Johnson & Johnson (JNJ): FY26 Q3 earnings call, Oct 13, 2026

On its Oct 13, 2026 earnings call (FY26 Q3), Johnson & Johnson said 10 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

16 words · 10 settled yes · our count agreed on 16 of 16

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
Ottava Yes1212✓90%n=3+tx from settlement history blended with transcriptsHear it 12:05, Ottava–
Firefly Bio Yes99✓45%transcripts from the transcript modelHear it 6:07, Firefly Bio–
Rybrevant Yes77✓91%n=3+tx from settlement history blended with transcriptsHear it 5:13, Rybrevant–
Caplyta Yes44✓87%transcripts from the transcript modelHear it 9:14, Caplyta–
Litigation Yes44✓72%n=2+tx from settlement history blended with transcriptsHear it 15:26, Litigation–
Procedure Yes33✓92%n=3+tx from settlement history blended with transcriptsHear it 12:37, Procedure–
Tecvayli Yes33✓81%transcripts from the transcript modelHear it 5:01, Tecvayli–
China Yes22✓88%n=3+tx from settlement history blended with transcriptsHear it 20:06, China–
Tariff Yes22✓86%n=2+tx from settlement history blended with transcriptsHear it 21:38, Tariff–
Darzalex Faspro Yes11✓56%n=3+tx from settlement history blended with transcriptsHear it 17:21, Darzalex Faspro–
Halda Therapeutics No00✓69%n=3+tx from settlement history blended with transcripts–
Administration No00✓42%n=3+tx from settlement history blended with transcripts–
AI / Artificial Intelligence No00✓35%n=2+tx from settlement history blended with transcripts–
Nipocalimab / Lupus No00✓27%n=3+tx from settlement history blended with transcripts–
Vaccine No00✓14%n=3+tx from settlement history blended with transcripts–
Gene Therapy No00✓13%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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

12 matches for “Ottava”; 5 quoted, at least 25 words apart.

Joaquin Duatocompanyprepared · 12:07Hear it 12:04, Joaquin Duato

…advanced instrumentation. In July, the U.S. FDA granted De Novo authorization for OTTAVA, the world's first table integrated soft tissue robotic system. This is one…

Joaquin Duatocompanyprepared · 12:48Hear it 12:44, Joaquin Duato

…Polyphonic, turns procedure data into actionable insights for clinicians. We already signed our first commercial customer for OTTAVA, and we are progressing our development program.

Joe Wolkcompanyprepared · 31:06Hear it 31:03, Joe Wolk

…during high-risk percutaneous coronary intervention. In surgery, we are focused on commercializing OTTAVA following its recent FDA De Novo authorization. We expect adoption and revenue…

Joe Wolkcompanyprepared · 32:35Hear it 32:29, Joe Wolk

…the opportunity to experience firsthand some of our latest innovations, such as OTTAVA. 2026 is on track for another successful year, exceeding expectations set at…

Joe Wolkcompanyqa · 35:16Hear it 35:12, Joe Wolk

…at what is on the horizon for surgery with the addition of OTTAVA over time. That will be a significant contributor to growth by the…

Where the listed words were said

Tim Schmidcompany“Ottava” · qa · 45:32Hear it 45:26, Tim Schmid

…that looks like for 2027 and beyond, specifically with a focus on new innovations like OTTAVA when we come together on December 8th. Thank you.

Joaquin Duatocompany“Firefly Bio” · prepared · 6:09Hear it 6:06, Joaquin Duato

We completed our acquisition of Firefly Bio, adding a promising new degrader antibody conjugate platform that targets drivers of difficult-to-treat cancers, including KRAS. Our ambition…

Joaquin Duatocompany“Rybrevant” · prepared · 5:15Hear it 5:13, Joaquin Duato

…early as the second line of treatment. In solid tumors, sales of RYBREVANT increased by 64%, reflecting its strength in lung cancer. By the end…

Joaquin Duatocompany“Caplyta” · prepared · 9:16Hear it 9:16, Joaquin Duato

…complex nervous system disorders. Today, we are the definitive leader in neuropsychiatry. CAPLYTA reached $1 billion in year-to-date sales, making it our 29th billion-dollar platform.…

Ryan Koorscompany“Litigation” · prepared · 15:28Hear it 15:24, Ryan Koors

…year ago. Results in the quarter were impacted by the proposed talc litigation resolution, as well as expenses associated with the Firefly Bio transaction and…

Ryan Koorscompany“Procedure” · prepared · 19:10Hear it 19:06, Ryan Koors

…basis points related to acquisitions. Electrophysiology delivered growth of 4.4%, driven by procedure expansion, commercial execution, and new product performance, partially offset by competitive…

Ryan Koorscompany“Tecvayli” · prepared · 17:12Hear it 17:12, Ryan Koors

…by share gains across earlier lines of therapy and continued site expansion. TECVAYLI growth was 77.3%, driven by launch uptake and share gains across earlier…

Ryan Koorscompany“China” · prepared · 20:08Hear it 20:04, Ryan Koors

…The decline is more notably driven by ongoing expansion of VBP in China, surgery transformation program outcomes across the portfolio, and Middle East disruption, which…

Ryan Koorscompany“Tariff” · prepared · 21:40Hear it 21:34, Ryan Koors

…and increased intangible asset amortization expense in the Innovative Medicine segment for Intra-Cellular, partially offset by the impact of tariff recoveries in the MedTech business.

Agents: this page as TSV at /api/v1/appearances/johnson-and-johnson:2026-10-13:earnings_call · words: /api/v1/brief?appearance=johnson-and-johnson:2026-10-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP