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.
5 matches for “Alphabet”; 4 quoted, at least 25 words apart.
Welcome, everyone. Thank you for standing by for the Alphabet Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to hand the…
…everyone, and thanks for joining us. This was a terrific quarter for Alphabet, driven by double-digit growth across every major part of our business. We…
…quarter, unless I state otherwise. I will start with results at the Alphabet level and will then cover our segment results. I'll end with some…
…benefits of maybe longer query length? And then, Anat, you came to Alphabet from a pharmaceutical company. You've been there more than a year. Can…
Where the listed words were said
…number has doubled since then, and we are firmly in the generative AI era. In parallel, we've built for the long term and diversified with…
…billion tokens per minute via direct API used by our customers. The Gemini app now has over 650 million monthly active users, and queries increased…
…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…
…Cloud. Our complete enterprise AI product portfolio is accelerating growth in revenue, operating margins and backlog. In Q3, customer demand strengthened in 3 ways. One,…
…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