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.

53 matches for “iPhone”; 5 quoted, at least 25 words apart.

Timothy Cookcompanyprepared

…in emerging and developed markets. We set an all-time revenue record for iPhone. And in Services, we achieved all-time records across every geographic segment. These…

Timothy Cookcompanyprepared

…be the best ever for the company and the best ever for iPhone. We are heading into the holiday season with a truly remarkable lineup.…

Timothy Cookcompanyprepared

…closer look at the September quarter results across our lineup, starting with iPhone. iPhone set a revenue record for the September quarter at $49 billion,…

Timothy Cookcompanyprepared

…the inside out and powered by the outstanding A19 pro chip, the iPhone 17 Pro is by far the most powerful iPhone we've ever made,…

Timothy Cookcompanyprepared

…camera and look stunning with bold new finishes like COSMIC Orange. The iPhone Air introduces an incredibly breakthrough design and with a bigger and brighter…

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” · qa

…PCC, our private cloud compute today for a number of queries for Siri, and we will continue to build it out. In fact, the manufacturing…

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