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.
49 matches for “Revenue”; 5 quoted, at least 25 words apart.
…Dan will cover the operation. Joe will provide an update on the revenue environment, and Erik will discuss costs and our balance sheet. After the…
…enable us to navigate today's high fuel costs. In the September quarter, revenue grew 16%, and we delivered pre-tax profits of $1.5 billion, consistent with…
…when fuel prices eventually moderate, and they will, we believe our underlying revenue strength is sustainable, giving strong preference for the Delta brand and the…
…operating from a position of strength. In the December quarter, we expect revenue momentum to continue and non-fuel cost performance to improve, supporting pre-tax profits…
…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 flat…
Where the listed words were said
…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…
…picture of structural durability you have not seen in prior cycles or fuel spikes within this industry. We also expect to generate $2.5 billion of…
…demand is evident across leisure and business travel and across all cabins. Premium growth remains robust, and Main Cabin trends are continuing to improve, reflecting…
…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.
…modern, connected complex with additional gate capacity and seamless access to the international terminal. We now have the most premium ground experience with a dedicated…
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…
…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…
…consecutive year of one million new card acquisitions and double-digit growth in Amex remuneration this year. Turning to outlook, demand remains strong and broad-based as…
…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