Google (GOOGL): FY26 Q2 earnings call, Jul 22, 2026
On its Jul 22, 2026 earnings call (FY26 Q2), Google said 7 of the 18 words Kalshi listed; Parrot’s count agreed with 16 of 18 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
18 words · 7 settled yes · our count agreed on 16 of 18- 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 |
|---|---|---|---|---|---|---|---|
| Wiz | Yes | 4 | 4 | ✓ | 44%n=4+tx from settlement history blended with transcripts | Hear it 10:03, Wiz | – |
| Nvidia | Yes | 2 | 2 | ✓ | 79%n=1+tx from settlement history blended with transcripts | Hear it 11:03, Nvidia | – |
| Headwind | Yes | 2 | 2 | ✓ | 64%n=1+tx from settlement history blended with transcripts | Hear it 27:06, Headwind | – |
| Tailwind | Yes | 1 | 1 | ✓ | 73%n=1+tx from settlement history blended with transcripts | Hear it 27:12, Tailwind | – |
| Chrome | Yes | 1 | 1 | ✓ | 61%transcripts from the transcript model | Hear it 4:34, Chrome | – |
| Search Advertising / Search Ad | Yes | 1 | 1 | ✓ | 54%n=2+tx from settlement history blended with transcripts | Hear it 14:25, Search Advertising / Search Ad | – |
| Recall / Recalled | Yes | 1 | 1 | ✓ | 31%transcripts from the transcript model | Hear it 38:44, Recall / Recalled | – |
| Gemini 3 | No | 5 | 5 | ✗ | 80%n=2+tx from settlement history blended with transcripts | Hear it 2:30, Gemini 3 | – |
| Youtube Shorts | No | 2 | 2 | ✗ | 45%n=4+tx from settlement history blended with transcripts | Hear it 18:47, Youtube Shorts | – |
| Autonomous | No | 0 | 0 | ✓ | 68%n=2+tx from settlement history blended with transcripts | – | |
| Nano Banana | No | 0 | 0 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – | |
| Ironwood | No | 0 | 0 | ✓ | 62%n=2+tx from settlement history blended with transcripts | – | |
| DeepMind / Deep Mind | No | 0 | 0 | ✓ | 35%n=5+tx from settlement history blended with transcripts | – | |
| Quantum | No | 0 | 0 | ✓ | 27%n=4+tx from settlement history blended with transcripts | – | |
| European Commission | No | 0 | 0 | ✓ | 18%n=2+tx from settlement history blended with transcripts | – | |
| SpaceX | No | 0 | 1 | ✓ | 15%transcripts from the transcript model | – | |
| Privacy | No | 0 | 0 | ✓ | 14%n=5+tx from settlement history blended with transcripts | – | |
| Regulator / Regulation / Regulatory | No | 0 | 0 | ✓ | 14%n=5+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.
3 matches for “CodeMender”; 3 quoted, at least 25 words apart.
…Gemini 3.5 Flash Cyber, which I'm really excited about. Paired with our CodeMender agent, it finds and fixes vulnerabilities and delivers performance at the frontier…
…Defense, we are really excited to bring our new cyber model and CodeMender to help our customers defend against AI threats. All of this is…
…Take cyber, people are using Chronicle and Wiz and with our upcoming CodeMender product, they're using it to detect and patch vulnerabilities and so on.…
Where the listed words were said
…which is differentiated because it integrates threat intelligence, cyber response prioritization with Wiz, AI-automated scanning, code remediation, and monitoring. Today, 90% of Fortune 100 are…
…revenues, at the current spot rates, we would expect a slight FX headwind to our consolidated revenue in Q3 compared to a 1 percentage point…
As just one example, a team in Chrome is now on track to accelerate delivery by 8x, compressing a two-year timeline into three months through…
…for longer searches previously difficult to monetize. The core engine of our Search Ads relies on a dual prediction, delivering immediate utility for the user…
…go back to the equity markets, with the exception of, as you recall, part of our equity offering was the ATM or at the market…
Agents: this page as TSV at /api/v1/appearances/google:2026-07-22:earnings_call · words: /api/v1/brief?appearance=google:2026-07-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP