Ferrari (RACE): FY26 Q2 earnings call, Jul 30, 2026
On its Jul 30, 2026 earnings call (FY26 Q2), Ferrari said 8 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 8 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi
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 | Market |
|---|---|---|---|---|---|---|
| Luce | Yes | 16 | 22 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Currency | Yes | 4 | 6 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Amalfi | Yes | 3 | 5 | ✓ | 84%transcripts from the transcript model | – |
| Headwind | Yes | 2 | 2 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Middle East | Yes | 1 | 2 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Powertrain | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | – |
| Hypersail | Yes | 1 | 1 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| Backlog | Yes | 1 | 3 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Dividend 2+ times | No | 1 | 1 | ✓ | 20%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Battery | No | 0 | 0 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| United States / Americas | No | 0 | 2 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| China | No | 0 | 2 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – |
| Cadillac | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – |
| Tailwind | No | 0 | 0 | ✓ | 24%n=1+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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
Where the listed words were said
…at Ferrari. With the presentation of Amalfi spiders, Purosangue Handling Speciale, Ferrari Luce, and 12Cilindri Manuale, today, we have the most complete and diversified product…
…the coming months. On page six, net revenues grew 11% at constant currency and 8% including the headwind from currency, mainly related to the U.S.…
…that we are continuing to execute as planned. In the quarter, the Amalfi, the 849 Testarossa, and the 296 Speciale family increased their contribution, continuing…
Percentage margin stood at remarkable levels, including the headwind from FX, with EBIT margin at 31.2%, slightly up versus last year, and EBITDA margin at…
…order between one quarter, between one region and others. The story of Middle East lasted, if you remember well, we told you a couple of…
From now onward, Ferrari is able to offer all the three powertrain technologies fully in line with our technology neutrality and horizontal product diversification strategy.…
…designed in-house, patented, and inspired by the winch-by-wire system developed in our Hypersail racing project. Yes, it may seem strange, open innovation goes hand in…
The backlog is, consider that the hybrid we have now, that is basically sold out as well, is the 296 Speciale. You will see how…
Agents: this page as TSV at /api/v1/appearances/ferrari:2026-07-30:earnings_call · words: /api/v1/brief?appearance=ferrari:2026-07-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP