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.
6 matches for “Trainium”; 5 quoted, at least 25 words apart.
…the bottom layer for those building models, our new custom AI chip Trainium 2 is starting to lay in capacity in larger quantities with significant…
…get expensive quickly. So, the 30% to 40% better price performance that Trainium 2 offers versus other GPU based instances is compelling. For AI to…
…support demand for our AI services, and increasingly in custom silicon like Trainium, as well as tech infrastructure to support our North America and international…
…form of NVIDIA chip instances, as well as landing more and more Trainium 2 instances as fast as we can. And I would tell you…
…the business if we had more capacity. We have a lot more Trainium 2 instances, and the next generation of NVIDIA's instances landing in the…
Where the listed words were said
…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…
…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…
…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