Meta (META): FY25 Q2 earnings call, Jul 30, 2025
On its Jul 30, 2025 earnings call (FY25 Q2), Meta said 10 of the 15 words Kalshi and Polymarket listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 10 settled yes · our count agreed on 15 of 15- 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 |
|---|---|---|---|---|---|---|
| Meta AI | Yes | 13 | 16 | ✓ | 95%transcripts from the transcript model | – |
| Yes | 11 | 11 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – | |
| Yes | 8 | 10 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – | |
| Reality | Yes | 7 | 7 | ✓ | 92%transcripts from the transcript model | – |
| Llama | Yes | 6 | 6 | ✓ | 96%transcripts from the transcript model | – |
| Threads | Yes | 6 | 6 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Ray-Ban | Yes | 3 | 4 | ✓ | 80%transcripts from the transcript model | – |
| Advertising | Yes | 2 | 2 | ✓ | 85%transcripts from the transcript model | – |
| Channel | Yes | 2 | 2 | ✓ | 32%transcripts from the transcript model | – |
| Orion | Yes | 1 | 1 | ✓ | 35%transcripts from the transcript model | – |
| Behemoth | No | 0 | 1 | ✓ | 43%transcripts from the transcript model | – |
| ActivityPub | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Antitrust | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Maverick | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Scout | 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.
6 matches for “Llama”; 5 quoted, at least 25 words apart.
…developing the next generation of our models. We're making good progress towards Llama 4.1 and 4.2, and in parallel, we are also working on our…
…use of LLMs and recommendation systems to our other apps. We're leveraging Llama and several other back-end processes as well, including actioning bug reports so…
…roughly 30% over the past 10 months. The primary way we're using Llama in our apps today is to power Meta AI which is now…
…the work that we're seeing with teams internally being able to adapt Llama 4 to build autonomous AI agents that can help improve the Facebook…
…and as we swap in the updated models, when we go from Llama 4 to Llama 4.1 when we have that, we expect that just…
Where the listed words were said
…opportunities that we are pursuing, improved advertising, more engaging experiences, business messaging, Meta AI and AI devices. So I can go into a bit of…
…signals and longer context. It's driven roughly 5% more ad conversions on Instagram and 3% on Facebook. We're also seeing good progress with AI for…
…Family of Apps other revenue was $583 million, up 50%, driven by WhatsApp paid messaging revenue growth as well as Meta Verified subscriptions. We continue…
…going to have more to share on all of this, especially the Reality Labs work at Connect on September 17. So I encourage you all…
…to people. In Q2, we also began introducing ads within Feed on Threads and the Updates tab of WhatsApp, which is a separate space away…
…opportunity is AI devices. We continue to see strong momentum with our Ray-Ban Meta glasses with sales accelerating. We are also launching new performance AI…
…monetization scales. On WhatsApp, we are rolling out ads in status and channels, along with channel subscriptions in the Updates tab to help businesses reach…
…the kind of wide holographic field of view like we showed with Orion or just a smaller display that might be good for displaying some…
Agents: this page as TSV at /api/v1/appearances/meta:2025-07-30:earnings_call · words: /api/v1/brief?appearance=meta:2025-07-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP