Alaska Air (ALK): FY26 Q3 earnings call, Oct 21, 2026
On its Oct 21, 2026 earnings call (FY26 Q3), Alaska Air said 11 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 11 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Cargo | Yes | 7 | 8 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 6 | 8 | ✓ | 85%n=2+tx from settlement history blended with transcripts | – |
| Atmos | Yes | 2 | 2 | ✓ | 80%transcripts from the transcript model | – |
| Amazon | Yes | 2 | 3 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – |
| Oneworld | Yes | 2 | 2 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| Starlink | Yes | 2 | 2 | ✓ | 76%n=2+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 2 | 2 | ✓ | 29%n=2+tx from settlement history blended with transcripts | – |
| Boeing | Yes | 1 | 1 | ✓ | 87%n=2+tx from settlement history blended with transcripts | – |
| Oil / Gas / Gasoline | Yes | 1 | 1 | ✓ | 29%transcripts from the transcript model | – |
| Premium Reserve | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 1 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – |
| Iceland | No | 0 | 0 | ✓ | 18%n=2+tx from settlement history blended with transcripts | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| New Zealand | No | 0 | 0 | ✓ | 12%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 22, 2026 17:08 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
2 matches for “Oneworld”; 2 quoted, at least 25 words apart.
…all sorts of friction, network connectivity challenges, and Hawaiian brand joined the oneworld. Then the third area is industry capacity is appearing constructive as I…
…for the West Coast and for our core customer base, and we're excited to go forward and hopefully partner more deeply with our oneworld partners.
Where the listed words were said
…expectations, and we continue to execute across our initiatives in Premium, Loyalty, Cargo, and International, all helping to drive a seven-point RASM-to-CASMex spread for the…
…matures, we see a clear opportunity to improve performance. A continued two-point headwind from Hawaii, excluding where we undertook double-digit capacity growth, which is included…
…is a comp issue and noise, as you suggested. When we launched Atmos last year, it was a huge launch, both the Summit card and…
…Alaska and Hawaiian next year and work toward renewing our partnership with Amazon with better economics and expanded service. Our focus remains on the things…
…a lot of investments we're making into the fleet with things like Starlink, and obviously this year we went through incremental additions in the First…
…side, obviously. Lots going on in the outside world around technology and AI, and it is definitely a place that we want to continue to…
…question, we do have flexibility. We have got a phenomenal partner in Boeing. We have never run into a situation where they were not willing…
…strategy to allow the company to be more resilient to not only oil shocks, but other economic shocks like tariffs. The investments we're doing in…
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