Delta (DAL): FY26 Q3 earnings call, Oct 9, 2026
On its Oct 9, 2026 earnings call (FY26 Q3), Delta said 22 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
29 words · 22 settled yes · our count agreed on 29 of 29- 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 |
|---|---|---|---|---|---|---|---|
| Capacity | Yes | 46 | 46 | ✓ | 97%n=1+tx from settlement history blended with transcripts | Hear it 4:25, Capacity | – |
| Fuel 15+ times | Yes | 34 | 34 | ✓ | 56%transcripts from the transcript model | Hear it 1:53, Fuel 15+ times | – |
| Premium | Yes | 31 | 31 | ✓ | 97%n=1+tx from settlement history blended with transcripts | Hear it 4:12, Premium | – |
| Loyal / Loyalty 3+ times | Yes | 24 | 24 | ✓ | 83%transcripts from the transcript model | Hear it 6:22, Loyal / Loyalty 3+ times | – |
| Corporate | Yes | 17 | 17 | ✓ | 97%n=1+tx from settlement history blended with transcripts | Hear it 0:30, Corporate | – |
| Demand 5+ times | Yes | 15 | 15 | ✓ | 89%n=1+tx from settlement history blended with transcripts | Hear it 3:34, Demand 5+ times | – |
| International | Yes | 14 | 14 | ✓ | 96%n=1+tx from settlement history blended with transcripts | Hear it 9:06, International | – |
| Domestic | Yes | 11 | 11 | ✓ | 95%transcripts from the transcript model | Hear it 9:05, Domestic | – |
| Technology | Yes | 9 | 9 | ✓ | 91%n=4+tx from settlement history blended with transcripts | Hear it 13:10, Technology | – |
| Partnership | Yes | 7 | 9 | ✓ | 93%n=4+tx from settlement history blended with transcripts | Hear it 6:16, Partnership | – |
| Amex / American Express | Yes | 6 | 6 | ✓ | 94%n=1+tx from settlement history blended with transcripts | Hear it 6:29, Amex / American Express | – |
| Lounge | Yes | 4 | 4 | ✓ | 81%transcripts from the transcript model | Hear it 12:31, Lounge | – |
| AI / Artificial Intelligence | Yes | 4 | 4 | ✓ | 58%transcripts from the transcript model | Hear it 48:38, AI / Artificial Intelligence | – |
| Cargo | Yes | 2 | 2 | ✓ | 93%n=1+tx from settlement history blended with transcripts | Hear it 10:11, Cargo | – |
| Acquired / Acquisition | Yes | 2 | 2 | ✓ | 79%transcripts from the transcript model | Hear it 10:38, Acquired / Acquisition | – |
| Headwind | Yes | 2 | 3 | ✓ | 71%n=1+tx from settlement history blended with transcripts | Hear it 35:23, Headwind | – |
| Weather | Yes | 2 | 2 | ✓ | 49%n=4+tx from settlement history blended with transcripts | Hear it 2:49, Weather | – |
| Amazon | Yes | 2 | 2 | ✓ | 48%transcripts from the transcript model | Hear it 8:15, Amazon | – |
| Shutdown / Shut Down | Yes | 2 | 3 | ✓ | 43%n=3+tx from settlement history blended with transcripts | Hear it 35:39, Shutdown / Shut Down | – |
| Hyatt | Yes | 2 | 2 | ✓ | 18%transcripts from the transcript model | Hear it 7:13, Hyatt | – |
| Guidance | Yes | 1 | 1 | ✓ | 90%n=4+tx from settlement history blended with transcripts | Hear it 16:35, Guidance | – |
| Oil / Gas / Gasoline | Yes | 1 | 1 | ✓ | 34%transcripts from the transcript model | Hear it 38:37, Oil / Gas / Gasoline | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 71%transcripts from the transcript model | – | |
| Tariff | No | 0 | 0 | ✓ | 59%n=4+tx from settlement history blended with transcripts | – | |
| Dividend | No | 0 | 0 | ✓ | 57%n=1+tx from settlement history blended with transcripts | – | |
| YouTube | No | 0 | 0 | ✓ | 46%n=4+tx from settlement history blended with transcripts | – | |
| Trump | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – | |
| Tailwind | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – | |
| Nonstop / Non-Stop | No | 0 | 0 | ✓ | 14%n=4+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.
46 matches for “Capacity”; 5 quoted, at least 25 words apart.
…our measured approach to growth and broader industry actions to reduce unprofitable capacity. This year's fuel spike has accelerated change across the industry. Resilient demand…
…for the Delta brand, and the benefits of our measured approach to capacity. Revenue grew to $17.6 billion, up approximately 16% over prior year on…
…were one point higher than last year as we closely align our capacity growth with demand. International unit revenue grew 12%, led by growth of…
…is growing in scale and value. SkyMiles membership is growing faster than capacity, and members are engaging more with Delta in the air and beyond…
…for December quarter revenue growth of approximately 20% year-over-year on roughly 3% capacity growth. With seat growth below 2%, including a year-over-year reduction in Main…
Where the listed words were said
…investments at L.A. to create a modern, connected complex with additional gate capacity and seamless access to the international terminal. We now have the most…
…years to reduce earnings volatility and enable us to navigate today's high fuel costs. In the September quarter, revenue grew 16%, and we delivered pre-tax…
…we announced a new strategic relationship with Hyatt, bringing together two leading premium brands. Customer response has been strong ahead of the launch later this…
…products, and partnerships, compounding Delta's differentiation and extending our lead. Our growing loyalty ecosystem is one of the most important drivers of our structural durability.…
…any time. I would now like to turn the conference over to Julie Stewart, Vice President of Investor Relations and Corporate Development. Please go ahead.
…accrued $900 million towards next year's employee profit-sharing payout. Looking at the current environment, demand remains strong, supported by a secular shift in consumer behavior.
…cuts by your competitors? And if you can sort of touch on international, because I think one of the things we're watching closely are that…
Domestic NPS continues to strengthen, driven by record interaction scores with our people, expanding digital capability, and more proactive customer communication, particularly during disruptions.…
…With a culture of continuous improvement and our investment in data and technology, our people keep raising the bar, strengthening reliability and driving efficiency while…
…engage through not only our own SkyMiles program, but the Amex and partnerships and products, you're really seeing a very strong ecosystem of spend in…
…satisfaction survey last week of all airline co-brand cards, where the Delta American Express SkyMiles card swept the top three positions, with our Reserve card…
…also in the products we put out. We have a Delta One lounge, we have two Sky Clubs, and continuing to focus on that premium…
Agents: this page as TSV at /api/v1/appearances/delta:2026-10-09:earnings_call · words: /api/v1/brief?appearance=delta:2026-10-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP