Snap (SNAP): FY26 Q2 earnings call, Aug 3, 2026
On its Aug 3, 2026 earnings call (FY26 Q2), Snap said 5 of the 15 words Kalshi listed; Parrot’s count agreed with 14 of 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 5 settled yes · our count agreed on 14 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 |
|---|---|---|---|---|---|---|
| Glasses | Yes | 4 | 4 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Storage | Yes | 3 | 3 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Memories Storage | Yes | 3 | 3 | ✓ | 48%transcripts from the transcript model | – |
| Restructuring | Yes | 2 | 3 | ✓ | 56%transcripts from the transcript model | – |
| Retention | Yes | 1 | 1 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Spectacles | No | 13 | 19 | ✗ | 66%n=2+tx from settlement history blended with transcripts | – |
| Game | No | 0 | 1 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Perplexity | No | 0 | 0 | ✓ | 75%transcripts from the transcript model | – |
| Platinum | No | 0 | 0 | ✓ | 34%n=2+tx from settlement history blended with transcripts | – |
| Live Stream / Live Streaming | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| UK / United Kingdom | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Family Center | No | 0 | 0 | ✓ | 16%n=1+tx from settlement history blended with transcripts | – |
| China | No | 0 | 0 | ✓ | 15%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 12%n=2+tx from settlement history blended with transcripts | – |
| Xbox | No | 0 | 0 | ✓ | 12%n=2+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
…long-term opportunity is Specs, a new kind of computer built into see-through glasses. Specs are designed for a future in which AI does more work…
…funnel. We have also built a meaningful second revenue stream. Snapchat+, Memories Storage, and Lens+ help drive 85% year-over-year growth in other revenue to $316…
…continued SMB momentum, and 85% growth in other revenue, led by Snapchat+, Memories Storage, and our Lens+ subscription. In early Q2, we restructured our cost…
The personal cost savings associated with our recently announced restructuring are expected to be more fully reflected in Q3 and beyond. As a result, we…
…20%. I think going forward, we're just very focused on improving activation, retention, and engagement. I would say we are closely monitoring the regulatory environment,…
Agents: this page as TSV at /api/v1/appearances/snap:2026-08-03:earnings_call · words: /api/v1/brief?appearance=snap:2026-08-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP