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.
11 matches for “Holdings”; 5 quoted, at least 25 words apart.
…quarter since August 2020 across 60-plus announcements and 100% of our Bitcoin holdings remain fully unencumbered demonstrating our long-term conviction and unmatched consistency in executing…
…Bitcoin. We've now utilized $37.3 billion of capital to increase our Bitcoin holdings and drive shareholder value. That capital was acquired through 3 primary mechanisms.…
…in treasury compared to the S&P 500 universe entirely through our Bitcoin holdings, and we're growing fast. Over the next 2 to 4 years, we…
…strategy, innovative offerings, high volatility, combined with the scale of our Bitcoin holdings will continue to differentiate us. Since we adopted our Bitcoin strategy in…
…cloud. Moving on to Bitcoin. We adopted fair value accounting for Bitcoin Holdings on January 1 this year, which has fundamentally changed how we value…
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