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.

1 match for “Biometric”; 1 quoted, at least 25 words apart.

Enrique Lorescompanyprepared

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

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…

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