Circle (CRCL): FY26 Q3 earnings call, Nov 4, 2026
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.
UpdatedMarkets
10 words · 4 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Traffic | Yes | 4 | 4 | ✓ | 70%n=3+tx from settlement history blended with transcripts | – |
| Treasury | Yes | 2 | 3 | ✓ | 64%n=3+tx from settlement history blended with transcripts | – |
| Fintech | Yes | 1 | 1 | ✓ | 67%n=3+tx from settlement history blended with transcripts | – |
| Kraken | Yes | 1 | 1 | ✓ | 30%n=3+tx from settlement history blended with transcripts | – |
| Testnet | No | 0 | 0 | ✓ | 92%n=3+tx from settlement history blended with transcripts | – |
| Polymarket | No | 0 | 0 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Acceleration | No | 0 | 0 | ✓ | 54%n=3+tx from settlement history blended with transcripts | – |
| M&A / Merger | No | 0 | 0 | ✓ | 41%n=2+tx from settlement history blended with transcripts | – |
| Intuit | No | 0 | 0 | ✓ | 34%n=2+tx from settlement history blended with transcripts | – |
| Trump / Administration | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Tazapay”; 5 quoted, at least 25 words apart.
…15 times year-over-year, with 205 financial institutions enrolled. We announced an agreement to acquire Tazapay, which brings USDC to the last mile and accelerates CPN.
Tazapay is a major step in that strategy, and it is a company we know well. It has been a design partner to CPN since…
…currency in someone's account, is critical in delivering value in global payments. Tazapay expands CPN's footprint, deepens our fiat connectivity, and adds new capabilities for…
…of more monetization and product capabilities into CPN through the acquisition of Tazapay, with the transition of Arc to a proof-of-stake network and the broader…
Next year as well, with the closing of the Tazapay acquisition and the integration of Taza into CPN overall, we expect to see material revenue…
Where the listed words were said
…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…
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…
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