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.
55 matches for “TPU”; 5 quoted, at least 25 words apart.
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…
…state cultivation for the first time in quantum computing and launched our TPUs into space with Project Suncatcher. It has been a busy quarter and…
…in Google Cloud Platform, with strength in both AI and core GCP. TPU system sales were also a meaningful contributor. Over the past 12 months,…
…All of this is powered by our leading AI infrastructure, spanning our TPU systems, Axion CPUs, the latest Nvidia GPUs, and our Agent Compute Engine,…
…and 80% better inference price performance, respectively, versus our previous generation of TPUs. To make it easy for developers to port workloads to TPUs, we…
Where the listed words were said
…are scaling pre-training of their foundation models on the latest generation of TPUs, we are also working with new frontier model companies, including Mirendil and…
…in real-time. This is an important building block for training robots and agents. This rapid progress underscores our incredible model momentum. We are at the…
…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…
…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…
…app to Chrome, Android, and our Workspace products as well. On to YouTube, which continues to lead in the living room as the number one…
…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…
…in-depth reasoning. At Google, just in the last few weeks, teams across Chrome, Ads, and Search have used Argon to write and optimize code much…
…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…
…a great trajectory. We have now driven more than 300 million fully autonomous miles. Waymo now operates in 15 major U.S. cities and just recently…
…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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