Amazon (AMZN): FY25 Q1 earnings call, May 1, 2025

Thu, May 1Earnings callSpeaker-labelled transcriptAmazon

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.

Updated

Markets

20 words · 10 settled yes · our count agreed on 20 of 20

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
AWS / Amazon Web Services Yes1823✓96%transcripts from the transcript model–
Alexa Yes912✓75%transcripts from the transcript model–
Fulfillment network Yes44✓87%transcripts from the transcript model–
Robotics Yes33✓87%transcripts from the transcript model–
Prime Day Yes34✓64%transcripts from the transcript model–
Prime Video Yes22✓84%transcripts from the transcript model–
Data center Yes11✓72%transcripts from the transcript model–
Inflation Yes11✓71%transcripts from the transcript model–
Content Yes11✓51%transcripts from the transcript model–
Marketplace Yes11✓38%transcripts from the transcript model–
Grocery delivery No00✓49%transcripts from the transcript model–
Subscription No00✓48%transcripts from the transcript model–
Inventory management No00✓32%transcripts from the transcript model–
Pharmaceutical / Pharma No00✓20%transcripts from the transcript model–
Reacher No00✓20%transcripts from the transcript model–
Labor costs No00✓15%transcripts from the transcript model–
Regulator / Regulation No00✓15%transcripts from the transcript model–
Retail profit No00✓15%transcripts from the transcript model–
Sustainability No00✓15%transcripts from the transcript model–
Trump No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

0 matches for “Gen AI / Generative AI”.

Where the listed words were said

Andy Jassycompany“AWS / Amazon Web Services” · prepared

…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…

Andy Jassycompany“Alexa” · prepared

…building across Amazon. You can see that with our next generation of Alexa named Alexa+. You can see that in how we're using AI in…

Andy Jassycompany“Fulfillment network” · prepared

…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…

Andy Jassycompany“Robotics” · prepared

…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…

Andy Jassycompany“Prime Day” · qa

…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…

Andy Jassycompany“Prime Video” · prepared

…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…

Brian Olsavskycompany“Data center” · qa

…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…

Dave Fildescompany“Inflation” · prepared

…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…

Andy Jassycompany“Marketplace” · prepared

…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