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.
31 matches for “Cloud”; 5 quoted, at least 25 words apart.
…we've built for the long term and diversified with successful businesses in cloud, YouTube and subscriptions. Our momentum is strong, and we are shipping at…
…650 million monthly active users, and queries increased by 3x from Q2. Cloud had another great quarter of accelerating growth with AI revenue as a…
…our full stack approach to AI and then share highlights from search, cloud, YouTube and Waymo. As a reminder, our full stack approach spans AI…
…shipping the new A4X Max instances powered by NVIDIA GB300 to our cloud customers. Our highly sought-after TPU portfolio is led by our 7-generation TPU,…
…is helping people connect with businesses and shop on Search. Next, Google Cloud. Our complete enterprise AI product portfolio is accelerating growth in revenue, operating…
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…
…Next world-class AI research, including models and tooling. Our models are world-leading. GEMINI 2.5 Pro, Veo, Genie 3 under viral sensation Nano Banana are among…
…their videos more shoppable. Philipp will discuss in more detail. And finally, Waymo, next year Waymo aims to open service in London, and they are…
…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.…
…infrastructure with approximately 60% of that investment in servers and 40% in data centers and networking equipment. In Q3, we returned capital to shareholders through…
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