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.
13 matches for “Subscription”; 5 quoted, at least 25 words apart.
…the long term and diversified with successful businesses in cloud, YouTube and subscriptions. Our momentum is strong, and we are shipping at speed. As just…
…grew 46% quarter-over-quarter to $155 billion. And we crossed $300 million paid subscriptions led by growth in Google One and YouTube Premium. Today, I'll discuss…
…channel insights help them better understand performance. Ending on YouTube with our subscriptions product. We're also seeing momentum with strong growth in offerings such as…
…the year, delivering double-digit revenue growth across Search and YouTube advertising, subscriptions, platforms and devices, and Google Cloud. Consolidated revenue reached $102.3 billion,…
…14% to $87.1 billion, reflecting strength in Google Search, YouTube advertising and subscriptions. Google Search and other advertising revenues increased by 15% to $56.6 billion,…
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…
…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…
…Waymo, where we see opportunities to create substantial value. With respect to CapEx, in the third quarter, our CapEx was $24 billion. The vast majority…
…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