Google (GOOGL): FY25 Q3 earnings call, Oct 29, 2025
Kalshi and Polymarket listed 19 words for Google’s Oct 29, 2025 earnings call (FY25 Q3); 17 have settled so far, 8 of them Yes. Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
19 words · 8 settled yes · our count agreed on 17 of 17- 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 |
|---|---|---|---|---|---|---|
| AI / Artificial Intelligence | Yes | 100 | 112 | ✓ | 96%transcripts from the transcript model | – |
| Gemini | Yes | 22 | 26 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Waymo | Yes | 10 | 14 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| Operating Margin | Yes | 9 | 9 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – |
| Android | Yes | 1 | 1 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Pixel | Yes | 1 | 1 | ✓ | 82%n=2+tx from settlement history blended with transcripts | – |
| Acquisition | Yes | 1 | 1 | ✓ | 76%transcripts from the transcript model | – |
| Profitability | Yes | 0 | 1 | ✓ | 50%transcripts from the transcript model | – |
| DeepMind / Deep Mind | No | 0 | 0 | ✓ | 60%n=2+tx from settlement history blended with transcripts | – |
| Regulator / Regulation / Regulatory | No | 0 | 0 | ✓ | 27%n=2+tx from settlement history blended with transcripts | – |
| Privacy | No | 0 | 0 | ✓ | 25%n=2+tx from settlement history blended with transcripts | – |
| Regulator / Regulation | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Antitrust | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| EU / European Union | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Search Advertising | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Wiz | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| CapEx | Pending resolution | 10 | 10 | – | – | – |
| Data Center | Pending resolution | 5 | 5 | – | – | – |
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.
25 matches for “AI Mode”; 5 quoted, at least 25 words apart.
…as a browser powered by AI through deep integrations with Gemini and AI Mode in search with more agentic capabilities coming soon. In August at…
…driven by our AI investments in Search, most notably AI Overviews and AI Mode. Let me dive into the momentum we are seeing. As we…
…the effect was more pronounced with younger people. We're also seeing that AI Mode is resonating well with users. In the U.S., we have seen…
…improvements to the product in Q3, an incredibly fast pace. Most importantly, AI Mode is already driving incremental total query growth for Search. Philipp will…
…Search. Our investments in new AI experiences, such as AI Overviews and AI Mode, continued to drive growth in overall queries, including commercial queries, creating…
Where the listed words were said
…double-digit growth across every major part of our business. We are seeing AI now driving real business results across the company. We delivered our first…
…shipping at speed. As just a few examples: our first-party models, like Gemini, now process 7 billion tokens per minute via direct API used by…
…approach to AI and then share highlights from search, cloud, YouTube and Waymo. As a reminder, our full stack approach spans AI infrastructure, world-class research…
…at an annual run rate over $1 billion. And we are improving operating margin with highly differentiated products built with our own technology. This deep…
…G5. They're our best reviewed devices ever. And last week, we launched Android XR, our new operating system at Samsung's Galaxy XR device. It brings…
…was $26.5 billion, up 16%, with the increase primarily driven by content acquisition costs largely for YouTube, followed by depreciation and other technical infrastructure operations…
…are expensed and assets are depreciated. This was partially offset by higher CapEx. We ended the quarter with $98.5 billion in cash and marketable securities.…
…a key differentiator. We are scaling the most advanced chips in our data centers, including GPUs from our partner, NVIDIA, as well as our own…
Agents: this page as TSV at /api/v1/appearances/google:2025-10-29:earnings_call · words: /api/v1/brief?appearance=google:2025-10-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP