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.
10 matches for “Intelligence”; 5 quoted, at least 25 words apart.
…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…
…everyone. And that's at the heart of our AI strategy. With Apple Intelligence, we're integrating AI features across our platforms in a way that is…
…is at the heart of all of these experiences, enabling powerful Apple Intelligence features to run directly on device. For more advanced tasks, our servers…
…even further. In addition to the beautiful new design and powerful Apple Intelligence features, it introduces a range of meaningful updates like real-time call screening…
…creating jobs in cutting-edge fields like advanced manufacturing, silicon engineering and artificial intelligence. We're proud of this work and all that we're doing to tap…
Where the listed words were said
…India and South Asia. These results were driven by double-digit growth across iPhone, Mac and Services. We set a June quarter record for iPhone, which…
…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…
…revenue up 15% year-over-year. And we set another all-time revenue record in Services, which grew 13% with double-digit growth in both developed and emerging markets.…
…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…
…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…
…integrated. And of course, we've done that with more than 20 Apple Intelligence features so far from visual intelligence to cleanup to writing tools and…
…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…
…Thanks for the question. We're making good progress on a more personalized Siri, and we do expect to release the features next year, as we…
…the platform across nearly every eligible category for this year's Emmy Awards. Severance leads all Emmy nominees with 27 nominations and The Studio follows close…
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