Amazon (AMZN): FY25 Q3 earnings call, Oct 30, 2025
On its Oct 30, 2025 earnings call (FY25 Q3), Amazon said 11 of the 15 words Kalshi and Polymarket listed; Parrot’s count agreed with 14 of 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 11 settled yes · our count agreed on 14 of 15- 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 |
|---|---|---|---|---|---|---|
| Operating Margin | Yes | 7 | 7 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Robotics | Yes | 5 | 6 | ✓ | 95%n=2+tx from settlement history blended with transcripts | – |
| Gen-AI / Gen AI / Generative AI | Yes | 4 | 4 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Live Sports | Yes | 4 | 4 | ✓ | 59%transcripts from the transcript model | – |
| Alexa+ / Alexa Plus | Yes | 3 | 3 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 1 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Prime Day | Yes | 1 | 1 | ✓ | 82%n=2+tx from settlement history blended with transcripts | – |
| Amazon Bedrock | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | – |
| Sponsored Products | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | – |
| Third Party Sellers | Yes | 1 | 1 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – |
| Project Kuiper | Yes | 0 | 0 | ✗ | 76%n=1+tx from settlement history blended with transcripts | – |
| China | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – |
| Supply Chain | No | 0 | 0 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| RxPass | No | 0 | 0 | ✓ | 17%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.
6 matches for “Anthropic”; 5 quoted, at least 25 words apart.
…multiple U.S. data centers and containing nearly 500,000 of our Trainium2 chips. Anthropic is using it now to build and deploy its industry-leading AI model,…
…includes a pretax gain of $9.5 billion related to our investment in Anthropic. This investment activity is not related to Amazon's ongoing operations and is…
…projects at scale now, like our Project Rainier that we're doing with Anthropic, where they're running their next version of -- they're training the next…
…have more proof points like we have with Project Rainier with what Anthropic's doing on Trainium2, it builds increasing credibility for Trainium. And I think…
…that means for customers and for AWS? And do you expect Rainier to expand beyond Anthropic? And how do you replicate Rainier with Trainium3 chips?
Where the listed words were said
…to profitability. North America segment operating income was $4.8 billion, with an operating margin of 4.5%. Excluding the $2.5 billion charge related to the legal…
…gains from our regionalized network through algorithmic improvements as well as launching robotics and automation. Operating margin may fluctuate quarter-to-quarter, we have a delivered approach…
…over $10 billion in incremental annualized sales. Here are the highlights. Our generative AI-powered audio feature that combines product summaries and reviews to make shopping…
…and SoundCloud and we're excited about the advertising opportunity around prime video live sports. Live sports got a lot of interest from advertisers in upfront…
…in the U.S. We continue to be energized by the response to Alexa+ compared to what we call the classic Alexa experience, Alexa+ customers are…
…fluctuations in foreign exchange rates, changes in global economic and geopolitical conditions, tariff and trade policies and customer demand and spending, including the impact of…
…beating prices of other major retailers. In July, we had our biggest Prime Day event ever, with customers saving billions of dollars across more than…
…business for AWS as EC2, and the majority of token usage in Amazon Bedrock is already running on Trainium. We're also continuing to work closely…
…bottom of the funnel at point of sale being able to use sponsored products, that's -- most people don't have a full funnel offering as…
…and have them delivered in the same day. Our millions of global third-party sellers continue to be important contributors to our vast selection, which helps…
Agents: this page as TSV at /api/v1/appearances/amazon:2025-10-30:earnings_call · words: /api/v1/brief?appearance=amazon:2025-10-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP