Clear (YOU): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), Clear said 3 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 · 3 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 |
|---|---|---|---|---|---|---|
| Agent / Agentic | Yes | 6 | 6 | ✓ | 47%transcripts from the transcript model | – |
| GovTech | Yes | 4 | 4 | ✓ | 51%transcripts from the transcript model | – |
| Medicare / Medicaid | Yes | 3 | 3 | ✓ | 73%transcripts from the transcript model | – |
| World Cup | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| AMEX / American Express | No | 0 | 2 | ✓ | 71%transcripts from the transcript model | – |
| Epic | No | 0 | 0 | ✓ | 67%transcripts from the transcript model | – |
| TSA PreCheck | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| REAL ID | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – |
| Home Depot | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Social Security | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| FedRAMP | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Samsung | 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.
4 matches for “GovTech”; 3 quoted, at least 25 words apart.
…less in a world where identity is security. We are building a GovTech vertical as the fraud we are fighting at CMS is endemic through…
…standards. There is a significant opportunity in government, hence really our focus on GovTech to fight fraud, waste, and abuse across federal and state programs.
That's a federal, state, and local opportunity on the GovTech side. Workforce, healthcare, GovTech, obviously there's consumer and online opportunities because fraud is more prevalent…
Where the listed words were said
…identity company, from Homeland Security to cybersecurity. The opportunities far surpass what I imagined, from transforming the travel experience to fighting fraud and agentic identity.
…that foundation with a multilayer validation for higher-risk use cases such as Medicare. Helix represents our highest level of identity confidence, rooted in witness verification…
Agents: this page as TSV at /api/v1/appearances/clear:2026-08-05:earnings_call · words: /api/v1/brief?appearance=clear:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP