Eli Lilly (LLY): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), Eli Lilly said 5 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
15 words · 5 settled yes · our count agreed on 15 of 15- 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 |
|---|---|---|---|---|---|---|---|
| Foundayo | Yes | 24 | 31 | ✓ | 83%n=1+tx from settlement history blended with transcripts | Hear it 2:12, Foundayo | – |
| Inluriyo | Yes | 5 | 5 | ✓ | 68%n=2+tx from settlement history blended with transcripts | Hear it 9:16, Inluriyo | – |
| LillyDirect | Yes | 4 | 4 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 30:48, LillyDirect | – |
| China | Yes | 4 | 4 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 8:16, China | – |
| Alzheimer | Yes | 1 | 1 | ✓ | 86%n=1+tx from settlement history blended with transcripts | Hear it 10:03, Alzheimer | – |
| Vial | No | 0 | 0 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 0 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – | |
| Ventyx | No | 0 | 0 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – | |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 37%n=2+tx from settlement history blended with transcripts | – | |
| Novo Nordisk | No | 0 | 2 | ✓ | 35%transcripts from the transcript model | – | |
| Nvidia | No | 0 | 0 | ✓ | 30%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – | |
| Tailwind | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – | |
| Walmart | No | 0 | 0 | ✓ | 19%n=2+tx from settlement history blended with transcripts | – | |
| Pennsylvania | No | 0 | 0 | ✓ | 11%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 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.
17 matches for “Mounjaro”; 5 quoted, at least 25 words apart.
…performance. Revenue grew 48% compared to Q2 2025, driven by ZEPBOUND and MOUNJARO, with strong momentum across all therapeutic areas and geographies. Gross margin as…
…revenue increased 33% in Q2, primarily driven by volume growth, ZEPBOUND and MOUNJARO, as well as contributions from our Immunology, Oncology, and Neuroscience portfolio. U.S.…
…grew 55% in constant currency, driven by sustained strong volume growth of MOUNJARO. Europe revenue also benefited from a $250 million Jardiance milestone payment. In…
…rest of the world, revenue grew 136% in constant currency, driven by MOUNJARO, primarily in Latin America and Asia. On slide nine, we provide an…
…China and Japan contributed to growth as well. Finally, in Cardiometabolic Health, MOUNJARO and ZEPBOUND had another strong quarter combining for $14.9 billion of revenue…
Where the listed words were said
…portfolio. The number of people taking incretins grew, and Lilly's portfolio of medicines extended its leadership position. The U.S. Foundayo launch continued to build momentum.
…potential to be a foundational therapy across multiple settings and regimens within CLL. INLURIYO continued strong uptake in the metastatic breast cancer oral SERD market.
…to treat obesity. We continue to look for ways to expand our LillyDirect offering and make it easy for people to get access to care.
…points of share compared to Q1 2026, reaching approximately 55%. MOUNJARO Q2 revenue growth was robust, driven by China, Korea, Germany, the U.K., and Mexico.
Agents: this page as TSV at /api/v1/appearances/eli-lilly:2026-08-05:earnings_call · words: /api/v1/brief?appearance=eli-lilly:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP