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.
2 matches for “Price Change”; 2 quoted, at least 25 words apart.
…or planned take rate, to part of that question. Our most recent price changes have been in line with expectations. Engagement remains strong and healthy.…
Yes. It really links to how we think about price changes. As we stated before, we really rely on our members to let us know…
Where the listed words were said
…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. So,…
We see extra member as a part of our plans and pricing model. So, it's an option that provides flexibility and choice for members. It…
…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…
…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…
Agents: this page as TSV at /api/v1/appearances/netflix:2025-04-17:earnings_call · words: /api/v1/brief?appearance=netflix:2025-04-17:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP