Netflix (NFLX): FY25 Q1 earnings call, Apr 17, 2025
On its Apr 17, 2025 earnings call (FY25 Q1), Netflix said 9 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 9 settled yes · our count agreed on 15 of 15- Kalshi: company speakers
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Slate | Yes | 7 | 7 | ✓ | 84%transcripts from the transcript model | – |
| Pricing | Yes | 5 | 5 | ✓ | 90%transcripts from the transcript model | – |
| Squid Game | Yes | 3 | 3 | ✓ | 76%transcripts from the transcript model | – |
| Subscriber growth | Yes | 1 | 1 | ✓ | 58%transcripts from the transcript model | – |
| Churn | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | – |
| Gaming | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | – |
| Oscar | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | – |
| Original content | Yes | 1 | 1 | ✓ | 27%transcripts from the transcript model | – |
| Regulator / Regulation / Regulatory | Yes | 1 | 1 | ✓ | 15%transcripts from the transcript model | – |
| Ad-supported | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| ARPU / Average Revenue Per User | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Drive to Survive | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Password sharing / Password-sharing | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Emmy | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| Chill | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
20 matches for “Content”; 5 quoted, at least 25 words apart.
…of doubling revenue and tripling operating income by 2030. How should investors think about Netflix leaning into more content spending over the next five years?
…keep in mind, that while the U.S. represents our largest spend for content and employees, production infrastructure, we produced original content in 50 countries around…
…Mexico. In 2023, we announced we're $2.5 billion and committed to Korean content in Korea, and all of these are just examples of the global…
…around a bit quarter-to-quarter, that's usually based on the timing of our content slate. That's the primary driver. And that's what's reflected in our forecast.…
…Justin Patterson has a longer-term question on ads. Netflix has solved personalized content recommendations. What are the key steps to solving ad content recommendations or…
Where the listed words were said
…increase cadence change due to the global economic uncertainty, or is that outweighed by the strength of your slate and increased time spent watching Netflix?
…in our offering, and then determine based on that when we adjust pricing to be able to reinvest back into our service. So, we're going…
…Paul Tyson fight, we had NFL on Christmas Day, we also had Squid Game, which was an event in and of itself. But we did…
…Is it mainly pricing or are there other aspects like advertising or subscriber growth? Maybe, Spence, you want to take a stab at that one?
…strong paid net additions? Have you retained the bulk of these subscribers? And can you give us a sense of how churn has been trending?
…Netflix Games business, spoke recently at the Games Developer Conference about making gaming more accessible and achieving mass market appeal. What types of games have…
…Sea Beast, Guillermo Del Toro's Pinocchio, certainly Pierce Culture, even won the Oscar for us for best Animated Feature film. And the other thing we…
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