Alibaba (BABA): FY25 Q4 earnings call, May 15, 2025
On its May 15, 2025 earnings call (FY25 Q4), Alibaba 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 56 | 64 | ✓ | 96%transcripts from the transcript model | – |
| Investor | Yes | 2 | 3 | ✓ | 70%transcripts from the transcript model | – |
| Logistics / Logistical | Yes | 1 | 1 | ✓ | 80%transcripts from the transcript model | – |
| International e-commerce | Yes | 1 | 1 | ✓ | 59%transcripts from the transcript model | – |
| Regulator / Regulatory / Regulation | Yes | 1 | 1 | ✓ | 22%transcripts from the transcript model | – |
| Cloud compute / Cloud Computing | No | 0 | 0 | ✓ | 86%transcripts from the transcript model | – |
| Southeast Asia / SEA | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – |
| Economic recovery | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| ESG | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Live-stream / Livestream / Live stream | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Ant Group Restructuring | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| JD.com | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Pinduoduo | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Retail trend | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Singles Day | 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.
Where the listed words were said
…and adjusted EBITDA increasing 36% year-over-year. For fiscal year 2025, our user-first AI-driven strategy continued to deliver meaningful results with accelerated growth across our core…
…Alibaba E-Commerce Business Group. This call is also being webcasted from the Investor Relations section of our corporate website. A replay of the call will…
…many years now and we also have an extremely robust and mature logistics system to support instant commerce as well. So this all makes it…
…and we remain on track to achieve overall quarterly profitability in our international e-commerce business in the coming fiscal year. Other businesses within the group…
Agents: this page as TSV at /api/v1/appearances/alibaba:2025-05-15:earnings_call · words: /api/v1/brief?appearance=alibaba:2025-05-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP