Google (GOOGL): FY26 Q3 earnings call, Oct 28, 2026
On its Oct 28, 2026 earnings call (FY26 Q3), Google said 15 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
29 words · 15 settled yes · our count agreed on 29 of 29- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| TPU 10+ times | Yes | 55 | 55 | ✓ | 54%transcripts from the transcript model | – |
| Agent / Agentic | Yes | 53 | 53 | ✓ | 96%transcripts from the transcript model | – |
| Gemini 30+ times | Yes | 37 | 37 | ✓ | 55%transcripts from the transcript model | – |
| Gemini 3+ times | Yes | 36 | 37 | ✓ | 94%transcripts from the transcript model | – |
| Search 25+ times | Yes | 36 | 36 | ✓ | 75%transcripts from the transcript model | – |
| Youtube 10+ times | Yes | 23 | 23 | ✓ | 85%transcripts from the transcript model | – |
| AI Mode | Yes | 12 | 14 | ✓ | 92%transcripts from the transcript model | – |
| Headwind | Yes | 5 | 6 | ✓ | 73%n=2+tx from settlement history blended with transcripts | – |
| Chrome | Yes | 2 | 2 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| NVIDIA | Yes | 1 | 1 | ✓ | 84%n=3+tx from settlement history blended with transcripts | – |
| Debt | Yes | 1 | 1 | ✓ | 69%transcripts from the transcript model | – |
| Wiz | Yes | 1 | 1 | ✓ | 63%n=5+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 1 | 1 | ✓ | 47%n=3+tx from settlement history blended with transcripts | – |
| Quantum | Yes | 1 | 1 | ✓ | 27%n=6+tx from settlement history blended with transcripts | – |
| SpaceX | Yes | 1 | 1 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| Search Advertising / Search Ad | No | 0 | 0 | ✓ | 67%n=3+tx from settlement history blended with transcripts | – |
| Open Source | No | 0 | 0 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| Antigravity | No | 0 | 0 | ✓ | 52%transcripts from the transcript model | – |
| Recall / Recalled | No | 0 | 0 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| YouTube Shorts | No | 0 | 0 | ✓ | 46%n=5+tx from settlement history blended with transcripts | – |
| Ironwood | No | 0 | 0 | ✓ | 44%n=3+tx from settlement history blended with transcripts | – |
| CodeMender | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Miami | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Austin | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| Buyback | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Geothermal | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Regulator / Regulation / Regulatory | No | 0 | 0 | ✓ | 13%n=6+tx from settlement history blended with transcripts | – |
| Privacy | No | 0 | 1 | ✓ | 12%n=6+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 28, 2026 02:19 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
37 matches for “Gemini”; 5 quoted, at least 25 words apart.
…and more than four times what we processed a year ago. With Gemini 4 Argon and now Carbon, which we announced today, we are excited…
…and YouTube, then our long-term bets. Starting with AI, highlighted by our Gemini 4 series of frontier models. We are seeing strong demand and usage…
Argon is just the start of the Gemini 4 series. Today, we announced Carbon. It is our strongest frontier model with state-of-the-art cybersecurity and long-horizon…
…access, and it is being tested by the U.S. government. Beyond our Gemini 4 series, yesterday we announced Genie 4, our most advanced world model…
…differentiator. We focus first on getting these agentic experiences right with the Gemini agent for enterprise, because the bar for security, safety, and governance is…
Where the listed words were said
At the same time, we are seeing strong demand for our TPU systems across a wide range of customers, and we expect that to continue…
…People are already using the Gemini app to do more than ask questions. They are using it to do things, including complex multistep agentic queries.
…You will see us extend these agentic experiences beyond Search in the Gemini app to Chrome, Android, and our Workspace products as well. On to…
…across Search, YouTube, and partnerships. We continue to accelerate the deployment of Gemini models across our entire ads infrastructure to boost performance in the three…
…now at a half a trillion-dollar annual run rate. That's remarkable growth. Search has strong momentum. Our AI investments are driving increased usage and overall…
…topic you love and get a tailored video home feed based on that topic. Philipp will say more on YouTube. On to our long-term bets.
…followed by monetization. We are building one seamless experience across AI Overviews, AI Mode, and traditional Search. People are using our AI features more, searching…
…As we stated in our outlook last quarter, FX was a slight headwind on year-over-year growth rates and had a more significant impact on sequential…
…our leading AI infrastructure, spanning our TPU systems, Axion CPUs, the latest Nvidia GPUs, and our Agent Compute Engine, which is specifically designed for AI…
…and marketable securities, which includes $90.4 billion of marketable equity securities. Long-term debt was $125.1 billion. We have also entered into multi-year agreements to secure…
…design research. We demonstrated magic state cultivation for the first time in quantum computing and launched our TPUs into space with Project Suncatcher. It has…
…negative $8.2 billion, due primarily to unrealized loss from our investment in SpaceX from a decline in its stock price in the third quarter. Net…
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