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.
5 matches for “Shoppable”; 3 quoted, at least 25 words apart.
…on. There is subscription revenue you're working on, and you didn't mention shoppable. Is that sort of the order you see in terms of driving…
…terms of the order, I think they're all important. I'll address your shoppable question. We're bullish on Shoppable, and it's one of those opportunities that…
…across our platform and certainly with some of our ads, including our Shoppable ads, but it wasn't mentioned because it's early days not because we…
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