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.
3 matches for “Augmented Reality”; 3 quoted, at least 25 words apart.
…family stay connected. Over time, we have built Spotlight, Snap Map, and augmented reality around that foundation, giving our community more reasons to open Snapchat,…
…Snapchatters more reasons to engage, with Spotlight and the Snap Map and augmented reality. I would say in particular, Spotlight is becoming a more important…
…an innovator. It's why we've been able to lead in this category and leverage our incredible augmented reality platform to win over the long term.
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