Reddit (RDDT): FY26 Q2 earnings call, Jul 30, 2026
On its Jul 30, 2026 earnings call (FY26 Q2), Reddit said 7 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 · 7 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 |
|---|---|---|---|---|---|---|
| Traffic | Yes | 10 | 14 | ✓ | 90%n=3+tx from settlement history blended with transcripts | – |
| Shopify | Yes | 6 | 7 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| Game / Gaming | Yes | 2 | 2 | ✓ | 63%transcripts from the transcript model | – |
| Headwind | Yes | 2 | 4 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| Machine Translation | Yes | 1 | 1 | ✓ | 88%n=3+tx from settlement history blended with transcripts | – |
| Developer | Yes | 1 | 1 | ✓ | 76%n=2+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 1 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| Google 3+ times | No | 1 | 3 | ✓ | 55%transcripts from the transcript model | – |
| Reddit Pro | No | 0 | 0 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Algorithm | No | 0 | 0 | ✓ | 63%n=3+tx from settlement history blended with transcripts | – |
| OpenAI / Open AI | No | 0 | 2 | ✓ | 58%n=3+tx from settlement history blended with transcripts | – |
| Smartly | No | 0 | 0 | ✓ | 42%n=3+tx from settlement history blended with transcripts | – |
| Passkey | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Renew / Renewed / Renewal | No | 0 | 1 | ✓ | 21%transcripts from the transcript model | – |
| TikTok | No | 0 | 0 | ✓ | 11%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 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.
4 matches for “Headwind”; 3 quoted, at least 25 words apart.
…efforts, paired with consumer marketing, help drive daily active users and offset headwinds in users coming from search. Search referrals were choppy in the quarter…
We did see headwinds in search referrals, particularly late in the quarter, and visibility with the referral traffic remains low. We're focused on what we…
Hey, two questions, please. You talked about these headwinds and search referrals late in the quarter. Just put some context around this. Is this something…
Where the listed words were said
…be encouraged by on the product side. While our visibility in referral traffic remains low, we're not building for drive-by traffic. We're building a daily…
Our Shopify integration became generally available in May, and more than 500 accounts are now integrated with strong activation rates and average revenue per advertiser.…
…support growth and engagement. Video and comments helps expand our upper funnel, and interactive games on our developer platform drives repeat usage and daily habit.
…machine-translated content. This was part of the volatility on the international side. Machine translation remains a useful strategy within our app for new users, so…
…was 91.3%, up 50 basis points versus last year. We saw margin tailwinds from incremental revenues and hosting efficiency programs offsetting the increased use of…
Agents: this page as TSV at /api/v1/appearances/reddit:2026-07-30:earnings_call · words: /api/v1/brief?appearance=reddit:2026-07-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP