Will Delta say “Capacity”?

Delta said “Capacity” 46 times on its Oct 9, 2026 call (FY26 Q3), and on each of its last 8 calls: 19, 21, 24, 13, 15, 23, 32, 46 times. As of Oct 24, 2026, Delta said “Capacity” on 2 of 2 calls with a settled Polymarket mention market since Jul 10, 2026 (100%), most recently on Oct 9, 2026. Parrot’s p for the next listing is 98% (n=2, from settlement history blended with transcripts), not a forecast.

98%from settlement history blended with transcripts · n=2counts: anyone
Last 10
2/2Last 10 settled, oldest to newest: yes yes
Streak
said the last 2 times
Counts
anyone
Updated

Where it was said

quotes of at most 25 words; select an appearance

Delta

Capacity

Probability
98% · n=2
Settled
2/2 (100%)
Last calls
said in 8 of 8

Next listing counts: anyone

FY26 Q3 earnings call, Oct 9, 2026 · said 46 times (counts)

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Counts: anyone

46 counted (13 in prepared remarks, 33 in Q&A).

Ed Bastiancompanyprepared · 4:27Hear it 4:21, Ed Bastian In transcript

…our measured approach to growth and broader industry actions to reduce unprofitable capacity. This year's fuel spike has accelerated change across the industry. Resilient demand…

Joe Espositocompanyprepared · 8:53Hear it 8:47, Joe Esposito In transcript

…for the Delta brand, and the benefits of our measured approach to capacity. Revenue grew to $17.6 billion, up approximately 16% over prior year on…

Every match in the transcript

FY26 Q2 earnings call, Jul 10, 2026 · said 32 times (counts)

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Counts: anyone

32 counted (8 in prepared remarks, 24 in Q&A).

Ed Bastiancompanyprepared · 5:46Hear it 5:43, Ed Bastian In transcript

With continued revenue momentum, measured capacity, and a more stable fuel environment, we expect to return to earnings growth on double-digit operating margins in the…

Joe Espositocompanyprepared · 12:04Hear it 11:58, Joe Esposito In transcript

…of our expectations, up 14% over the prior year on approximately 1% capacity growth, driving total unit revenue growth of 12.4%. We are focused on…

Every match in the transcript

FY26 Q1 earnings call, Apr 8, 2026 · said 23 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

17 counted (8 in prepared remarks, 9 in Q&A); 6 by speakers the rule does not count.

Ed Bastiancompanyprepared · 4:35Hear it 4:32, Ed Bastian In transcript

…margins and cash flow. As part of that, we are meaningfully reducing capacity in the current quarter with a downward bias until we see the…

Every match in the transcript

FY25 Q4 earnings call, Jan 13, 2026 · said 15 times (counts)

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FY25 Q3 earnings call, Oct 9, 2025 · said 13 times (counts)

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FY25 Q2 earnings call, Jul 10, 2025 · said 24 times (counts)

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FY25 Q1 earnings call, Apr 9, 2025 · said 21 times (counts)

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FY24 Q4 earnings call, Jan 10, 2025 · said 19 times (counts)

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Every settled listing

newest first · 2 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 9, 2026CapacityPolymarketYes46
Jul 10, 2026CapacityPolymarketYes32

Questions

How many times did Delta say “Capacity” on its last earnings call?
Delta said “Capacity” 46 times on its Oct 9, 2026 call (FY26 Q3), and on each of its last 8 calls: 19, 21, 24, 13, 15, 23, 32, 46 times.
How often does Delta say “Capacity”?
As of Oct 24, 2026, Delta said “Capacity” on 2 of 2 calls with a settled Polymarket mention market since Jul 10, 2026 (100%), most recently on Oct 9, 2026.
What is the probability Delta says “Capacity” next time?
98%, from settlement history blended with transcripts (n=2). It is a base rate from history, not a forecast and not advice.
Who has to say it for the market to count?
Under the next market's rule: anyone.

Cite parrot.markets, “Delta: ‘Capacity’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/DAL/words/capacity (CC BY 4.0)

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