Lyft (LYFT): FY26 Q1 earnings call, May 7, 2026
On its May 7, 2026 earnings call (FY26 Q1), Lyft said 5 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 5 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| FreeNow / Free Now | Yes | 10 | 12 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – |
| Waymo | Yes | 4 | 5 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Revenue | Yes | 4 | 4 | ✓ | 83%n=2+tx from settlement history blended with transcripts | – |
| Expansion | Yes | 3 | 7 | ✓ | 74%n=2+tx from settlement history blended with transcripts | – |
| Competition | Yes | 2 | 2 | ✓ | 63%n=2+tx from settlement history blended with transcripts | – |
| Innovation | No | 0 | 0 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Safety | No | 0 | 0 | ✓ | 60%n=2+tx from settlement history blended with transcripts | – |
| Oil / Gas / Gasoline | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| Mobileye | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| International | No | 0 | 1 | ✓ | 41%n=2+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| Membership | No | 0 | 0 | ✓ | 19%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 19%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.
5 matches for “Waymo”; 4 quoted, at least 25 words apart.
…closed this week. Finally, we took significant steps forward with our partner Waymo in Nashville with the construction of a state-of-the-art AV depot. We continue…
…to understand the share dynamics there. Like, are you gaining share from Waymo? Or, like, how does the share dynamics work there? The next one…
…then go to Hamburg. In Nashville, it's actually quite exciting. You see Waymo's on the road right now. Later this summer, we start to take…
…side. When you look at the partner we have, in this case, Waymo, inarguably the world's leader in AV tech. You marry that with what…
Where the listed words were said
…a deceleration naturally in the bikes business, Q4 to Q1. Same with Freenow. Those both seasonally accelerate into the second quarter. That in addition to…
…this business, which fall in two places in our P&L. The contra revenue line and sales and marketing line are used dynamically in the marketplace…
…growth and rides growth to narrow somewhat. You've got the significant seasonal expansion of the bikes business, I think is probably one of the main…
…a very competitive product. Fast ETAs, in many cases faster than the competition. Good pricing, in many cases, less expensive, although clearly not always, than…
Agents: this page as TSV at /api/v1/appearances/lyft:2026-05-07:earnings_call · words: /api/v1/brief?appearance=lyft:2026-05-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP