Ferrari (RACE): FY26 Q1 earnings call, May 5, 2026
On its May 5, 2026 earnings call (FY26 Q1), Ferrari said 9 of the 12 words Kalshi listed; Parrot’s count agreed with 11 of 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 9 settled yes · our count agreed on 11 of 12- 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 |
|---|---|---|---|---|---|---|
| Luce | Yes | 10 | 14 | ✓ | 71%transcripts from the transcript model | – |
| Middle East | Yes | 10 | 15 | ✓ | 43%transcripts from the transcript model | – |
| Currency | Yes | 4 | 4 | ✓ | 83%transcripts from the transcript model | – |
| Headwind | Yes | 3 | 5 | ✓ | 67%transcripts from the transcript model | – |
| Formula 1 / F1 | Yes | 2 | 3 | ✓ | 89%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 2 | ✓ | 84%transcripts from the transcript model | – |
| Battery | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Hypersail | Yes | 1 | 1 | ✓ | 43%transcripts from the transcript model | – |
| United States / Americas | Yes | 0 | 0 | ✗ | 77%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 86%transcripts from the transcript model | – |
| Backlog | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Tailwind | No | 0 | 0 | ✓ | 37%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.
5 matches for “Amalfi”; 4 quoted, at least 25 words apart.
Finally, we commenced the first shipment of the 296 Speciale family, the Amalfi, and the 849 Testarossa. On page 6, the net revenues bridge shows…
…others, the second step of the Ferrari Luce reveal, the launch of Amalfi Spider, and the opening of the London flagship store for our lifestyle…
…with your expectations, and can you perhaps talk a bit about the Amalfi Spider and Testarossa specifically? Also on personalization, it's again, holding in very…
…That's good. Coming back to your observation and question about Testarossa and Amalfi Spiders and personalization. Testarossa and Amalfi Spider are proceeding as planned. The…
Where the listed words were said
…we are approaching the final step of the reveal of the Ferrari Luce. On May 25, a selected group of Ferraristi and prospect will have…
…nimble and flexible approach. This has been particularly true in managing the Middle East situation. Since the beginning of tensions, our utmost priority has been…
…approximately 20% of total revenues from cars and spare parts at constant currency, and were particularly relevant for the SF90 XX family and the Purosangue,…
Yeah, we still see that level of headwind because of the effects, Monica.
…we have kicked off the 2026 seasons with podium finishes, both in Formula One, where we see the initial encouraging signs of our progress under…
…well as a positive product mix, net of the higher U.S. import tariffs introduced in Q2 2025. In detail, the product mix was sustained by…
…in many different areas from electric engines to inverters, vehicle dynamics, and battery integration into the chassis. From steering wheel to all displays and simpler…
Agents: this page as TSV at /api/v1/appearances/ferrari:2026-05-05:earnings_call · words: /api/v1/brief?appearance=ferrari:2026-05-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP