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.
4 matches for “SpaceX”; 3 quoted, at least 25 words apart.
…to play to win. I also operate under the assumption that everything SpaceX says they will do, they will do, and that they will execute…
…difficult with them to compete on a satellite basis. I think that SpaceX realizes this, and they're exploring a potential path to creating a terrestrial…
…on the first half of next year. That's 160 MHz speculation. Will SpaceX be a part of that or not? Remember on that that will…
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…
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…
We are increasingly running our transformation through our newly completed AI tech stack for applications that help us better serve customers, increase our network performance,…
…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.…
…differentiated and competitive advantage. It also has a dual benefit in that it will create substantial incremental efficiencies and capacity in our existing C-band spectrum.
…in key metro areas as we continue to deploy it. Finally, AI infrastructure is becoming a real growth driver for Verizon. Today, we announced that…
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