Meta (META): FY26 Q2 earnings call, Jul 29, 2026

Wed, Jul 29Earnings callSpeaker-labelled transcriptMeta

On its Jul 29, 2026 earnings call (FY26 Q2), Meta said 9 of the 28 words Kalshi and Polymarket listed; Parrot’s count agreed with all 28 settlements. Quotes below are at most 25 words each, with timed clips.

Updated Oct 24, 2026, 01:17 UTC

Markets

28 words · 9 settled yes · our count agreed on 28 of 28

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
Word	Result	Our count	All speakers	Agrees	Probability	Clip	Market
AI / Artificial Intelligence 30+ times	Yes	44	44	✓	76%transcripts from the transcript model	Hear it 2:45, AI / Artificial Intelligence 30+ times	–
Quarter 15+ times	Yes	17	17	✓	59%transcripts from the transcript model	Hear it 0:06, Quarter 15+ times	–
Revenue 5+ times	Yes	16	16	✓	86%transcripts from the transcript model	Hear it 3:05, Revenue 5+ times	–
Facebook 10+ times	Yes	12	12	✓	70%transcripts from the transcript model	Hear it 1:59, Facebook 10+ times	–
Reality Lab	Yes	1	1	✓	88%transcripts from the transcript model	Hear it 14:06, Reality Lab	–
Cloud	Yes	1	1	✓	83%n=3+tx from settlement history blended with transcripts	Hear it 15:23, Cloud	–
Silicon	Yes	1	2	✓	57%transcripts from the transcript model	Hear it 27:46, Silicon	–
World Cup	Yes	1	1	✓	20%transcripts from the transcript model	Hear it 2:11, World Cup	–
Advertising	Yes	0	1	✓	72%n=3+tx from settlement history blended with transcripts		–
Expense 10+ times	No	7	7	✓	50%transcripts from the transcript model	Hear it 14:30, Expense 10+ times	–
Hiring	No	0	0	✓	85%n=3+tx from settlement history blended with transcripts		–
Ray-Ban	No	0	0	✓	80%n=4+tx from settlement history blended with transcripts		–
Oakley	No	0	0	✓	63%n=3+tx from settlement history blended with transcripts		–
VR / Virtual Reality	No	0	0	✓	62%n=4+tx from settlement history blended with transcripts		–
Algorithm	No	0	0	✓	58%n=3+tx from settlement history blended with transcripts		–
Llama	No	0	0	✓	57%n=4+tx from settlement history blended with transcripts		–
Metaverse	No	0	0	✓	55%n=1+tx from settlement history blended with transcripts		–
Dividend	No	0	0	✓	49%n=3+tx from settlement history blended with transcripts		–
Orion	No	0	0	✓	35%n=4+tx from settlement history blended with transcripts		–
UK / United Kingdom	No	0	0	✓	26%transcripts from the transcript model		–
Anthropic	No	0	0	✓	26%transcripts from the transcript model		–
Louisiana	No	0	0	✓	26%transcripts from the transcript model		–
Hyperion	No	0	0	✓	18%n=3+tx from settlement history blended with transcripts		–
Age Verification	No	0	0	✓	16%transcripts from the transcript model		–
Nebius	No	0	0	✓	16%transcripts from the transcript model		–
Prediction Market / Kalshi	No	0	0	✓	16%transcripts from the transcript model		–
TikTok	No	0	0	✓	13%n=4+tx from settlement history blended with transcripts		–
SAM	No	0	0	✓	11%n=2+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 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Mark Zuckerbergcompany“AI / Artificial Intelligence (30+)” · prepared · 2:47Hear it 2:44

…massive. First, we are now at a point where our investments in AI are accelerating every major part of our core business. They're improving the…

Operatoroperator“Quarter (15+)” · prepared · 0:08Hear it 0:04

…At this time, I would like to welcome everyone to Meta's second quarter 2026 earnings conference call. All lines have been placed on mute to…

Mark Zuckerbergcompany“Revenue (5+)” · prepared · 3:07Hear it 3:01

…that will be the foundation for our next wave of products and revenue lines in the months and years ahead. Third, we see a large…

Mark Zuckerbergcompany“Facebook (10+)” · prepared · 2:01Hear it 2:01

…crossed 500 million monthly actives, making it the fastest-growing conversation app ever. Facebook has reached more than 2 billion daily actives for a while now.…

Susan Licompany“Reality Lab” · prepared · 14:08Hear it 14:08

…year-over-year, driven primarily by WhatsApp paid messaging and subscriptions revenue. Within our Reality Labs segment, Q2 revenue was $431 million, up 16% year-over-year due to…

Susan Licompany“Cloud” · prepared · 15:25Hear it 15:19

…cost was driven by higher depreciation, data center operating costs, and third-party cloud spend. We ended Q2 with over 75,000 employees down 3% from Q1.…

Susan Licompany“Silicon” · prepared · 27:48Hear it 27:43

…we have been making strategic investments in areas like our internal custom silicon effort, which will provide long-term strategic flexibility and supply chain leverage. This…

Agents: this page as TSV at /api/v1/appearances/meta:2026-07-29:earnings_call · words: /api/v1/brief?appearance=meta:2026-07-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP