Meta (META): FY26 Q3 earnings call, Oct 21, 2026
On its Oct 21, 2026 earnings call (FY26 Q3), Meta said 11 of the 24 words Kalshi and Polymarket listed; Parrot’s count agreed with all 24 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
24 words · 11 settled yes · our count agreed on 24 of 24- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Muse 10+ times | Yes | 97 | 97 | ✓ | 35%transcripts from the transcript model | Hear it 2:07, Muse 10+ times | – |
| Muse 3+ times | Yes | 91 | 97 | ✓ | 54%transcripts from the transcript model | Hear it 2:07, Muse (3+ times) | – |
| AI / Artificial Intelligence 30+ times | Yes | 35 | 35 | ✓ | 79%n=1+tx from settlement history blended with transcripts | Hear it 3:31, AI / Artificial Intelligence 30+ times | – |
| Revenue 5+ times | Yes | 32 | 32 | ✓ | 88%n=1+tx from settlement history blended with transcripts | Hear it 4:50, Revenue 5+ times | – |
| SI / Super Intelligence | Yes | 12 | 12 | ✓ | 86%transcripts from the transcript model | Hear it 2:02, SI / Super Intelligence | – |
| Facebook 10+ times | Yes | 10 | 10 | ✓ | 73%n=1+tx from settlement history blended with transcripts | Hear it 1:39, Facebook 10+ times | – |
| Reality Lab | Yes | 5 | 5 | ✓ | 88%n=1+tx from settlement history blended with transcripts | Hear it 10:20, Reality Lab | – |
| Advertising | Yes | 5 | 6 | ✓ | 62%n=4+tx from settlement history blended with transcripts | Hear it 21:09, Advertising | – |
| VR / Virtual Reality | Yes | 4 | 4 | ✓ | 44%n=5+tx from settlement history blended with transcripts | Hear it 11:18, VR / Virtual Reality | – |
| Cloud | Yes | 1 | 1 | ✓ | 81%n=4+tx from settlement history blended with transcripts | Hear it 15:15, Cloud | – |
| Dividend | Yes | 1 | 1 | ✓ | 31%n=4+tx from settlement history blended with transcripts | Hear it 29:04, Dividend | – |
| Silicon | No | 0 | 0 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – | |
| Ray-Ban | No | 0 | 0 | ✓ | 60%n=5+tx from settlement history blended with transcripts | – | |
| Hiring | No | 0 | 0 | ✓ | 58%n=4+tx from settlement history blended with transcripts | – | |
| World Cup | No | 0 | 0 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – | |
| Oakley | No | 0 | 0 | ✓ | 42%n=4+tx from settlement history blended with transcripts | – | |
| Algorithm | No | 0 | 0 | ✓ | 38%n=4+tx from settlement history blended with transcripts | – | |
| Llama | No | 0 | 0 | ✓ | 29%n=5+tx from settlement history blended with transcripts | – | |
| UK / United Kingdom | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – | |
| Nebius / Hyperion | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – | |
| Hyperion | No | 0 | 0 | ✓ | 12%n=4+tx from settlement history blended with transcripts | – | |
| TikTok | No | 0 | 0 | ✓ | 12%n=5+tx from settlement history blended with transcripts | – | |
| Age Verification | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – | |
| Nebius | No | 0 | 0 | ✓ | 11%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 15:30 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
97 matches for “Muse”; 5 quoted, at least 25 words apart.
…everyone. We had one of our most successful launches ever with the Muse personal agent. We shipped Muse Wonder as our first frontier model, and…
…business, create new things, or anything else that you can dream of. Muse is the product form of this vision. Now, we have the foundational…
…than 10 million people in the U.S. and Canada have set up Muse personal agents. Growth continues to be strong, and we have been number…
…any given day. For our earliest adopters, the longer that they use Muse, the better the retention seems to get. To put this in perspective,…
…is shopping, with more than a quarter of people who are using Muse engaging in this with an average purchase size of over $200. Plaid…
Where the listed words were said
Beyond shopping, the most common connectors are for personal productivity and connecting Muse to your other services like email and calendar. This shows the importance…
…so that even Meta cannot see your content. We've also seen that Muse Wonder improves quality, engagement, and retention further, which suggests that as we…
…to Muse, we have also seen that engagement per person in Meta AI has more than doubled since April when we started rolling out our…
…for this next phase play to many of Meta's strengths. We need to do three things: scale the product, grow revenue, and optimize compute costs.
…personal agents. My view is that we will be able to build superintelligence through scaling, so we are methodically working our way up the ladder…
…each day, and we are seeing all-time highs in engagement on both Facebook and Instagram, driven by strong growth in video. Threads has now overtaken…
…on, our work on personal superintelligence is now also the focus of Reality Labs. Muse is coming to Meta Glasses starting next month, and that…
…5% more conversions at the same cost per conversion and increased their advertising investment by 9% compared with similar non-adopters. We are rolling out additional…
I also shared at Connect that we are changing our approach to virtual reality to only ship new devices when we have major breakthroughs like…
…token costs. The growth in infrastructure costs was driven by higher third-party cloud spend, depreciation, and data center operating costs. We ended Q3 with over…
…today we announced plans to create a new class of non-voting capital stock, which will be distributed to all existing shareholders through a stock dividend.
Agents: this page as TSV at /api/v1/appearances/meta:2026-10-21:earnings_call · words: /api/v1/brief?appearance=meta:2026-10-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP