KKR (KKR): FY26 Q3 earnings call, Nov 9, 2026
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.
UpdatedMarkets
10 words · 8 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 7 | 12 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Pipeline | Yes | 5 | 7 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Data Center | Yes | 5 | 7 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Private Credit | Yes | 4 | 5 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Inflation | Yes | 3 | 3 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 1 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 1 | ✓ | 60%transcripts from the transcript model | – |
| IPO | Yes | 1 | 1 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – |
| Headwind | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| Clawback | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
18 matches for “USI”; 5 quoted, at least 25 words apart.
…year 2026. Additionally, as you likely recall, we announced the sale of USI in the quarter, our most mature strategic holdings position that represents an…
…holdings. Again, just to be clear, these results do not reflect the USI transaction, which is subject to closing. After interest expense and taxes, adjusted…
…more capital to our clients in 2026 relative to any year in our history, and that is excluding Q4 activity and the announced USI transaction.
…exceeding our previous annual record by more than 50%. Turning briefly to USI. In late August, we announced the sale of the business, which was…
…which was invested just last year, and a roughly 33% premium to USI's unaffected valuation last quarter. And incremental to this are approximately $550 million…
Where the listed words were said
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,…
…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…
…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…
…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…
…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…
…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.
…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…
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