Carnival (CCL): FY26 Q2 earnings call, Jun 23, 2026

Tue, Jun 23Earnings callSpeaker-labelled transcriptCarnival

On its Jun 23, 2026 earnings call (FY26 Q2), Carnival said 7 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 7 settled yes · our count agreed on 11 of 11

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Celebration Key Yes914✓94%n=1+tx from settlement history blended with transcripts–
Middle East Yes57✓50%transcripts from the transcript model–
Dividend Yes35✓76%n=1+tx from settlement history blended with transcripts–
Tariff Yes23✓12%n=1+tx from settlement history blended with transcripts–
AI / Artificial Intelligence Yes11✓76%n=1+tx from settlement history blended with transcripts–
Headwind Yes15✓64%n=1+tx from settlement history blended with transcripts–
Tailwind Yes11✓36%n=1+tx from settlement history blended with transcripts–
Dry Dock No00✓91%n=1+tx from settlement history blended with transcripts–
Inflation No00✓38%n=1+tx from settlement history blended with transcripts–
Iran No00✓12%n=1+tx from settlement history blended with transcripts–
Oil No00✓12%n=1+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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Josh Weinsteincompany“Celebration Key” · prepared

…this amazing footprint. In early May, we completed a pier extension at Celebration Key, increasing operational flexibility and enabling us to accommodate up to four…

David Bernsteincompany“Middle East” · prepared

…was achieved despite higher crew travel costs and freight resulting from the Middle East disruption. Some of the $0.05 per share cost improvement this quarter…

David Bernsteincompany“Dividend” · prepared

Combining our annualized dividend distributions and just the share repurchases completed to date, we will be returning $1.3 billion to shareholders this year while continuing…

Josh Weinsteincompany“Tariff” · qa

…had had an initial impact in February from the initial rumblings of tariffs, if you remember. April of last year, just took a big hit…

David Bernsteincompany“AI / Artificial Intelligence” · qa

…our suppliers and vendors to look for reduced rates. As everybody implements AI and gains efficiency in their business, we do expect fee reductions as…

Josh Weinsteincompany“Headwind” · prepared

…weeks suggest we are already beginning to see a reversal of these headwinds. The key takeaway here is that this moderation is already proving to…

Josh Weinsteincompany“Tailwind” · qa

…pair that with RelaxAway at Half Moon Cay, which we are absolutely really ecstatic about. A lot of tailwinds as we look into the future.

Agents: this page as TSV at /api/v1/appearances/carnival:2026-06-23:earnings_call · words: /api/v1/brief?appearance=carnival:2026-06-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP