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.
12 matches for “Portfolio”; 5 quoted, at least 25 words apart.
…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…
…half points from a year-ago, and we continue to strengthen our product portfolio, grow software and services revenue, lower our warranty costs, reduce EV losses,…
…2020, we have increased the EBIT profitability per unit of our crossover portfolio by four times, while our full-size pickup and full-size SUV segments are…
…which will complement the Escalade and the brand's luxury segment leading EV portfolio, the Escalade IQ, VISTIQ, LYRIQ, and OPTIQ. We are onshoring significant manufacturing…
…Super Cruise units from this product enhancement strategy. Alongside our core vehicle portfolio and software growth, new businesses initiatives like GM Insurance and GM Defense…
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…
…our high-margin software and services revenues continue to grow rapidly with 1 million new subscriptions expected this year, contributing to more than $3 billion in…
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…
…appeal. We plan to maintain record production volumes year-over-year while launching the trucks at three assembly plants, along with our next generation V8 engines, which…
GM Defense expects 2026 revenue to grow to almost $700 million and is targeting positive results on an EBIT basis for this year, while also…
…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…
…GM has transformed itself over the past decade by strengthening our product portfolio to drive revenue growth, improving core operating performance, lowering costs, and materially…
…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…
…we are making to onshore production, launch key vehicles, and expand full-size SUV capacity will give us more flexibility and position us to grow revenue,…
…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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