Rivian (RIVN): FY26 Q1 earnings call, Apr 30, 2026

Thu, Apr 30Earnings callSpeaker-labelled transcriptRivian

On its Apr 30, 2026 earnings call (FY26 Q1), Rivian said 8 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 8 settled yes · our count agreed on 11 of 11

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 speakersAgreesProbabilityMarket
Georgia Yes1620✓90%transcripts from the transcript model–
Robotaxi Yes1013✓43%transcripts from the transcript model–
Uber Yes815✓16%transcripts from the transcript model–
Amazon Yes68✓70%transcripts from the transcript model–
Tariff Yes23✓88%transcripts from the transcript model–
Robot / Robotic / Robotics Yes22✓73%transcripts from the transcript model–
Battery Yes11✓76%transcripts from the transcript model–
Tornado Yes11✓16%transcripts from the transcript model–
Headwind No00✓49%transcripts from the transcript model–
Tailwind No00✓37%transcripts from the transcript model–
Cox No00✓16%transcripts from the transcript model–

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.

Where the listed words were said

R.J. Scaringecompany“Georgia” · prepared

…with the U.S. Department of Energy to grow our manufacturing footprint in Georgia. R2 provides the opportunity to expand the Rivian brand to millions of…

Claire Mc Donoughcompany“Robotaxi” · prepared

…equity, subject to the completion of certain milestones and conditions related to robotaxi development. As outlined on slide 14, this brings total available liquidity and…

R.J. Scaringecompany“Uber” · prepared

…Turning to our technology roadmap, in March, we were excited to announce a new strategic partnership with Uber to accelerate our shared autonomous vehicle goals.

R.J. Scaringecompany“Amazon” · qa

Yeah, our relationship with Amazon continues to be something that we're very proud of. We've spent a lot of time on this program, from its…

Claire Mc Donoughcompany“Tariff” · qa

We did not book anything this quarter associated with IEPA tariffs, we do believe that we the recovery of those IEPA tariffs is possible in…

Claire Mc Donoughcompany“Robot / Robotic / Robotics” · prepared

…related to the Series A capital raise and related deconsolidation of Mind Robotics from our financial statements. We currently own approximately 38% of Mind Robotics…

R.J. Scaringecompany“Battery” · prepared

…eliminations and reductions through the introduction of large die castings, a structural battery pack, a new highly efficient drive unit, the evolution of our next-generation…

Claire Mc Donoughcompany“Tornado” · prepared

…certain conditions. Two weeks ago, our Normal factory sustained damage from a tornado. I'm proud of the way our teams have rallied together to get…

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