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.
27 matches for “Mobility”; 5 quoted, at least 25 words apart.
…gross bookings grew in line with trips, fueled by strength across both mobility and delivery. We see this as robust, healthy growth, growth that’s coming…
Thanks for taking the questions. I have two. First just on mobility, as you work to keep prices low, curious what kind of elasticity you…
Yes, absolutely. Doug, on mobility, the elasticity that we’re seeing is similar to the past - you know, usually a dollar of increase in terms…
…especially around either pricing dynamics or incenting supply and demand across both mobility and delivery, and if there were any specific geos you wanted to…
…my questions. I have two, one on Austin and one on U.S. mobility. Just going back to Austin, Dara, can you sort of walk us…
Where the listed words were said
…Middle East. We signed a partnership with Open Table to integrate dining, delivery and transportation for our customers and we went live with our Delta…
…AV in Austin, we’re very, very encouraged with what we’re seeing. Obviously Waymo has a safety track record that’s second to none. Consumers are loving…
…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…
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