Carnival (CCL): FY26 Q3 earnings call, Sep 29, 2026
On its Sep 29, 2026 earnings call (FY26 Q3), Carnival said 20 of the 27 words Kalshi and Polymarket listed; Parrot’s count agreed with all 27 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
27 words · 20 settled yes · our count agreed on 27 of 27- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|---|
| Quarter 20+ times | Yes | 43 | 43 | ✓ | 75%transcripts from the transcript model | Hear it 0:30, Quarter 20+ times | – |
| Fuel 5+ times | Yes | 28 | 28 | ✓ | 86%transcripts from the transcript model | Hear it 1:01, Fuel 5+ times | – |
| Guest 10+ times | Yes | 23 | 23 | ✓ | 68%transcripts from the transcript model | Hear it 4:23, Guest 10+ times | – |
| Booking 10+ times | Yes | 19 | 19 | ✓ | 61%transcripts from the transcript model | Hear it 2:06, Booking 10+ times | – |
| Celebration Key | Yes | 15 | 15 | ✓ | 95%n=2+tx from settlement history blended with transcripts | Hear it 6:05, Celebration Key | – |
| Capacity | Yes | 15 | 15 | ✓ | 94%transcripts from the transcript model | Hear it 5:37, Capacity | – |
| Loyalty | Yes | 4 | 4 | ✓ | 82%transcripts from the transcript model | Hear it 8:15, Loyalty | – |
| Headwind | Yes | 4 | 5 | ✓ | 71%n=2+tx from settlement history blended with transcripts | Hear it 11:51, Headwind | – |
| Propel | Yes | 4 | 6 | ✓ | 71%transcripts from the transcript model | Hear it 3:56, Propel | – |
| Princess | Yes | 3 | 3 | ✓ | 70%transcripts from the transcript model | Hear it 6:46, Princess | – |
| Dividend | Yes | 2 | 2 | ✓ | 82%n=2+tx from settlement history blended with transcripts | Hear it 12:46, Dividend | – |
| Evolution | Yes | 2 | 2 | ✓ | 82%transcripts from the transcript model | Hear it 51:57, Evolution | – |
| Inflation | Yes | 2 | 2 | ✓ | 35%n=2+tx from settlement history blended with transcripts | Hear it 2:46, Inflation | – |
| Dock | Yes | 1 | 1 | ✓ | 90%transcripts from the transcript model | Hear it 51:58, Dock | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 78%n=2+tx from settlement history blended with transcripts | Hear it 4:13, AI / Artificial Intelligence | – |
| Dry Dock | Yes | 1 | 1 | ✓ | 77%n=2+tx from settlement history blended with transcripts | Hear it 51:58, Dry Dock | – |
| Middle East | Yes | 1 | 1 | ✓ | 71%n=1+tx from settlement history blended with transcripts | Hear it 17:55, Middle East | – |
| Holland America | Yes | 1 | 1 | ✓ | 59%transcripts from the transcript model | Hear it 9:19, Holland America | – |
| Modernization | Yes | 1 | 2 | ✓ | 54%transcripts from the transcript model | Hear it 9:13, Modernization | – |
| Wave | Yes | 1 | 1 | ✓ | 40%transcripts from the transcript model | Hear it 39:46, Wave | – |
| Tailwind | No | 0 | 1 | ✓ | 56%n=2+tx from settlement history blended with transcripts | – | |
| Consumer Sentiment | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – | |
| Tariff | No | 0 | 1 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – | |
| Sphere Class | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – | |
| Caribbean Gulf | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Iran | No | 0 | 1 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – | |
| Oil | No | 0 | 1 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – |
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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
2 matches for “Modernization”; 2 quoted, at least 25 words apart.
…to our results in the second half of the year. Our mid-life modernization programs continue to progress, with additional vessels planned for AIDA and Holland…
…see any constraints to bookings apart from the first quarter dynamics that you cited, and tailwinds to consider from your destination portfolio and modernization initiatives?
Where the listed words were said
Thank you. Good morning and welcome to our third quarter 2026 earnings conference call. I am joined today by our CEO, Josh Weinstein, our CFO,…
…will be referencing certain non-GAAP financial measures, including yields, cruise costs without fuel, EBITDA, net income, and related statistics for all, which are on a…
…our teams make better decisions and provide more personalized experiences for our guests, automating more of how we operate shoreside, and identifying new efficiencies in…
…nearly 2.5%, more than a point better than expected. The improvement in booking trends we highlighted on our last call continued to build throughout the…
…and discipline. One of the most visible examples is our destination strategy. Celebration Key recently marked its first anniversary, having welcomed almost 2.5 million guests…
…tell a similar story. They reached a third-quarter record of approximately $7.6 billion, up about 7%, despite flat capacity growth over the next 12 months.
…rest of the business. We are finding new ways to deepen guest loyalty and increase lifetime value. In the year following Carnival Cruise Line's June…
…are showing up in our financial results. Despite the significant fuel price headwind this year, we expect to finish 2026 with even more brands generating…
…is still early, we are beginning to capture opportunities embedded in our PROPEL targets sooner than expected, leveraging our unmatched scale, sharpening commercial execution, investing…
…this year. Its reach is also expanding beyond Carnival Cruise Line, with Princess joining next month, followed by select calls from AIDA and Costa late…
…our financial position. Just six months into our share repurchase program, we have already bought back about $1.2 billion of stock alongside our ongoing dividend.
…couple of tenths of a point. Next year, we will have five Evolution ships in dry dock compared to two this year. Overall, that may…
Agents: this page as TSV at /api/v1/appearances/carnival:2026-09-29:earnings_call · words: /api/v1/brief?appearance=carnival:2026-09-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP