Clear (YOU): FY26 Q3 earnings call, Nov 4, 2026

Wed, Nov 4Earnings callSpeaker-labelled transcriptClear

On its Nov 4, 2026 earnings call (FY26 Q3), Clear said 4 of the 11 words Kalshi listed; Parrot’s count agreed with 10 of 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 4 settled yes · our count agreed on 10 of 11
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
Medicare / Medicaid Yes33✓80%n=1+tx from settlement history blended with transcripts–
Agent / Agentic Yes33✓70%n=1+tx from settlement history blended with transcripts–
GovTech Yes22✓69%n=1+tx from settlement history blended with transcripts–
Shutdown / Shut Down Yes22✓55%n=1+tx from settlement history blended with transcripts–
AMEX / American Express No12✗62%n=1+tx from settlement history blended with transcripts–
TSA PreCheck No00✓40%n=1+tx from settlement history blended with transcripts–
REAL ID No00✓24%n=1+tx from settlement history blended with transcripts–
Social Security No00✓23%n=1+tx from settlement history blended with transcripts–
Home Depot No00✓22%n=1+tx from settlement history blended with transcripts–
FedRAMP No00✓19%n=1+tx from settlement history blended with transcripts–
Samsung No00✓11%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 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.

1 match for “eGate”; 1 quoted, at least 25 words apart.

Caryn Seidman Beckercompanyprepared

Almost 80% of our network is now covered by eGates, and Concierge is in almost 70% of our airports. Together, these assets help travelers win…

Where the listed words were said

Caryn Seidman Beckercompany“Medicare / Medicaid” · prepared

…contract with CMS, building on the secure, seamless sign-on we power for medicare.gov. Companies are facing enormous challenges securing their workers from hiring to document…

Caryn Seidman Beckercompany“Agent / Agentic” · prepared

…bank and crypto accounts, government programs, corporate networks, and increasingly, an AI agent is accessing those checkpoints on someone's behalf. Our mission has always been…

Caryn Seidman Beckercompany“GovTech” · prepared

…platform and a network of use cases across travel, workforce, healthcare, and govtech. Our long-held vision of enroll once and use everywhere is rolling. This…

Caryn Seidman Beckercompany“Shutdown / Shut Down” · qa

…experience, who are very aligned to continue to drive travel no matter shutdowns or no shutdowns. There's so much more we can be doing on…

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