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.
5 matches for “Reels”; 5 quoted, at least 25 words apart.
…digits year-over-year this quarter, largely driven by improvements to our feed and Reels recommendations. On Facebook, video time spent increased 9% globally year-over-year and over…
…ranking changes. Earlier this year, we reached a milestone of every public Reels and feed post on Instagram being automatically processed through an LLM and…
…content while giving people more direct control over what they see. On Reels, we shipped our largest single-release ranking improvement to date, combining faster inference…
…made in more real-time infrastructure and modeling improvements on new videos are allowing our largest ranking models to now identify high-quality new Reels at creation.
…in the past, it has proven extremely valuable in scaling experiences like Reels, and we are confident that this will be true in this timeframe…
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.…
…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…
…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.…
…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