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.
9 matches for “North America”; 5 quoted, at least 25 words apart.
…this year. The business continues to perform very well. Customer demand in North America remains steady, including for our pickups and SUVs, and pricing is…
Our 8.6% EBIT adjusted margin in North America was up two and a half points from a year-ago, and we continue to strengthen our product…
…year-over-year, driven by higher wholesale volumes, reflecting higher ICE volumes in both North America and South America, partially offset by lower EV volumes. EBIT adjusted…
…work behind us. Now let's move to our second quarter regional results. North America delivered EBIT adjusted of $3.4 billion, up a billion or over…
North America ICE wholesales were up approximately 1% in the first half. We expect second half year-over-year volumes to be up in a similar range.…
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.
…For example, when a customer purchases GM Insurance, we create a reoccurring revenue stream from premiums, along with incremental parts and vehicle sales, all while…
…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…
…wholesales were significantly impacted by shipping disruptions, strong sales performance in South America partially offset this headwind. China equity income was $100 million. The team…
…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…
…that from other automakers with autonomy offerings, Level 2++. You look at China, and it's a completely different story. Just curious how you think about…
…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…
…lower EV losses from right-sizing our capacity, along with continued warranty and emissions-related regulatory tailwinds. These gains were partially offset by commodity inflation, including…
Agents: this page as TSV at /api/v1/appearances/general-motors:2026-07-21:earnings_call · words: /api/v1/brief?appearance=general-motors:2026-07-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP