Microsoft (MSFT): FY25 Q4 earnings call, Jul 30, 2025
On its Jul 30, 2025 earnings call (FY25 Q4), Microsoft said 14 of the 22 words Kalshi and Polymarket listed; Parrot’s count agreed with all 22 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
22 words · 14 settled yes · our count agreed on 22 of 22- 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 Intelligence | Yes | 43 | 52 | ✓ | 96%transcripts from the transcript model | – |
| Cloud | Yes | 37 | 38 | ✓ | 96%transcripts from the transcript model | – |
| Copilot | Yes | 36 | 41 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Azure | Yes | 26 | 31 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| M365 / Microsoft 365 | Yes | 23 | 24 | ✓ | 96%transcripts from the transcript model | – |
| M365 | Yes | 16 | 16 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Server | Yes | 13 | 13 | ✓ | 92%transcripts from the transcript model | – |
| Windows | Yes | 8 | 8 | ✓ | 93%transcripts from the transcript model | – |
| Yes | 6 | 6 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – | |
| Teams | Yes | 5 | 5 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| OpenAI | Yes | 4 | 4 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Gaming | Yes | 3 | 3 | ✓ | 91%transcripts from the transcript model | – |
| Monetization | Yes | 3 | 4 | ✓ | 69%transcripts from the transcript model | – |
| DeepSeek | Yes | 1 | 1 | ✓ | 58%transcripts from the transcript model | – |
| Activision | No | 0 | 0 | ✓ | 85%transcripts from the transcript model | – |
| Phi | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
| more with Less | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Cost structure | No | 0 | 0 | ✓ | 27%transcripts from the transcript model | – |
| Regulatory / regulation / regulator | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – |
| Enterprise AI | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| Cybersecurity | No | 0 | 0 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – |
| Stargate | 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.
31 matches for “Azure”; 5 quoted, at least 25 words apart.
…provide more context, I want to walk up the stack, starting with Azure. Azure surpassed $75 billion in annual revenue, up 34%, driven by growth…
…scale our own data center capacity faster than any other competitor. Every Azure region is now AI-first. All of our regions can now support liquid…
…more than 200 SAP instances, 10,000-plus servers, 1.2 petabytes of data to Azure with near 0 business disruption. That makes it one of the largest…
…best source of knowledge and grounding for AI applications and context engineering. Azure Databricks and Snowflake on Azure both accelerated as well. Cosmos DB and…
…of ChatGPT as well as OpenAI's developer APIs. This year, we launched Azure AI Foundry to help customers design, customize and manage AI applications and…
Where the listed words were said
…tokens for the same GPU compared to a year ago. Beyond the AI fleet, we continue to build our commercial cloud to address customers' unique…
…to what was a record fiscal year for us. All up, Microsoft Cloud surpassed $168 billion in annual revenue, up 23%. The rate of innovation…
…are becoming embedded in our daily work and life. Our family of Copilot apps has surpassed 100 million monthly active users across commercial and consumer.…
…in the number of $10 million and $100 million-plus contracts for both Azure and Microsoft 365 helped drive these results. Commercial remaining performance obligation increased…
…and workflow and work artifacts. We rolled out our biggest update to Microsoft 365 Copilot to date this quarter, bringing together chat, search, create, notebooks…
…our AI infrastructure, partially offset by continued efficiency gains in Azure and M365 Commercial Cloud. Company gross margin percentage was 69%, down 1 point year-over-year,…
…in constant currency, ahead of expectations, driven by Azure and our on-premises server business. In Azure and other cloud services, revenue grew 39%, significantly ahead…
…in engagement and successful sessions. And we are bringing Copilot to every Windows 11 PC. With Copilot Vision, you can share your screen with Copilot…
…to talk about 2 consumer businesses of ours with massive end-user reach: LinkedIn and Xbox. LinkedIn is home to 1.2 billion members with 4 consecutive…
…the first weeks of availability. And we have introduced group-level agents in Teams like Facilitator and Interpreter, which generate real-time translation and notes in meetings.…
…apply it across more models than any other hyperscaler, including models from OpenAI, DeepSeek, Meta, xAI's Grok and, very soon, Black Forest Labs and Mistral…
…introducing agents across hiring as well as sales. When it comes to Gaming, we have 500 million monthly active users across platforms and devices. We…
Agents: this page as TSV at /api/v1/appearances/microsoft:2025-07-30:earnings_call · words: /api/v1/brief?appearance=microsoft:2025-07-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP