Apple (AAPL): FY26 Q3 earnings call, Jul 30, 2026
On its Jul 30, 2026 earnings call (FY26 Q3), Apple said 19 of the 30 words Kalshi and Polymarket listed; Parrot’s count agreed with all 30 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
30 words · 19 settled yes · our count agreed on 30 of 30- 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 5+ times | Yes | 42 | 42 | ✓ | 86%transcripts from the transcript model | Hear it 3:08, AI / Artificial Intelligence 5+ times | – |
| iPhone 10+ times | Yes | 34 | 34 | ✓ | 87%transcripts from the transcript model | Hear it 2:09, iPhone 10+ times | – |
| Mac 10+ times | Yes | 28 | 28 | ✓ | 80%transcripts from the transcript model | Hear it 2:18, Mac 10+ times | – |
| Siri | Yes | 11 | 16 | ✓ | 85%n=6+tx from settlement history blended with transcripts | Hear it 3:08, Siri | – |
| Tariff | Yes | 10 | 11 | ✓ | 87%n=6+tx from settlement history blended with transcripts | Hear it 0:56, Tariff | – |
| App Store | Yes | 8 | 8 | ✓ | 82%transcripts from the transcript model | Hear it 22:25, App Store | – |
| Apple Intelligence | Yes | 7 | 7 | ✓ | 92%n=3+tx from settlement history blended with transcripts | Hear it 9:53, Apple Intelligence | – |
| China | Yes | 6 | 6 | ✓ | 96%n=6+tx from settlement history blended with transcripts | Hear it 2:47, China | – |
| Manufacturing | Yes | 4 | 4 | ✓ | 88%n=4+tx from settlement history blended with transcripts | Hear it 15:35, Manufacturing | – |
| AirPod | Yes | 3 | 3 | ✓ | 86%transcripts from the transcript model | Hear it 9:38, AirPod | – |
| Home | Yes | 3 | 3 | ✓ | 79%transcripts from the transcript model | Hear it 8:53, Home | – |
| Health | Yes | 3 | 3 | ✓ | 78%transcripts from the transcript model | Hear it 9:10, Health | – |
| Formula 1 / F1 | Yes | 2 | 2 | ✓ | 81%n=5+tx from settlement history blended with transcripts | Hear it 13:15, Formula 1 / F1 | – |
| Sport | Yes | 2 | 2 | ✓ | 51%transcripts from the transcript model | Hear it 12:56, Sport | – |
| Broadcom | Yes | 2 | 2 | ✓ | 16%transcripts from the transcript model | Hear it 15:21, Broadcom | – |
| Roadmap | Yes | 1 | 1 | ✓ | 78%transcripts from the transcript model | Hear it 16:35, Roadmap | – |
| Apple Pay | Yes | 1 | 1 | ✓ | 47%n=3+tx from settlement history blended with transcripts | Hear it 48:14, Apple Pay | – |
| iCloud | Yes | 1 | 1 | ✓ | 36%n=1+tx from settlement history blended with transcripts | Hear it 54:46, iCloud | – |
| Creator Studio | Yes | 1 | 1 | ✓ | 24%n=2+tx from settlement history blended with transcripts | Hear it 23:05, Creator Studio | – |
| GPU / CPU | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – | |
| Modem | No | 0 | 0 | ✓ | 48%n=4+tx from settlement history blended with transcripts | – | |
| Friday Night Baseball | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – | |
| Liquid Glass | No | 0 | 0 | ✓ | 26%n=2+tx from settlement history blended with transcripts | – | |
| Widget | No | 0 | 0 | ✓ | 22%n=3+tx from settlement history blended with transcripts | – | |
| OpenAI / ChatGPT | No | 0 | 1 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – | |
| Streaming | No | 0 | 0 | ✓ | 18%n=5+tx from settlement history blended with transcripts | – | |
| iPhone 18 | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| M3 | No | 0 | 0 | ✓ | 15%n=4+tx from settlement history blended with transcripts | – | |
| Fold / Folding / Foldable | No | 0 | 0 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – | |
| Gemini | No | 0 | 0 | ✓ | 10%n=3+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.
40 matches for “Revenue”; 5 quoted, at least 25 words apart.
…discussion today will consist of forward-looking statements, including, without limitation, those regarding revenue, gross margin, operating expenses, other income and expense, taxes, and future…
…joining the call. Today, Apple is pleased to report $109.4 billion in revenue, up 16% from a year ago and a June quarter record. We…
…we've ever had, growing a strong 29% to achieve a June quarter revenue record. Services also set a June quarter record with $30.7 billion in…
We also achieved June quarter revenue records in both developed and emerging markets and saw double-digit growth in most emerging markets. This year's WWDC was…
iPhone revenue for the June quarter was $54.3 billion, up 22% from a year ago. We achieved June quarter records in every geographic segment and…
Where the listed words were said
…been absolutely thrilled by the response from people who've been using Siri AI in the developer and public betas. The reviews from early users have…
…most popular iPhone lineup we've ever had. More people are relying on iPhone every day for AI, powered by the outstanding performance of A19 and…
Mac delivered its best June quarter yet with $10.4 billion in revenue, growing an impressive 29% from a year ago despite significant supply constraints. This…
…excited about the work we're doing on the next generation of Apple Intelligence, including Siri AI and the AI features we're developing across our platforms.
…years, and now, as we said before, we plan to reinvest the tariff refunds we've received into the U.S. We're pleased with the progress we've…
…We set records in every category, with June quarter records in advertising, App Store, AppleCare, Apple Music, and Apple TV+, as well as all-time records…
…Apple has created the world's best hardware to experience AI, whether using Apple Intelligence, including Siri AI, or third-party offerings. That's why developers and researchers…
…and an all-time record in emerging markets with particular strength in Greater China, where we had an all-time revenue record. In addition, we achieved all-time…
The new multi-year agreement with Broadcom, which is part of Apple's American Manufacturing Program, is expected to exceed $30 billion. This marks our largest-ever American…
…changing, even saving lives. Meanwhile, we continue raising the bar across our AirPods lineup, whether it's the immersive listening experience of AirPods Pro 3 or…
…mini, we're offering customers our strongest iPad lineup ever. Revenue for wearables, home, and accessories was $7.9 billion, up 6% from a year ago. We…
…whistle. At the same time, we're halfway through an unforgettable year of F1, and Apple TV subscribers have been tuning in all season to follow…
Agents: this page as TSV at /api/v1/appearances/apple:2026-07-30:earnings_call · words: /api/v1/brief?appearance=apple:2026-07-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP