Carnival (CCL): FY26 Q2 earnings call, Jun 23, 2026
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.
UpdatedMarkets
11 words · 7 settled yes · our count agreed on 11 of 11- 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 |
|---|---|---|---|---|---|---|
| Celebration Key | Yes | 9 | 14 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Middle East | Yes | 5 | 7 | ✓ | 50%transcripts from the transcript model | – |
| Dividend | Yes | 3 | 5 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 2 | 3 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 5 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 1 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – |
| Dry Dock | No | 0 | 0 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Inflation | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Iran | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Oil | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
14 matches for “Celebration Key”; 5 quoted, at least 25 words apart.
…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…
…destinations in the Caribbean. Importantly, these investments enable us to offer both Celebration Key Grand Bahama and RelaxAway Half Moon Cay on the same itinerary,…
…of cruise costs without fuel. The partial year operating expenses associated with Celebration Key and RelaxAway Half Moon Cay, and the timing of certain expenses…
…a different topic. Josh, you mentioned that the pier is done at Celebration Key to be able to have four ships, but I don't think…
…we're expecting, when you look at 2027, on an annualized basis for Celebration Key, I think about 3.5 million people, which is a pretty good…
Where the listed words were said
…as many brands, as many ships to be able to benefit from Celebration Key as possible. We have the same approach for not only Celebration…
…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…
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…
…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…
…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…
…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…
…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