Tesla (TSLA): FY25 Q3 earnings call, Oct 22, 2025
On its Oct 22, 2025 earnings call (FY25 Q3), Tesla said 17 of the 28 words Kalshi and Polymarket listed; Parrot’s count agreed with all 28 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
28 words · 17 settled yes · our count agreed on 28 of 28- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Optimus | Yes | 37 | 37 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Optimus 3+ times | Yes | 37 | 37 | ✓ | –new new word, no probability yet | – |
| FSD / Full Self Driving | Yes | 17 | 18 | ✓ | 97%n=2+tx from settlement history blended with transcripts | – |
| Energy | Yes | 12 | 12 | ✓ | 94%transcripts from the transcript model | – |
| Grok | Yes | 12 | 12 | ✓ | –new new word, no probability yet | – |
| Robotaxi 10+ times | Yes | 11 | 11 | ✓ | –new new word, no probability yet | – |
| Robotaxi 5+ times | Yes | 11 | 11 | ✓ | –new new word, no probability yet | – |
| Robotaxi | Yes | 10 | 11 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| Battery | Yes | 7 | 7 | ✓ | 91%transcripts from the transcript model | – |
| Regulator / Regulatory / Regulation | Yes | 6 | 8 | ✓ | 93%n=2+tx from settlement history blended with transcripts | – |
| Delivery | Yes | 6 | 6 | ✓ | 86%transcripts from the transcript model | – |
| Margin | Yes | 5 | 5 | ✓ | 88%transcripts from the transcript model | – |
| Tariff | Yes | 4 | 4 | ✓ | –n=1 too little history for a probability | – |
| Supercharger / Super Charger | Yes | 4 | 4 | ✓ | 16%n=1+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 3 | 3 | ✓ | 95%n=2+tx from settlement history blended with transcripts | – |
| China | Yes | 3 | 3 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 1 | 1 | ✓ | 40%transcripts from the transcript model | – |
| Cybertruck | No | 0 | 0 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – |
| Acquisition | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Bigger and longer | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Diner | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Recession | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| DOGE / Department of Government Efficiency | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – |
| Trump | No | 0 | 0 | ✓ | 48%n=2 from settlement history | – |
| Gigafactory | No | 0 | 0 | ✓ | 45%n=2+tx from settlement history blended with transcripts | – |
| Grok4 | No | 0 | 0 | ✓ | 40%n=1+tx from settlement history blended with transcripts | – |
| Inflation | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 30%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Delivery”; 4 quoted, at least 25 words apart.
…special quarter at multiple levels. We set new records not just for deliveries and deployments, but also around a range of financial metrics from total…
…America was up 28%, while EMEA was up 25%. The pace in deliveries was the function of continued excitement around the new Model Y. I…
…financial side, automotive revenues increased 29% in line with the growth in deliveries. While regulatory credits declined sequentially, we entered into new contracts and continued…
…the road. In terms of trains, they're really great for long point-to-point deliveries. They're super efficient, but that last mile, the load-unload can be better…
Where the listed words were said
…otherwise. We are also on the cusp of something really tremendous with Optimus, which I think is likely to be, has the potential to be,…
…It's not just an obvious fall of a log thing to make Optimus, but we do have the ingredients of real-world AI and exceptional electrical…
…really just at the beginning of scaling at a quite massive level, full self-driving and robotaxi, and fundamentally changing the nature of transport. I think…
…we reasonably can. We are also making a huge impact on the energy sector with battery storage. With both Powerwall and especially with the Megapack,…
Yeah. There are different forms of AI. The XAI, so Grok is like a giant model. You could not possibly squeeze Grok onto a car.…
…Standard Y in North America and EMEA. We are now operating a robotaxi in two markets, Austin and most various cities. We have already expanded…
…in our insurance and service center businesses. Note that while small, our robotaxi costs are included within services and other along with our other businesses…
From say.com, the first question is, what are the latest robo taxi metrics fleet size, cumulative miles, rides completed, intervention rates, when will safety drivers…
…difference between day and night usage. If you buffer the energy with batteries, you can effectively double the energy output in the United States just…
…metro areas by the end of the year. It depends on various regulatory approvals. You can actually think most of our regulatory applications are online.…
…energy storage business continued to deliver with record deployments, gross profit, and margins. As discussed before, this business has a bigger impact from tariffs, as…
…make them for utility scale with Powerwall and Megapack. We created the supercharger network globally. No one else has created a global supercharger network. In…
Agents: this page as TSV at /api/v1/appearances/tesla:2025-10-22:earnings_call · words: /api/v1/brief?appearance=tesla:2025-10-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP