Will Tesla say “Competition”?
Tesla said “Competition” 1 time on its Oct 21, 2026 call (FY26 Q3), and on 6 of its last 8 calls: 0, 0, 1, 1, 5, 1, 1, 1 times. As of Oct 24, 2026, Tesla said “Competition” at 5 of 5 occasions with a settled Kalshi or Polymarket mention market since Oct 22, 2025 (100%), most recently on Oct 21, 2026. Parrot’s p for the next listing is 82% (n=5, from settlement history blended with transcripts), not a forecast.
- Last 10
- 5/5Last 10 settled, oldest to newest: yes yes yes yes yes
- Streak
- said the last 5 times
- Counts
- company speakers + operator
- Market
- 81¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Tesla
Competition
- Probability
- 82% · n=5
- Settled
- 5/5 (100%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A).
…understand how much better it is as compared to any of the competition. In fact, I do not know if you have seen this, there…
Counts: company speakers + operator
1 counted (1 in prepared remarks, 0 in Q&A).
…previously guided that ASPs for industrial storage is coming down amidst growing competition. Long term, we believe the energy business should normalize at a gross…
Counts: company speakers + operator
1 counted (1 in prepared remarks, 0 in Q&A).
…normalized basis, we continue to expect energy compression from here with increasing competition and tariff impacts. As previously discussed, tariffs in this business can have…
Every settled listing
newest first · 6 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Oct 21, 2026 | Competition |  Kalshi | Yes | 1 |
| Jul 22, 2026 | Competition | Kalshi | Yes | 1 |
| Apr 22, 2026 | Competition | Kalshi | Yes | 1 |
| Jan 28, 2026 | Competition | Kalshi | Yes | 5 |
| Oct 22, 2025 | Competition |  Polymarket | Yes | 1 |
| Oct 22, 2025 | Competition | Kalshi | Yes | 1 |
Questions
- How many times did Tesla say “Competition” on its last earnings call?
- Tesla said “Competition” 1 time on its Oct 21, 2026 call (FY26 Q3), and on 6 of its last 8 calls: 0, 0, 1, 1, 5, 1, 1, 1 times.
- How often does Tesla say “Competition”?
- As of Oct 24, 2026, Tesla said “Competition” at 5 of 5 occasions with a settled Kalshi or Polymarket mention market since Oct 22, 2025 (100%), most recently on Oct 21, 2026.
- What is the probability Tesla says “Competition” next time?
- 82%, 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, “Tesla: ‘Competition’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/TSLA/words/competition (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=tesla&word=competition · quotes: /api/v1/quotes?entity=tesla&word=… · columnar JSON in #parrot-data · llms.txt · MCP