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.
19 matches for “Spectacles”; 5 quoted, at least 25 words apart.
…improve how we operate today, we are building toward the future of computing with Spectacles. I believe AI will fundamentally change our relationship with computers.
…June was an important milestone after more than a decade of work. Spectacles are a new kind of computer built into see-through glasses, more capable…
…the real world. We are excited to share much more about how Spectacles work and what they can do at our launch event in Los…
Hey, guys. There was some language in the letter about Spectacles and the launch date and your planned pacing of investment. Could you just elaborate…
…quickly. Evan, it's been seven weeks since you started taking pre-orders for Spectacles. You could give us any sense of what pre-order volumes look like…
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