BlackRock (BLK): FY25 Q3 earnings call, Oct 14, 2025
On its Oct 14, 2025 earnings call (FY25 Q3), BlackRock said 7 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 7 settled yes · our count agreed on 15 of 15- 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 |
|---|---|---|---|---|---|---|
| Private market | Yes | 23 | 25 | ✓ | 96%transcripts from the transcript model | – |
| Digital asset | Yes | 15 | 16 | ✓ | 83%transcripts from the transcript model | – |
| Net inflow | Yes | 14 | 14 | ✓ | 96%transcripts from the transcript model | – |
| Performance fee | Yes | 9 | 10 | ✓ | 85%transcripts from the transcript model | – |
| Aladdin | Yes | 8 | 8 | ✓ | 94%transcripts from the transcript model | – |
| Record AUM | Yes | 1 | 1 | ✓ | 59%transcripts from the transcript model | – |
| ETF inflow | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Revenue growth | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – |
| HPS acquisition | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| EPS surprise | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Fundraising guidance | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Margin pressure | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Regulatory reform | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Revenue target | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Share buybacks | No | 0 | 0 | ✓ | 16%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 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.
10 matches for “Performance Fee”; 5 quoted, at least 25 words apart.
…of lower private markets catch-up base fees compared to the second quarter. Performance fees of $516 million increased 33% from a year ago, primarily reflecting…
…up 33% year over year, primarily reflecting higher incentive compensation associated with performance fees, as well as higher operating income. The year-over-year increase also reflects…
…120 basis points from a year ago, reflecting the impact of higher performance fees and related compensation. We continue to deliver margin expansion on recurring…
…We provided additional disclosure in our earnings supplement on the contribution of performance fee-related compensation to total expense. In line with our guidance in July,…
…guess maybe two I can wrap into one. First, just on the performance fees, I think the $270 million reference came in a bit ahead…
Where the listed words were said
…of the year accelerated in the third quarter. Our builds across ETFs, private market whole portfolio, and cash management drove 8% organic base fee growth…
…newly integrated platform can unlock. We've expanded our capabilities across private markets, digital assets, data, and technology. That strategy now moves forward with greater strength…
…assets, powering 8% organic base fee growth. We generated $205 billion of net inflows in the third quarter, reflecting 10% annualized organic base fee growth,…
…$225 million in base fees in the quarter and $270 million in performance fees inclusive of Part one fees. HPS and GIP, they're both stable,…
…connected to our clients with one platform, shared goals, and a common Aladdin technology. We're organized so the clients have access to all of BlackRock,…
…by Rick Reeder and the fundamental teams, $13 billion plus. Our active ETF inflows are over $40 billion. So there's a proven track record that…
Agents: this page as TSV at /api/v1/appearances/blackrock:2025-10-14:earnings_call · words: /api/v1/brief?appearance=blackrock:2025-10-14:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP