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.

9 matches for “Starlink”; 5 quoted, at least 25 words apart.

Brett Hartcompanyprepared

…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.…

Michael Leskinencompanyprepared

…the significant investments we made and continue to make in the airline. StarLink is another example of how we're differentiating our customer experience for the…

Michael Leskinencompanyprepared

…by 25% this year. We're investing $1 billion on our rollout of Starlink WiFi so that our customers have the best-in-class connectivity. Our investments in…

Thomas Fitzgeraldanalystqa

…was wondering if you could just update us on the cadence of Starlink installation as we move through 2026 and then how the opportunities that…

Andrew Nocellacompanyqa

…higher NPS scores like off the chart on that aircraft equipped with StarLink. It is a game changer, a gate-to-gate experience, reliable and as fast…

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…

Andrew Nocellacompany“Starlink (3+)” · qa

…the changes we've made, whether it's wine or food or better seats, StarLink could be the biggest of them all. And as you pointed out,…

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…

Brett Hartcompany“ATC” · prepared

…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…

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