Circle (CRCL): FY26 Q1 earnings call, May 11, 2026
On its May 11, 2026 earnings call (FY26 Q1), Circle said 6 of the 9 words Kalshi listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
9 words · 6 settled yes · our count agreed on 9 of 9- 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 |
|---|---|---|---|---|---|---|
| Treasury | Yes | 7 | 9 | ✓ | 46%n=2+tx from settlement history blended with transcripts | – |
| Fintech | Yes | 3 | 3 | ✓ | 38%n=2+tx from settlement history blended with transcripts | – |
| Testnet | Yes | 2 | 2 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| Traffic | Yes | 2 | 2 | ✓ | 82%n=2+tx from settlement history blended with transcripts | – |
| Polymarket | Yes | 1 | 1 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| Acceleration | Yes | 1 | 1 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – |
| Intuit | No | 0 | 0 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – |
| M&A / Merger | No | 0 | 0 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – |
| Kraken | No | 0 | 0 | ✓ | 51%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.
2 matches for “Traffic”; 2 quoted, at least 25 words apart.
…almost $50 billion of volume in Q1, representing 3x growth year-over-year. Our share of interoperability has already grown to approximately 60% of all cross-chain traffic.
…saw, you know, a multi-hundred percent growth year-over-year. We saw that USDC is approximately 60% of the traffic in real commercial transactions that are happening.
Where the listed words were said
…USDC as collateral on regulated derivatives exchanges. In the traditional enterprise space, treasury management applications are really taking hold. We recently announced a broad partnership…
…Cross-border and treasury flows are increasingly moving to USDC across leading banks, fintechs, and even the startup ecosystem, with Y Combinator driving funding operations in…
…network is getting ready for liftoff. We have had a highly successful test net, and today we announced the pre-sale of the ARC token, raising…
…to drivers and other global enterprises embracing USDC in their payments flows. Polymarket adopting USDC for funding and settlement on their leading prediction market. Innovative…
…rolling out AI infrastructure and building agentic workflows to drive productivity and acceleration across the business. With this, our product velocity is increasing dramatically. You…
Agents: this page as TSV at /api/v1/appearances/circle:2026-05-11:earnings_call · words: /api/v1/brief?appearance=circle:2026-05-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP