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.
8 matches for “Gross bookings”; 5 quoted, at least 25 words apart.
…was fueled by record audience and engagement, up 17% and 4%, respectively. Gross bookings grew 21%, while average pricing remained relatively flat. This translated into…
…the same strong performance in Q4, with another quarter of high teens gross bookings growth and low to mid-30s EBITDA growth. In fact, we hit…
…commerce, expanding rapidly into grocery and retail, now at approximately $12 billion gross bookings run rate and growing significantly faster than restaurant delivery. Fourth is…
…you in February of 24. And that is mid to high teens gross bookings growth and a high 30 to 40% EBITDA CAGR. We really…
…healthy rates. That continues. So penetration of Uber Ones in terms of gross bookings, it is about two-thirds of gross bookings for our delivery business…
Where the listed words were said
…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…
…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.…
…driving cross-platform activity. It is happening naturally and again, a lot of innovation going on from the teams to make sure that when we target…
…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