Uber (UBER): FY25 Q2 earnings call, Aug 6, 2025
On its Aug 6, 2025 earnings call (FY25 Q2), Uber said 10 of the 28 words Kalshi listed; Parrot’s count agreed with all 28 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
28 words · 10 settled yes · our count agreed on 28 of 28- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Platform | Yes | 25 | 29 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Delivery | Yes | 22 | 22 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Waymo | Yes | 12 | 16 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Lucid | Yes | 9 | 11 | ✓ | 15%transcripts from the transcript model | – |
| Atlanta | Yes | 6 | 6 | ✓ | 58%transcripts from the transcript model | – |
| Gross bookings | Yes | 5 | 5 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 5 | 6 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Ecosystem | Yes | 5 | 5 | ✓ | 49%transcripts from the transcript model | – |
| Tesla | Yes | 2 | 3 | ✓ | 27%transcripts from the transcript model | – |
| Capital Allocation | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | – |
| Regulator / Regulatory / Regulation | No | 0 | 0 | ✓ | 61%n=1+tx from settlement history blended with transcripts | – |
| Lyft | No | 0 | 0 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| Hailable | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Machine Learning | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – |
| New York City | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – |
| Freight | No | 0 | 0 | ✓ | 19%n=1+tx from settlement history blended with transcripts | – |
| Onboarding | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Cost discipline | No | 0 | 0 | ✓ | 17%n=1+tx from settlement history blended with transcripts | – |
| Boat | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Olympics | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Subscription | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Women Preference | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| India | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – |
| DoorDash | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Driver incentives | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| ESG | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Market share | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Ride-sharing recovery | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
3 matches for “Advertising”; 3 quoted, at least 25 words apart.
…now reporting directly to him as well as the cross-platform efforts like advertising and autonomous. While we remain as focused as ever on our core…
…really excited about. And just like a really simple example is our advertising business and our direct business. If you think about Uber Eats, there…
…food to the home and we separated those two capabilities into an advertising business that's growing incredibly healthy, very, very high margin and a direct…
Where the listed words were said
…growth. We've already made great progress harnessing the unique power of our platform to foster deeper engagement with our consumers who visited our apps nearly…
…that we place on the Mobility app that is, for example, promoting delivery, a delivery feature could be reducing the experience of the Mobility app…
…the Atlanta launch has been great. And in both cases, the average Waymo is busier than 99% of our drivers in terms of completed trips…
…same time, we announced several new and expanded partnerships, including with Baidu, Lucid, Nuro and Wayve. Our autonomous momentum continues at Uber speed and we'll…
…it's certainly showing up in Austin. Too early to show up in Atlanta, but it's something that we're looking at closely. And then obviously, beyond…
…in both audience and frequency. This powered robust growth in trips in gross bookings, both up 18%. We also reached new highs for adjusted EBITDA,…
…platform, the better our service becomes, and that applies with robotic and autonomous drivers as well. So we are investing, absolutely investing in the software…
…capital to take equity positions in some of the software players or ecosystem players to help them kick start their development and where does Uber…
…and then prediction models that decide what to do. Some players like Tesla and Wayve, for example, are going with single models. But whatever the…
…news is that, as you've seen with our cash flow and our capital allocation, we can afford to invest aggressively in the autonomous space and…
Agents: this page as TSV at /api/v1/appearances/uber:2025-08-06:earnings_call · words: /api/v1/brief?appearance=uber:2025-08-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP