Best Buy (BBY): FY27 Q2 earnings call, Aug 27, 2026

Thu, Aug 27Earnings callSpeaker-labelled transcriptBest Buy

On its Aug 27, 2026 earnings call (FY27 Q2), Best Buy said 8 of the 14 words Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

14 words · 8 settled yes · our count agreed on 14 of 14

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 speakersAgreesProbabilityClipMarket
Quarter 15+ timesYes4646✓82%transcripts from the transcript modelHear it 0:04, Quarter 15+ times–
Marketplace 5+ timesYes1818✓79%transcripts from the transcript modelHear it 4:30, Marketplace 5+ times–
Deliver / Delivered Yes77✓93%transcripts from the transcript modelHear it 3:57, Deliver / Delivered–
Home Theater Yes77✓85%transcripts from the transcript modelHear it 5:03, Home Theater–
Gaming Yes44✓95%transcripts from the transcript modelHear it 6:06, Gaming–
International Yes44✓81%transcripts from the transcript modelHear it 9:16, International–
Mobile Yes33✓91%transcripts from the transcript modelHear it 5:33, Mobile–
Online Yes22✓92%transcripts from the transcript modelHear it 13:50, Online–
Vendor 20+ timesNo1616✓51%transcripts from the transcript modelHear it 7:14, Vendor 20+ times–
Fiscal 10+ timesNo33✓53%transcripts from the transcript modelHear it 0:04, Fiscal 10+ times–
PC No00✓62%transcripts from the transcript model–
Desktop No00✓51%transcripts from the transcript model–
Amazon No00✓29%transcripts from the transcript model–
Gemini No00✓26%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 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

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

7 matches for “Home Theater”; 5 quoted, at least 25 words apart.

Corie Barrycompanyprepared · 5:05Hear it 5:03, Corie Barry

We are excited to announce that home theater was the second biggest weighted comp driver this quarter, with the highest sales growth since Q2 of…

Jason Bonfigcompanyprepared · 11:29Hear it 11:28, Jason Bonfig

…been particularly focused on elevating the Best Buy experience. I'll start with home theater. We are seeing tangible results from our efforts. In the second…

Corie Barrycompanyprepared · 21:49Hear it 21:43, Corie Barry

…our categories, with the largest drivers on a weighted basis being computing, home theater, and a collection of emerging categories such as AI glasses and…

Jason Bonfigcompanyqa · 34:32Hear it 34:28, Jason Bonfig

…that the way to think about it is we do see that home theater, mobile phones, and that collection of emerging categories will continue to…

Michael Lasseranalystqa · 40:55Hear it 40:49, Michael Lasser

…in key categories and the price of key categories like appliances and home theater. What are you seeing in terms of the competitive reaction and…

Where the listed words were said

Operatoroperator“Quarter (15+)” · prepared · 0:06Hear it 0:03, Operator

…and gentlemen, thank you for standing by. Welcome to Best Buy's second quarter fiscal 2027 earnings call. At this time, all participants are in a…

Corie Barrycompany“Marketplace (5+)” · prepared · 4:32Hear it 4:31, Corie Barry

…expect to provide considerable benefit over time. Our Best Buy Ads and marketplace initiatives continued to hit their performance targets and contributed to our gross…

Corie Barrycompany“Deliver / Delivered” · prepared · 3:59Hear it 3:56, Corie Barry

…rate expansion and EPS growth. Specifically, on revenue of $9.8 billion, we delivered an adjusted operating income rate of 4.3%, an adjusted diluted EPS of…

Corie Barrycompany“Home Theater” · qa · 42:29Hear it 42:28, Corie Barry

…is also about experience. It is about delivering faster. It is about in-home theater, having the full ability to replace what you have. Those are…

Corie Barrycompany“Gaming” · prepared · 6:08Hear it 6:04, Corie Barry

As expected, we saw comparable sales decline in our traditional gaming category as we lacked the successful launch of the Nintendo Switch 2 in June…

Jason Bonfigcompany“International” · prepared · 9:18Hear it 9:17, Jason Bonfig

…year, driven by a stronger than anticipated performance. We will begin adding international sellers later this quarter, which opens us up to a materially new…

Corie Barrycompany“Mobile” · prepared · 5:35Hear it 5:34, Corie Barry

…group of categories in Q2 more than doubled versus last year. In mobile phones, we delivered our sixth consecutive quarter of growth, driven by our…

Jason Bonfigcompany“Online” · prepared · 13:52Hear it 13:52, Jason Bonfig

…it easier and more convenient to complete these complex purchases. Speaking of online experiences, I am excited to announce the launch of Ask Blue, our…

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