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.
11 matches for “Satellite”; 5 quoted, at least 25 words apart.
…product and maybe the runway you see with it? Number two, obviously, satellite competition is a key theme in the connectivity space these days. How…
…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…
…even if you look five years out and assume that these three satellites are in place at very low Earth orbits, that you've got 1,000…
…because of physics, not because of execution, but because of physics, for satellite to effectively compete against a terrestrial network in either mobility or broadband…
…is no backdoor to our MVNOs in any structure. We think that satellite is very complementary to our service. We want to work with the…
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…
…network performance metrics have improved sequentially every month as we embed sophisticated AI models that allow us to autonomously fix network issues in minutes as…
…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…
…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…
…own passings with that line of sight to at least 32 million home passings by the end of the year. In our way of thinking,…
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