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.
11 matches for “Hour”; 5 quoted, at least 25 words apart.
…And then second, I just wanted to quickly touch on the streaming hours. It looks like you had a bit of a deceleration there. I…
…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?
…so we still are growing well into the double digits in streaming hours. I think it's also really important to note that here see streaming…
…TRC continues to be the #2 app on our platform by streaming hours. And it's actually -- it's gaining ground from other apps in that…
…that is of any concern and in fact, like I said, monetizable hours, especially with our premium subscription growth and our TRC growth as it…
Where the listed words were said
…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…
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