Google (GOOGL): FY25 Q1 earnings call, Apr 24, 2025

Thu, Apr 24Earnings callSpeaker-labelled transcriptGoogle

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.

Updated

Markets

20 words · 11 settled yes · our count agreed on 20 of 20

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Cloud Yes2324✓96%transcripts from the transcript model–
Subscription Yes1010✓93%transcripts from the transcript model–
Waymo Yes68✓84%transcripts from the transcript model–
Operating margin Yes44✓90%transcripts from the transcript model–
Pixel Yes33✓80%transcripts from the transcript model–
Android Yes22✓88%transcripts from the transcript model–
Workspace Yes22✓86%transcripts from the transcript model–
DeepMind / Deep Mind Yes22✓75%transcripts from the transcript model–
Data centers Yes11✓85%transcripts from the transcript model–
YouTube Shorts Yes11✓65%transcripts from the transcript model–
Regulator / Regulation / Regulatory Yes11✓19%transcripts from the transcript model–
Generative AI / Gen-AI / Gen AI No01✓91%transcripts from the transcript model–
Privacy No00✓58%transcripts from the transcript model–
Quantum No00✓46%transcripts from the transcript model–
Google Maps No00✓31%transcripts from the transcript model–
Bard No00✓26%transcripts from the transcript model–
AI compute / AI Computing No00✓22%transcripts from the transcript model–
YouTube Premium No00✓22%transcripts from the transcript model–
AI Safety No00✓15%transcripts from the transcript model–
Microsoft No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

2 matches for “Open Source”; 1 quoted, at least 25 words apart.

Sundar Pichaicompanyprepared

…Gemini 2.5 Pro, 2.5 Flash, Imagine three, VO2, Chirp, and Lyria. Plus open source and third-party models like LAMA4 and Anthropic. We are the leading…

Where the listed words were said

Sundar Pichaicompany“Cloud” · prepared

…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…

Sundar Pichaicompany“Subscription” · prepared

…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…

Sundar Pichaicompany“Waymo” · prepared

…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…

Anat Ashkenazicompany“Operating margin” · prepared

…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…

Sundar Pichaicompany“Pixel” · prepared

…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…

Sundar Pichaicompany“Workspace” · prepared

…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…

Anat Ashkenazicompany“DeepMind / Deep Mind” · prepared

…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…

Philipp Schindlercompany“YouTube Shorts” · prepared

…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…

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