Figma (FIG): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), Figma said 6 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 · 6 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 52 | 58 | ✓ | 95%transcripts from the transcript model | – |
| Inference | Yes | 4 | 5 | ✓ | 81%transcripts from the transcript model | – |
| Point of View | Yes | 3 | 3 | ✓ | 81%transcripts from the transcript model | – |
| Coding | Yes | 2 | 3 | ✓ | 77%transcripts from the transcript model | – |
| Code Connect | Yes | 1 | 1 | ✓ | 67%transcripts from the transcript model | – |
| India | Yes | 1 | 1 | ✓ | 64%transcripts from the transcript model | – |
| Round Trip | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| OpenAI / ChatGPT | No | 0 | 0 | ✓ | 59%transcripts from the transcript model | – |
| Gemini | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Hyperscaler | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| No | 0 | 0 | ✓ | 52%transcripts from the transcript model | – | |
| Colors | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Governance Plus | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Anthropic | No | 0 | 0 | ✓ | 37%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.
5 matches for “Inference”; 4 quoted, at least 25 words apart.
…of our first full quarter of AI credit monetization. Looking ahead, we have a clear set of tools to manage inference costs as adoption scales.
…products that are currently in beta, and we bear the cost of inference without offsetting consumption revenue. As a result, gross margin will vary from…
…single driver for the year-over-year variance was cost related to our increased inference spend. The Config expenses also impacted our free cash flow. We ended…
…optimization across providers or first-party models that are already starting to lower inference costs, and how would you think about those efficiencies affecting the incremental…
Where the listed words were said
…quarter of accelerated growth. Q2 was also our first full quarter of AI monetization. What we're seeing follows a pattern that is familiar to Figma,…
…teams that will stand out are the ones with a bold point of view that are willing to push past obvious solutions. At Config, we…
…many tools that are solving different problems. Some of them are primarily coding tools, others are more optimized for individuals or small teams. I think…
…actually seeing some really interesting early indicators. Folks that are relying on CodeConnect, also using our MCP are seeing that the overall number of token…
…local data hosting in Brazil after introducing data localization in Australia and India earlier this year. All of these efforts have continued to help drive…
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