Amazon (AMZN): FY25 Q2 earnings call, Jul 31, 2025
On its Jul 31, 2025 earnings call (FY25 Q2), Amazon said 15 of the 26 words Kalshi and Polymarket listed; Parrot’s count agreed with all 26 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
26 words · 15 settled yes · our count agreed on 26 of 26- 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 |
|---|---|---|---|---|---|---|
| AWS / Amazon Web Services | Yes | 33 | 41 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Delivery | Yes | 16 | 16 | ✓ | 94%transcripts from the transcript model | – |
| Gen-AI / Gen AI / Generative AI | Yes | 13 | 17 | ✓ | 95%transcripts from the transcript model | – |
| Advertising | Yes | 9 | 10 | ✓ | 89%transcripts from the transcript model | – |
| Tariff | Yes | 9 | 11 | ✓ | 68%transcripts from the transcript model | – |
| Alexa+ / Alexa Plus | Yes | 8 | 9 | ✓ | 52%transcripts from the transcript model | – |
| Project Kuiper | Yes | 8 | 8 | ✓ | 52%transcripts from the transcript model | – |
| Operating Margin | Yes | 7 | 7 | ✓ | 88%transcripts from the transcript model | – |
| Prime Day | Yes | 5 | 5 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| Robotics | Yes | 4 | 4 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Prime Video | Yes | 3 | 3 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Emerging Country | Yes | 2 | 2 | ✓ | 50%transcripts from the transcript model | – |
| Labor Market | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Physical Store | Yes | 1 | 1 | ✓ | 39%transcripts from the transcript model | – |
| Subscription | Yes | 1 | 1 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – |
| Grocery | No | 0 | 0 | ✓ | 79%transcripts from the transcript model | – |
| Supply Chain | No | 0 | 0 | ✓ | 61%transcripts from the transcript model | – |
| Third-Party Sellers | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Machine Learning | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Thursday Night Football | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| RxPass | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Headcount | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
| Pharmaceutical | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Repurchase | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Warehouse | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Emission | No | 0 | 0 | ✓ | 15%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.
41 matches for “AWS”; 5 quoted, at least 25 words apart.
…relevancy for consumers and return on investment for brands. Moving on to AWS. In Q2, AWS grew 17.5% year-over-year and now has over $123 billion…
…SK Telecom and NatWest. In the rapidly evolving world of generative AI, AWS continues to build a large fast-growing triple-digit year-over-year percentage multibillion-dollar business with…
…We've also launched Amazon EC2 instances powered by NVIDIA Grace Blackwell Superchips, AWS' most powerful NVIDIA GPU accelerated instance. Second, in Bedrock, we've recently added…
…up to start deploying agents more expansively. Third, you're starting to see AWS release more powerful applications at the top layer of the AI stack.…
…going to flip, further accelerated by company's excitement for leveraging AI. So AWS has significantly broader functionality, stronger security and operational performance a much deeper…
Where the listed words were said
…approach of connecting brands with customers is resonating. Moving next to our AWS segment. Revenue was $30.9 billion, an increase of 17.5% year-over-year. AWS now…
…customers in our stores business are selection, low prices and speed of delivery. We've taken another step forward in selection these past few months headlined…
…tasks, making our operations network even safer. This combination of robotics and generative AI is just getting started. And while we've made significant progress, it's…
…We continue to see strength across our broad portfolio of full funnel advertising offerings that in the U.S. alone help advertisers reach an average ad-supported…
…fluctuations in foreign exchange rates, changes in global economic and geopolitical conditions, tariff and trade policies and customer demand and spending, including the impact of…
…Amazon. I'll mention just a few. We're excited about our progress with Alexa+, our next-generation assistant powered by generative AI. We've been rolling out early…
On the Project Kuiper question, so Project Kuiper's or low Earth orbit satellite constellation that we're putting up and launching and there's 400 million to…
…in terms of inputs and outputs. Outputs or metrics like revenue are operating margin. But of course, you can't manage at the output level, it's…
…grew this past quarter and the success we saw in our recent Prime Day event. This year's Prime Day was our biggest ever with record…
…more frequently and purchasing household essentials and meaningfully higher rates. Automation and robotics are also important contributors to improving cost efficiencies and driving better…
…enterprise and government customers who have signed agreements to use Kuiper. In Prime video live sports, our first season of NASCAR drew about 2 million…
…selection for our customers continues to grow internationally as well. In our emerging countries, we're pleased with the progress we're making there. We've launched 8…
Agents: this page as TSV at /api/v1/appearances/amazon:2025-07-31:earnings_call · words: /api/v1/brief?appearance=amazon:2025-07-31:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP