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 “Performance”; 5 quoted, at least 25 words apart.
…to experience the full potential of generative AI. Thanks to the exceptional performance of our systems, our users are able to run generative AI models…
…and we set a June quarter record for upgraders. This strong broad-based performance was driven by the incredible popularity of the iPhone 16 family, which…
…a June quarter record for upgraders on Mac, and we saw great performance in emerging markets with strong double-digit growth on revenue as well as…
…time, Mac mini continues to win over customers by packing so much performance into an ultracompact design. And with fantastic new updates in macOS Tahoe…
…expenses landed at $15.5 billion, up 8% year- over-year. This strong business performance led to June quarter records for both net income at $23.4 billion…
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…
…help users learn, connect and interact with their worlds, including magnifier for Mac, a new braille experience and accessibility reader, a new system-wide reading mode…
…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.…
…productive. For iPad, June quarter revenue was $6.6 billion. Our incredibly versatile iPad lineup brings together power and portability like never before. And users are…
…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…
…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…
…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