General Motors (GM): FY26 Q3 earnings call, Oct 20, 2026
On its Oct 20, 2026 earnings call (FY26 Q3), General Motors said 14 of the 22 words Kalshi and Polymarket listed; Parrot’s count agreed with all 22 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
22 words · 14 settled yes · our count agreed on 22 of 22- 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 |
|---|---|---|---|---|---|---|---|
| Quarter 15+ times | Yes | 47 | 47 | ✓ | 79%transcripts from the transcript model | Hear it 0:01, Quarter 15+ times | – |
| EV / Electric | Yes | 19 | 23 | ✓ | 96%transcripts from the transcript model | Hear it 3:57, EV / Electric | – |
| Super Cruise | Yes | 11 | 12 | ✓ | 92%transcripts from the transcript model | Hear it 6:31, Super Cruise | – |
| Tariff | Yes | 9 | 9 | ✓ | 96%transcripts from the transcript model | Hear it 12:52, Tariff | – |
| China | Yes | 8 | 13 | ✓ | 94%n=1+tx from settlement history blended with transcripts | Hear it 15:06, China | – |
| Inflation | Yes | 8 | 8 | ✓ | 77%transcripts from the transcript model | Hear it 14:29, Inflation | – |
| North America | Yes | 6 | 6 | ✓ | 93%transcripts from the transcript model | Hear it 2:16, North America | – |
| Buyback / Buy Back | Yes | 4 | 6 | ✓ | 54%transcripts from the transcript model | Hear it 11:35, Buyback / Buy Back | – |
| Inventory | Yes | 3 | 3 | ✓ | 95%transcripts from the transcript model | Hear it 10:42, Inventory | – |
| President / Trump | Yes | 3 | 3 | ✓ | 86%transcripts from the transcript model | Hear it 0:35, President / Trump | – |
| Regulatory | Yes | 2 | 2 | ✓ | 93%transcripts from the transcript model | Hear it 13:10, Regulatory | – |
| Battery | Yes | 2 | 2 | ✓ | 88%transcripts from the transcript model | Hear it 28:27, Battery | – |
| Autonomous | Yes | 2 | 2 | ✓ | 51%transcripts from the transcript model | Hear it 57:04, Autonomous | – |
| Oil / Gas / Gasoline | Yes | 1 | 1 | ✓ | 56%transcripts from the transcript model | Hear it 28:38, Oil / Gas / Gasoline | – |
| Mexico | No | 0 | 0 | ✓ | 66%transcripts from the transcript model | – | |
| Domestic | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – | |
| F1 | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – | |
| Trump | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – | |
| Passenger | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – | |
| Hummer | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – | |
| Debt 7+ times | No | 0 | 0 | ✓ | 10%transcripts from the transcript model | – | |
| Fiscal 10+ times | No | 0 | 0 | ✓ | 2%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.
3 matches for “Software”; 3 quoted, at least 25 words apart.
…expect incremental benefits from warranty expense improvements, lower EV losses, growth in software and services revenue, and the launches of our next-generation Chevrolet Silverado and…
…The base is already strong and growing rapidly. Year-over-year, deferred revenue from software and services is up 40%. For the full year, we are on…
…onshore production to the U.S., strengthen our supply chain, and expand our software capabilities. We expect these costs to continue to ramp in the fourth…
Where the listed words were said
Good morning, and welcome to the General Motors Company third quarter 2026 earnings conference call. During the opening remarks, all participants will be in a…
…was up $1.4 billion year-over-year. ICE volumes were up 8% year-over-year, while EV volumes declined as we lapped the expiration of the consumer purchase incentive…
Trucks will also be a big driver of incremental Super Cruise adoption and digital revenue as we make the technology standard on high-end Silverado and…
…up $1.7 billion year-over-year. The improvement was driven by higher earnings and tariff timing. Regarding EV charges, as I mentioned last quarter, we moved quickly…
GM International EBIT adjusted excluding China equity income was breakeven in the third quarter, down $200 million year-over-year, driven by a -$100 million mark-to-market adjustment…
…and continued warranty expense reductions. These gains were partially offset by commodity inflation, including logistics and higher DRAM costs, along with higher manufacturing costs related…
…up more than 35% year-over-year. During the third quarter, our margins in North America were 8.7%, up 2.5 points year-over-year. The compelling products, technology, and…
That brings our year-to-date buybacks to $6.3 billion and completes the prior board authorization. This morning, we announced a new $20 billion multi-year share repurchase…
…the downtime, the sell-down of the existing truck is on track, with inventories at planned levels and incentives as a percentage of MSRP that are…
…is being recorded Tuesday, October 20, 2026. I would now like to turn the conference over to Ashish Kohli, GM's Vice President of Investor Relations.
…the high end of our $1 billion-$1.5 billion in full-year improvement. Emissions-related regulatory savings are around $500 million year-to-date, and we expect a minimal benefit…
…2028 and 2029, as we get into LMR and the next generation battery cells and packs, we should see another step function improvement in profitability.…
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