Ferrari (RACE): FY26 Q2 earnings call, Jul 30, 2026

Thu, Jul 30Earnings callSpeaker-labelled transcriptFerrari

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.

Updated

Markets

15 words · 8 settled yes · our count agreed on 15 of 15

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Luce Yes1622✓85%n=1+tx from settlement history blended with transcripts–
Currency Yes46✓88%n=1+tx from settlement history blended with transcripts–
Amalfi Yes35✓84%transcripts from the transcript model–
Headwind Yes22✓79%n=1+tx from settlement history blended with transcripts–
Middle East Yes12✓77%n=1+tx from settlement history blended with transcripts–
Powertrain Yes11✓68%transcripts from the transcript model–
Hypersail Yes11✓58%n=1+tx from settlement history blended with transcripts–
Backlog Yes13✓33%n=1+tx from settlement history blended with transcripts–
Dividend 2+ timesNo11✓20%transcripts from the transcript model–
Tariff No00✓88%n=1+tx from settlement history blended with transcripts–
Battery No00✓77%n=1+tx from settlement history blended with transcripts–
United States / Americas No02✓66%n=1+tx from settlement history blended with transcripts–
China No02✓61%n=1+tx from settlement history blended with transcripts–
Cadillac No00✓35%transcripts from the transcript model–
Tailwind No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

22 matches for “Luce”; 5 quoted, at least 25 words apart.

Benedetto Vignacompanyprepared

…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…

Benedetto Vignacompanyprepared

…to make it possible. In Q2, we unveiled our first electric Ferrari Luce. It represents a milestone in the history of the Prancing Horse, a…

Benedetto Vignacompanyprepared

…a single purpose, to deliver a true Ferrari driving experience. The Ferrari Luce is a sports car in every sense, with Ferrari performance, handling, and…

Benedetto Vignacompanyprepared

Three, we are engaging those who are genuinely interested in Ferrari Luce according to our commercial and marketing plan. Ferrari Luce is only one example…

Benedetto Vignacompanyprepared

…engagement rather than a celebration of nostalgia. In a single quarter, Ferrari Luce and 12Cilindri Manuale have provided two clear examples of how Ferrari combines…

Where the listed words were said

Benedetto Vignacompany“Luce” · qa

…Manuale, as well as I was with them in Rome for the Luce premieres, they were literally, can I say, happy, astonished about the ability…

Antonio Picca Picconcompany“Currency” · prepared

…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.…

Antonio Picca Picconcompany“Amalfi” · prepared

…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…

Antonio Picca Picconcompany“Headwind” · prepared

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…

Benedetto Vignacompany“Middle East” · qa

…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…

Benedetto Vignacompany“Powertrain” · prepared

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.…

Benedetto Vignacompany“Hypersail” · prepared

…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…

Benedetto Vignacompany“Backlog” · qa

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