Google (GOOGL): FY25 Q1 earnings call, Apr 24, 2025
On its Apr 24, 2025 earnings call (FY25 Q1), Google said 11 of the 20 words Kalshi listed; Parrot’s count agreed with all 20 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
20 words · 11 settled yes · our count agreed on 20 of 20- 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 |
|---|---|---|---|---|---|---|
| Cloud | Yes | 23 | 24 | ✓ | 96%transcripts from the transcript model | – |
| Subscription | Yes | 10 | 10 | ✓ | 93%transcripts from the transcript model | – |
| Waymo | Yes | 6 | 8 | ✓ | 84%transcripts from the transcript model | – |
| Operating margin | Yes | 4 | 4 | ✓ | 90%transcripts from the transcript model | – |
| Pixel | Yes | 3 | 3 | ✓ | 80%transcripts from the transcript model | – |
| Android | Yes | 2 | 2 | ✓ | 88%transcripts from the transcript model | – |
| Workspace | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | – |
| DeepMind / Deep Mind | Yes | 2 | 2 | ✓ | 75%transcripts from the transcript model | – |
| Data centers | Yes | 1 | 1 | ✓ | 85%transcripts from the transcript model | – |
| YouTube Shorts | Yes | 1 | 1 | ✓ | 65%transcripts from the transcript model | – |
| Regulator / Regulation / Regulatory | Yes | 1 | 1 | ✓ | 19%transcripts from the transcript model | – |
| Generative AI / Gen-AI / Gen AI | No | 0 | 1 | ✓ | 91%transcripts from the transcript model | – |
| Privacy | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
| Quantum | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – |
| Google Maps | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Bard | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| AI compute / AI Computing | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| YouTube Premium | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| AI Safety | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Microsoft | 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.
4 matches for “Headwind”; 4 quoted, at least 25 words apart.
…that the changes to the de minimis exemption will obviously cause slight headwind to our ads business in 2025, primarily from APAC-based retailers. And maybe…
…depreciation. So we're working hard to try and offset some of these headwinds. As well as within the CapEx investments themselves. $75 billion. We're looking…
…for the company. So while we're trying to as much of the headwind associated with the increase in infrastructure costs, it will become more difficult.…
…go throughout the year. So think about that kind of as a headwind that we have to manage against But we're continuing with, pushing across…
Where the listed words were said
…270 million subscriptions with YouTube and Google One as key drivers. And cloud grew rapidly with significant demand for our solutions, and you saw our…
…billions of people create, share and experience content. Through all this growth, subscriptions are now a big part of the business. We continue to diversify…
…Now moving on to key highlights from across Search Cloud, YouTube, and Waymo. First, Search. AI is one of the most revolutionary technologies for enabling…
…other matters. Operating income increased 20% this quarter to $31 billion and operating margin increased to 33.9% representing 2.3 points of margin expansion. Operating margin…
…with a half a billion users now use Gemini models. Android and Pixel are two examples of how we are putting the best AI in…
…customer experiences accelerate software development improve decision making. And of course, Google Workspace, delivers more than 2 billion AI assists monthly, including summarizing Gmail, and…
…the growth of our business across Google services, Google Cloud, and Google DeepMind. Q1, we returned value to shareholders, in the form of $15.1 billion…
…ads that blend seamlessly into the gaming experience. We also launched a YouTube shorts effect to help people release iconic Roblox heads and inspire fans…
…well as global brands like Verizon. And for highly sensitive data and regulatory requirements, Google Distributed Cloud and our sovereign AI make Gemini available on-premises…
Agents: this page as TSV at /api/v1/appearances/google:2025-04-24:earnings_call · words: /api/v1/brief?appearance=google:2025-04-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP