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.
16 matches for “Growth”; 5 quoted, at least 25 words apart.
…TV in our biggest markets. So there is enormous room for profitable growth in the core business. This is a very exciting time in terms…
…the next question, which comes from Tom Champion of Piper Sandler. Do you have any early views on revenue and operating income growth for 2026?
…January, but our financial objectives are unchanged. Look to sustain healthy revenue growth, to expand margins, and increase free cash flow. Now we did last…
…proven we know how to scale. We see plenty of room for growth ahead. What is making up that growth right now? As you mentioned,…
…important source of competitive differentiation. While I will refrain from offering any 2026 guidance, I would say we are feeling good about our growth trajectory.
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…
…in the world, tech and media. As you see, we keep growing engagement, revenue, and profit. Today, we are an entertainment company. We program for…
…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…
…this, the threat part of the question. We have always faced significant competition. We still face it today. This is an incredibly competitive entertainment environment.…
…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?
…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,…
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