Timothy Cookcompanyqa · 47:31Hear it 47:30, Timothy Cook

…They love the camera. They love center stage. And they love that Apple Intelligence is integrated across the platform. From where we're seeing the growth,…

Where the listed words were said

Suhasini Chandramoulicompany“Tariff” · prepared · 1:05Hear it 0:59, Suhasini Chandramouli

…impact to the company's business and results of operations from macroeconomic conditions, tariffs and other measures and legal and regulatory proceedings. For more information, please…

Timothy Cookcompany“China” · prepared · 6:07Hear it 6:01, Timothy Cook

…double digits in every geographic segment, including strong double-digit growth in Greater China and the rest of Asia Pacific. We also achieved March quarter revenue…

Timothy Cookcompany“Manufacturing” · prepared · 18:55Hear it 18:50, Timothy Cook

…March, we were thrilled to welcome 4 new companies to our American manufacturing program to help manufacture essential materials and components for Apple products sold…

Timothy Cookcompany“Wearable” · prepared · 12:35Hear it 12:34, Timothy Cook

…and C1X modem, users can stay seamlessly connected wherever they are. Across Wearables, Home and Accessories, revenue for the March quarter came in at $7.9…

Timothy Cookcompany“Privacy” · prepared · 15:13Hear it 15:07, Timothy Cook

…capabilities that are not only incredibly powerful, but also respectful of user privacy. Increasingly, that same foundation is drawing developers and researchers to our products…

Timothy Cookcompany“Formula 1 / F1” · prepared · 16:34Hear it 16:34, Timothy Cook

…This is a great time for sports fans on Apple TV too. Formula 1 season kicked off in March and Apple TV subscribers in the…

Agents: this page as TSV at /api/v1/appearances/apple:2026-04-30:earnings_call · words: /api/v1/brief?appearance=apple:2026-04-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP