Apple (AAPL): FY25 Q3 earnings call, Jul 31, 2025
On its Jul 31, 2025 earnings call (FY25 Q3), Apple said 17 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 · 17 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 |
|---|---|---|---|---|---|---|
| iPhone | Yes | 33 | 39 | ✓ | 96%transcripts from the transcript model | – |
| Mac | Yes | 24 | 25 | ✓ | 95%transcripts from the transcript model | – |
| Tariff | Yes | 17 | 22 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Service | Yes | 16 | 21 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| iPad | Yes | 15 | 15 | ✓ | 95%transcripts from the transcript model | – |
| China | Yes | 12 | 15 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Intelligence | Yes | 9 | 10 | ✓ | 93%transcripts from the transcript model | – |
| Manufacturing | Yes | 3 | 3 | ✓ | 66%transcripts from the transcript model | – |
| Vision | Yes | 2 | 5 | ✓ | 90%transcripts from the transcript model | – |
| Wearable | Yes | 2 | 2 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Siri | Yes | 2 | 4 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – |
| WWDC | Yes | 1 | 2 | ✓ | 58%transcripts from the transcript model | – |
| Severance | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | – |
| Formula 1 / F1 | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | – |
| iCloud | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | – |
| Regulation / regulator / regulatory | Yes | 1 | 1 | ✓ | 27%n=1+tx from settlement history blended with transcripts | – |
| Streaming | Yes | 1 | 1 | ✓ | 15%transcripts from the transcript model | – |
| M3 | No | 0 | 0 | ✓ | 61%transcripts from the transcript model | – |
| Sleep apnea | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – |
| Modem | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Creator | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Hedge | No | 0 | 0 | ✓ | 28%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.
15 matches for “China”; 5 quoted, at least 25 words apart.
…the world in the vast majority of markets we track, including Greater China and many emerging markets. And we had June quarter revenue records in…
…formerly of Kantar, iPhone was a top-selling model in the U.S., Urban China, the U.K., Australia and Japan during the June quarter. And we continue…
…grew in every geographic segment and saw double-digit growth in Europe, Greater China and the rest of Asia Pacific. The Mac installed base reached an…
…if you could maybe elaborate a bit on what you're seeing in China. I think in an interview earlier this afternoon, you alluded to some…
Yes. We did grow in Greater China by 4% during the quarter versus the previous quarter, it was driven by an acceleration by iPhone, although…
Where the listed words were said
…across iPhone, Mac and Services. We set a June quarter record for iPhone, which grew a strong 13% year-over-year. We saw iPhone growth in every…
…our users are able to run generative AI models right on their Mac, iPad and iPhone. We're excited about the work we're doing in this…
…impact to the company's business and results of operations from macroeconomic conditions, tariffs and other measures and legal and regulatory proceedings. For more information, please…
…alerts to irregular rhythm notifications having such a profound impact. Turning to Services. Revenue for the June quarter was $27.4 billion, up 13% from a…
…going to find delightful new ways to stay connected and productive. For iPad, June quarter revenue was $6.6 billion. Our incredibly versatile iPad lineup brings…
…say are that the installed base hit a record high in Greater China, and we set an all-time record for the iPhone installed base. The…
…up access to the on-device foundation models at the core of Apple Intelligence, enabling developers to build a whole new experience for our users. It's…
…and support American industry. And in August, we're opening our all-new Apple Manufacturing Academy in Detroit to train and support American manufacturers. These investments are…
…both dynamic and personal. We're also thrilled about what's coming to Apple Vision Pro with visionOS 26 introducing spatial widgets that let users customize their…
…beautiful new software design that brings these updates to life. Turning to Wearables, Home and Accessories. Revenue was $7.4 billion, and we saw a June…
…and powerful writing tools. We're making good progress on a more personalized Siri, and as we've said before, we expect to release these features next…
…double-digit growth in both developed and emerging markets. Last month, we hosted WWDC, an incredible event for our developer community with millions joining us online…
Agents: this page as TSV at /api/v1/appearances/apple:2025-07-31:earnings_call · words: /api/v1/brief?appearance=apple:2025-07-31:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP