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.
7 matches for “Performance”; 5 quoted, at least 25 words apart.
…features a 12-megapixel Center Stage camera and delivers a massive boost in performance. And now it comes in a beautiful new sky blue color. The…
…their imaginations take them. The new iPad Air with M3 combines powerful performance and exceptional portability, whether you're taking it across the street or around…
…record of $26.6 billion, up 12% from a year ago with strong performance across all of our categories. From starting their morning with their podcast…
…by the latest MacBook Air, MacBook Pro and Mac Mini models. This performance was broad-based with every geographic segment growing year-over-year. Mac installed base reached…
…Apple's security and privacy features. We also continue to see strong Mac performance in enterprise. New Bank, the largest digital bank in Latin America has…
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…
…running large language models with over 600 billion parameters entirely in memory. Apple Intelligence brings great capabilities to the Mac with features like Writing Tools…
…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…
…Korean, and simplified Chinese as well as localized English to Singapore and India. AI and machine learning are core to so many profound features we've…
…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…
…in the Notes app to elevate simple sketches into polished illustrations. Across Wearables, Home and Accessories, revenue was $7.5 billion, down 5% from a year…
…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…
…Apple Intelligence and shared our vision for integrating generative AI across our ecosystem into the apps and features our users rely on every day. To…
…Mac. And thanks to our high levels of customer satisfaction and strong loyalty, our installed base of active devices reached an all-time high across all…
…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