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.
25 matches for “Mac”; 5 quoted, at least 25 words apart.
…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 grew…
…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…
…that we can't wait for users everywhere to enjoy this fall. In Mac, we had another strong quarter with revenue of $8 billion, up 15%…
…well as strong double-digit growth on both upgraders and customers new to Mac. MacBook Air, the world's most popular laptop, unlocks a whole new level…
…are also loving the newest Mac Studio, which is the most powerful Mac we've ever made with next-level capabilities to tackle even the most demanding…
Where the listed words were said
…This strong broad-based performance was driven by the incredible popularity of the iPhone 16 family, which was up strong double digits year-over-year as compared to…
…phone app to live activities to our biggest ever update to Spotlight, Mac users across our entire lineup are going to find delightful new ways…
…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.…
…system that's remarkably intuitive, giving users more control than ever of their iPad experience. An enhanced files app makes it easier than ever to stay…
…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…
…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…
…latest reports from 451 Research, customer satisfaction was 98% in the U.S. Wearables, Home and Accessories revenue was $7.4 billion, down 9% year-over-year. This was…
…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…
…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