Talen Energy (TLN): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), Talen Energy said 2 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 2 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Behind the Meter | Yes | 5 | 5 | ✓ | 71%transcripts from the transcript model | – |
| Fossil | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| Amazon | No | 0 | 0 | ✓ | 81%transcripts from the transcript model | – |
| Afford / Affordable / Affordability | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – |
| SMR | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
| Shapiro | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Tailwind | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Anthropic / Claude | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Solar | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Bitcoin | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Headwind | 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.
5 matches for “Behind the Meter”; 4 quoted, at least 25 words apart.
…is more reliable and durable, and in fact, less expensive than any behind-the-meter solution. We think that is a winning proposition in the long run…
…of options that solve a number of different customer needs or requirements. The one we're not doing is behind the meter. I do think that.
…cost to capital, and it beats any new build CCGT and any behind-the-meter solution on a total cost. We think that's a winning proposition. That's…
…we can participate in anything in the future holds, with the exception, as I mentioned before, behind the meter, because that's just not our thing.
Where the listed words were said
…Guernsey, higher PJM capacity pricing, higher generation volumes from Susquehanna and the fossil fleet, and the AWS contract, which continues to ramp. Year to date,…
Agents: this page as TSV at /api/v1/appearances/talen-energy:2026-08-05:earnings_call · words: /api/v1/brief?appearance=talen-energy:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP