Netflix (NFLX): FY25 Q2 earnings call, Jul 17, 2025
On its Jul 17, 2025 earnings call (FY25 Q2), Netflix said 13 of the 28 words Kalshi and Polymarket listed; Parrot’s count agreed with 27 of 28 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
28 words · 13 settled yes · our count agreed on 27 of 28- Kalshi: company speakers
Kalshi - Polymarket: company speakers
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 |
|---|---|---|---|---|---|---|
| Engagement | Yes | 14 | 14 | ✓ | 96%transcripts from the transcript model | – |
| Partnership | Yes | 9 | 9 | ✓ | 49%transcripts from the transcript model | – |
| Live Event | Yes | 7 | 7 | ✓ | 85%transcripts from the transcript model | – |
| AI / Artificial Intelligence 7+ times | Yes | 5 | 5 | ✗ | 32%transcripts from the transcript model | – |
| Squid Game | Yes | 3 | 3 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Gaming | Yes | 2 | 2 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| India | Yes | 2 | 2 | ✓ | 58%transcripts from the transcript model | – |
| Interface | Yes | 2 | 2 | ✓ | 34%transcripts from the transcript model | – |
| Q3 | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Tier | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | – |
| America | Yes | 1 | 1 | ✓ | 64%transcripts from the transcript model | – |
| Grand Theft Auto | Yes | 1 | 1 | ✓ | 45%transcripts from the transcript model | – |
| Ad-supported | Yes | 1 | 1 | ✓ | 30%n=1+tx from settlement history blended with transcripts | – |
| Netflix 30+ times | No | 22 | 22 | ✓ | 21%transcripts from the transcript model | – |
| Million / Billion / Trillion 15+ times | No | 9 | 9 | ✓ | 36%transcripts from the transcript model | – |
| Movie 7+ times | No | 6 | 6 | ✓ | 40%transcripts from the transcript model | – |
| Subscriber | No | 0 | 0 | ✓ | 81%transcripts from the transcript model | – |
| Canada | No | 0 | 0 | ✓ | 77%transcripts from the transcript model | – |
| Churn | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Russia | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Recession | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Debt | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Password | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| Advertisement | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Anime | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Crypto / Bitcoin | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Downgrade | No | 0 | 0 | ✓ | 16%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 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.
26 matches for “Content”; 5 quoted, at least 25 words apart.
…constant currency increase. Is this due to a better underlying revenue growth? Or are there specific expenses that are coming in better like content amortization?
…reminder, we primarily manage the full year margins, and we expect our content expenses will ramp in Q3 and Q4. We've got many of our…
…Greg. I'll move this along now to a set of questions around content as well as engagement. This one comes from Ben Swinburne of Morgan…
Thanks, Greg. Great segue to Doug Anmuth's question from JPMorgan. The content in the back half of the year looks strong with Squid Game 3…
…the business currently as being "head boosted or head driven"? And are you confident that both original and licensed content momentum can continue in 2026?
Where the listed words were said
…we've done since the last quarter have been in line with expectations. Engagement also remains healthy. So things all look stable from those indicators and…
…from Loop Capital next. Can you provide more information on the TF1 partnership? Why did you choose to add TF1 in France as opposed to…
…a bunch of features and then our slate, which is generally amazing and includes a growing number of live events that advertisers are excited about.
…from Justin Patterson of KeyBanc. Could you please talk about your generative AI initiatives? Where do you think GenAI will be most impactful over time,…
…scale looks like. We ended the quarter with a huge return of Squid Game, thanks for acknowledging. I'll go into the second half with the…
…question comes from Brian Pitz of BMO Capital Markets. With your evolving gaming ambitions, including partnerships with Grand Theft Auto and the recently announced Roblox…
…Boroughs. We've got The Human Vapor from Japan, Operation Safed Sagar from India, Can This Love Be Translated? from Korea. So again, popular programming, new…
…That's a totally different job, and we really need a different user interface to do that job well. Add to that, we saw the opportunity…
…and the recently announced TF1 partnership. Is there a path to additional tiers of service based on types of content available? Or will Netflix always…
…We'll take our last question from Jessica Reif Ehrlich of Bank of America Securities. Given your healthy balance sheet and what appears to be a…
Agents: this page as TSV at /api/v1/appearances/netflix:2025-07-17:earnings_call · words: /api/v1/brief?appearance=netflix:2025-07-17:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP