Apple (AAPL): FY25 Q4 earnings call, Oct 30, 2025
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.
UpdatedMarkets
13 words · 8 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Manufacturing | Yes | 6 | 7 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| China | Yes | 5 | 9 | ✓ | 91%n=3+tx from settlement history blended with transcripts | – |
| Apple Intelligence | Yes | 4 | 4 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| Formula 1 / F1 | Yes | 4 | 4 | ✓ | 53%n=2+tx from settlement history blended with transcripts | – |
| Wearable | Yes | 2 | 2 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Siri | Yes | 2 | 4 | ✓ | 74%n=2+tx from settlement history blended with transcripts | – |
| Apple Pay | Yes | 2 | 2 | ✓ | 58%transcripts from the transcript model | – |
| The Studio | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Streaming | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – |
| Widget | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| M3 | No | 0 | 0 | ✓ | 40%n=1+tx from settlement history blended with transcripts | – |
| Modem | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
24 matches for “Mac”; 5 quoted, at least 25 words apart.
…apps in iOS 26 to help users stay connected, continuity enhancements in MAC to deliver an even more seamless experience across devices and a powerful…
…17 is a fantastic upgrade packed with features users will love. In MAC, we had a strong September quarter with revenue of $8.7 billion, up…
…mini users are loving how much performance is packed into our smallest Mac ever made while Mac Studio customers are pushing the envelope of what's…
…was $73.7 billion, up 5% year-over-year, driven by growth across iPhone and MAC and reached a September quarter record. Thanks to our exceptional customer satisfaction…
…customer satisfaction in the U.S. at 98% as measured by 451 Research. Mac revenue was $8.7 billion, up 13% year-over-year, driven by MacBook Air. We…
Where the listed words were said
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…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