Grab (GRAB): FY26 Q2 earnings call, Aug 4, 2026
On its Aug 4, 2026 earnings call (FY26 Q2), Grab said 8 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 8 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Superbank | Yes | 16 | 16 | ✓ | 37%transcripts from the transcript model | – |
| Stash | Yes | 8 | 8 | ✓ | 48%transcripts from the transcript model | – |
| Buyback / Buy Back | Yes | 5 | 5 | ✓ | 65%transcripts from the transcript model | – |
| Foodpanda | Yes | 4 | 4 | ✓ | 33%transcripts from the transcript model | – |
| GrabMart | Yes | 3 | 3 | ✓ | 84%transcripts from the transcript model | – |
| Commission | Yes | 3 | 3 | ✓ | 60%transcripts from the transcript model | – |
| Headwind | Yes | 3 | 3 | ✓ | 55%transcripts from the transcript model | – |
| Delivery Hero | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| WeRide | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Robot / Robotic / Robotics | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| MAI | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Tailwind | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
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.
8 matches for “Stash”; 5 quoted, at least 25 words apart.
…first half, together with the consolidation of Superbank and the acquisition of Stash, we are raising our full year 2026 guidance, which Peter will take…
…over 7.4 million customers, and in July, we completed our acquisition of Stash, bringing a profitable AI-powered wealth platform and over $5 billion in AUM…
…that we're seeing is also you've got the Superbank and also the Stash consolidation into play. You've got the on-demand business and our financial services…
…line with the prior guidance. The new guidance includes the addition of both Superbank and Stash consolidation, and these additional FX headwinds that Peter mentioned.
…We are pleased with this consolidation of Superbank in May and then Stash just in July. Grab has obviously been collaborating with Superbank since it…
Where the listed words were said
…and Alex. Peter, is the revised guidance mainly reflecting the consolidation of Superbank for 2H 2026? Second part for Alex, excluding Superbank's consolidation, were there…
…down, probably hitting below 50% by the end of the year. The Stash acquisition, as I mentioned earlier, was completed in July. It's already profitable.…
Shifting our attention now to share buyback and capital allocation. Question from Divya from Morgan Stanley and Hussaini from Maybank. This is a question for…
…continue to enhance our governance in connection with our proposed acquisition of foodpanda's Taiwan business. Dara joined us in 2018 in connection with the sale…
…Transacting User growth. The clearest expression of our growth runway is groceries. GrabMart grew at 1.7 times the rate of food deliveries this quarter as…
…is from Jiong from Barclays. It's in regards to Indonesia and the commission caps there. A question for Alex: What's the latest in regard to…
…and Hussaini from Maybank. Can you comment around Uber's proposed acquisition of Delivery Hero and how that could impact the competitive landscape in Southeast Asia…
Agents: this page as TSV at /api/v1/appearances/grab:2026-08-04:earnings_call · words: /api/v1/brief?appearance=grab:2026-08-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP