Strategy (MSTR): FY25 Q1 earnings call, May 2, 2025
On its May 2, 2025 earnings call (FY25 Q1), Strategy said 2 of the 12 words Polymarket listed; Parrot’s count agreed with all 12 settlements. The transcript is searchable below (quotes of at most 25 words).
UpdatedMarkets
12 words · 2 settled yes · our count agreed on 12 of 12- Polymarket: named speaker only
Polymarket
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 |
|---|---|---|---|---|---|---|
| Interest Rate | Yes | 1 | 2 | ✓ | –new new word, no probability yet | – |
| Nvidia | Yes | 1 | 1 | ✓ | –new new word, no probability yet | – |
| Bitcoin 100+ times | No | 96 | 173 | ✓ | –new new word, no probability yet | – |
| Billion 50+ times | No | 18 | 67 | ✓ | –new new word, no probability yet | – |
| Crypto 7+ times | No | 5 | 5 | ✓ | –new new word, no probability yet | – |
| A.I / Artificial Intelligence | No | 0 | 1 | ✓ | –new new word, no probability yet | – |
| China | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Inflation | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Recession | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Strategic Bitcoin Reserve | No | 0 | 1 | ✓ | –new new word, no probability yet | – |
| Tariff 3+ times | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Trump | No | 0 | 1 | ✓ | –new new word, no probability yet | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
115 matches for “Capital”; 5 quoted, at least 25 words apart.
…for deeper integration of Bitcoin into the U.S. financial system. On the capital markets front, we have also made significant progress. In the first quarter…
…world's first and largest Bitcoin treasury company, we remain hyper focused on capital markets innovation and our Bitcoin operations to strategically accumulate more Bitcoin. We've…
…of cash flows from software operations. As we reflected in this quarter's capital markets activity, 2025 continues the momentum we built in late 2024, with…
…of our market access. These offerings reflect our ability to tap multiple capital sources efficiently and strategically. Q1 demonstrated that the $18.1 billion raised in…
…institutional interest, retail participation and the market's recognition of strategy as a capital market center of gravity for Bitcoin. Now I'll turn to our capital…
Agents: this page as TSV at /api/v1/appearances/strategy:2025-05-02:earnings_call · words: /api/v1/brief?appearance=strategy:2025-05-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP