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.

2 matches for “Google”; 2 quoted, at least 25 words apart.

Samik Chatterjeeanalystqa · 53:42Hear it 53:36, Samik Chatterjee

…models and sort of the two-pronged strategy there of the collaboration with Google as well as continuing to internally sort of work on your own…

Timothy Cookcompanyqa · 54:17Hear it 54:15, Timothy Cook

…-- has scaled rather significantly on a year-over-year basis. The collaboration with Google is going well. We're happy with where things are, and we're happy…

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“Siri” · prepared · 14:33Hear it 14:29, Timothy Cook

…users every day. And we look forward to bringing a more personalized Siri to users coming this year. What truly sets Apple apart is how…

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