Spotify (SPOT): FY26 Q2 earnings call, Aug 4, 2026
On its Aug 4, 2026 earnings call (FY26 Q2), Spotify said 19 of the 28 words Kalshi and Polymarket listed; Parrot’s count agreed with 27 of 28 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
28 words · 19 settled yes · our count agreed on 27 of 28- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Quarter 15+ times | Yes | 52 | 52 | ✓ | 81%transcripts from the transcript model | – |
| User 5+ times | Yes | 29 | 29 | ✓ | 90%transcripts from the transcript model | – |
| AI / Artificial Intelligence 10+ times | Yes | 21 | 21 | ✓ | 77%transcripts from the transcript model | – |
| Premium 20+ times | Yes | 21 | 21 | ✓ | 17%transcripts from the transcript model | – |
| Monetization | Yes | 10 | 10 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – |
| Playlist | Yes | 8 | 8 | ✓ | 85%transcripts from the transcript model | – |
| Customer | Yes | 4 | 4 | ✓ | 82%transcripts from the transcript model | – |
| Game / Gaming | Yes | 4 | 4 | ✓ | 42%n=2+tx from settlement history blended with transcripts | – |
| Retain / Retention | Yes | 3 | 3 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| Fitness | Yes | 3 | 3 | ✓ | 63%transcripts from the transcript model | – |
| Claude | Yes | 3 | 3 | ✓ | 60%transcripts from the transcript model | – |
| Record | Yes | 2 | 2 | ✓ | 78%transcripts from the transcript model | – |
| Netflix | Yes | 2 | 2 | ✓ | 39%n=2+tx from settlement history blended with transcripts | – |
| Churn | Yes | 1 | 1 | ✓ | 87%n=2+tx from settlement history blended with transcripts | – |
| Apple | Yes | 1 | 1 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| ChatGPT | Yes | 1 | 1 | ✓ | 68%n=2+tx from settlement history blended with transcripts | – |
| Message / Messaging | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| Headwind | Yes | 1 | 1 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
| Stream | Yes | 0 | 0 | ✗ | 68%transcripts from the transcript model | – |
| Peloton | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – |
| Physical | No | 0 | 0 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Bookshop / Bookshop.org | No | 0 | 0 | ✓ | 24%n=2+tx from settlement history blended with transcripts | – |
| Meta | No | 0 | 0 | ✓ | 22%n=2+tx from settlement history blended with transcripts | – |
| Award | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| World Cup | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Anna's Archive | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Lyric | No | 0 | 0 | ✓ | 10%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 21, 2026 04:22 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 “Customer”; 4 quoted, at least 25 words apart.
…just a handful of companies with hundreds of millions of recurring paying customers worldwide. Spotify is proud to be one of them. Like many of…
…in because of our scale, the health of our business, and our focus. We rigorously explore new Premium offerings and new verticals with our customers.
These are powerful inputs to our customer retention rates and lifetime value and among the most challenging metrics to move for us. Now the industry…
…other companies that have built one product and have 300 million recurring customers come back again and again every month. We're now close to 4%…
Where the listed words were said
Great. Thanks, Operator, welcome to Spotify's first quarter 2026 earnings conference call. Joining us today will be our Co-CEOs, Alex Norström and Gustav Söderström, and…
…increases friction in our free service with a goal of driving higher user conversion and revenue growth down the line. This will show itself in…
…on the platform every day. The reality is we've been investing in AI-driven personalization for more than seven years. Today, AI-powered experiences like DJ are…
…At Investor Day, we called it one of the most wonderful improvements to Premium in our history, and the early signs really back that up.
…purchase carries a defined amount of influence behind it. Usage, cost, and monetization stay connected. We also said that Spotify is moving from single-player to…
…in users' hands. In the coming weeks, we'll be rolling out Prompted Playlist for audiobooks to our best-in-class books experience. Alex mentioned our large taste…
…pursue. Spotify lives across your whole day, the commute, the workout, studying, gaming, the dinner table, and sleep. At our scale, that is rare. Most…
…we've rolled it out to are already using it, and the early retention improvements look promising. The second big idea is the power law. As…
…of Premium. One example that I'm personally very passionate about here is fitness. Last week, we began rolling out Running Mode. You tell Spotify in…
…it. You can think of Chirp as something that you use instead of using Claude Code or Codex directly. That sit in front of it.
…constant currency basis, accelerating from 14% in Q1. Gross margin hit a record of 33.4%. Free cash flow continued to strengthen. We beat our subscriber…
…time spent. In 2025, you streamed 211 billion hours of content versus Netflix's 191 billion. As you expand into new formats like fitness and deepen…
Agents: this page as TSV at /api/v1/appearances/spotify:2026-08-04:earnings_call · words: /api/v1/brief?appearance=spotify:2026-08-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP