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.
11 matches for “KPop Demon Hunters”; 5 quoted, at least 25 words apart.
…A really great example of that, I think, is this summer's K-Pop Demon Hunters. Obviously, a smash hit, but it's also emblematic of exactly what…
…and Hasbro have been named the global co-master toy licensees for K-Pop Demon Hunters. This is a rare, maybe unprecedented partnership for them. We are…
…members every day. When you have a hit the size of K-Pop Demon Hunters, it stirs the imagination of how big we could take this.…
…the most viewed men's championship boxing match this century. You have K-Pop Demon Hunters, our biggest film ever, huge impact on the cultural zeitgeist. Both…
…from Robert Fishman of MoffettNathanson. Following the strong theatrical performance of K-Pop Demon Hunters, can you share your updated perspective on monetizing some of your…
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…
We now have a question on our live events from Vikram Kesavabhotla of Baird. What were your observations from the Canelo versus Crawford fight in…
…of New Street Research. Are fill rates improving in line with your expectations as the Netflix, Inc. ad suite and new demand partnerships scale up?
…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…
…and value. These events typically have outsized positives for conversation and for acquisition, and we strongly suspect retention. However, we have said earlier, live is…
…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