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.
18 matches for “iPad”; 5 quoted, at least 25 words apart.
…remains a go-to choice for professionals tackling the most demanding AI development and creative workflows. In iPad, revenue was $6.2 billion for the June quarter.
…immersive learning to advanced creative workflows. Together with the remarkable performance of iPad Pro, the amazing value and versatility of iPad, and the ultra-portable iPad…
…In the U.S., customer satisfaction for Mac was recently measured at 95%. iPad revenue was $6.2 billion, down 6% year-over-year, driven by the continued difficult…
…The projected supply constraints in the September quarter affect iPhone, Mac, and iPad. As a result, we expect our September quarter total company revenue to…
…constraint in the September quarter will affect the iPhone, Mac, and the iPad. Really, when you combine those two factors, we get pretty close to…
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,…
…to see enormous customer enthusiasm for our most popular lineup ever, with iPhone revenue growing 22% from a year ago to reach a June quarter…
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…
…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…
…pleased to see strength across the board with June quarter records in the U.S., Latin America, Western Europe, India, China Mainland, Japan, and Southeast Asia.
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…
…world, we're also doing our part to invest in innovation close to home. Last year, we made a $600 billion commitment to the U.S. over…
…quarter record for upgraders for Apple Watch. Our Apple Watch lineup brings together the most comprehensive set of health and fitness features we've ever had.
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