Netflix (NFLX): FY25 Q3 earnings call, Oct 21, 2025
On its Oct 21, 2025 earnings call (FY25 Q3), Netflix said 10 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 10 settled yes · our count agreed on 14 of 14- 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 |
|---|---|---|---|---|---|---|
| Revenue | Yes | 15 | 15 | ✓ | 94%transcripts from the transcript model | – |
| Engagement | Yes | 14 | 14 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Live Event | Yes | 5 | 5 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Partnership | Yes | 5 | 5 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 5 | 5 | ✓ | 68%transcripts from the transcript model | – |
| Acquisition | Yes | 4 | 4 | ✓ | 85%transcripts from the transcript model | – |
| Guidance | Yes | 3 | 3 | ✓ | 70%transcripts from the transcript model | – |
| Profitable | Yes | 2 | 2 | ✓ | 58%transcripts from the transcript model | – |
| Gaming | Yes | 1 | 1 | ✓ | 65%n=2+tx from settlement history blended with transcripts | – |
| Hollywood | Yes | 1 | 1 | ✓ | 55%transcripts from the transcript model | – |
| Price Change | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| Subscriber | No | 0 | 0 | ✓ | 60%n=1+tx from settlement history blended with transcripts | – |
| Ad Supported | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| Churn | No | 0 | 0 | ✓ | 32%n=2+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.
18 matches for “Content”; 5 quoted, at least 25 words apart.
…is hard because you have to combine great tech product and great content from all around the world. We believe we can continue to improve…
…DVD days even, and now in streaming and global streaming of original content, we compete with the biggest players in the world, tech and media.…
Thanks, Greg. I will now move us along to the topic of content and engagement. A lot of questions there. We will begin first with…
…K-Pop Demon Hunters, can you share your updated perspective on monetizing some of your content in the theatrical window on an exclusive or non-exclusive basis?
…we have said earlier, live is only a small portion of our content spend, and it is a very small portion of our 200 billion…
Where the listed words were said
…those opportunities. So what's working? We had a good Q3. We had revenue in line with expectations. Our operating income would have exceeded our forecast…
…continue to see steady growth in view hours over time. We grow engagement by expanding our programming and the range of our offering. This is…
…all the incredible films and series that Ted just mentioned, beyond the live events that we are building, stand-up specials, and games. We hope that…
…toy licensees for K-Pop Demon Hunters. This is a rare, maybe unprecedented partnership for them. We are going to need them both to help meet…
…time in terms of a lot of innovation and a lot of competition. But that has been true for the last twenty-five years. One thing…
…What were your observations from the Canelo versus Crawford fight in September? Are these types of events impacting engagement, acquisition, and retention on the platform?
…Ed. Yeah. Okay. So, well, look, we will issue a full-year 2026 guidance on our next call in January, but our financial objectives are unchanged.…
…the business. But as we wrote in the letter, we focus on profitable growth and reinvesting in our business both organically and through selective M&A.…
…launched party games that are playable on the TV. How do you think gaming could change the time members spend with Netflix, Inc. each day?
…creators on the planet wherever they are. Some of them are in Hollywood. Some of them are in Korea, some of them are in Paris,…
Agents: this page as TSV at /api/v1/appearances/netflix:2025-10-21:earnings_call · words: /api/v1/brief?appearance=netflix:2025-10-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP