Apple (AAPL): FY26 Q4 earnings call, Nov 2, 2026
On its Nov 2, 2026 earnings call (FY26 Q4), Apple 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 |
|---|---|---|---|---|---|---|
| iPhone 10+ times | Yes | 49 | 49 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence 20+ times | Yes | 44 | 44 | ✓ | 53%transcripts from the transcript model | – |
| Revenue | Yes | 38 | 38 | ✓ | 96%transcripts from the transcript model | – |
| Mac 15+ times | Yes | 37 | 37 | ✓ | 77%transcripts from the transcript model | – |
| Siri | Yes | 23 | 31 | ✓ | 92%n=5+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 9 | 10 | ✓ | 92%n=4+tx from settlement history blended with transcripts | – |
| Manufacturing | Yes | 7 | 7 | ✓ | 90%n=5+tx from settlement history blended with transcripts | – |
| iPhone 18 | Yes | 6 | 6 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Apple Pay | Yes | 4 | 4 | ✓ | 63%n=4+tx from settlement history blended with transcripts | – |
| iCloud | Yes | 3 | 3 | ✓ | 50%n=2+tx from settlement history blended with transcripts | – |
| Mac Studio | Yes | 2 | 2 | ✓ | 64%transcripts from the transcript model | – |
| Apple Music | Yes | 2 | 2 | ✓ | 51%transcripts from the transcript model | – |
| Homepod | Yes | 2 | 2 | ✓ | 18%transcripts from the transcript model | – |
| Fold / Folding / Foldable | Yes | 2 | 2 | ✓ | 11%n=3+tx from settlement history blended with transcripts | – |
| Private Cloud Compute | Yes | 1 | 2 | ✓ | 78%transcripts from the transcript model | – |
| Sport | Yes | 1 | 1 | ✓ | 69%n=1+tx from settlement history blended with transcripts | – |
| Vision Pro | Yes | 1 | 1 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Formula 1 / F1 | No | 0 | 0 | ✓ | 86%n=5+tx from settlement history blended with transcripts | – |
| Broadcom | No | 0 | 0 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| Creator Studio | No | 0 | 0 | ✓ | 45%n=3+tx from settlement history blended with transcripts | – |
| Liquid Glass | No | 0 | 0 | ✓ | 21%n=3+tx from settlement history blended with transcripts | – |
| OpenAI / ChatGPT | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Streaming | No | 0 | 0 | ✓ | 14%n=5+tx from settlement history blended with transcripts | – |
| Widget | No | 0 | 0 | ✓ | 13%n=4+tx from settlement history blended with transcripts | – |
| Gemini | No | 0 | 0 | ✓ | 11%n=3+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 Nov 2, 2026 02:41 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 “Mac”; 5 quoted, at least 25 words apart.
…features that our users care deeply about. Meanwhile, touch has arrived on Mac for the first time with the all-new MacBook Pro, and we were…
…markets, enterprise, and education. As one example, we recently secured our biggest education deal ever for Mac with the Department of Education in the Philippines.
…and apps, to deliver powerful intelligence right when you need it. There's Mac, which is having an AI moment all its own. Mac is what…
…with every Mac in our latest lineup a powerful platform for AI. Mac mini and Mac Studio in particular are pushing the boundaries of local,…
…dual 16-core Neural Engine, accelerating on-device AI and computational photography. Turning to Mac, revenue was $10.8 billion, up 24% from a year ago, despite supply…
Where the listed words were said
…addition to September quarter and fiscal year records in total company revenue, iPhone set a September quarter revenue record, capping its best fiscal year ever.…
On top of it all, we're unlocking more powerful AI experiences across our lineup, including with the all-new Siri AI, a profoundly capable and deeply…
…discussion today will consist of forward-looking statements, including, without limitation, those regarding revenue, gross margin, operating expenses, other income and expense, taxes, and future…
…quarter and for the full fiscal year. We have never sold more Macs in a fiscal year than we did this time, which is a…
…users around the world. We see tremendous opportunity in AI as well. Siri AI marks a new chapter in AI at Apple. It is a…
These both included a benefit from tariff refunds, which had a favorable impact of approximately 1 percentage point in the September quarter. When you remove…
…parents to manage when and how their kids can use their devices. We're also pleased to be doing more and more manufacturing in the U.S.
…as we can. We have also been thrilled with the response to iPhone 18 Pro and Pro Max. It is easy to see why customers…
…have earned more than 900 wins and over 3,800 nominations. Turning to Apple Pay, we recently launched in India with Axis Bank, bringing a seamless,…
…in the future. So, kind of to your point, in the beginning, iCloud tiers were largely about storage, but we've been adding more capabilities and…
…token costs. Christie's, a world-leading auction house, is running local models on Mac Studio to improve core productivity workflows such as pricing estimates. Let's turn…
…to bring artists and fans closer together, and with the opening of Apple Music Hall, we have a beautiful new venue for intimate shows that…
Agents: this page as TSV at /api/v1/appearances/apple:2026-11-02:earnings_call · words: /api/v1/brief?appearance=apple:2026-11-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP