Meta (META): FY25 Q3 earnings call, Oct 29, 2025
On its Oct 29, 2025 earnings call (FY25 Q3), Meta said 10 of the 21 words Kalshi and Polymarket listed; Parrot’s count agreed with all 21 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
21 words · 10 settled yes · our count agreed on 21 of 21- 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 |
|---|---|---|---|---|---|---|
| Threads | Yes | 10 | 10 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| Yes | 6 | 6 | ✓ | 95%n=2+tx from settlement history blended with transcripts | – | |
| Ray-Ban | Yes | 4 | 4 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Cloud | Yes | 4 | 4 | ✓ | 52%transcripts from the transcript model | – |
| Advertising | Yes | 3 | 4 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Oakley | Yes | 3 | 3 | ✓ | 40%transcripts from the transcript model | – |
| Llama | Yes | 1 | 1 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Hiring | Yes | 1 | 1 | ✓ | 76%transcripts from the transcript model | – |
| Dividend | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | – |
| Orion | Yes | 1 | 1 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| China | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Channel | No | 0 | 0 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| Algorithm | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| VR / Virtual Reality | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – |
| Hyperion | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Behemoth | No | 0 | 0 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – |
| TikTok | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Antitrust | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Maverick | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Scout | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
9 matches for “Expense”; 4 quoted, at least 25 words apart.
…billion, up 26% or 25% on a constant currency basis. Q3 total expenses were $30.7 billion, up 32% compared to last year. Year-over-year expense growth…
…which were recorded as revenue in the third quarter. Turning to the expense and CapEx outlooks. I'll first start with 2025 before providing some commentary…
…We anticipate this will provide further upward pressure on our CapEx and expense plans next year. As a result, our current expectation is that CapEx…
…and kind of triangulating the CapEx dollar growth and the significantly faster expense growth next year with core growth in the business and then the…
Where the listed words were said
…and we're seeing good momentum across our other apps as well, including Threads which recently passed 150 million daily actives and remains on track to…
…Family of Apps other revenue was $690 million, up 59%, driven by WhatsApp paid messaging revenue growth as well as meta verified subscriptions. Within our…
…AI glasses, and the response so far has been great. The new Ray-Ban Meta glasses and Oakley Meta Vanguards are both selling well. As people…
…expanded data center fleet, depreciation on our incremental CapEx spend and third-party cloud spend. We ended Q3 with over 78,400 employees, up 8% year-over-year, driven…
…we make across the family of apps and improve the recommendations and advertising. And I think there's just a -- as we've shown, there's sort…
…pieces here. One is that the work on Ray-Ban Meta and the Oakley Meta product is going very well. I think, yes, I mean, at…
…that as we improve the quality of the model, primarily for post-training Llama 4 at this point. We are -- we continue to see improvements…
…billion of our Class A common stock and paid $1.3 billion in dividends to shareholders. We ended the quarter with $44.4 billion in cash and…
…things like the more full field of view, product form of the Orion prototype that we showed at Connect last year. So those things are…
Agents: this page as TSV at /api/v1/appearances/meta:2025-10-29:earnings_call · words: /api/v1/brief?appearance=meta:2025-10-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP