Uber (UBER): FY25 Q1 earnings call, May 7, 2025
On its May 7, 2025 earnings call (FY25 Q1), Uber said 5 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 5 settled yes · our count agreed on 15 of 15- 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 |
|---|---|---|---|---|---|---|
| Delivery | Yes | 20 | 28 | ✓ | 95%transcripts from the transcript model | – |
| Waymo | Yes | 10 | 15 | ✓ | 66%transcripts from the transcript model | – |
| Gross bookings | Yes | 6 | 7 | ✓ | 90%transcripts from the transcript model | – |
| Platform | Yes | 5 | 5 | ✓ | 93%transcripts from the transcript model | – |
| Lyft | Yes | 1 | 1 | ✓ | 31%transcripts from the transcript model | – |
| Regulator / Regulatory / Regulation | No | 0 | 0 | ✓ | 84%transcripts from the transcript model | – |
| Autonomous | No | 0 | 0 | ✓ | 79%transcripts from the transcript model | – |
| Freight | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – |
| Cost discipline | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| India | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| DoorDash | No | 0 | 1 | ✓ | 15%transcripts from the transcript model | – |
| Driver incentives | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| ESG | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Market share | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Ride-sharing recovery | 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 “Grocery”; 5 quoted, at least 25 words apart.
…that, what does that say about the cadence of margin expansion at grocery and retail - I think you also said that that part is…
…both quarter-over-quarter and year-over-year. In the delivery profitability numbers, that includes our grocery and retail which you made reference to, remember that we’d said in…
…Remember - the categories that we operate in, these are restaurants, transportation, grocery, tend to be categories that are quite consistent even during periods of…
…for example we’re using larger models in terms of our restaurant and grocery search so that we understand more about the context of the consumer,…
…We have human drivers, we have AV drivers, we have food available, grocery available, so I think we’re kind of the partner of choice for…
Where the listed words were said
…grew in line with trips, fueled by strength across both mobility and delivery. We see this as robust, healthy growth, growth that’s coming from engagement…
…The Uber team has been in major execution mode. We launched with Waymo in Austin with around 100 cars that are all exceptionally utilized. We…
…GB growth, we are starting to see the gap between trips and gross bookings narrow a bit because we’ve been able to pass along lower…
…second, and because of our global position and because of the unique platform that we have, we think we can hold our own and then…
…In terms of mobility, we’ve got a strong competitor domestically here in Lyft. I think we’re more focused on competing with each other on service,…
Agents: this page as TSV at /api/v1/appearances/uber:2025-05-07:earnings_call · words: /api/v1/brief?appearance=uber:2025-05-07:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP