Amazon (AMZN): FY25 Q1 earnings call, May 1, 2025
On its May 1, 2025 earnings call (FY25 Q1), Amazon said 10 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 · 10 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 |
|---|---|---|---|---|---|---|
| AWS / Amazon Web Services | Yes | 18 | 23 | ✓ | 96%transcripts from the transcript model | – |
| Alexa | Yes | 9 | 12 | ✓ | 75%transcripts from the transcript model | – |
| Fulfillment network | Yes | 4 | 4 | ✓ | 87%transcripts from the transcript model | – |
| Robotics | Yes | 3 | 3 | ✓ | 87%transcripts from the transcript model | – |
| Prime Day | Yes | 3 | 4 | ✓ | 64%transcripts from the transcript model | – |
| Prime Video | Yes | 2 | 2 | ✓ | 84%transcripts from the transcript model | – |
| Data center | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | – |
| Inflation | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Content | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Marketplace | Yes | 1 | 1 | ✓ | 38%transcripts from the transcript model | – |
| Grocery delivery | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| Subscription | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – |
| Inventory management | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Pharmaceutical / Pharma | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Reacher | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Labor costs | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Regulator / Regulation | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Retail profit | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Sustainability | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Trump | 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.
23 matches for “AWS”; 5 quoted, at least 25 words apart.
…lot of opportunity to further expand our full funnel capabilities for brands. AWS grew 17% year-over-year in Q1 and now sits at a $117 billion…
…next 10 to 20 years. Before this generation of AI, we thought AWS had the chance to ultimately be a multi $100 billion revenue run…
…and advertising experiences. And you can see that in the building blocks AWS is constructing for external and internal builders to build their own AI…
…is good reason for the high optimism about AI, I conclude my AWS comments with the reminder that there's still so much on-premises infrastructure yet…
…customers in a way that makes economic sense. Moving next to our AWS segment, revenue was $29.3 billion in Q1, an increase of 17% year-over-year.…
Where the listed words were said
…on-premises to the cloud, and tap into the power of Generative AI. AWS operating income was $11.5 billion and reflects our continued growth, coupled with…
…a couple of times, in Q1, we introduced Alexa+. Our next-generation of Alexa personal assistant was meaningfully smarter and more capable than our prior self,…
…Over the past few years, we've made significant progress in making our fulfillment network more efficient and cost effective. We've shared many times that an…
…inbound network, build out our same day delivery sites and add additional robotics and automation throughout our buildings. You'll also see us expand the number…
…most focused on to make sure we have not just a great Prime Day, but Prime Day is just one event as you know, and…
…tools to reach targeted audiences in our own entertainment properties such as Prime Video, Twitch and IMDB, in live sports such as NFL, NBA and…
…networking gear. We're working to maximize the power usage in our existing data centers, which both lowers our costs and also reclaims power for other…
…policies, and customer demand and spending, including the impact of recessionary fears, inflation, interest rates, regional labor market constraints, world events, the rate of growth…
…higher price than Chinese sellers selling directly to U.S. consumers in our marketplace. So, the total tariff will be higher for these retailers than for…
Agents: this page as TSV at /api/v1/appearances/amazon:2025-05-01:earnings_call · words: /api/v1/brief?appearance=amazon:2025-05-01:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP