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.
8 matches for “Atmos”; 5 quoted, at least 25 words apart.
…us to deepen loyalty, with nearly 75% of non-members signing up for Atmos accounts to utilize this benefit. With 1/3 of our fleet now equipped…
…Our international long-haul launches from Seattle are off to a strong start. Atmos members told us they were excited to fly internationally with us, and…
…launch of Europe service, along with our Asia service, strong adoption of Atmos Rewards, and a solid operation that has led the industry as the…
…Seattle hub. Moving to loyalty, co-brand remuneration reached $663 million in the quarter. That's up 19% year-over-year. The unlock of Atmos Rewards has been remarkable.
…Can you walk us through how you think of the runway for Atmos and card penetration? Is there a natural share of passengers that you…
Where the listed words were said
…more modern, fuel-efficient Boeing 737s, bringing improved reliability, better economics, and more cargo capability as we continue investing in Hawaii. Cargo remains an important strategic…
…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…
…done sometime during this quarter. We'll have 50% of the fleet with Starlink going to 100%. People love that product when they fly on it.…
…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