Will Tesla say “Tariff”?

Tesla said “Tariff” 2 times on its Oct 21, 2026 call (FY26 Q3), and on each of its last 8 calls: 2, 26, 10, 4, 3, 7, 2, 2 times. As of Oct 24, 2026, Tesla said “Tariff” at 6 of 6 occasions with a settled Kalshi or Polymarket mention market since Jul 23, 2025 (100%), most recently on Oct 21, 2026. Parrot’s p for the next listing is 91% (n=6, from settlement history blended with transcripts), not a forecast.

91%from settlement history blended with transcripts · n=6Next: Earnings call, Jan 27, 2027 · counts: company speakers + operator
Last 10
6/6Last 10 settled, oldest to newest: yes yes yes yes yes yes
Streak
said the last 6 times
Counts
company speakers + operator
Market
81¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

Tesla

Tariff

Probability
91% · n=6
Settled
6/6 (100%)
Last calls
said in 8 of 8

Next listing counts: company speakers + operator

FY26 Q3 earnings call, Oct 21, 2026 · said 2 times (counts)

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Counts: company speakers + operator

2 counted (2 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.

Vaibhav Tanejacompanyprepared · 13:04Hear it 13:00, Vaibhav Taneja In transcript

…from 20.4% to 33.1%. The sequential margin improvement is primarily attributed to tariff refunds recognized in the quarter and warranty true-downs, resulting from alignment with…

Vaibhav Tanejacompanyprepared · 16:37Hear it 16:34, Vaibhav Taneja In transcript

…facilities in this calendar year. The money that we received from the tariff refunds is being reinvested to expand production capacity in the U.S. I…

Every match in the transcript

FY26 Q2 earnings call, Jul 22, 2026 · said 2 times (counts)

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Counts: company speakers + operator

2 counted (2 in prepared remarks, 0 in Q&A).

Vaibhav Tanejacompanyprepared · 18:05Hear it 17:59, Vaibhav Taneja In transcript

…that we had a $230 million benefit from warranty true-downs and some tariff relief, which did not repeat in Q2. Controlling for the impact of…

Vaibhav Tanejacompanyprepared · 19:32Hear it 19:31, Vaibhav Taneja In transcript

…related to certain vendor cell issues for our legacy deployments. Also, the tariff benefits we recognized in Q1 of more than $200 million did not…

FY26 Q1 earnings call, Apr 22, 2026 · said 7 times (counts)

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Counts: company speakers + operator

7 counted (7 in prepared remarks, 0 in Q&A).

Vaibhav TanejacompanypreparedIn transcript

…one-time benefits from warranty write-downs around $230 million and some relief on tariffs. We have not realized any benefit from the recent Supreme Court ruling…

Every match in the transcript

FY25 Q4 earnings call, Jan 28, 2026 · said 3 times (counts)

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FY25 Q3 earnings call, Oct 22, 2025 · said 4 times (counts)

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FY25 Q2 earnings call, Jul 23, 2025 · said 10 times (counts)

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FY25 Q1 earnings call, Apr 22, 2025 · said 26 times (counts)

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FY24 Q4 earnings call, Jan 29, 2025 · said 2 times (counts)

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Every settled listing

newest first · 7 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 21, 2026TariffKalshiYes2
Jul 22, 2026TariffKalshiYes2
Apr 22, 2026TariffKalshiYes7
Jan 28, 2026TariffPolymarketYes3
Jan 28, 2026TariffKalshiYes3
Oct 22, 2025TariffPolymarketYes4
Jul 23, 2025TariffKalshiYes10

Questions

How many times did Tesla say “Tariff” on its last earnings call?
Tesla said “Tariff” 2 times on its Oct 21, 2026 call (FY26 Q3), and on each of its last 8 calls: 2, 26, 10, 4, 3, 7, 2, 2 times.
How often does Tesla say “Tariff”?
As of Oct 24, 2026, Tesla said “Tariff” at 6 of 6 occasions with a settled Kalshi or Polymarket mention market since Jul 23, 2025 (100%), most recently on Oct 21, 2026.
What is the probability Tesla says “Tariff” next time?
91%, from settlement history blended with transcripts (n=6). 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: ‘Tariff’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/TSLA/words/tariff (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=tesla&word=tariff · quotes: /api/v1/quotes?entity=tesla&word=… · columnar JSON in #parrot-data · llms.txt · MCP