Meta (META): FY25 Q1 earnings call, Apr 30, 2025
On its Apr 30, 2025 earnings call (FY25 Q1), Meta said 12 of the 20 words Kalshi listed; Parrot’s count agreed with 19 of 20 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
20 words · 12 settled yes · our count agreed on 19 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 |
|---|---|---|---|---|---|---|
| Yes | 13 | 13 | ✓ | 91%transcripts from the transcript model | – | |
| Yes | 12 | 13 | ✓ | 90%transcripts from the transcript model | – | |
| Efficiency | Yes | 8 | 8 | ✓ | 91%transcripts from the transcript model | – |
| Europe / European | Yes | 8 | 8 | ✓ | 73%transcripts from the transcript model | – |
| Threads | Yes | 7 | 7 | ✓ | 87%transcripts from the transcript model | – |
| Generative AI / Gen AI / Gen-AI | Yes | 5 | 5 | ✓ | 94%transcripts from the transcript model | – |
| Reels | Yes | 5 | 5 | ✓ | 91%transcripts from the transcript model | – |
| Regulator / Regulatory / Regulation | Yes | 3 | 3 | ✓ | 84%transcripts from the transcript model | – |
| Metaverse | Yes | 1 | 1 | ✓ | 74%transcripts from the transcript model | – |
| VR / Virtual reality | Yes | 1 | 1 | ✓ | 35%transcripts from the transcript model | – |
| AI recommendation | Yes | 1 | 1 | ✓ | 28%transcripts from the transcript model | – |
| Election | Yes | 1 | 1 | ✓ | 15%transcripts from the transcript model | – |
| Quest 3 | No | 1 | 1 | ✗ | 50%transcripts from the transcript model | – |
| AR / Augmented Reality | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – |
| TikTok | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – |
| Moderation | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Ad targeting / Ad-targeting | No | 0 | 0 | ✓ | 24%transcripts from the transcript model | – |
| Hiring freeze | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| Horizon Worlds | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Revenue per user / RPU | 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 “Reality”; 5 quoted, at least 25 words apart.
…operating income was $21.8 billion, representing a 52% operating margin. Within our Reality Labs segment, Q1 revenue was $412 million, down 6% year-over-year due to…
…Apps today and building the next generation of devices and experiences through Reality Labs. I'll start with our Family of Apps. In the first quarter,…
…video or animate still images, with more features coming soon. Moving to Reality Labs, we're seeing very strong traction with RayBan Meta AI glasses with…
…support our priorities of monetization, infrastructure, generative AI, regulation and compliance, and Reality Labs. On infrastructure, we have two primary focuses to meet the growing…
…expected spending, really as it relates to kind of core business performance and just the realities of the day-to-day world we're living in? Thank you.
Where the listed words were said
…a 7% increase in time spent on Facebook, a 6% increase on Instagram, and 35% on Threads. Threads now also has more than 350 million…
…of our business is advertising and feeds on Facebook and Instagram. But WhatsApp now has more than 3 billion monthly actives with more than 100…
…time. Now to the second driver of our revenue performance, increasing monetization efficiency. The first part of this work is optimizing the level of ads…
…in Rest of World and North America at 19% and 18%, respectively. Europe and Asia-Pacific grew 14% and 12%. In Q1, the total number of…
…of content leading to better recommendations. We began testing using Llama and Threads recommendation systems at the end of last year, given the app's text-based…
…we plan to continue testing a new virtual try-on feature that uses Gen AI to place clothing on virtual models, helping customers visualize how an…
…the last quarter, we are testing a new ads recommendation model for reels, which has already increased conversion rates by 5%, and we're seeing 30%…
…of 12% to 15%. In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the US,…
…platforms. Glasses are the ideal form factor for both AI and the Metaverse. They enable you to let an AI see what you see, hear…
…On Quest, we are also seeing deeper engagement as Quest 3S makes VR accessible to more people, and more people are creating experiences in horizon…
…deliver similar gains in just six months’ time with improvements to our AI recommendations delivering 7% and 6% time spent gains on Facebook and Instagram,…
…and politics vertical dropped sharply as expected with the conclusion of U.S. elections and but that continues to just be a very small vertical overall.…
Agents: this page as TSV at /api/v1/appearances/meta:2025-04-30:earnings_call · words: /api/v1/brief?appearance=meta:2025-04-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP