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.

Updated

Markets

12 words · 2 settled yes · our count agreed on 12 of 12

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Behind the Meter Yes55✓71%transcripts from the transcript model–
Fossil Yes11✓48%transcripts from the transcript model–
Amazon No00✓81%transcripts from the transcript model–
Afford / Affordable / Affordability No00✓60%transcripts from the transcript model–
SMR No00✓57%transcripts from the transcript model–
Shapiro No00✓37%transcripts from the transcript model–
Tailwind No00✓37%transcripts from the transcript model–
Tariff No00✓34%transcripts from the transcript model–
Anthropic / Claude No00✓31%transcripts from the transcript model–
Solar No00✓26%transcripts from the transcript model–
Bitcoin No00✓16%transcripts from the transcript model–
Headwind No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Fossil”; 1 quoted, at least 25 words apart.

Cole Mullercompanyprepared

…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,…

Where the listed words were said

Mac Mc Farlandcompany“Behind the Meter” · prepared

…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…

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