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.
21 matches for “Mobility”; 5 quoted, at least 25 words apart.
…fewer than 1 in 5 of our consumers are active across both Mobility and Delivery, and we believe this can and will go much higher…
…our platform strategy and the growth that it can bring with our Mobility and Delivery leaders now reporting directly to him as well as the…
…to execute on the ground. A pixel that we place on the Mobility app that is, for example, promoting delivery, a delivery feature could be…
…is that the -- those who kind of use both sides, both Mobility and Delivery, their retention rates are higher, they are 35% higher than…
…I do think that Andrew McDonald, Mac, we call them, heading both Mobility and Delivery kind of solve the structural problem because to some extent,…
Where the listed words were said
…of seasonality. And part of what we're seeing in terms of the cross-platform promotion is that we're able to pick kind of the right time…
…it is a super app. You'll see a -- you'll see a delivery tab on the rides app. We are building out our experience. If…
…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…
…there's a big ecosystem out there, [ Mamability ], Avride, Volkswagen, Nuro, Lucid and then a lot of players in the rest of the world,…
…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,…
…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