Nike (NKE): FY27 Q1 earnings call, Oct 1, 2026
On its Oct 1, 2026 earnings call (FY27 Q1), Nike said 14 of the 24 words Kalshi and Polymarket listed; Parrot’s count agreed with all 24 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
24 words · 14 settled yes · our count agreed on 24 of 24- 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 |
|---|---|---|---|---|---|---|---|
| Sport 20+ times | Yes | 33 | 33 | ✓ | 74%transcripts from the transcript model | Hear it 2:34, Sport 20+ times | – |
| Quarter 25+ times | Yes | 32 | 32 | ✓ | 78%transcripts from the transcript model | Hear it 0:01, Quarter 25+ times | – |
| Jordan | Yes | 19 | 19 | ✓ | 93%n=3+tx from settlement history blended with transcripts | Hear it 3:10, Jordan | – |
| Supply Chain | Yes | 6 | 6 | ✓ | 90%n=5+tx from settlement history blended with transcripts | Hear it 16:46, Supply Chain | – |
| Investor Day | Yes | 6 | 6 | ✓ | 59%transcripts from the transcript model | Hear it 18:58, Investor Day | – |
| Caitlin / Clark | Yes | 6 | 6 | ✓ | 49%transcripts from the transcript model | Hear it 15:31, Caitlin / Clark | – |
| Sustainable | Yes | 5 | 5 | ✓ | 89%n=4+tx from settlement history blended with transcripts | Hear it 8:15, Sustainable | – |
| Dividend | Yes | 4 | 7 | ✓ | 60%n=3+tx from settlement history blended with transcripts | Hear it 24:23, Dividend | – |
| Hybrid | Yes | 3 | 3 | ✓ | 16%transcripts from the transcript model | Hear it 14:46, Hybrid | – |
| Alphafly | Yes | 2 | 2 | ✓ | 19%transcripts from the transcript model | Hear it 13:06, Alphafly | – |
| Miami / Blue Ribbon | Yes | 2 | 2 | ✓ | 15%transcripts from the transcript model | Hear it 32:21, Miami / Blue Ribbon | – |
| Converse | Yes | 1 | 1 | ✓ | 85%transcripts from the transcript model | Hear it 20:20, Converse | – |
| SKIMS / NikeSKIMS | Yes | 1 | 1 | ✓ | 54%n=3+tx from settlement history blended with transcripts | Hear it 32:51, SKIMS / NikeSKIMS | – |
| Sabrina | Yes | 1 | 1 | ✓ | 37%n=4+tx from settlement history blended with transcripts | Hear it 47:09, Sabrina | – |
| Digital 10+ times | No | 7 | 7 | ✓ | 77%transcripts from the transcript model | Hear it 9:24, Digital 10+ times | – |
| Wholesale 5+ times | No | 3 | 3 | ✓ | 86%transcripts from the transcript model | Hear it 4:54, Wholesale 5+ times | – |
| Tariff | No | 0 | 0 | ✓ | 94%n=4+tx from settlement history blended with transcripts | – | |
| Overhead | No | 0 | 0 | ✓ | 83%transcripts from the transcript model | – | |
| AeroFit | No | 0 | 0 | ✓ | 64%transcripts from the transcript model | – | |
| Phantom | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – | |
| Retailer | No | 0 | 0 | ✓ | 50%n=4+tx from settlement history blended with transcripts | – | |
| NikeSKIMS | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – | |
| Direct to Consumer / DTC | No | 0 | 0 | ✓ | 24%n=4+tx from settlement history blended with transcripts | – | |
| Beaverton | No | 0 | 0 | ✓ | 20%n=1+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.
10 matches for “Gross margin”; 5 quoted, at least 25 words apart.
…our expectations. Nike, Inc. revenue was within the range we guided to. Gross margin improved, as we said it would, and we managed costs with…
…was driven by double-digit growth in running, global football, tennis, and golf. Gross margin was 42.8%, up 60 basis points compared to LY. The results…
…by a greater percentage than revenue. This outlook reflects continued pressure on gross margin and fixed cost deleverage associated with lower revenue levels, higher input…
…on how you are thinking about revenues for Q2? Then maybe on gross margin as well. Then even for the fiscal 2027 outlook, I know…
…Dave. Actually, we are probably not going to provide guidance specifically for gross margin, but for the year. At this point in time, there are…
Where the listed words were said
…that foundation this quarter, growing Nike performance by another high single digits. Today, I'll share more about the momentum we're seeing across our key sports.
Good afternoon, everyone, and welcome to Nike, Inc.'s first quarter fiscal 2027 conference call. For those who want to reference today's press release, you'll find…
…right way for the long term. Let me start with Nike Sportswear, Jordan Brand, and Greater China. We've identified the areas that need improvement and…
…first element is the work that is already underway to evolve our supply chain from a mostly fixed structure to one that is more flexible,…
…creating industry-leading innovation, and building the world's strongest sports brands. At our Investor Day in November, we will provide a clearer view of our long-term…
…we activated the largest women's signature shoe launch in Nike's history, the Caitlin one. It will launch in 5,000 doors, twice the average for a…
…balance to the marketplace to create a foundation for more profitable and sustainable growth. In the near term, North America will feel the biggest impact.…
…time. In the quarter, we returned approximately $610 million to shareholders through dividends, and the dividend remains a significant priority in our capital allocation strategy.…
…Pro and Metcon are industry icons, and we just introduced the Nike Hybrid Footwear system for both running and strength movements to serve the fast-growing…
…Zoom unit for a quick, smooth ride. In September, we unveiled the Alphafly Four, a lighter, more energy-giving version of our most celebrated marathon shoe.
…dimension of Nike, bringing together running, training, football, and Sportswear. We leveraged Blue Ribbon Elite, Nike's program for NIL athletes and our retail partners to…
…long term, while also focused on getting Sportswear and our Jordan and Converse brands back to financial health. That means ensuring we are appropriately resourcing…
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