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.
29 matches for “Revenue”; 5 quoted, at least 25 words apart.
…today will consist of forward-looking statements, including, without limitation, those regarding revenue, gross margin, operating expenses, other income and expense, taxes, capital allocation…
…joining the call. Today, we are proud to report a June quarter revenue record of $94 billion, up 10% from a year ago, which was…
…including Greater China and many emerging markets. And we had June quarter revenue records in more than two dozen countries and regions, including the U.S.,…
…East, South Asia and Brazil. Mac continued to see excellent results with revenue up 15% year-over-year. And we set another all-time revenue record in Services,…
…more details about our results for the quarter, starting with iPhone. iPhone revenue was $44.6 billion, up 13% from a year ago, and we set…
Where the listed words were said
…We also recently marked a significant milestone. We shipped the 3 billionth iPhone since its launch in 2007. From the Pro models with the powerhouse…
…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%…
…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…
…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…
…strong double digits year-over-year. In June, we were also thrilled to release F1 in theaters around the world, one of the summer's most unforgettable blockbusters.…
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