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.
5 matches for “Reality Lab”; 5 quoted, at least 25 words apart.
…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…
…first. So with these factors combined, we expect that the P&L of Reality Labs to improve from here with operating loss coming down to around…
Within our Reality Labs segment, Q3 revenue was $443 million, down 6% due to lower Quest headset sales, which were partially offset by continued strong…
…be above 2025 operating income. At a segment level, we now expect Reality Labs losses to decline compared to 2025 to a range of $18…
…strong overall revenue growth throughout 2027. Separately, we remain focused on improving Reality Labs profitability. As Mark mentioned, we expect losses to narrow next year…
Where the listed words were said
…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…
…the level that Threads started at, or where we believe that other AI apps started at as well. The most common use case for Muse…
…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.
…now. Muse Wonder is state-of-the-art across many dimensions that matter for personal superintelligence. This validates the importance of training models ourselves to deliver the best…
…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…
…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…
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