Verizon (VZ): FY26 Q2 earnings call, Jul 24, 2026
On its Jul 24, 2026 earnings call (FY26 Q2), Verizon said 18 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
29 words · 18 settled yes · our count agreed on 29 of 29- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|---|
| Growth 5+ times | Yes | 37 | 37 | ✓ | 92%transcripts from the transcript model | Hear it 4:15, Growth 5+ times | – |
| Quarter 10+ times | Yes | 36 | 36 | ✓ | 87%transcripts from the transcript model | Hear it 0:00, Quarter 10+ times | – |
| Mobile / Mobility | Yes | 28 | 28 | ✓ | 95%transcripts from the transcript model | Hear it 2:35, Mobile / Mobility | – |
| Churn | Yes | 24 | 24 | ✓ | 96%transcripts from the transcript model | Hear it 4:21, Churn | – |
| Fiber | Yes | 17 | 17 | ✓ | 96%transcripts from the transcript model | Hear it 17:52, Fiber | – |
| AI / Artificial Intelligence | Yes | 17 | 17 | ✓ | 95%transcripts from the transcript model | Hear it 10:19, AI / Artificial Intelligence | – |
| Loyalty | Yes | 10 | 10 | ✓ | 71%transcripts from the transcript model | Hear it 12:48, Loyalty | – |
| Satellite | Yes | 10 | 11 | ✓ | 19%n=2+tx from settlement history blended with transcripts | Hear it 54:56, Satellite | – |
| Leverage | Yes | 5 | 5 | ✓ | 93%transcripts from the transcript model | Hear it 5:37, Leverage | – |
| Prepaid | Yes | 5 | 5 | ✓ | 91%transcripts from the transcript model | Hear it 9:37, Prepaid | – |
| Headwind | Yes | 5 | 5 | ✓ | 82%n=1+tx from settlement history blended with transcripts | Hear it 9:44, Headwind | – |
| Spectrum | Yes | 5 | 5 | ✓ | 55%n=2+tx from settlement history blended with transcripts | Hear it 10:29, Spectrum | – |
| Home / MyHome | Yes | 4 | 4 | ✓ | 73%n=2+tx from settlement history blended with transcripts | Hear it 53:40, Home / MyHome | – |
| Integration | Yes | 2 | 2 | ✓ | 77%transcripts from the transcript model | Hear it 10:38, Integration | – |
| Tailwind | Yes | 2 | 2 | ✓ | 58%n=1+tx from settlement history blended with transcripts | Hear it 11:51, Tailwind | – |
| Synergy | Yes | 1 | 1 | ✓ | 81%n=2+tx from settlement history blended with transcripts | Hear it 30:27, Synergy | – |
| America | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | Hear it 18:43, America | – |
| Rural | Yes | 1 | 1 | ✓ | 25%n=2+tx from settlement history blended with transcripts | Hear it 57:39, Rural | – |
| C-Band | No | 0 | 0 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – | |
| 5G | No | 0 | 0 | ✓ | 74%n=2+tx from settlement history blended with transcripts | – | |
| Outage | No | 0 | 0 | ✓ | 66%n=2+tx from settlement history blended with transcripts | – | |
| Public | No | 0 | 0 | ✓ | 66%transcripts from the transcript model | – | |
| Starry | No | 0 | 0 | ✓ | 63%n=2+tx from settlement history blended with transcripts | – | |
| New York | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| China | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Starlink | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Tariff | No | 0 | 0 | ✓ | 14%n=2+tx from settlement history blended with transcripts | – | |
| Fiscal 10+ times | No | 0 | 0 | ✓ | 3%transcripts from the transcript model | – | |
| Income 10+ times | No | 0 | 0 | ✓ | 3%transcripts from the transcript model | – |
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 21, 2026 04:22 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 “Integration”; 2 quoted, at least 25 words apart.
…the AWS spectrum auction, we will add to our network superiority. Third, convergence is real, and it's working. Our Frontier integration is ahead of plan.
…operating cost efficiency program. We're also making great progress with the Frontier integration and remain on track to deliver over $1 billion in operating cost…
Where the listed words were said
…accounts and lines. Importantly, we are driving our postpaid phone net add growth in a fiscally responsible manner. Consumer postpaid phone churn was 84 basis…
Good morning, welcome to Verizon's second quarter 2026 earnings conference call. At this time, all participants have been placed in listen-only mode, the call will…
…we are accelerating across every key metric, consequently, we are raising our mobility and broadband service revenue, free cash flow, and adjusted EPS guidance. Our…
…also drove a meaningful improvement year-over-year. I want to pause on our churn number because it is one of the most important metrics in assessing…
…agreement with Google, valued at over $1 billion, to use Verizon dark fiber to connect their data centers. We have other deals that we expect…
…step change in productivity across the organization. We are rapidly becoming an AI-centric company in how we operate, and the operating leverage we are experiencing…
…three elements I'd like to highlight. First, we launched the most comprehensive loyalty program in our industry. Every Verizon customer, not a tier, not a…
…to drive as much convergence as we possibly can. In terms of satellite, we see no impact from satellite providers on our broadband penetration and…
…churn with healthier acquisition economics, you get exactly the kind of operating leverage you are seeing in our financial results. In fact, our financials all…
…drive improving revenue growth as we add more net subscribers across postpaid, prepaid, and broadband, and begin to benefit from a reduction in our promo…
…the second half of the year. Importantly, we are confident that the headwinds from promo amortization have peaked, and that these pressures will ease across…
…in FCC Auction 113. We're very pleased to have obtained high-quality AWS-3 spectrum that will enhance our network experience in alignment with our commitment to…
Agents: this page as TSV at /api/v1/appearances/verizon:2026-07-24:earnings_call · words: /api/v1/brief?appearance=verizon:2026-07-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP