Rivian (RIVN): FY26 Q1 earnings call, Apr 30, 2026
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.
UpdatedMarkets
11 words · 8 settled yes · our count agreed on 11 of 11- 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 |
|---|---|---|---|---|---|---|
| Georgia | Yes | 16 | 20 | ✓ | 90%transcripts from the transcript model | – |
| Robotaxi | Yes | 10 | 13 | ✓ | 43%transcripts from the transcript model | – |
| Uber | Yes | 8 | 15 | ✓ | 16%transcripts from the transcript model | – |
| Amazon | Yes | 6 | 8 | ✓ | 70%transcripts from the transcript model | – |
| Tariff | Yes | 2 | 3 | ✓ | 88%transcripts from the transcript model | – |
| Robot / Robotic / Robotics | Yes | 2 | 2 | ✓ | 73%transcripts from the transcript model | – |
| Battery | Yes | 1 | 1 | ✓ | 76%transcripts from the transcript model | – |
| Tornado | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Headwind | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| Tailwind | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Cox | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Amazon”; 4 quoted, at least 25 words apart.
…to start on the commercial side of your business, it looks like Amazon made up almost 50% of your auto revenue in the quarter. A…
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…
…that's happened to date that's allowing deployment for our van program, within Amazon to grow, as you pointed out, pretty meaningfully. We expect that increased…
…with Amazon. In terms of other customers and other applications, of course, Amazon's by a few things, agree the largest operator. They're the ideal lead…
Where the listed words were said
…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…
…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…
…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.
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…
…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…
…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…
…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…
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