PayPal (PYPL): FY26 Q3 earnings call, Oct 27, 2026

Tue, Oct 27Earnings callSpeaker-labelled transcriptPayPal

On its Oct 27, 2026 earnings call (FY26 Q3), PayPal said 3 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.

Updated

Markets

15 words · 3 settled yes · our count agreed on 15 of 15
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
Braintree Yes44✓80%n=1+tx from settlement history blended with transcripts–
Agentic Commerce Yes34✓66%n=1+tx from settlement history blended with transcripts–
E-Commerce Yes11✓74%n=4+tx from settlement history blended with transcripts–
Biometric No00✓76%n=4+tx from settlement history blended with transcripts–
Stablecoin / Stable Coin No00✓40%n=4+tx from settlement history blended with transcripts–
Google No00✓28%n=4+tx from settlement history blended with transcripts–
Cash Back / Cashback No00✓21%n=3+tx from settlement history blended with transcripts–
Stash No00✓16%n=2+tx from settlement history blended with transcripts–
Anthropic / Claude No00✓13%n=1+tx from settlement history blended with transcripts–
Ads ID / Ad ID No00✓13%transcripts from the transcript model–
Glance No00✓13%transcripts from the transcript model–
Regulation / Regulator / Regulatory No00✓11%n=3+tx from settlement history blended with transcripts–
European Payments Council / EPC No00✓10%n=1+tx from settlement history blended with transcripts–
Stripe No00✓10%n=1+tx from settlement history blended with transcripts–
Bitcoin No00✓9%n=4+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 27, 2026 13:47 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

3 matches for “Meta”; 3 quoted, at least 25 words apart.

Enrique Lorescompanyprepared

…data driven innovation. We are building for what comes next, collaborating with Meta and other AI companies to integrate PayPal into AI for personal agents…

Timothy Chiodoanalystqa

…I want to touch on the comments you made around collaborating with Meta and some of the other AI agents. I know from prior discussions,…

Enrique Lorescompanyqa

…we do and in terms of partnering with other companies such as Meta. The key advantage that we have is really driven by our core…

Where the listed words were said

Enrique Lorescompany“Braintree” · prepared

…financial services, including buy now, pay later, credit, and debit. Venmo and Braintree each deliver double-digit TPV growth and are making important contributions to transaction…

Agents: this page as TSV at /api/v1/appearances/paypal:2026-10-27:earnings_call · words: /api/v1/brief?appearance=paypal:2026-10-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP