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.
36 matches for “Volatility”; 5 quoted, at least 25 words apart.
…of transparent Investor Relations conviction in our Bitcoin strategy, innovative offerings, high volatility, combined with the scale of our Bitcoin holdings will continue to differentiate…
…when the broader mark when the broader macro markets witnessed the most volatility since 2020, we still managed to outperform the magnificent 7 and key…
…traditional convert market has historically offered investors such as funds access to volatility across different industries and asset classes. The innovation we introduced through our…
…simple way to think about our capital stack across both seniority and volatility. In the far right, you'll see MSTR equity. That's your full exposure…
…that wants long-dated fixed income exposure to our balance sheet without the volatility of the equity. And at the top, we've got our convertible notes,…
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