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.
13 matches for “WhatsApp”; 5 quoted, at least 25 words apart.
…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…
…million, up 34%, driven mostly by business messaging revenue growth from our WhatsApp Business platform, as well as Meta Verified subscriptions. We continue to direct…
…lean into Instagram's position at the intersection of entertainment and social connection. WhatsApp remains at its core a private messaging app, but it has evolved…
…Meta -- people engage with Meta AI from several different entry points. WhatsApp continues to see the strongest Meta AI usage across our family of…
…more built-out feature set than you can build into an app like WhatsApp, so the standalone app will be valuable for that. I also think…
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…
…But we're -- while we have more than 100 million people use WhatsApp in the United States, it -- we're clearly not the primary messaging…
…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…
…performance insights. Edits has an ultra-high resolution short-form video camera and includes generative AI tools that enable people to remove the background of any video…
…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%…
…we added were to support our priorities of monetization, infrastructure, generative AI, regulation and compliance, and Reality Labs. On infrastructure, we have two primary focuses…
…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