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.
UpdatedMarkets
21 words · 14 settled yes · our count agreed on 21 of 21- 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 |
|---|---|---|---|---|---|---|---|
| Dollar 10+ times | Yes | 85 | 85 | ✓ | 90%transcripts from the transcript model | Hear it 3:52, Dollar 10+ times | – |
| Million 10+ times | Yes | 35 | 35 | ✓ | 78%transcripts from the transcript model | Hear it 5:46, Million 10+ times | – |
| Quarter 10+ times | Yes | 33 | 33 | ✓ | 84%transcripts from the transcript model | Hear it 0:02, Quarter 10+ times | – |
| Truck 5+ times | Yes | 27 | 27 | ✓ | 69%transcripts from the transcript model | Hear it 4:51, Truck 5+ times | – |
| Revenue 10+ times | Yes | 23 | 23 | ✓ | 40%transcripts from the transcript model | Hear it 3:13, Revenue 10+ times | – |
| Cruise | Yes | 15 | 15 | ✓ | 95%transcripts from the transcript model | Hear it 2:45, Cruise | – |
| Portfolio | Yes | 12 | 12 | ✓ | 95%transcripts from the transcript model | Hear it 1:50, Portfolio | – |
| America | Yes | 11 | 11 | ✓ | 94%transcripts from the transcript model | Hear it 2:16, America | – |
| Software | Yes | 9 | 9 | ✓ | 91%transcripts from the transcript model | Hear it 3:12, Software | – |
| China | Yes | 8 | 8 | ✓ | 94%transcripts from the transcript model | Hear it 3:00, China | – |
| SUV 5+ times | Yes | 7 | 7 | ✓ | 51%transcripts from the transcript model | Hear it 2:19, SUV 5+ times | – |
| Emission | Yes | 4 | 4 | ✓ | 73%transcripts from the transcript model | Hear it 12:20, Emission | – |
| GMC | Yes | 2 | 2 | ✓ | 71%transcripts from the transcript model | Hear it 4:43, GMC | – |
| Chevy | Yes | 1 | 1 | ✓ | 23%transcripts from the transcript model | Hear it 23:07, Chevy | – |
| Income 10+ times | No | 2 | 2 | ✓ | 12%transcripts from the transcript model | Hear it 14:45, Income 10+ times | – |
| Car 10+ times | No | 1 | 1 | ✓ | 11%transcripts from the transcript model | Hear it 27:04, Car 10+ times | – |
| Charging station | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – | |
| Factory | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – | |
| Horsepower | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| Electric car | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Fiscal 10+ times | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
85 matches for “Dollar”; 5 quoted, at least 25 words apart.
…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…
…with 1 million new subscriptions expected this year, contributing to more than $3 billion in recognized revenue. Next year, the growth should be even higher…
…We're also supplying battery propulsion technology to Lunar Outpost, which has been awarded $220 million NASA contract to build the next generation lunar terrain vehicle.
…with double-digit margins. This includes ISV awards that are expected to exceed $1 billion based on the U.S. Army's procurement objectives. We are also working…
…we're reporting today. In the first half of the year, we generated $92 billion in revenue and $8.2 billion of EBIT adjusted. EPS diluted adjusted…
Where the listed words were said
…On capital allocation, our strong first half-adjusted automotive free cash flow of $6.3 billion allowed us to continue executing against our share buyback program. In…
We ended the second quarter with a diluted share count of 893 million, approximately 8% below where we ended the second quarter of 2025 and…
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…
…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.
…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…
…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…
…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…
…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.
…onshore production to the U.S., strengthen our supply chain, and expand our software capabilities. We incurred approximately $400 million in the first half. We expect…
…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…
…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…
…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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