General Motors (GM): FY26 Q2 earnings call, Jul 21, 2026

On its Jul 21, 2026 earnings call (FY26 Q2), General Motors said 14 of the 21 words Polymarket listed; Parrot’s count agreed with all 21 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

21 words · 14 settled yes · our count agreed on 21 of 21

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
Dollar 10+ timesYes8585✓90%transcripts from the transcript modelHear it 3:52, Dollar 10+ times–
Million 10+ timesYes3535✓78%transcripts from the transcript modelHear it 5:46, Million 10+ times–
Quarter 10+ timesYes3333✓84%transcripts from the transcript modelHear it 0:02, Quarter 10+ times–
Truck 5+ timesYes2727✓69%transcripts from the transcript modelHear it 4:51, Truck 5+ times–
Revenue 10+ timesYes2323✓40%transcripts from the transcript modelHear it 3:13, Revenue 10+ times–
Cruise Yes1515✓95%transcripts from the transcript modelHear it 2:45, Cruise–
Portfolio Yes1212✓95%transcripts from the transcript modelHear it 1:50, Portfolio–
America Yes1111✓94%transcripts from the transcript modelHear it 2:16, America–
Software Yes99✓91%transcripts from the transcript modelHear it 3:12, Software–
China Yes88✓94%transcripts from the transcript modelHear it 3:00, China–
SUV 5+ timesYes77✓51%transcripts from the transcript modelHear it 2:19, SUV 5+ times–
Emission Yes44✓73%transcripts from the transcript modelHear it 12:20, Emission–
GMC Yes22✓71%transcripts from the transcript modelHear it 4:43, GMC–
Chevy Yes11✓23%transcripts from the transcript modelHear it 23:07, Chevy–
Income 10+ timesNo22✓12%transcripts from the transcript modelHear it 14:45, Income 10+ times–
Car 10+ timesNo11✓11%transcripts from the transcript modelHear it 27:04, Car 10+ times–
Charging station No00✓26%transcripts from the transcript model–
Factory No00✓23%transcripts from the transcript model–
Horsepower No00✓20%transcripts from the transcript model–
Electric car No00✓16%transcripts from the transcript model–
Fiscal 10+ timesNo00✓3%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 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

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

6 matches for “Battery”; 5 quoted, at least 25 words apart.

Mary Barracompanyprepared · 7:33Hear it 7:31, Mary Barra

…as well as Canada, Qatar, Brazil, and other allies. We're also supplying battery propulsion technology to Lunar Outpost, which has been awarded $220 million NASA…

Paul Jacobsoncompanyprepared · 12:53Hear it 12:47, Paul Jacobson

…supplier-related cash charges, $700 million in cash charges to right size the battery supply chain with our joint venture partners, and $700 million were non-cash…

Andrew Percocoanalystqa · 35:03Hear it 34:58, Andrew Percoco

…double-click on the investments that you guys have made in sodium ion battery storage with Peak Energy and just get a better understanding of what…

Mary Barracompanyqa · 35:43Hear it 35:41, Mary Barra

Sure. Well, first of all, we think sodium ion batteries are an emerging battery chemistry that is going to be attractive and have advantages over…

Mary Barracompanyqa · 38:16Hear it 38:10, Mary Barra

…believe that we'll be building production validated cells on campus in our battery cell development center in the 2027, 2028 timeframe. We hope to be…

Where the listed words were said

Mary Barracompany“Dollar (10+)” · prepared · 3:54Hear it 3:48, Mary Barra

…in our adjusted automotive free cash flow generation, which has improved from $3 billion-$5 billion annually on average over the last decade, to consistently above…

Mary Barracompany“Million (10+)” · prepared · 5:48Hear it 5:46, Mary Barra

…onshoring significant manufacturing starting next year, which will bring our U.S. production capacity to more than 2 million units and further reduce our tariff exposure.

Operatoroperator“Quarter (10+)” · prepared · 0:04Hear it 0:00, Operator

Good morning, and welcome to the General Motors Company second quarter 2026 earnings conference call. During the opening remarks, all participants will be in a…

Mary Barracompany“Truck (5+)” · prepared · 4:53Hear it 4:53, Mary Barra

…separate us from key competitors when they begin arriving in showrooms in December. The truck will deliver improved ride quality, power, durability, and towing capability.

Mary Barracompany“Revenue (10+)” · prepared · 3:15Hear it 3:09, Mary Barra

…and we continue to strengthen our product portfolio, grow software and services revenue, lower our warranty costs, reduce EV losses, increase operating efficiency, and develop…

Mary Barracompany“Cruise” · prepared · 2:47Hear it 2:42, Mary Barra

…achieved our best quarter and first half ever for the new Super Cruise-equipped vehicles. Strong commercial demand helped us deliver record full-size pickup deliveries in…

Mary Barracompany“Portfolio” · prepared · 1:52Hear it 1:46, Mary Barra

…reported another solid quarter, driven by the tremendous appeal of our product portfolio, the agility of our team, and disciplined execution across the business. Our…

Mary Barracompany“America” · prepared · 2:18Hear it 2:16, Mary Barra

…year. The business continues to perform very well. Customer demand in North America remains steady, including for our pickups and SUVs, and pricing is consistent.

Mary Barracompany“Software” · prepared · 6:22Hear it 6:19, Mary Barra

…units from this product enhancement strategy. Alongside our core vehicle portfolio and software growth, new businesses initiatives like GM Insurance and GM Defense are reaching…

Paul Jacobsoncompany“China” · prepared · 14:47Hear it 14:45, Paul Jacobson

…the middle of our targeted range of 50-60 days. GM International, excluding China equity income, delivered EBIT adjusted of $100 million, driven by strong execution…

Mary Barracompany“SUV (5+)” · prepared · 5:22Hear it 5:19, Mary Barra

…launching at three propulsion plants. We are also increasing capacity for full-size SUVs. Starting next spring and continuing into 2028, we will begin launching the…

Paul Jacobsoncompany“Emission” · prepared · 12:22Hear it 12:16, Paul Jacobson

…year-over-year. The improvement was driven primarily by core business performance, supported by stronger pricing and lower costs, including EV, warranty, and emissions-related regulatory tailwinds.

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