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.
21 matches for “Transaction”; 5 quoted, at least 25 words apart.
…this growth. Stablecoin is also part of this, enabling faster, lower cost transactions. We have made good progress with PYUSD, which became the largest federally…
…parts of the business, with Venmo and PSP delivering mid-teens TPV growth. Transaction margin dollars, excluding interest on customer balances, grew 3%, with contributions from…
…more detail on slide 7, PayPal delivered a solid quarter with both transaction margin dollars and non-GAAP earnings per share coming in moderately better than…
…1% to $1.34. Compared to our guidance, non-GAAP EPS benefited from stronger transaction margin dollar growth with some offset from higher non-transaction operating expense. We…
…relationships with our customers. Monthly active accounts increased 1% to 225 million. Transactions per active account, excluding PSP, improved sequentially to 6% growth. Moving to…
Where the listed words were said
…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