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.
5 matches for “Inventory”; 5 quoted, at least 25 words apart.
For example, despite lower than target inventories for most of the year, our share of the U.S. full-size pickup market stands at more than 42%…
Three, tight dealer inventory early in the year, which was at a low point in January and February. As Mary mentioned, the investments we are…
…manufacturing costs related to onshoring production to the U.S. Total U.S. dealer inventory ended the quarter at 511,000 units, or approximately 55 days of supply.…
…8%-10% target range, and we are winning in the segments that matter most, including full-size trucks and SUVs, while maintaining disciplined pricing and inventory levels.
…you move into 2027 reflecting the fact that you have fairly lean inventories now, you're going to be lapping some of the changeover impact and…
Where the listed words were said
…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…
…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.
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…
…driven by higher wholesale volumes, reflecting higher ICE volumes in both North America and South America, partially offset by lower EV volumes. EBIT adjusted of…
…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…
…shipping disruptions, strong sales performance in South America partially offset this headwind. China equity income was $100 million. The team deserves a lot of credit…
…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…
…expect most of the remaining benefit flow through in the third quarter. Emissions-related regulatory savings remain on track as well. We continue to expect a…
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