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.
9 matches for “Gaming”; 5 quoted, at least 25 words apart.
…has surpassed $20 billion over the last 12 months. Now, on to gaming. We continue to transform the business and focus on margin expansion, as…
…play across console and PC. And just last week we brought cloud gaming to LG TVs. Cloud gaming set a new record, surpassing 150 million…
…better-than-expected rate expansion, and volume growth across Edge and Bing. And in Gaming, revenue increased 5% and 6% in constant currency. Xbox content and services…
…over year driven by strong execution on margin improvement in Search and Gaming. Operating expenses increased 1%. Operating income increased 21% and 23% in constant…
…April, demand signals across our commercial businesses as well as in LinkedIn, Gaming, and Search have remained consistent. Our outlook assumes those trends continue in…
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…
…we expect revenue growth to be in the mid-single digits. We expect Xbox content and services revenue growth to be in the high single digits…
…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…
…optimize and drive efficiencies across every layer – from DC design, to hardware and silicon, to systems software, to model optimization – all towards lowering…
…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