Johnson & Johnson (JNJ): FY26 Q2 earnings call, Jul 15, 2026

On its Jul 15, 2026 earnings call (FY26 Q2), Johnson & Johnson said 9 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

15 words · 9 settled yes · our count agreed on 15 of 15

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 speakersAgreesProbabilityClipMarket
Procedure Yes1113✓87%n=2+tx from settlement history blended with transcriptsHear it 17:44, Procedure–
Ottava Yes66✓89%n=2+tx from settlement history blended with transcriptsHear it 11:01, Ottava–
Rybrevant Yes55✓92%n=2+tx from settlement history blended with transcriptsHear it 3:55, Rybrevant–
Tariff Yes44✓84%n=1+tx from settlement history blended with transcriptsHear it 19:54, Tariff–
China Yes33✓85%n=2+tx from settlement history blended with transcriptsHear it 17:53, China–
Halda Therapeutics Yes11✓62%n=2+tx from settlement history blended with transcriptsHear it 7:28, Halda Therapeutics–
Litigation Yes11✓57%n=1+tx from settlement history blended with transcriptsHear it 20:33, Litigation–
Darzalex Faspro Yes11✓47%n=2+tx from settlement history blended with transcriptsHear it 15:46, Darzalex Faspro–
AI / Artificial Intelligence Yes11✓13%n=1+tx from settlement history blended with transcriptsHear it 9:47, AI / Artificial Intelligence–
Europe No00✓85%n=2+tx from settlement history blended with transcripts–
Administration No00✓53%n=2+tx from settlement history blended with transcripts–
Nipocalimab / Lupus No00✓32%n=2+tx from settlement history blended with transcripts–
Gene Therapy No00✓17%transcripts from the transcript model–
Vaccine No00✓16%n=2+tx from settlement history blended with transcripts–
Trufill No00✓11%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 words

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

3 matches for “Firefly Bio”; 3 quoted, at least 25 words apart.

Joaquin Duatocompanyprepared · 7:35Hear it 7:29, Joaquin Duato

…our recent acquisition of Halda Therapeutics, we also announced plans to acquire Firefly Bio, adding another antibody platform that strengthens our leadership in next-generation oncology…

Joe Wolkcompanyprepared · 24:17Hear it 24:13, Joe Wolk

…A good example of that is the recently announced agreement to acquire Firefly Bio. The planned acquisition, expected to close in the third quarter of…

Joe Wolkcompanyprepared · 27:50Hear it 27:45, Joe Wolk

…outlook does not include the impact of any pending acquisitions such as Firefly Bio. We have several meaningful pipeline catalysts in the second half of…

Where the listed words were said

Ryan Koorscompany“Procedure” · prepared · 17:46Hear it 17:43, Ryan Koors

…in electrophysiology and Abiomed. In electrophysiology, growth of 3.1% was driven by procedure growth, commercial execution, and new product performance, partially offset by competitive PFA…

Joaquin Duatocompany“Ottava” · prepared · 11:03Hear it 10:58, Joaquin Duato

We are progressing towards potential FDA authorization of OTTAVA, the world's first table-integrated robotic surgical system. This is one of the most significant MedTech innovations…

Joaquin Duatocompany“Rybrevant” · prepared · 3:57Hear it 3:51, Joaquin Duato

…pleased with the progress of our new launches, including ICOTYDE, INLEXZO, and RYBREVANT, instilling confidence that momentum will accelerate into 2027 and beyond, with line…

Ryan Koorscompany“Tariff” · prepared · 19:56Hear it 19:50, Ryan Koors

…mix in the Innovative Medicine business, as well as the impact of tariffs in the MedTech business. Selling, marketing, and administrative expenses deleveraged by 60…

Ryan Koorscompany“China” · prepared · 18:44Hear it 18:38, Ryan Koors

…commercial execution in biosurgery and wound closure, partially offset by VBP in China and surgery transformation across the portfolio, as well as competitive pressures in…

Ryan Koorscompany“Litigation” · prepared · 20:35Hear it 20:29, Ryan Koors

…the second quarter of 2025, with the change primarily driven by higher litigation expense, restructuring-related asset impairments, and orthopedic separation-related costs, partially offset by…

Ryan Koorscompany“Darzalex Faspro” · prepared · 15:48Hear it 15:47, Ryan Koors

…of therapy following last quarter's approval in the U.S. for TECVAYLI plus DARZALEX FASPRO and from expansion in the community setting. TALVEY growth was 62.6%,…

Joaquin Duatocompany“AI / Artificial Intelligence” · prepared · 9:49Hear it 9:43, Joaquin Duato

…position was further strengthened with the debut of CARTOSOUND SONATA, bringing new AI-powered imaging and mapping capabilities to electrophysiology. We also received FDA authorization for…

Agents: this page as TSV at /api/v1/appearances/johnson-and-johnson:2026-07-15:earnings_call · words: /api/v1/brief?appearance=johnson-and-johnson:2026-07-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP