Roku (ROKU): FY25 Q3 earnings call, Oct 30, 2025

Thu, Oct 30Earnings callSpeaker-labelled transcriptRoku

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.

Updated

Markets

12 words · 4 settled yes · our count agreed on 12 of 12

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
Hour Yes1011✓75%transcripts from the transcript model–
Roku Channel Yes22✓87%transcripts from the transcript model–
Live Yes22✓57%transcripts from the transcript model–
Howdy Yes22✓16%transcripts from the transcript model–
Roku City No00✓78%transcripts from the transcript model–
Tariff No00✓66%transcripts from the transcript model–
Acquisition No00✓63%transcripts from the transcript model–
Brazil No00✓47%transcripts from the transcript model–
Bundle 3+ timesNo00✓37%transcripts from the transcript model–
Shutdown / Shut Down No00✓33%transcripts from the transcript model–
Holiday No00✓29%transcripts from the transcript model–
FreeWheel / Free Wheel No00✓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 words

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

2 matches for “Howdy”; 2 quoted, at least 25 words apart.

Anthony Woodcompanyqa

…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…

Anthony Woodcompanyqa

…time using our platform, I believe we're going to do that with Howdy as well. So that's an area that I'm excited about, but it's…

Where the listed words were said

Charlie Colliercompany“Hour” · qa

…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?

Charlie Colliercompany“Roku Channel” · qa

…want to say publisher, I mean an owner and operator of the Roku Channel, which -- you look at the Nielsen Gauge, we're a top…

Anthony Woodcompany“Live” · qa

…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…

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