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.
12 matches for “Energy”; 5 quoted, at least 25 words apart.
…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,…
…the big difference between day and night usage. If you buffer the energy with batteries, you can effectively double the energy output in the United…
…see the potential there for Tesla battery packs to greatly improve the energy output per year for any given grid, US or otherwise. We are…
…the updated mission of Tesla, which is sustainable abundance. Going beyond sustainable energy to say, sustainable abundance is the mission, where we believe with Optimus…
…deployments, but also around a range of financial metrics from total revenues, energy gross profit, energy margins to fresh free cash flow. This was the…
Where the listed words were said
…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…
…four. That's the engineering priority for Megapack. We look forward to unveiling Optimus b three probably in Q1. I think it'll be ready to show…
…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…
…material cost and better fixed cost absorption due to higher volumes. The energy storage business continued to deliver with record deployments, gross profit, and margins.…
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…
…I've initiated every one of those startups. We didn't used to make battery packs, stationary battery packs, but now we do. We make them for…
…still small, around 12% of our current fleet. We are working with regulators in places like China and EMEA to obtain approvals so that we…
…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…
…can actually fit AI five in a half reticle and with good margin for traces from the memory to the Tesla accelerators, the ARM CPU…
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