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.

5 matches for “Basic Economy”; 5 quoted, at least 25 words apart.

Scott Kirbycompanyprepared

…class of service. Every customer who flies United gets more value. For basic economy customers, we don't just offer them a competitively priced ticket. We…

Scott Kirbycompanyprepared

…feel good and is the foundation of keeping them brand loyal. From basic economy all the way to the Polaris class, every United customer simply…

Andrew Nocellacompanyprepared

…to convert passengers to brand loyal clearly starts in the main cabin. Basic Economy has altered the competitive landscape in the U.S. and providing United…

Andrew Nocellacompanyprepared

…hubs can support this higher gauge and allows us to accept more basic economy fasteners at a profit. Our transformation is making the world a…

Andrew Nocellacompanyqa

…unprofitable capacity comes out, we'll continue to adjust, but I'll tell you, basic economy is an entry point. There's always going to be ultra low-cost…

Where the listed words were said

Brett Hartcompany“Newark” · prepared

…and the administration for their support and leadership on the improvement at Newark. We are pleased with the FAA's announcement that flights in Newark will…

Brett Hartcompany“Starlink (3+)” · prepared

…clear proof that the investments being made are working. Yesterday, our first Starlink Equipped Boeing 737-800 took off from Newark following FAA certification last month.…

Brett Hartcompany“On-Time / On Time” · prepared

…history, and 6 of our 7 hubs ranked first or second for on-time departures. We continue to adapt under pressure and to maintain flexibility during…

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