Toast (TOST): FY26 Q3 earnings call, Nov 3, 2026
On its Nov 3, 2026 earnings call (FY26 Q3), Toast said 4 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 4 settled yes · our count agreed on 11 of 11- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Toast IQ | Yes | 15 | 17 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Agent / Agentic | Yes | 11 | 12 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Memory / Chip | Yes | 2 | 2 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Resy | Yes | 1 | 1 | ✓ | 37%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – |
| Buyback / Buy Back | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – |
| Fraud / Theft | No | 0 | 0 | ✓ | 27%n=1+tx from settlement history blended with transcripts | – |
| Instacart | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| London | No | 0 | 0 | ✓ | 22%n=1+tx from settlement history blended with transcripts | – |
| Uber Eats | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Voice Ordering | No | 0 | 0 | ✓ | 12%n=1+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 3, 2026 23:56 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
0 matches for “FTC / Federal Trade Commission”.
Where the listed words were said
…on the work for them. This quarter, we added new agents to Toast IQ Grow and launched Toast IQ Team, which helps operators manage scheduling…
…what Toast can do for customers with AI, from software to an agentic platform that takes on critical work and delivers business outcomes for customers.…
…the previous question, just related to how you guys are thinking about memory costs. Just any updates or change in thinking in terms of, obviously,…
Lastly, for reservations, between Toast Tables, Resy, and Tock, we have got great inventory in the app to book a table, and we have seen…
Agents: this page as TSV at /api/v1/appearances/toast:2026-11-03:earnings_call · words: /api/v1/brief?appearance=toast:2026-11-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP