Roku (ROKU): FY25 Q3 earnings call, Oct 30, 2025
On its Oct 30, 2025 earnings call (FY25 Q3), Roku said 4 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 4 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Hour | Yes | 10 | 11 | ✓ | 75%transcripts from the transcript model | – |
| Roku Channel | Yes | 2 | 2 | ✓ | 87%transcripts from the transcript model | – |
| Live | Yes | 2 | 2 | ✓ | 57%transcripts from the transcript model | – |
| Howdy | Yes | 2 | 2 | ✓ | 16%transcripts from the transcript model | – |
| Roku City | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 66%transcripts from the transcript model | – |
| Acquisition | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Brazil | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| Bundle 3+ times | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| FreeWheel / Free Wheel | No | 0 | 0 | ✓ | 16%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.
Where the listed words were said
…really make it easy for them to do so and continue to see a return on their investment. In terms of streaming hours do you?
…us. So that's also still early. But just like we grew the Roku Channel into a large business over time using our platform, I believe…
…as you said, it's still early on the Amazon. I mean it's live now, but it's just basically gone live recently. So I would say…
…subscription services and premium subscriptions in 2026. And then, of course, there's Howdy, which is our latest owned and operated service, which is $3 a…
Agents: this page as TSV at /api/v1/appearances/roku:2025-10-30:earnings_call · words: /api/v1/brief?appearance=roku:2025-10-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP