Uber (UBER): FY25 Q3 earnings call, Nov 4, 2025
On its Nov 4, 2025 earnings call (FY25 Q3), Uber said 5 of the 17 words Kalshi and Polymarket listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
17 words · 5 settled yes · our count agreed on 17 of 17- 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 |
|---|---|---|---|---|---|---|
| Delivery | Yes | 21 | 27 | ✓ | 97%n=2+tx from settlement history blended with transcripts | – |
| Expansion | Yes | 5 | 5 | ✓ | 69%transcripts from the transcript model | – |
| Autonomous | Yes | 4 | 5 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – |
| Innovation | Yes | 4 | 4 | ✓ | 51%transcripts from the transcript model | – |
| Waymo | Yes | 3 | 3 | ✓ | 89%n=2+tx from settlement history blended with transcripts | – |
| Safety | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| Lucid | No | 0 | 0 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – |
| Regulator / Regulatory / Regulation | No | 0 | 0 | ✓ | 56%n=2+tx from settlement history blended with transcripts | – |
| Regulator / Regulation | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Lyft | No | 0 | 0 | ✓ | 31%n=2+tx from settlement history blended with transcripts | – |
| Joby | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Taylor Swift | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Uber Copter | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Uber Explore | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Freight | No | 0 | 0 | ✓ | 13%n=2+tx from settlement history blended with transcripts | – |
| Driver Incentives | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
| Market Share | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
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
…most recent Halloween, with more than 130 million trips across mobility and delivery and more than $2 billion in gross bookings. While we are proud…
…quarters now, we are very deliberately moderating the pace of our margin expansion. Over the last couple of years, we demonstrated that this enterprise and…
…users. Second is building a hybrid future, seamlessly integrating human drivers and autonomous vehicles into a single marketplace, giving us unmatched flexibility and efficiency. Third,…
…was an outstanding quarter for Uber, driven by a powerful combination of innovation and execution. Trips grew 22%, marking the fastest growth since 2023. Both…
…very early. The biggest scale operations that we have got are with Waymo in Austin and Atlanta. And what we are seeing is that those…
Agents: this page as TSV at /api/v1/appearances/uber:2025-11-04:earnings_call · words: /api/v1/brief?appearance=uber:2025-11-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP