Vistra (VST): FY26 Q2 earnings call, Aug 7, 2026
On its Aug 7, 2026 earnings call (FY26 Q2), Vistra said 10 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
14 words · 10 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Co-Location | Yes | 8 | 10 | ✓ | 86%transcripts from the transcript model | Hear it 22:33, Co-Location | – |
| Cogentrix | Yes | 5 | 5 | ✓ | 76%transcripts from the transcript model | Hear it 11:37, Cogentrix | – |
| Investment Grade | Yes | 4 | 4 | ✓ | 79%transcripts from the transcript model | Hear it 13:47, Investment Grade | – |
| Meta | Yes | 3 | 3 | ✓ | 77%transcripts from the transcript model | Hear it 11:46, Meta | – |
| Hyperscaler | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | Hear it 52:18, Hyperscaler | – |
| Production Tax Credit / PTC | Yes | 2 | 2 | ✓ | 71%transcripts from the transcript model | Hear it 11:24, Production Tax Credit / PTC | – |
| Comanche Peak | Yes | 1 | 2 | ✓ | 91%transcripts from the transcript model | Hear it 18:05, Comanche Peak | – |
| Permian | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | Hear it 13:35, Permian | – |
| Oak Hill | Yes | 1 | 1 | ✓ | 70%transcripts from the transcript model | Hear it 13:42, Oak Hill | – |
| Martin Lake | Yes | 1 | 1 | ✓ | 65%transcripts from the transcript model | Hear it 10:04, Martin Lake | – |
| Uprate / Up Rate | No | 0 | 0 | ✓ | 80%transcripts from the transcript model | – | |
| Capacity Auction | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – | |
| Moss Landing | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – | |
| Buyback | No | 0 | 1 | ✓ | 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.
10 matches for “Battery”; 5 quoted, at least 25 words apart.
…in those discussions. When we think about the RBP itself, there's realistically batteries, peakers, CCGTs that you could see bid into that. Depending on where…
…with what we're seeing with the weather, and frankly, a lot of batteries that came into the system post-August 2023, when the ECRS payments were…
…in critical hours in that bridging solar hours to wind hours, and batteries were able to bridge that at this time. We're seeing the battery…
…commercial. They did a little bit of a deep dive on the battery performance just to give some insight as to how that affected pricing…
…as the solar was dropping off the grid that you needed the batteries to serve load, and you needed about 25 GWh worth of batteries…
Where the listed words were said
…to look more for speed and where can they get hooked up. Co-location, for instance, can bring a speed advantage to hook up that even…
…a reminder, that range excludes any contribution from the pending acquisition of Cogentrix and the premium above market we expect to receive under the long-term…
…of the Oak Hill 2 solar facility supported by a power purchase agreement with a large investment-grade counterparty, and now our capital commitment to Helix.
…significant transactions that aren't included in that, and that's Cogentrix and the Meta PPA. They're still excluded. Our current expectation is that we'll provide a…
…that we have to pull together because typically for those sites, the hyperscaler customers want to bring in a co-location developer, you've got them in…
…meaningfully lower. That headwind is offset by some higher prices in PJM. We do have the hedging program and the downside protection of the PTC.
…the timeframe. The key project that we have in our portfolio at Comanche Peak, we're looking to energize at the end of 2027. We don't…
…our flexible gas generation assets to capture margin opportunities, the restart of Martin Lake Unit 1, and contributions from the assets acquired from Lotus in…
Agents: this page as TSV at /api/v1/appearances/vistra:2026-08-07:earnings_call · words: /api/v1/brief?appearance=vistra:2026-08-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP