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.
9 matches for “Partnership”; 5 quoted, at least 25 words apart.
…financial performance allows us to keep investing in our people, products, and partnerships, compounding Delta's differentiation and extending our lead. Our growing loyalty ecosystem is…
…remarkable achievement. We are also bringing more value to our customers through partnerships with leading brands. During the quarter, we announced a new strategic relationship…
…and beyond the flight. That deeper engagement is driving growth across brand partnerships such as Uber and Starbucks, in addition to travel products and our…
…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…
…has come up a few times on this call, your increasing non-airline partnership revenue. How do you think about the growth of these buckets overall…
Where the listed words were said
…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…
…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…
…durability of our earnings. Diverse revenue represented 61% of total revenue, with premium and loyalty each growing nearly 20% over prior year. Cargo and MRO…
…extending our leadership. Investments in our fleet, global network, customer experience, and loyalty ecosystems are strengthening our revenue premium, deepening engagement, and creating long-term…
…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.
…accelerated three points from the June quarter, with gains in domestic and international. A key highlight was main cabin, where unit revenue grew high teens,…
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…
…you put the portfolio of partners we're working together now adding Hyatt, those are really concrete products and partnerships that drive that ecosystem even faster.
…that's really important to us is the loyalty itself arrangement with principally American Express. But we have other partners that we are increasingly building out…
…capacity and seamless access to the international terminal. We now have the most premium ground experience with a dedicated curb-to-lounge path for Delta One customers.
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