Tesla (TSLA): FY25 Q2 earnings call, Jul 23, 2025
On its Jul 23, 2025 earnings call (FY25 Q2), Tesla said 13 of the 23 words Kalshi listed; Parrot’s count agreed with all 23 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
23 words · 13 settled yes · our count agreed on 23 of 23- 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 |
|---|---|---|---|---|---|---|
| Optimus | Yes | 23 | 25 | ✓ | 96%transcripts from the transcript model | – |
| Full Self-Driving / FSD | Yes | 18 | 23 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Regulator / Regulatory / Regulation | Yes | 10 | 10 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 10 | 10 | ✓ | 85%transcripts from the transcript model | – |
| Robotaxi | Yes | 8 | 14 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| xAI | Yes | 7 | 8 | ✓ | 63%transcripts from the transcript model | – |
| Dojo | Yes | 5 | 5 | ✓ | 57%transcripts from the transcript model | – |
| Autonomous | Yes | 2 | 3 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Waymo | Yes | 2 | 2 | ✓ | 68%transcripts from the transcript model | – |
| Powerwall | Yes | 1 | 1 | ✓ | 69%transcripts from the transcript model | – |
| Robotics | Yes | 1 | 1 | ✓ | 44%transcripts from the transcript model | – |
| Subscription | Yes | 1 | 2 | ✓ | 32%transcripts from the transcript model | – |
| Grok4 | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Cybertruck | No | 0 | 0 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| 4680 | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – |
| Gigafactory | No | 0 | 0 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| DOGE / Department of Government Efficiency | No | 0 | 0 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Cluster | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| Spacex | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Supercharger / Super Charger / Super-charger | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Big Beautiful Bill | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Epstein | 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 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.
6 matches for “Battery”; 2 quoted, at least 25 words apart.
…And we had record powerwall deployment again in Q2. So I think batteries are just going to be a massive thing. The scale of batteries,…
…but average usage is less than half a terawatt. If you add batteries to the mix, you can run the power plants 24/7 at full…
Where the listed words were said
…big deal. Optimus, so we're evolving the Optimus design and really getting Optimus to the point where it is a phenomenal design. So we're in…
…worth noting that we do not actually yet have approval for supervised FSD in Europe. So our sales in Europe, we think, will improve significantly…
A couple of weeks or so. And we're getting the regulatory permission to launch in the Bay Area, Nevada, Arizona, Florida, and a number of…
…mix and higher fixed cost absorption despite an increase in cost from tariffs. We started seeing the impact of tariffs in our P&L. Sequentially, the…
…we've had a very exciting quarter. We were able to successfully launch robotaxi, so providing our first drives with no one in the driver seat…
…by far. And I have a lot of insight into this with xAI. xAI is -- Grok is the smartest AI overall, but it's --…
Great. Next question is, can you give an update on Dojo? And could xAI be a customer for Dojo?
…point for that would be -- if you compare, say, Tesla to Waymo, Waymo has got -- the car is festooned with God knows how…
…bill and tariffs. However, the investments that we have made for AI, robotics and our lead in energy sets us up for a bright future.…
…last year is we did bring down the pricing and we've made subscription much more affordable. So we have seen a 25% increase since that…
Agents: this page as TSV at /api/v1/appearances/tesla:2025-07-23:earnings_call · words: /api/v1/brief?appearance=tesla:2025-07-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP