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.
14 matches for “Cargo”; 5 quoted, at least 25 words apart.
…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…
…further strengthens our position as the only U.S. airline with a dedicated cargo fleet, as we scale the international operation and capture the benefits of…
…a few years ago. Finally, Alaska Accelerate has launched us into meaningful cargo revenues, a source of durable, diversified revenue. Our second quarter revenues were…
…we're focused on continuing to strengthen and diversify revenue across premium, loyalty, cargo, and international to build more durable, resilient earnings power that compounds over…
As premium loyalty, cargo, and ancillary revenue take an ever-larger share of the mix over time, our earnings will become more durable across cycles, underpinning…
Where the listed words were said
…or ACMI. They'll be deployed under our brand with our folks flying cargoes that we go out and ultimately market to customers to carry for…
…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…
…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