AeroVironment (AVAV): FY26 Q4 earnings call, Jun 29, 2026

On its Jun 29, 2026 earnings call (FY26 Q4), AeroVironment said 4 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 4 settled yes · our count agreed on 12 of 12

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
AV Halo Yes44✓75%transcripts from the transcript model–
Orbit Yes22✓26%transcripts from the transcript model–
Golden Dome Yes11✓73%transcripts from the transcript model–
Tailwind Yes11✓26%transcripts from the transcript model–
Iran No00✓62%transcripts from the transcript model–
Robot / Robotic / Robotics No00✓59%transcripts from the transcript model–
Taiwan No00✓55%transcripts from the transcript model–
Supply Chain No02✓53%transcripts from the transcript model–
Headwind No00✓33%transcripts from the transcript model–
NATO No00✓29%transcripts from the transcript model–
Backpackable No00✓16%transcripts from the transcript model–
Class Action No00✓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 words

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

2 matches for “Orbit”; 2 quoted, at least 25 words apart.

Wahid Nawabicompanyprepared

…of the largest awards on record. These terminals will be deployed on orbit for critical national security missions. Subsequent to the quarter closing, the U.S.…

Wahid Nawabicompanyqa

…all of the satellites that we have in LEO, MEO, and geosynchronous orbits around Earth, are going to get upgraded with the capability of long-haul…

Where the listed words were said

Wahid Nawabicompany“AV Halo” · prepared

…Titan 4 To work in conjunction with LOCUST, as well as our AV_Halo software ecosystem to protect critical assets from drone threats, which includes swarming…

Sean Woodwardcompany“Tailwind” · prepared

…solutions, markets where we hold leading positions and where we see multi-year tailwinds driven by the evolving threat environment. Now, I'd like to turn things…

Agents: this page as TSV at /api/v1/appearances/aerovironment:2026-06-29:earnings_call · words: /api/v1/brief?appearance=aerovironment:2026-06-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP