PayPal (PYPL): FY26 Q1 earnings call, May 5, 2026

Tue, May 5Earnings callSpeaker-labelled transcriptPayPal

On its May 5, 2026 earnings call (FY26 Q1), PayPal said 2 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.

Updated

Markets

15 words · 2 settled yes · our count agreed on 15 of 15

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
Stablecoin / Stable Coin Yes22✓55%n=2+tx from settlement history blended with transcripts–
Biometric Yes11✓87%n=2+tx from settlement history blended with transcripts–
E-Commerce No01✓80%n=2+tx from settlement history blended with transcripts–
Perplexity No00✓65%n=1+tx from settlement history blended with transcripts–
College No00✓52%n=2+tx from settlement history blended with transcripts–
Unprofitable No00✓51%n=2+tx from settlement history blended with transcripts–
Bank No00✓47%n=2+tx from settlement history blended with transcripts–
Google No00✓42%n=2+tx from settlement history blended with transcripts–
Cash Back / Cashback No00✓35%n=1+tx from settlement history blended with transcripts–
Blue Owl No00✓32%n=2+tx from settlement history blended with transcripts–
Stash No00✓31%transcripts from the transcript model–
Regulation / Regulator / Regulatory No00✓22%n=1+tx from settlement history blended with transcripts–
Blockchain No00✓18%n=2+tx from settlement history blended with transcripts–
Ads ID No00✓14%transcripts from the transcript model–
Bitcoin No00✓10%n=2+tx from settlement history blended with transcripts–

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

Enrique Lorescompany“Stablecoin / Stable Coin” · prepared

…solutions. We are also well positioned to capture and monetize this growth. Stablecoin is also part of this, enabling faster, lower cost transactions. We have…

Enrique Lorescompany“Biometric” · prepared

…as we evaluate our broad set of initiatives, including digital wallet interoperability, biometric functionality, and additional programs under consideration. Within Consumer Financial Services and…

Agents: this page as TSV at /api/v1/appearances/paypal:2026-05-05:earnings_call · words: /api/v1/brief?appearance=paypal:2026-05-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP