Delta (DAL): FY26 Q2 earnings call, Jul 10, 2026
On its Jul 10, 2026 earnings call (FY26 Q2), Delta said 21 of the 32 words Kalshi and Polymarket listed; Parrot’s count agreed with all 32 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
32 words · 21 settled yes · our count agreed on 32 of 32- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Delta 15+ times | Yes | 55 | 55 | ✓ | 86%transcripts from the transcript model | Hear it 0:00, Delta 15+ times | – |
| Revenue 10+ times | Yes | 51 | 51 | ✓ | 86%transcripts from the transcript model | Hear it 0:56, Revenue +10 times | – |
| Fuel 5+ times | Yes | 35 | 35 | ✓ | 72%transcripts from the transcript model | Hear it 4:29, Fuel 5+ times | – |
| Capacity | Yes | 32 | 32 | ✓ | 96%transcripts from the transcript model | Hear it 5:44, Capacity | – |
| Premium | Yes | 30 | 30 | ✓ | 96%transcripts from the transcript model | Hear it 4:17, Premium | – |
| Margin | Yes | 24 | 24 | ✓ | 96%transcripts from the transcript model | Hear it 2:14, Margin | – |
| International | Yes | 22 | 22 | ✓ | 94%transcripts from the transcript model | Hear it 12:23, International | – |
| Demand 5+ times | Yes | 14 | 14 | ✓ | 87%transcripts from the transcript model | Hear it 2:04, Demand +5 times | – |
| Corporate | Yes | 13 | 13 | ✓ | 96%transcripts from the transcript model | Hear it 0:31, Corporate | – |
| Cargo | Yes | 13 | 13 | ✓ | 87%transcripts from the transcript model | Hear it 13:00, Cargo | – |
| Fleet | Yes | 11 | 11 | ✓ | 93%transcripts from the transcript model | Hear it 7:36, Fleet | – |
| Technology | Yes | 10 | 10 | ✓ | 86%n=3+tx from settlement history blended with transcripts | Hear it 8:45, Technology | – |
| American Express / Amex | Yes | 9 | 9 | ✓ | 90%transcripts from the transcript model | Hear it 4:04, American Express / Amex | – |
| Loyal / Loyalty | Yes | 7 | 7 | ✓ | 94%transcripts from the transcript model | Hear it 3:54, Loyal / Loyalty | – |
| Leverage | Yes | 7 | 7 | ✓ | 87%transcripts from the transcript model | Hear it 17:10, Leverage | – |
| Partnership | Yes | 6 | 6 | ✓ | 93%n=3+tx from settlement history blended with transcripts | Hear it 4:05, Partnership | – |
| World Cup | Yes | 5 | 5 | ✓ | 18%transcripts from the transcript model | Hear it 53:30, World Cup | – |
| Guidance | Yes | 3 | 4 | ✓ | 91%n=3+tx from settlement history blended with transcripts | Hear it 2:16, Guidance | – |
| Acquisition | Yes | 1 | 1 | ✓ | 86%n=3+tx from settlement history blended with transcripts | Hear it 4:21, Acquisition | – |
| Headwind | Yes | 1 | 1 | ✓ | 63%transcripts from the transcript model | Hear it 6:03, Headwind | – |
| Dividend | Yes | 1 | 1 | ✓ | 56%transcripts from the transcript model | Hear it 2:35, Dividend | – |
| Tariff | No | 0 | 0 | ✓ | 82%n=3+tx from settlement history blended with transcripts | – | |
| Weather | No | 0 | 0 | ✓ | 74%n=3+tx from settlement history blended with transcripts | – | |
| YouTube | No | 0 | 0 | ✓ | 66%n=3+tx from settlement history blended with transcripts | – | |
| Oil | No | 0 | 1 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – | |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 47%n=2+tx from settlement history blended with transcripts | – | |
| Tailwind | No | 0 | 1 | ✓ | 35%transcripts from the transcript model | – | |
| Vacation | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Nonstop / Non-Stop | No | 0 | 0 | ✓ | 19%n=3+tx from settlement history blended with transcripts | – | |
| Absorption | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – | |
| Occupancy | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – | |
| Iran | No | 0 | 0 | ✓ | 13%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
13 matches for “Corporate”; 5 quoted, at least 25 words apart.
…any time. I would now like to turn the conference over to Julie Stewart, Vice President of Investor Relations and Corporate Development. Please go ahead.
…main cabin unit revenue growing mid-teens in the month of June. Across corporate sales, all sectors posted double-digit growth. Performance was strong across core and…
…our American Express relationship is so important to us. It's why our corporate, the leader for the last 15 years in business travel across the…
…ever seen historically. Domestic is on a really good trajectory, especially with corporate sales traveling in the U.S. and a couple of bright spots that…
…think it was Glen once said something like 90% of your managed corporates had walled off Basic Economy. I know it is early in terms…
Where the listed words were said
Good morning, everyone, and welcome to the Delta Air Lines June Quarter 2026 financial results conference call. My name is Matthew, and I'll be your…
…Dan will cover the operation. Joe will provide an update on the revenue environment. Erik will discuss costs and our balance sheet. After the prepared…
…this year, up 10% over 2025. As I stated in April, high fuel prices have proven to be the most powerful catalyst for change in…
With continued revenue momentum, measured capacity, and a more stable fuel environment, we expect to return to earnings growth on double-digit operating margins in the…
…sales improved through the quarter across the entire booking curve in both premium and main cabin products. These trends, combined with our measured approach to…
…profits of $1.4 billion, earnings of $1.56 per share, and an operating margin of 9%, all better than the guidance that we provided at the…
…third quarter is up 1%, while fourth quarter planned 2%-3%, led by international. Our integrated commercial strategy is how we will continue to deliver a…
…moments and connections that matter most to them, driving sustained strength and demand for air travel. These trends align well with Delta's strategy, demonstrating the…
Is the success of that product predicated on corporates doing so?
Hi, everyone. Thanks very much for the time. Just curious on cargo. I was wondering if you could unpack some of the strength in 2Q.…
…Fast, free Wi-Fi is already available to members across nearly our entire fleet, with satellite upgrades coming online in the months ahead to deliver even…
…to get better every day. This, combined with the continued investment in technology and data, better position our people to run a great operation, improving…
Agents: this page as TSV at /api/v1/appearances/delta:2026-07-10:earnings_call · words: /api/v1/brief?appearance=delta:2026-07-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP