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.
11 matches for “Growth”; 5 quoted, at least 25 words apart.
…long-term aspirations, and those aspirations are really grounded in the potential for growth that we see in the business. Now, we think we got a…
…and retention trends in the business generally that resulted in healthy member growth in Q1. Last quarter, we did provide some color on the retention…
…since launch? Can you share how this offer has contributed to revenue growth to date and whether you see it as additive to future growth?
…a few comments with regard to how we think about investment and growth in this space. We've always said that we were in this to…
…a measured way. But we think this approach, this sort of measured growth and planned scarcity actually yields a better business in the long term.…
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…
…now. So, that starts with immersive narrative games based on our IP. Squid Game Unleashed is a really good example. We'll have an update for…
…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…
…represents our largest spend for content and employees, production infrastructure, we produced original content in 50 countries around the world, and we're a net contributor…
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