Spotify (SPOT): FY26 Q3 earnings call, Oct 22, 2026
On its Oct 22, 2026 earnings call (FY26 Q3), Spotify said 10 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 10 settled yes · our count agreed on 16 of 16- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Retain / Retention | Yes | 7 | 7 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| Monetization | Yes | 4 | 4 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| ChatGPT | Yes | 2 | 2 | ✓ | 76%n=3+tx from settlement history blended with transcripts | – |
| Message / Messaging | Yes | 2 | 2 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| Meta | Yes | 2 | 2 | ✓ | 22%n=3+tx from settlement history blended with transcripts | – |
| Churn | Yes | 1 | 1 | ✓ | 87%n=3+tx from settlement history blended with transcripts | – |
| Fitness | Yes | 1 | 1 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Claude | Yes | 1 | 1 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – |
| Game / Gaming | Yes | 1 | 1 | ✓ | 67%n=3+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 1 | ✓ | 56%n=2+tx from settlement history blended with transcripts | – |
| Apple | No | 0 | 0 | ✓ | 80%n=3+tx from settlement history blended with transcripts | – |
| Netflix | No | 0 | 0 | ✓ | 65%n=3+tx from settlement history blended with transcripts | – |
| Concert | No | 0 | 0 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
| Physical | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – |
| Peloton | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Bookshop / Bookshop.org | No | 0 | 0 | ✓ | 21%n=3+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 15:41 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
18 matches for “Subscriber”; 5 quoted, at least 25 words apart.
…across markets to scale our funnel and drive revenue growth over time. Subscribers came in ahead at 306 million, beating our guidance by one million.…
…story: durability. When we went public in 2018, we had 71 million subscribers. Since then, every single year, we've been adding 25 million subs or…
…increases, and a changing economy and consumer landscape, this steady growth in subscribers hasn't stopped. This quarter, that growth came from every region. That's what…
…the year, making Spotify the world's first global audiobook service. This enhances subscriber lifetime value, add-on monetization, and will benefit Spotify around the world. Gustav…
…million to 788 million, up 11% year-over-year. We added six million net subscribers during the quarter, growing quarter-over-quarter across all regions. We reached 306 million,…
Where the listed words were said
…our recommendations, and what the Spotify agent can do. Better recommendations strengthen retention over time. It also tells us something encouraging about the future of…
…consumer awareness of the value we deliver, supporting future subscriber growth and monetization. On AI, our investments have accelerated feature shipping while keeping headcount flat,…
…via another agent. We made a bet that consumers using services like ChatGPT would also start demanding intelligence from their media service. We built for…
…our multiplayer offerings. We've talked a lot about them. Popular features like messaging, Jam, collaborative playlists, and comments. Today I'd like to spend a moment…
This was also the case with Meta Ray-Bans, OpenAI's Dots, and we were the only media service integrated into Meta's Muse at launch. The list…
…that go unused. If the agent owns the relationship, what keeps Spotify from becoming an interchangeable back-end pipe? Is churn from agents a real risk?
…quarter, there are many new product rollouts from Audiobooks+ globally to Reserved Fitness and the expanded Spotify Partner Program, Taste Profile in the U.S. et…
…that you have had nearly one year of deploying new tools like Claude Code, could you talk about your view on AI ROI and how…
…Spotify very easy to integrate across speakers, something called the eSDK. TVs, gaming consoles, and other devices. That investment turned the growth of the connected…
…really turning the growth of agents into a tailwind rather than a headwind. That is exactly what we are seeing now. We are seeing really…
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