Ferrari (RACE): FY26 Q1 earnings call, May 5, 2026

Tue, May 5Earnings callSpeaker-labelled transcriptFerrari

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.

Updated

Markets

12 words · 9 settled yes · our count agreed on 11 of 12

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
Luce Yes1014✓71%transcripts from the transcript model–
Middle East Yes1015✓43%transcripts from the transcript model–
Currency Yes44✓83%transcripts from the transcript model–
Headwind Yes35✓67%transcripts from the transcript model–
Formula 1 / F1 Yes23✓89%transcripts from the transcript model–
Tariff Yes12✓84%transcripts from the transcript model–
Battery Yes11✓71%transcripts from the transcript model–
Hypersail Yes11✓43%transcripts from the transcript model–
United States / Americas Yes00✗77%transcripts from the transcript model–
China No00✓86%transcripts from the transcript model–
Backlog No00✓40%transcripts from the transcript model–
Tailwind No00✓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 words

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

14 matches for “Luce”; 5 quoted, at least 25 words apart.

Benedetto Vignacompanyprepared

…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…

Benedetto Vignacompanyprepared

…and 6 cylinders. It looks like it has an electric motor." Ferrari Luce is far more than a new model, and it's far more than…

Benedetto Vignacompanyprepared

…incredible technologies and the passion of so many people. For the Ferrari Luce, we registered over 60 patents in many different areas from electric engines…

Benedetto Vignacompanyprepared

…emotions. This is where we started when we first imagined the Ferrari Luce, and we believed we succeeded, as we are fully aware that the…

Antonio Picca Picconcompanyprepared

…in the quarter, including, among others, the second step of the Ferrari Luce reveal, the launch of Amalfi Spider, and the opening of the London…

Where the listed words were said

Antonio Picca Picconcompany“Luce” · qa

…then they are gonna grow over the rest of the year. I'm not sure about your first question. Were you asking about the Luce or?

Benedetto Vignacompany“Middle East” · prepared

…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…

Antonio Picca Picconcompany“Currency” · prepared

…net revenues bridge shows a 6% growth versus the prior year constant currency and a 3% growth, including the headwind from currency, mainly related to…

Antonio Picca Picconcompany“Headwind” · qa

Yeah, we still see that level of headwind because of the effects, Monica.

Benedetto Vignacompany“Formula 1 / F1” · prepared

…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…

Antonio Picca Picconcompany“Tariff” · prepared

…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…

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