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.
7 matches for “Reality Lab”; 5 quoted, at least 25 words apart.
…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…
…was partially offset by continued hiring in priority areas of monetization, infrastructure, Reality Labs, AI as well as regulation and compliance. Second quarter operating income…
…operating income was $25 billion, representing a 53% operating margin. Within our Reality Labs segment, Q2 revenue was $370 million up 5% year-over-year due to…
…more to share on our efforts there later this year. Moving to Reality Labs. The growth of Ray-Ban Meta sales accelerated in Q2, with demand…
…with displays. This is kind of what we've been maxing out with Reality Labs over the last 5 to 10 years is basically doing the…
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…
…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…
…to progress. We are also seeing promising results from using LLM in Threads recommendation systems. The incorporation of LLMs are now driving a meaningful share…
…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