DoorDash (DASH): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), DoorDash said 5 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
16 words · 5 settled yes · our count agreed on 16 of 16- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Autonomous | Yes | 11 | 13 | ✓ | 86%n=1+tx from settlement history blended with transcripts | Hear it 22:11, Autonomous | – |
| Afford / Affordable / Affordability | Yes | 2 | 3 | ✓ | 83%transcripts from the transcript model | Hear it 22:27, Afford / Affordable / Affordability | – |
| DashMart | Yes | 2 | 4 | ✓ | 72%transcripts from the transcript model | Hear it 28:13, DashMart | – |
| Local Commerce | Yes | 1 | 1 | ✓ | 67%transcripts from the transcript model | Hear it 9:50, Local Commerce | – |
| Waymo | Yes | 1 | 1 | ✓ | 12%n=1+tx from settlement history blended with transcripts | Hear it 25:22, Waymo | – |
| Drone | No | 0 | 1 | ✓ | 42%transcripts from the transcript model | – | |
| Kroger | No | 0 | 0 | ✓ | 40%n=1+tx from settlement history blended with transcripts | – | |
| Physical Retailer | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – | |
| Robot / Robotic / Robotics | No | 0 | 1 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – | |
| Tailwind | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – | |
| New York | No | 0 | 0 | ✓ | 17%n=1+tx from settlement history blended with transcripts | – | |
| Delivery Hero | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Shopify | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – | |
| Uber | No | 0 | 1 | ✓ | 15%transcripts from the transcript model | – | |
| Wingstop | No | 0 | 0 | ✓ | 12%n=1+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 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.
1 match for “Local Commerce”; 1 quoted, at least 25 words apart.
…see happening internationally? Our aspiration is to be the global leader in local commerce. We think we are best positioned to do that given that…
Where the listed words were said
…would say a few things about DoorDash Dot. The overall vision for autonomous delivery, at least at DoorDash, is that we want to offer AVs…
…more selection, making the quality of the product better, continuing to drive affordability. When we do that, we see clear improvements in both adoption of…
Yeah. I can start by answering about DashMart fulfillment services. To state the obvious, we want every local business to be successful in their local…
…commercialize this in a way that you've seen certain robotaxi providers like Waymo actually do it with rideshare? We've been able to now do it…
Agents: this page as TSV at /api/v1/appearances/doordash:2026-08-05:earnings_call · words: /api/v1/brief?appearance=doordash:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP