Will Delta say “Tariff”?
Delta did not say “Tariff” on its Oct 9, 2026 call (FY26 Q3); it said it on 6 of its last 8 calls: 5, 7, 3, 1, 1, 3, 0, 0 times. As of Oct 24, 2026, Delta said “Tariff” on 3 of 5 calls with a settled Kalshi or Polymarket mention market since Oct 9, 2025 (60%), most recently on Apr 8, 2026. Parrot’s p for the next listing is 50% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 3/5Last 10 settled, oldest to newest: yes yes yes no no
- Streak
- not said the last 2 times
- Counts
- company speakers + operator
- Market
- 17¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Delta
Tariff
- Probability
- 50% · n=5
- Settled
- 3/5 (60%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
3 counted (0 in prepared remarks, 3 in Q&A).
…this time where we were the hardest hit on revenue from the tariffs and other various events, and still recapture. So those are the biggest…
…were stalled, were a bit frozen by the dramatic nature of the tariff uncertainty. And we hear about tariffs now every day. And sometimes they…
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…part of the first quarter and into the second quarter where the tariff uncertainty and the economic uncertainty was kind of hitting the crescendo. I…
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…the spring swoon was happening and everybody got a little nervous when tariffs were introduced, that was the booking window for the latter part of…
Every settled listing
newest first · 6 shown
Kalshi
PolymarketQuestions
- How many times did Delta say “Tariff” on its last earnings call?
- Delta did not say “Tariff” on its Oct 9, 2026 call (FY26 Q3); it said it on 6 of its last 8 calls: 5, 7, 3, 1, 1, 3, 0, 0 times.
- How often does Delta say “Tariff”?
- As of Oct 24, 2026, Delta said “Tariff” on 3 of 5 calls with a settled Kalshi or Polymarket mention market since Oct 9, 2025 (60%), most recently on Apr 8, 2026.
- What is the probability Delta says “Tariff” next time?
- 50%, from settlement history blended with transcripts (n=5). 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: company speakers + operator.
Cite parrot.markets, “Delta: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/DAL/words/tariff (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=delta&word=tariff · quotes: /api/v1/quotes?entity=delta&word=… · columnar JSON in #parrot-data · llms.txt · MCP