GE Vernova (GEV): FY26 Q2 earnings call, Jul 22, 2026
On its Jul 22, 2026 earnings call (FY26 Q2), GE Vernova said 8 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
12 words · 8 settled yes · our count agreed on 12 of 12- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Data Center | Yes | 9 | 11 | ✓ | 94%n=2+tx from settlement history blended with transcripts | Hear it 3:46, Data Center | – |
| Electricity | Yes | 5 | 5 | ✓ | 80%n=2+tx from settlement history blended with transcripts | Hear it 5:43, Electricity | – |
| Robotic / Robotics | Yes | 4 | 4 | ✓ | 73%n=1+tx from settlement history blended with transcripts | Hear it 9:00, Robotic / Robotics | – |
| Nuclear | Yes | 3 | 3 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 13:17, Nuclear | – |
| Tariff | Yes | 3 | 3 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 7:09, Tariff | – |
| Inflation | Yes | 3 | 3 | ✓ | 88%n=2+tx from settlement history blended with transcripts | Hear it 16:33, Inflation | – |
| China | Yes | 1 | 1 | ✓ | 50%n=2+tx from settlement history blended with transcripts | Hear it 18:15, China | – |
| Administration | Yes | 1 | 1 | ✓ | 38%n=2+tx from settlement history blended with transcripts | Hear it 38:17, Administration | – |
| Vietnam / India | No | 0 | 0 | ✓ | 75%n=2+tx from settlement history blended with transcripts | – | |
| Iran / Middle East | No | 0 | 0 | ✓ | 70%transcripts from the transcript model | – | |
| Blade | No | 0 | 0 | ✓ | 52%n=2+tx from settlement history blended with transcripts | – | |
| Oil | No | 0 | 0 | ✓ | 16%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.
11 matches for “Data Center”; 5 quoted, at least 25 words apart.
…countries, of which approximately 80% are traditional customers and 20% are for data centers. We now expect at least 125 gigawatts under contract by the…
…backlog growth at Electrification has been driven from both traditional customers and data centers, with equipment backlog rising above $40 billion. In Q2, we booked…
…like MV-UPS blocks that would improve the electrical efficiency and resiliency of data centers. In summary, we are improving how we operate, generating better returns…
…to approximately $6.3 billion due to growing grid equipment demand, partially to support data center development. We saw significant growth in substations, switchgear, and transformers.
…world, electricity demand is accelerating, driven by economic growth, grid modernization, electrification, data center expansion, and the need for more reliable, resilient power. As we've…
Where the listed words were said
…$5 billion of our orders the first half of the year with data centers on the about $14 billion of orders in total in the…
…full year of 2025. We are in the early stages of this electricity investment super cycle, and we continue to see significant opportunity ahead. Given…
…In early July, we completed an acquisition of Robotech Automation, a specialized team of engineers that can accelerate deployment of robotics and automation across GEV.
…production tax credits. Finally, we are investing for the long term. On nuclear, we continue advancing the SMR for industrialization at scale, as evidenced by…
…new onshore equipment remains soft, we are monitoring the outcome of 2-3-2 tariffs that impact wind development, which could lead to more orders clarity in…
…with more profitable volume, higher price, and further productivity more than offsetting inflation. We're in the early stages of driving sourcing savings and variable cost…
…quarter, we completed the disposition of our remaining ownership stake in the China XD Grid business for approximately $600 million of pre-tax proceeds. We ended…
…iteration happening in Mexico right now, as an example, to support that administration as they revitalize their electric grid. There are more discussions happening within…
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