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.
29 matches for “Service”; 5 quoted, at least 25 words apart.
…had, growing a strong 29% to achieve a June quarter revenue record. Services also set a June quarter record with $30.7 billion in revenue. We…
Turning to services, revenue was $30.7 billion, a June quarter revenue record and up 12% from a year ago, despite significant sequential foreign exchange headwinds.…
…will remain guided by our North Star: building the best products and services to enable people to do magical things. It's a special privilege to…
…reached another all-time high across all major product categories and geographic segments. Services revenue was $30.7 billion, up 12% year-over-year. We set revenue records in…
…had a favorable impact of over two and a half percentage points. Services gross margin was 75.6%, down 110 basis points sequentially, driven by a…
Where the listed words were said
…our latest innovations. We were tremendously excited to unveil the all-new Siri AI, a completely reimagined version of Siri that is profoundly capable, deeply personal,…
…users this fall, in addition to amazing new updates across our operating systems. Let me turn to the results for the quarter, beginning with iPhone.
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.
…related to the potential impact to the company's business and results of operations from macroeconomic conditions, tariffs and other measures, and legal and regulatory proceedings.
…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…
…That means innovating to protect user privacy with the next generation of Apple Intelligence, or helping parents keep kids safe, as I mentioned earlier. In…
…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