MercadoLibre (MELI): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), MercadoLibre said 5 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 · 5 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 | 24 | 27 | ✓ | 83%transcripts from the transcript model | – |
| Advertising | Yes | 6 | 6 | ✓ | 72%transcripts from the transcript model | – |
| Digital Bank | Yes | 4 | 4 | ✓ | 42%transcripts from the transcript model | – |
| Headwind | Yes | 2 | 5 | ✓ | 32%transcripts from the transcript model | – |
| Delivery | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | – |
| Chile | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Payroll Loan | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – |
| Automated / Automation | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Amazon | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Authentic Brands | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Oil / Gas / Gasoline | No | 0 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Pharmacy | No | 0 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Tailwind | 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.
6 matches for “Advertising”; 5 quoted, at least 25 words apart.
…proving to have positive results, both in terms of conversion rates in the marketplace, items sold, and so on, but also on our advertising platform.
If you look at our credit portfolio growing at 75% year-on-year, our advertising business growing 70%+ year-on-year, the acquiring business as well. We are continuing…
…that tool. That is a way to get more sellers to our advertising platform, and it's helping us to grow the advertising business by 73%…
…together the incremental volume that we solve, plus the incremental conversion and advertising, it more than pays the cost of that initiative. It's an initiative…
…building the largest digital bank in Latin America, and the bigger our advertising business will become. Simultaneously, the better Mercado Pago becomes, the more appealing…
Where the listed words were said
Just complementing Martin here. A, I would say that we've not seen a steep change from one day to the other, that they will lower…
…broader view. The bigger and the more engaging our marketplace become, the better chances we have of building the largest digital bank in Latin America.
…yes, the tax reform that we explained last quarter is definitely a headwind to our growth. That together with some headwinds coming from a weaker…
Simultaneously, the warehouse in China has enabled us to improve delivery speed, reduce cancellation, which is also driving NPS positively and pushing retention and repurchase…
Agents: this page as TSV at /api/v1/appearances/mercadolibre:2026-08-05:earnings_call · words: /api/v1/brief?appearance=mercadolibre:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP