Will Google say “Subscription”?
Google said “Subscription” 4 times on its Jul 22, 2026 call (FY26 Q2), and on each of its last 8 calls: 8, 7, 10, 23, 13, 13, 11, 4 times. As of Oct 25, 2026, Google said “Subscription” at 2 of 2 occasions with a settled Kalshi or Polymarket mention market since Apr 24, 2025 (100%), most recently on Jul 23, 2025. Parrot’s p for the next listing is 94% (n=2, from settlement history blended with transcripts), not a forecast.
- Last 10
- 2/2Last 10 settled, oldest to newest: yes yes
- Streak
- said the last 2 times
- Counts
- company speakers + operator
Where it was said
quotes of at most 25 words; select an appearance
Subscription
- Probability
- 94% · n=2
- Settled
- 2/2 (100%)
- Last calls
- said in 8 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator (not listed here; the usual rule)
4 counted (4 in prepared remarks, 0 in Q&A).
…deliver high-performing opportunities for social and video buyers alike. Beyond advertising, YouTube subscription business, which thrives across living room screens, is growing faster than ads,…
…revenues increased 15% to $94.5 billion, reflecting strong growth in Search and subscriptions. Total advertising revenues were up 14%, with growth across all major verticals.
Counts: company speakers + operator (not listed here; the usual rule)
10 counted (7 in prepared remarks, 3 in Q&A); 1 by speakers the rule does not count.
…tremendous momentum with 40% growth quarter-over-quarter in paid monthly active users. In subscriptions, this was our strongest quarter ever for our consumer AI plans, primarily…
…the Living Room, where we continue to scale creator brand deals. YouTube subscriptions revenue continues to grow faster than ads, particularly YouTube Music and Premium.…
Counts: company speakers + operator (not listed here; the usual rule)
13 counted (13 in prepared remarks, 0 in Q&A).
…revenues growing 17%, YouTube's annual revenues surpassed $60 billion across ads and subscriptions. Cloud significantly accelerated with revenues growing 48% now on an annual run…
Every settled listing
newest first · 3 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Jul 23, 2025 | Subscription |  Polymarket | Yes | 23 |
| Jul 23, 2025 | Subscription |  Kalshi | Yes | 17 |
| Apr 24, 2025 | Subscription | Kalshi | Yes | 10 |
Questions
- How many times did Google say “Subscription” on its last earnings call?
- Google said “Subscription” 4 times on its Jul 22, 2026 call (FY26 Q2), and on each of its last 8 calls: 8, 7, 10, 23, 13, 13, 11, 4 times.
- How often does Google say “Subscription”?
- As of Oct 25, 2026, Google said “Subscription” at 2 of 2 occasions with a settled Kalshi or Polymarket mention market since Apr 24, 2025 (100%), most recently on Jul 23, 2025.
- What is the probability Google says “Subscription” next time?
- 94%, 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: company speakers + operator.
Cite parrot.markets, “Google: ‘Subscription’ mention history”, as of Oct 25, 2026, https://parrot.markets/earnings/GOOGL/words/subscription (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=google&word=subscription · quotes: /api/v1/quotes?entity=google&word=… · columnar JSON in #parrot-data · llms.txt · MCP