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.
27 matches for “Delivery”; 5 quoted, at least 25 words apart.
…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…
…$12 billion gross bookings run rate and growing significantly faster than restaurant delivery. Fourth is multiple gigs, broadening earning opportunities for our 9.4 million drivers…
…increase the 20% of map in markets where you have mobility and delivery? They use Uber One, and you talk about those drivers of cross-platform…
…talked about, about 20% of consumers where we operate both mobility and delivery, because we do not operate on mobility delivery in every single country…
…a higher penetration of that 20% is in markets where mobility and delivery are particularly strong in terms of their penetration. Australia would be an…
Where the listed words were said
…it is Prashanth. I will take the first part of that on delivery and then let Dara address the AV side. We are really thrilled…
…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…
…Nvidia is creating with Hyperion, like a reference architecture for L4 ready autonomous that they are going to make available to any OEM out there.…
…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