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.
34 matches for “Consumer”; 5 quoted, at least 25 words apart.
…driving durable growth. This is where PayPal needs to focus. Third, one of our core strengths is our two-sided network, serving both consumers and merchants.
…fundamentals. That includes becoming a technology company again, sharpening our focus on consumers, aligning the company around three strong businesses, and simplifying how we work…
…focused investment and sharper execution can meaningfully improve our growth trajectory: checkout, consumer financial services, and payment services. Each has clear near-term levers to improve…
…is a large and growing market where we deliver meaningful value to consumers and merchants. Within checkout, we also see strong consumer demand for flexible…
…Previously, our teams were organized primarily around the customers we serve: consumers, small businesses, and large enterprises. That structure resulted in organizational complexity…
Where the listed words were said
…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…
…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