Apple (AAPL): FY25 Q2 earnings call, May 1, 2025
On its May 1, 2025 earnings call (FY25 Q2), Apple said 14 of the 22 words Kalshi listed; Parrot’s count agreed with all 22 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
22 words · 14 settled yes · our count agreed on 22 of 22- 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 |
|---|---|---|---|---|---|---|
| Services | Yes | 12 | 17 | ✓ | 96%transcripts from the transcript model | – |
| China | Yes | 8 | 10 | ✓ | 91%transcripts from the transcript model | – |
| Apple Intelligence | Yes | 8 | 9 | ✓ | 89%transcripts from the transcript model | – |
| Vision Pro | Yes | 6 | 6 | ✓ | 86%transcripts from the transcript model | – |
| Supply chain | Yes | 6 | 9 | ✓ | 33%transcripts from the transcript model | – |
| India / Indian | Yes | 5 | 9 | ✓ | 86%transcripts from the transcript model | – |
| MacBook | Yes | 4 | 4 | ✓ | 89%transcripts from the transcript model | – |
| Privacy | Yes | 4 | 4 | ✓ | 81%transcripts from the transcript model | – |
| Wearables | Yes | 2 | 2 | ✓ | 81%transcripts from the transcript model | – |
| Battery life | Yes | 2 | 2 | ✓ | 52%transcripts from the transcript model | – |
| Apple silicon | Yes | 1 | 1 | ✓ | 75%transcripts from the transcript model | – |
| Ecosystem | Yes | 1 | 1 | ✓ | 73%transcripts from the transcript model | – |
| Loyalty | Yes | 1 | 1 | ✓ | 65%transcripts from the transcript model | – |
| Share repurchase / Share buy-back / Share Buyback | Yes | 1 | 1 | ✓ | 31%transcripts from the transcript model | – |
| Upgrade Cycle | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Regulation / Regulator / Regulatory | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Satellite | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| App Store margin | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Augmented Reality /AR | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Chipset | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Retail footprint | 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.
15 matches for “Mac”; 5 quoted, at least 25 words apart.
…and feature larger displays, an advanced camera system and a beautiful design. Mac revenue was $7.9 billion, 7% higher year-over-year, another great quarter for Mac.…
…now it comes in a beautiful new sky blue color. The new Mac Studio is the most powerful Mac we've ever shipped, equipped with M4…
…$68.7 billion, up 3% year-over-year, driven by growth in iPhone, iPad, and Mac. And thanks to our high levels of customer satisfaction and strong loyalty,…
…customer satisfaction in the U.S. at 97% as measured by 451 Research. Mac revenue was $7.9 billion, up 7% year-over-year, driven by the latest MacBook…
…we saw strong growth for both upgraders and customers new to the Mac. Customer satisfaction was reported at 95% in the U.S. iPad revenue was…
Where the listed words were said
…Diluted EPS was $1.65, up 8% year-over-year and a March quarter record. Services achieved an all-time revenue record, growing 12% compared to the prior year.…
…and AirPods products sold in the -- also sold in the U.S. China would continue to be the country of origin for the vast majority…
…whether you're taking it across the street or around the world. And Apple Intelligence and Apple Pencil Pro are a perfect match, with features like…
…the impact technology can have when it's designed with care. Meanwhile, Apple Vision Pro takes the concert experience to a whole new level with Metallica,…
…us make important progress towards our goal of carbon neutrality across our supply chain and the life cycle of our products by 2030. Now let…
…of the online store in Saudi Arabia and new retail stores in India starting later this year. Let's now turn to Services, where we achieved…
…enterprise. New Bank, the largest digital bank in Latin America has selected MacBook Air as a standard computer for their thousands of employees. With Vision…
…we went to great lengths to build a system that protects user privacy, whether requests are processed on-device or in the cloud with Private Cloud…
…latest reports from 451 Research, customer satisfaction was 97% in the U.S. Wearables, Home and Accessories revenue was $7.5 billion, down 5% year-over-year. Keep in…
…modem ever in an iPhone, allowing iPhone 16e to have the longest battery life of any 6.1-inch iPhone. Meanwhile, iPhone 16 and iPhone 16 Plus…
…to help our users live a better day. It's why we designed Apple Silicon with a neural engine that powers so many AI features across…
…into the future, today, our Board authorized an additional $100 billion for share repurchases as we maintain our goal of getting to net cash neutral.…
Agents: this page as TSV at /api/v1/appearances/apple:2025-05-01:earnings_call · words: /api/v1/brief?appearance=apple:2025-05-01:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP