Progressive (PGR): FY26 Q1 earnings call, May 5, 2026
On its May 5, 2026 earnings call (FY26 Q1), Progressive said 4 of the 10 words Kalshi listed; Parrot’s count agreed with 9 of 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 4 settled yes · our count agreed on 9 of 10- 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 6 | 9 | ✓ | 70%transcripts from the transcript model | – |
| M&A / Acquisition | Yes | 4 | 5 | ✓ | 89%transcripts from the transcript model | – |
| Inflation | Yes | 2 | 2 | ✓ | 81%transcripts from the transcript model | – |
| Headwind | Yes | 1 | 1 | ✓ | 53%transcripts from the transcript model | – |
| Buyback | No | 2 | 4 | ✗ | 54%transcripts from the transcript model | – |
| Snapshot | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Catastrophe | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Pet Insurance | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Hippo | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Rosella | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
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.
Where the listed words were said
It's hard to say, how, you know, with AI, how things are competitive because all of us, I think, are investing and investing differently. What…
…our board of directors. We believe that we can continue to reduce non-acquisition expense ratio over, you know, the foreseeable future. We do a three-year…
…commercial auto suggest the industry combined ratio improved, but once again posted an underwriting loss as it continues to face nuclear verdicts and social inflation.
Agents: this page as TSV at /api/v1/appearances/progressive:2026-05-05:earnings_call · words: /api/v1/brief?appearance=progressive:2026-05-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP