Zeta (ZETA): FY26 Q2 earnings call, Aug 4, 2026
On its Aug 4, 2026 earnings call (FY26 Q2), Zeta said 9 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 9 settled yes · our count agreed on 14 of 14- 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 |
|---|---|---|---|---|---|---|
| OpenAI | Yes | 15 | 19 | ✓ | 56%transcripts from the transcript model | – |
| Palantir | Yes | 15 | 21 | ✓ | 16%transcripts from the transcript model | – |
| AI Infrastructure | Yes | 6 | 6 | ✓ | 16%transcripts from the transcript model | – |
| Snowflake | Yes | 5 | 6 | ✓ | 32%transcripts from the transcript model | – |
| Foundry | Yes | 4 | 6 | ✓ | 16%transcripts from the transcript model | – |
| Loyalty | Yes | 2 | 2 | ✓ | 62%transcripts from the transcript model | – |
| Inference | Yes | 2 | 3 | ✓ | 39%transcripts from the transcript model | – |
| Forrester | Yes | 1 | 1 | ✓ | 54%transcripts from the transcript model | – |
| Cannes Lions | Yes | 1 | 1 | ✓ | 35%transcripts from the transcript model | – |
| SuperGraph | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Connected TV | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Trade Desk | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Agentic Commerce | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Enterprise Intelligence | No | 0 | 0 | ✓ | 16%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.
6 matches for “AI Infrastructure”; 5 quoted, at least 25 words apart.
…fully encapsulates who we are today. Zeta has evolved into an intelligent AI infrastructure platform. Marketing is our first application, not our limit. Our platform…
…and partnership investment. Taken together, these capabilities position us as the intelligent AI infrastructure layer that sits at the center of enterprise decision-making. This transformation…
…Zeta's enterprise opportunity. Palantir provides the ontology, governance, and enterprise AI infrastructure that large organizations require. Zeta contributes proprietary customer intelligence,…
…catalysts are accelerating Zeta's transformation and strengthening our position as the intelligent AI infrastructure layer for the enterprise. We believe the defining characteristic of an…
…provide an even deeper look at the future of Zeta and intelligent AI infrastructure. Zeta Live will be in New York City on October 8th.
Where the listed words were said
…decisioning systems are our own inference models, smaller, purpose-built models that we have been training on the Data Cloud since 2017. OpenAI powers Athena's voice.
…has been game-changing for us. The two engagements that we signed with Palantir happened in real-time. The Palantir guys walked us into two of the…
…Trey is perfectly suited to help lead Zeta's evolution into an intelligent AI infrastructure company, and I'm thrilled to see Matt Pfau step up to…
…faster and continuously enhance the platform for our customers. The third is Snowflake. We deepened our existing partnership with Snowflake, and we now have over…
…that totally and completely safe. Now the Data Cloud is built on Foundry with Palantir's ontology. You're looking at a really interesting use case. What…
…mentioned there's dozens of customers spanning real estate intelligence, customer experience, market sizing, loyalty growth, business expansion, and business measurement, just to name a few.
…As you know, Elizabeth, we always talk about we deliver according to Forrester 600%-700% return on marketing spend. We're seeing clients who are adopting Athena…
…the transformation agent for the enterprise. This momentum was also evident at Cannes Lions, which served as an important proof point for the growing market…
Agents: this page as TSV at /api/v1/appearances/zeta:2026-08-04:earnings_call · words: /api/v1/brief?appearance=zeta:2026-08-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP