Circle (CRCL): FY26 Q3 earnings call, Nov 4, 2026

Wed, Nov 4Earnings callSpeaker-labelled transcriptCircle

On its Nov 4, 2026 earnings call (FY26 Q3), Circle said 4 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 4 settled yes · our count agreed on 10 of 10
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
Traffic Yes44✓70%n=3+tx from settlement history blended with transcripts–
Treasury Yes23✓64%n=3+tx from settlement history blended with transcripts–
Fintech Yes11✓67%n=3+tx from settlement history blended with transcripts–
Kraken Yes11✓30%n=3+tx from settlement history blended with transcripts–
Testnet No00✓92%n=3+tx from settlement history blended with transcripts–
Polymarket No00✓81%n=2+tx from settlement history blended with transcripts–
Acceleration No00✓54%n=3+tx from settlement history blended with transcripts–
M&A / Merger No00✓41%n=2+tx from settlement history blended with transcripts–
Intuit No00✓34%n=2+tx from settlement history blended with transcripts–
Trump / Administration No00✓19%transcripts from the transcript model–

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 4, 2026 14:49 UTC.

Transcript

quotes of at most 25 words

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

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

Jeremy Allairecompanyprepared

…in Circle, and USDC and Circle are now on the front of Chelsea Football Club shirts. Each of these moves strengthens a different part of…

Jeremy Allairecompanyprepared

…dollar the most. On awareness, Circle is now a Principal Partner of Chelsea Football Club, with USDC on the front of the shirt for the…

Jeremy Fox-Geencompanyprepared

…to support Arc and AI, and in marketing, including our partnership with Chelsea Football Club. Sequentially, adjusted operating expenses decreased by approximately $8 million, or…

Where the listed words were said

Jeremy Allairecompany“Traffic” · prepared

…compound each other. CPN drives demand for our digital assets and brings traffic and usage onto Arc. Arc attracts more and more applications that need…

Jeremy Allairecompany“Treasury” · prepared

We are also building CPN into a full-stack payments infrastructure. Treasury teams can now move USDC and EURC across subsidiaries and counterparties through the platforms…

Jeremy Allairecompany“Fintech” · prepared

…reaching more than 100 payout markets through more than 60 bank and fintech partners. It processes more than $25 billion of annualized payment volume, and…

Jeremy Allairecompany“Kraken” · prepared

Major new perpetual exchanges are launching on Arc, and Kraken's xStocks is bringing tokenized stocks and ETFs to Arc imminently. The network is real, and…

Agents: this page as TSV at /api/v1/appearances/circle:2026-11-04:earnings_call · words: /api/v1/brief?appearance=circle:2026-11-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP