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.
5 matches for “Ecosystem”; 5 quoted, at least 25 words apart.
…we're looking at closely. And then obviously, beyond Waymo, there's a big ecosystem out there, [ Mamability ], Avride, Volkswagen, Nuro, Lucid and then a…
…we are a supply-led company. The more drivers there are in the ecosystem that we can amalgamate with our platform, the better our service becomes,…
…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…
…that leaves us some capacity to continue to help build out this ecosystem. And then with the question on Waymo, I'll let Dara take that…
…being able to kind of build the most robust economic and operational ecosystem as it relates to AV within the Uber network. Anything to add,…
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…
…strategy and the growth that it can bring with our Mobility and Delivery leaders now reporting directly to him as well as the cross-platform efforts…
…And Q2 was jampacked. We expanded our operating zones in Austin with Waymo and Abu Dhabi with WeRide, and we also launched exclusively with Waymo…
…] and the fact that we are able to work with Nuro, Lucid speaks very well to AV supply going forward. The more supply there…
…commercialization. Austin launch continues to go really well in terms of utilization. Atlanta launch has been -- it's early, but the Atlanta launch has been…
…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,…
…and our capital allocation, we can afford to invest aggressively in the autonomous space and at the same time, to return plenty of capital to…
…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…
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