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.
27 matches for “Tariff”; 5 quoted, at least 25 words apart.
…taxes, capital allocation and future business outlook, including the potential impact of tariffs and other trade measures and macroeconomic conditions on the company's business and…
…products by 2030. Now let me walk you through the impacts of tariffs in the March quarter and give you some color on what we…
…quarter, currently, we are not able to precisely estimate the impact of tariffs as we are uncertain of potential future actions prior to the end…
…that Suhasini referred to. Importantly, the color we're providing assumes that global tariff rates, policies and application remain in effect as of this call. And…
…and 46.5%, which includes the estimated impact of the $900 million of tariff-related costs that Tim referred to earlier. We expect operating expenses to be…
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.…
…the March quarter, iPhone was a top-selling model in the U.S., urban China, the UK, Germany, Australia, and Japan. And we continue to see high…
…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,…
…that the operational team has done an incredible job around optimizing the supply chain and the inventory. And we'll obviously continue to do those things…
…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…
…lineup. The world's most popular laptop just got even better. The M4-powered MacBook Air features a 12-megapixel Center Stage camera and delivers a massive boost…
…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…
…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…
…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…
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