United Airlines (UAL): FY25 Q3 earnings call, Oct 16, 2025

On its Oct 16, 2025 earnings call (FY25 Q3), United Airlines said 8 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 8 settled yes · our count agreed on 13 of 13

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Newark Yes88✓87%transcripts from the transcript model–
Starlink 3+ timesYes89✓61%transcripts from the transcript model–
On-Time / On Time Yes44✓79%transcripts from the transcript model–
ATC Yes22✓57%transcripts from the transcript model–
Shutdown / Shut Down Yes24✓16%transcripts from the transcript model–
Weather Yes11✓65%transcripts from the transcript model–
Holiday Yes12✓42%transcripts from the transcript model–
Union Yes11✓16%transcripts from the transcript model–
Record No00✓83%transcripts from the transcript model–
Cargo No00✓68%transcripts from the transcript model–
Tariff No00✓64%transcripts from the transcript model–
JetBlue No00✓39%transcripts from the transcript model–
Nonstop / Non-Stop No00✓32%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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

2 matches for “ATC”; 2 quoted, at least 25 words apart.

Brett Hartcompanyprepared

…with these volumes as well as significant summer weather disruptions and system-wide ATC challenges, our operation was resilient this quarter. The third quarter marked our…

Brett Hartcompanyprepared

…reduction in emissions, along with the continued focus on technology upgrades and ATC staffing further underpins our confidence in Newark's long-term outlook. Newark achieved its…

Where the listed words were said

Michael Leskinencompany“Newark” · prepared

…have been a point higher absent the disruptions earlier this year at Newark. We had industry-leading operational performance that underpins strong unit cost performance. Our…

Brett Hartcompany“Starlink (3+)” · prepared

…in the skies. More than half of our regional flight now has StarLink successfully installed. We believe this superior in-flight experience will be truly game-changing…

Scott Kirbycompany“On-Time / On Time” · prepared

…them a competitively priced ticket. We offer them the best app and on-time flight power in every seat, seatback screens, a great loyalty program, just…

Unknown Executivecompany“Shutdown / Shut Down” · qa

…we calibrated the range of earnings per share for Q4 with government shutdown in mind. It's one active [indiscernible], but we've got reasonable room there…

Andrew Nocellacompany“Holiday” · prepared

…fewer Red Eye flights and tended more capacity from the July 4 holiday to name a few, in pursuit of higher margins. I also expect…

Scott Kirbycompany“Union” · prepared

…because most of our expense is in areas we can't control, like union contracts, airport fees, fuel, et cetera, or by adding utilization flying late…

Agents: this page as TSV at /api/v1/appearances/united-airlines:2025-10-16:earnings_call · words: /api/v1/brief?appearance=united-airlines:2025-10-16:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP