PayPal (PYPL): FY26 Q1 earnings call, May 5, 2026
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.
UpdatedMarkets
15 words · 2 settled yes · our count agreed on 15 of 15- 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 |
|---|---|---|---|---|---|---|
| Stablecoin / Stable Coin | Yes | 2 | 2 | ✓ | 55%n=2+tx from settlement history blended with transcripts | – |
| Biometric | Yes | 1 | 1 | ✓ | 87%n=2+tx from settlement history blended with transcripts | – |
| E-Commerce | No | 0 | 1 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – |
| Perplexity | No | 0 | 0 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – |
| College | No | 0 | 0 | ✓ | 52%n=2+tx from settlement history blended with transcripts | – |
| Unprofitable | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – |
| Bank | No | 0 | 0 | ✓ | 47%n=2+tx from settlement history blended with transcripts | – |
| No | 0 | 0 | ✓ | 42%n=2+tx from settlement history blended with transcripts | – | |
| Cash Back / Cashback | No | 0 | 0 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
| Blue Owl | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – |
| Stash | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Regulation / Regulator / Regulatory | No | 0 | 0 | ✓ | 22%n=1+tx from settlement history blended with transcripts | – |
| Blockchain | No | 0 | 0 | ✓ | 18%n=2+tx from settlement history blended with transcripts | – |
| Ads ID | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Bitcoin | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
3 matches for “Braintree”; 3 quoted, at least 25 words apart.
…merchants. We will bring together the company's unbranded processing capabilities, including Braintree, and value-added services such as fraud management, authorization optimization, and global…
…assets together, whether it's Venmo with the rest of the business or Braintree with the rest of the business. If you could just walk through…
…approach is to invest in our 3 core businesses, PayPal, Venmo, and Braintree, to drive profitable growth. In each of them, we see the opportunity…
Where the listed words were said
…have made good progress with PYUSD, which became the largest federally regulated stablecoin in December, and we recently expanded its availability to 70 markets globally.
…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