Microsoft (MSFT): FY25 Q3 earnings call, Apr 30, 2025
On its Apr 30, 2025 earnings call (FY25 Q3), Microsoft said 13 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 · 13 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 |
|---|---|---|---|---|---|---|
| Copilot | Yes | 24 | 24 | ✓ | 96%transcripts from the transcript model | – |
| Azure | Yes | 15 | 22 | ✓ | 96%transcripts from the transcript model | – |
| M365 | Yes | 13 | 13 | ✓ | 89%transcripts from the transcript model | – |
| Yes | 9 | 9 | ✓ | 90%transcripts from the transcript model | – | |
| Teams | Yes | 8 | 8 | ✓ | 87%transcripts from the transcript model | – |
| Xbox / X-BOX | Yes | 5 | 5 | ✓ | 86%transcripts from the transcript model | – |
| OpenAI | Yes | 4 | 4 | ✓ | 90%transcripts from the transcript model | – |
| Hardware | Yes | 4 | 4 | ✓ | 79%transcripts from the transcript model | – |
| GitHub | Yes | 3 | 3 | ✓ | 92%transcripts from the transcript model | – |
| Intelligent cloud | Yes | 3 | 3 | ✓ | 81%transcripts from the transcript model | – |
| Quantum | Yes | 3 | 3 | ✓ | 15%transcripts from the transcript model | – |
| Game Pass | Yes | 1 | 1 | ✓ | 84%transcripts from the transcript model | – |
| ChatGPT | Yes | 1 | 2 | ✓ | 64%transcripts from the transcript model | – |
| Activision-Blizzard / Activision Blizzard | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – |
| Surface | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Enterprise AI | No | 0 | 1 | ✓ | 32%transcripts from the transcript model | – |
| Cybersecurity | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – |
| Sustainability | No | 0 | 1 | ✓ | 22%transcripts from the transcript model | – |
| Data sovereignty | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Cloud consumption | 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.
6 matches for “Capacity”; 5 quoted, at least 25 words apart.
…highlight examples, starting with infrastructure. We continue to expand our data center capacity. This quarter alone, we opened DCs in 10 countries across four continents.…
…improvement in our scale motions. And, in Azure AI services, we brought capacity online faster than expected. In our on-premises server business, revenue decreased 6%…
…healthy growth. In our AI services, while we continue to bring datacenter capacity online as planned, demand is growing a bit faster. Therefore, we now…
…course, you mentioned that you got a bit of a kicker from capacity coming online. But I’m a little bit more interested in where the…
…see CapEx accelerate. You build out datacenter footprints. You slowly fill CPU capacity. And over time, you see software efficiencies and hardware efficiencies build on…
Where the listed words were said
…to the Foundry. Now, on to developer tools. We are evolving GitHub Copilot from pair to peer programmer. With agent mode in VS Code, Copilot…
…Abercrombie & Fitch Co., to Coca-Cola and ServiceNow, expanding their footprints on Azure. And we remain the cloud of choice for customers’ mission critical VMWare,…
…expectations driven by LinkedIn, Microsoft 365 commercial products, and Microsoft 365 consumer. M365 commercial cloud revenue increased 12% and 15% in constant currency, in line…
…million monthly active users. Now, on to our consumer businesses, starting with LinkedIn. Over one billion professionals use LinkedIn to connect, learn, hire, and sell…
…Results exceeded expectations driven by focused execution from our sales and partner teams. We continue to see strong demand for our cloud and AI offerings…
…the quarter as the top publisher by pre-orders and pre-installs on both Xbox and the PlayStation Store. PC Game Pass revenue increased over 45% year-over-year.…
…used by customers in every industry like CarMax, DocuSign, NTT Data, and OpenAI. This quarter, we also saw analytics consumption accelerate. Microsoft Fabric has more…
…the progress. But we are working hard across all of the teams, hardware, software, even the build teams, to get things in place as quickly…
…of asynchronously executing developer tasks. All-up, we now have over 15 million GitHub Copilot users, up over 4X year-over-year. And both digital natives like Twilio…
…and operating income increased 15% and 18% in constant currency. Next, the Intelligent Cloud segment. Revenue was $26.8 billion and grew 21% and 22% in…
…are also making real progress on a path to a utility scale quantum computer with the introduction of Majorana-1. When it comes to data and…
…think we’ve mentioned this multiple times before. If you look underneath even ChatGPT, in fact, that team does a fantastic job of thinking about not…
Agents: this page as TSV at /api/v1/appearances/microsoft:2025-04-30:earnings_call · words: /api/v1/brief?appearance=microsoft:2025-04-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP