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.
15 matches for “Middle East”; 5 quoted, at least 25 words apart.
…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…
…deliveries were not impacted by the outbreak of the geopolitical crisis in Middle East as we leverage our allocation flexibility. We tackled the logistics challenges…
…the share buyback. Turning to page 9, we confirm our guidance for the year, also reflecting the current visibility related to the Middle East situation.
…understood correctly, Benedetto, I think you said that the deliveries in the Middle East were flat year-over-year, which is quite an achievement. When I look…
…in Q2, what do you expect for Europe and I guess the Middle East? Middle East might be a bit difficult to predict, but just…
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…
…the people were eager to do in the 7 countries of the Middle East, as I said, more than 500 test drives have been done,…
…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…
…for our lifestyle activities. Percentage margins stood at remarkable levels, including the headwind from FX, with EBITDA margin at 39.1% and EBIT margin at 29.7%,…
…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