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 “Tariff”; 5 quoted, at least 25 words apart.
…reduction by 400 basis points. All of this includes the impact of tariffs. We haven't made excuses. We've just continued to perform. At the same…
…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.
…year-over-year. The improvement was driven by higher earnings and timing of both tariff reimbursements and CapEx spending. Let me update you on our EV-related restructuring.…
…was 8.6%, an improvement of 2.5 points from a year ago when tariffs were first put into place. Having worked through much of that pressure,…
We continue to expect gross tariff costs of $2.5 billion-$3.5 billion for the full year, which is largely flat year-over-year. Through the first half, we…
Where the listed words were said
…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.
…we made $2 billion in open market share repurchases, retiring approximately 25 million shares, which brings our first-half total to $2.8 billion repurchased and 36…
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.
…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…
…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…
…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…
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