Verizon (VZ): FY26 Q3 earnings call, Oct 26, 2026
On its Oct 26, 2026 earnings call (FY26 Q3), Verizon said 17 of the 25 words Kalshi and Polymarket listed; Parrot’s count agreed with all 25 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
25 words · 17 settled yes · our count agreed on 25 of 25- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Fiber 10+ times | Yes | 30 | 30 | ✓ | 77%transcripts from the transcript model | – |
| Broadband 20+ times | Yes | 27 | 27 | ✓ | 63%transcripts from the transcript model | – |
| Spectrum | Yes | 22 | 23 | ✓ | 64%n=4+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence 15+ times | Yes | 22 | 22 | ✓ | 54%transcripts from the transcript model | – |
| Churn 10+ times | Yes | 11 | 11 | ✓ | 73%transcripts from the transcript model | – |
| AI Connect | Yes | 8 | 9 | ✓ | 60%transcripts from the transcript model | – |
| Simplicity | Yes | 7 | 7 | ✓ | 77%transcripts from the transcript model | – |
| Satellite | Yes | 7 | 7 | ✓ | 72%n=4+tx from settlement history blended with transcripts | – |
| Loyalty | Yes | 5 | 5 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| C-Band | Yes | 4 | 4 | ✓ | 58%n=3+tx from settlement history blended with transcripts | – |
| Infrastructure | Yes | 3 | 3 | ✓ | 81%transcripts from the transcript model | – |
| Verizon One | Yes | 3 | 3 | ✓ | 65%transcripts from the transcript model | – |
| Starlink | Yes | 2 | 2 | ✓ | 17%n=2+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 1 | ✓ | 87%n=2+tx from settlement history blended with transcripts | – |
| Synergy | Yes | 1 | 1 | ✓ | 83%n=3+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 1 | ✓ | 69%n=2+tx from settlement history blended with transcripts | – |
| Rural | Yes | 1 | 1 | ✓ | 44%n=4+tx from settlement history blended with transcripts | – |
| Prepaid | No | 0 | 0 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Home / MyHome | No | 0 | 0 | ✓ | 80%n=3+tx from settlement history blended with transcripts | – |
| Outage | No | 0 | 0 | ✓ | 49%n=3+tx from settlement history blended with transcripts | – |
| Starry | No | 0 | 0 | ✓ | 46%n=3+tx from settlement history blended with transcripts | – |
| 5G | No | 0 | 0 | ✓ | 41%n=4+tx from settlement history blended with transcripts | – |
| Unlimited | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – |
| Duo | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Google AI Pro | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
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 26, 2026 15:45 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Millimeter Wave”; 5 quoted, at least 25 words apart.
Using our millimeter wave spectrum, we have developed an innovative solution that will enable us to deliver a 1 gig FWA product in metro areas…
…capabilities and performance our customers expect from us. Our 1,700 MHz of millimeter wave spectrum has suddenly become a differentiated and competitive advantage. It also…
…We will have high-speed broadband gig-plus coverage across the country with our millimeter wave, which has now become this tremendous advantage for us with 1,700…
…gig or more of speed. That really was the genesis of our millimeter wave solution. How could we take this massive spectrum holding that we…
…improving our network capacity. Now we have the ability to put our millimeter wave spectrum to use. It is early days, but it is a…
Where the listed words were said
…delivered 314,000 net adds, and our mix is continuing to shift towards fiber, which now makes up nearly half of our broadband net adds. That…
…fiber and FWA, we have the assets to deliver great value in broadband. It also demands a more sophisticated, segmented approach to FWA. Where we…
…Customers notice, and they are voting with their wallets by staying. The spectrum we won in the AWS-3 auction is already enhancing our network, and…
…these two contracts are a clear signal that the largest builders of AI infrastructure in the world are choosing Verizon as a strategic connectivity partner.
…million-1.2 million, more than three times last year's result. Overall, postpaid phone churn was 94 basis points, an improvement of four basis points year-over-year, while…
…proposition. We have not yet begun to recognize significant revenue from our AI Connect business, and we have meaningful additional capacity to return capital to…
…value proposition we launched in mid-June continues to deliver beyond our expectations. Simplicity, Verizon One, and our loyalty program are resonating with our customers. Our…
…at providing a competitive service. I don't really need to re-review the satellite beam physics, but just suffice to say that without a terrestrial network,…
Simplicity, Verizon One, our loyalty plan, as Tony said in his remarks, our customers love it, and we're seeing it in all of our results.…
…ancillary benefit is it makes our entire network more efficient. It offloads C-band capacity, it gives our network more capacity and runway, and it significantly…
…of new value props that we develop using our data, our network infrastructure, our quite extensive customer relationships, and our trusted brand. You're going to…
There is strong consumer demand, really pleased with the uptake of Verizon One and increasing demand for higher download speeds. I think that will just…
Agents: this page as TSV at /api/v1/appearances/verizon:2026-10-26:earnings_call · words: /api/v1/brief?appearance=verizon:2026-10-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP