Ford (F): FY26 Q2 earnings call, Jul 28, 2026
On its Jul 28, 2026 earnings call (FY26 Q2), Ford said 10 of the 15 words Kalshi listed; Parrot’s count agreed with 14 of 15 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
15 words · 10 settled yes · our count agreed on 14 of 15- 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 |
|---|---|---|---|---|---|---|---|
| Recall / Recalled | Yes | 12 | 12 | ✓ | 73%transcripts from the transcript model | Hear it 5:28, Recall / Recalled | – |
| Electric vehicle / EV | Yes | 5 | 5 | ✓ | 95%n=1+tx from settlement history blended with transcripts | Hear it 8:47, Electric vehicle / EV | – |
| Tariff | Yes | 5 | 7 | ✓ | 93%transcripts from the transcript model | Hear it 11:57, Tariff | – |
| Apple | Yes | 5 | 6 | ✓ | 15%transcripts from the transcript model | Hear it 9:35, Apple | – |
| Headwind | Yes | 4 | 6 | ✓ | 88%transcripts from the transcript model | Hear it 17:46, Headwind | – |
| Oakville | Yes | 4 | 4 | ✓ | 48%transcripts from the transcript model | Hear it 2:56, Oakville | – |
| Iran / Middle East | Yes | 1 | 1 | ✓ | 56%transcripts from the transcript model | Hear it 21:44, Iran / Middle East | – |
| Tailwind | Yes | 1 | 1 | ✓ | 55%transcripts from the transcript model | Hear it 51:40, Tailwind | – |
| Market Share | Yes | 1 | 1 | ✓ | 50%transcripts from the transcript model | Hear it 8:04, Market Share | – |
| Geely | Yes | 1 | 1 | ✓ | 28%transcripts from the transcript model | Hear it 9:53, Geely | – |
| AI / Artificial Intelligence | No | 1 | 1 | ✗ | 60%transcripts from the transcript model | Hear it 1:12, AI / Artificial Intelligence | – |
| China | No | 0 | 0 | ✓ | 73%n=1+tx from settlement history blended with transcripts | – | |
| Skunk Works | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – | |
| Subsidy / Subsidized | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Autonomy / Autonomous | No | 0 | 0 | ✓ | 28%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 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.
17 matches for “Novelis”; 5 quoted, at least 25 words apart.
…highlight all the Ford team members who worked so effectively through the Novelis disruption. I also want to recognize our team in Canada, along with…
…17%. Revenue was impacted due to expected volume reductions stemming from lower Novelis aluminum supply and the sunsetting of certain vehicles as we refresh our…
…by the end of the year. Operationally, we are successfully navigating the Novelis aluminum supply recovery plan, and we remain confident in our net $1…
…billion of revenue, down 26% and 5% respectively, primarily due to temporary Novelis disruption. We continue to see growth in software and physical services, highlighting…
…Good afternoon, everyone. Jim, I heard in the prepared comments that the Novelis ramp is proceeding as expected. Maybe you could just talk a little…
Where the listed words were said
…initial quality to long-term durability, lowering our warranty costs even further, fewer recalls, stronger customer loyalty, more pricing power, and for our conquest and growth,…
…performance. Turning to Model e, we're aggressively driving down Gen-1 costs and will become a major scaled competitor as we invest in affordable, versatile EVs.
Tariff resilient, world-class U.S. manufacturing, leading battery technology, an iconic American brand that is already familiar to communities who are most in need for grid…
…drive, and personalized technology in the experience. In fact, we just announced Apple last week, as you know, will be the embedded map provider for…
…continues to assume a U.S. SAAR of 16 million-16.5 million units, commodity headwinds of just above $2 billion, and we remain on track to deliver…
…commercial vehicle market share leadership in both North America and Europe. The Oakville expansion I referred to earlier is on track to launch in the…
…guidance does not include potential impacts of a significant escalation in the Middle East or a material downturn in the U.S. economy, which could have…
…start to see a little bit of softening, that would be a tailwind. In short, you see a company more efficient, more durable, and fitter,…
In Europe, as you saw last week, we announced our agreement with Geely, which will bring speed and capital efficiency to our European operations. The…
Agents: this page as TSV at /api/v1/appearances/ford:2026-07-28:earnings_call · words: /api/v1/brief?appearance=ford:2026-07-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP