KKR (KKR): FY26 Q3 earnings call, Nov 9, 2026

Mon, Nov 9Earnings callSpeaker-labelled transcriptKKR

On its Nov 9, 2026 earnings call (FY26 Q3), KKR said 8 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 · 8 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
AI / Artificial Intelligence Yes712✓91%n=1+tx from settlement history blended with transcripts–
Pipeline Yes57✓88%n=1+tx from settlement history blended with transcripts–
Data Center Yes57✓82%n=1+tx from settlement history blended with transcripts–
Private Credit Yes45✓86%n=1+tx from settlement history blended with transcripts–
Inflation Yes33✓58%n=1+tx from settlement history blended with transcripts–
Tariff Yes11✓65%n=1+tx from settlement history blended with transcripts–
Tailwind Yes11✓60%transcripts from the transcript model–
IPO Yes11✓39%n=1+tx from settlement history blended with transcripts–
Headwind No00✓27%transcripts from the transcript model–
Clawback No00✓22%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 9, 2026 17:00 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 “Keystone”; 1 quoted, at least 25 words apart.

Rob Lewincompanyprepared

We closed Keystone last quarter at roughly $6 billion in total commitments, which is the largest first-time fund in the broader GP solution space. We…

Where the listed words were said

Craig Larsoncompany“AI / Artificial Intelligence” · prepared

At Helix, Samsung committed $1 billion to this AI infrastructure strategy, contributing to the more than $11 billion in total commitments today. Turning to wealth,…

Rob Lewincompany“Pipeline” · prepared

…given the maturation of our existing portfolio alongside what is an attractive pipeline of new investment opportunities. On this last point, you would have seen…

Scott Nuttallcompany“Data Center” · qa

…doing a few things. And I know your question is focused on data centers, but it is broader than just data centers, is kind of…

Craig Larsoncompany“Private Credit” · prepared

…to expect a record fundraising year for total third-party credit overall, and private credit specifically. In summary, we had another record quarter, and we have…

Scott Nuttallcompany“Inflation” · prepared

…of those years were a benign environment with low interest rates, low inflation, and multiples expanding. It was a relatively straightforward period in which to…

Craig Larsoncompany“Tailwind” · qa

…2026, but as we think about the long term, we think this has an opportunity to be another meaningful tailwind for us and our industry.

Scott Nuttallcompany“IPO” · qa

…also feeds direct lending and other parts of our credit business, plus IPOs, plus secondaries, plus on top of that, to your question about white…

Agents: this page as TSV at /api/v1/appearances/kkr:2026-11-09:earnings_call · words: /api/v1/brief?appearance=kkr:2026-11-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP