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.
29 matches for “User”; 5 quoted, at least 25 words apart.
…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…
…to show. On the supply side, our audience of very attractive global users keep expanding our inventory. On the demand side, the enhanced technology we've…
…and emerging markets alike. With over 300 million subscribers and 777 million users, we have achieved consequential scale. Our financial picture tells the same story.
…our large taste model, which learns from the 3.4 trillion events our users generate on the platform every day. The reality is we've been investing…
…control over the algorithm. Around 14 million of the first 100 million users we've rolled it out to are already using it, and the early…
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…
…contexts. Our position gives us an opportunity space as wide as our users want it to be. At Investor Day, we told you where Spotify…
…our engineers to go on Slack from their phone and ask an AI agent to fix a bug or add a feature, and then they…
…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…
…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…
…world that we were in, where software development was mostly an amortization game, right? You developed once, and then you amortize your developer investment over…
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…
…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…
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