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.
19 matches for “OpenAI”; 5 quoted, at least 25 words apart.
…This transformation has been accelerated by four strategic catalysts. First is our OpenAI partnership. Our collaboration with OpenAI validates the AI strategy we have been…
…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.
…you just talk a little bit about when you get names like OpenAI and Palantir and Snowflake? It's probably about as good of a trio…
…opportunities we effectively have in partnership with them. Add into that the OpenAI relationship, which has been one of the biggest we've ever signed, and…
…are game-changing, even when we're not in the room with the Palantir, OpenAI, and Snowflake people. When we're out there, we're coming into meetings now,…
Where the listed words were said
That's three big questions, Jake, let's start with OpenAI powers the voice component of Athena. No large language models ever see the data in our…
…store and analyze data, but to act on it. The fourth is Palantir. Our partnership with Palantir significantly expands Zeta's enterprise opportunity. Palantir provides the…
…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…
…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…
Our Data Cloud was fully integrated with Foundry as of July 31st, and we have already received multiple agreements for our initial combined sale, with…
…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.
…makes the next one better. Because those decisions run on our own inference models, not rented tokens, we make millions of them a day at…
…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