Apple (AAPL): FY25 Q4 earnings call, Oct 30, 2025

Thu, Oct 30Earnings callSpeaker-labelled transcriptApple

On its Oct 30, 2025 earnings call (FY25 Q4), Apple said 8 of the 13 words Kalshi and Polymarket listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 8 settled yes · our count agreed on 13 of 13

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Manufacturing Yes67✓79%n=1+tx from settlement history blended with transcripts–
China Yes59✓91%n=3+tx from settlement history blended with transcripts–
Apple Intelligence Yes44✓94%n=2+tx from settlement history blended with transcripts–
Formula 1 / F1 Yes44✓53%n=2+tx from settlement history blended with transcripts–
Wearable Yes22✓86%n=2+tx from settlement history blended with transcripts–
Siri Yes24✓74%n=2+tx from settlement history blended with transcripts–
Apple Pay Yes22✓58%transcripts from the transcript model–
The Studio Yes11✓51%transcripts from the transcript model–
Streaming No00✓41%n=1+tx from settlement history blended with transcripts–
Widget No00✓40%transcripts from the transcript model–
M3 No00✓40%n=1+tx from settlement history blended with transcripts–
Modem No00✓25%n=1+tx from settlement history blended with transcripts–
Shutdown / Shut Down No00✓23%transcripts from the transcript model–

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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Timothy Cookcompany“Manufacturing” · prepared

…educational programming to train and support American businesses with our new Apple Manufacturing Academy in Detroit. And we're continuing to invest in innovation and user…

Timothy Cookcompany“China” · prepared

…like India and the UAE and new locations in the U.S. and China. I was also in Tokyo last month for the opening of the…

Timothy Cookcompany“Apple Intelligence” · prepared

…products the very best place to experience the power of AI. With Apple Intelligence, we've introduced dozens of new features that are powerful, intuitive, private…

Timothy Cookcompany“Formula 1 / F1” · prepared

…the morning show. And soon, Apple TV will be the destination for F1 fans across the U.S. on track Day, thanks to a new partnership…

Timothy Cookcompany“Wearable” · prepared

…makes every interaction delightful with its thin, light and portable design. In Wearables, Home and Accessories revenue was $9 billion. As I mentioned earlier, we…

Timothy Cookcompany“Siri” · prepared

…for users around the world. We're also excited for our more personalized Siri. We're making good progress on it. And as we've shared, we expect…

Kevan Parekhcompany“Apple Pay” · prepared

…reached an all-time revenue record and saw a double-digit growth year-over-year on Apple Pay Active Users. This strong momentum in the September quarter drove our…

Timothy Cookcompany“The Studio” · prepared

…celebrated a big night at this year's Emmy Awards with 22 wins. The studio led the night with 13 wins the most of any comedy…

Agents: this page as TSV at /api/v1/appearances/apple:2025-10-30:earnings_call · words: /api/v1/brief?appearance=apple:2025-10-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP