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.
8 matches for “Project Kuiper”; 4 quoted, at least 25 words apart.
…iterate on the experience. We've recently completed our third successful launch of Project Kuiper. We haven't launched this service commercially yet but already have an…
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…
…is the incumbent in the market today and the second will be Project Kuiper. I think that we will have a pretty meaningful differentiation here…
…AI and various operations on top of it. And the fact that Project Kuiper and AWS are so seamlessly connected is very attractive to enterprises…
Where the listed words were said
…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…
…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…
…think on the Alexa question, I think I'd start by saying the Alexa+ experience is so much better than I think our prior Alexa experience.…
…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…
…of the song I'm playing, and it will put it on my Prime video on Fire TV or if I have guests coming over. I…
…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…
…of last year. Items customers used to pick up locally and nearby physical stores are now arriving at their door often within hours. And we're…
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