Google (GOOGL): FY25 Q2 earnings call, Jul 23, 2025
On its Jul 23, 2025 earnings call (FY25 Q2), Google said 9 of the 19 words Kalshi and Polymarket listed; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
19 words · 9 settled yes · our count agreed on 19 of 19- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
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 |
|---|---|---|---|---|---|---|
| AI / Artificial Inteligence | Yes | 75 | 84 | ✓ | 96%transcripts from the transcript model | – |
| Cloud | Yes | 29 | 34 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Gemini | Yes | 20 | 24 | ✓ | 96%transcripts from the transcript model | – |
| Subscription | Yes | 17 | 23 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Waymo | Yes | 6 | 6 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Operating Margin | Yes | 5 | 5 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Data Center | Yes | 4 | 4 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Youtube Shorts | Yes | 3 | 3 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Pixel | Yes | 1 | 1 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| DeepMind / Deep Mind | No | 0 | 0 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| DeepMind | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| Privacy | No | 0 | 0 | ✓ | 46%n=1+tx from settlement history blended with transcripts | – |
| Regulator / Regulation / Regulatory | No | 0 | 0 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| Quantum | No | 0 | 0 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| Search Advertising | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Antitrust | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| EU / European Union | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Family Link | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Wiz | 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.
5 matches for “AI Infrastructure”; 4 quoted, at least 25 words apart.
…have made in our differentiated full stack approach to AI. This spans AI infrastructure, world-class research, models and tooling and our products and platforms that…
…research labs like Safe Superintelligence and Physical Intelligence use TPU specifically. Our AI infrastructure investments are crucial to meeting the growth in demand from cloud…
…35x growth in Gemini usage year-over-year. Our models have served on our AI infrastructure, which offers industry-leading performance and cost efficiency for both training and…
…excited about the pace of innovation. Our full stack approach, which combines AI infrastructure, AI research and AI products and platforms position us well to…
Where the listed words were said
…As you saw at IO, we are leading at the frontier of AI and shipping at an incredible pace. AI is positively impacting every part…
…on YouTube. And in some countries, it now even exceeds in-stream's rate. Cloud had another great quarter of strong growth in revenues, backlog and profitability.…
…level performance in the International Math Olympiad using an advanced version of Gemini with Deepting. We can't wait to bring Deepting to users soon. We…
…Samsung's latest devices. And we are really pleased with the growth in subscriptions, which got a boost from our Google AI Pro and Ultra plans.…
…light offerings to 15 new countries with more to come. And lastly, Waymo continues to scale and expand to safely serve more riders in more…
…promotional expenses. Operating income increased 14% this quarter to $31.3 billion and operating margin was 32.4%. Operating margin benefited from strong revenue growth and continued…
…technical infrastructure with approximately 2/3 of investments in servers and 1/3 in data centers and networking equipment. In Q2, we returned capital to shareholders through…
…sports to shorts, we now average over 200 billion daily views on YouTube Shorts. AI is helping improve our recommendations and auto dubbing, which translates…
Agents: this page as TSV at /api/v1/appearances/google:2025-07-23:earnings_call · words: /api/v1/brief?appearance=google:2025-07-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP