Meta (META): FY26 Q2 earnings call, Jul 29, 2026
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.
UpdatedMarkets
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.
| 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Expense”; 4 quoted, at least 25 words apart.
…billion, up 28%, or 27% on a constant currency basis. Q2 total expenses were $42 billion, up 55% compared to last year, and included $2.4…
Excluding the previously mentioned severance expense, growth in employee compensation was driven by technical hires we've added over the past year, particularly AI talent. The…
…and a 31% operating margin. Excluding the Q2 legal charges and severance expenses, our second quarter operating income would have increased 9% year-over-year. Our tax…
…assumes foreign currency is an approximately 1% headwind to year-over-year total revenue growth based on current exchange rates. Turning to the expense and CapEx outlooks.
Where the listed words were said
…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…
…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…
…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…
…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.…
…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