Alaska Air (ALK): FY26 Q2 earnings call, Jul 22, 2026
On its Jul 22, 2026 earnings call (FY26 Q2), Alaska Air said 7 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 7 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
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 | Market |
|---|---|---|---|---|---|---|
| Cargo | Yes | 11 | 14 | ✓ | 83%transcripts from the transcript model | – |
| Headwind | Yes | 5 | 9 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Starlink | Yes | 4 | 4 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| Boeing | Yes | 2 | 3 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Amazon | Yes | 1 | 2 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| Oneworld | Yes | 1 | 1 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 3 | ✓ | 34%n=1+tx from settlement history blended with transcripts | – |
| Oil | No | 0 | 0 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| Iceland | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| New Zealand | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
2 matches for “Amazon”; 2 quoted, at least 25 words apart.
…Cargo remains an important strategic growth opportunity for us. After restructuring our Amazon flying under a more profitable contract, we're now moving into the next…
…aircraft, and is this similar to what you do up and down the State of Alaska, or are these in support of outsourced Amazon flying?
Where the listed words were said
…we scale the international operation and capture the benefits of these investments, cargo will become an increasingly meaningful contributor to the profitability of our airline.…
…accomplished this quarter. While there was no way around the overwhelming fuel headwind, we saw an extremely positive earnings trajectory throughout the quarter that only…
…last quarter, led by Hawaii, which jumped 10 points. Our investment in Starlink Wi-Fi is driving that experience further, with guest satisfaction on Starlink-equipped flights…
…of approximately 10%. As Ben mentioned, we announced the addition of four Boeing 737-800 freighters to be flown in Hawaii and Alaska, nearly doubling our…
…Especially now with the single passenger service system, it's integrated now into oneworld. We've talked about loyalty growth and all the rest of it. We've…
…really start to come in, we'll get a little bit of a tailwind from just gauge over the next couple of years. I won't go…
Agents: this page as TSV at /api/v1/appearances/alaska-air:2026-07-22:earnings_call · words: /api/v1/brief?appearance=alaska-air:2026-07-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP