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.
38 matches for “Growth”; 5 quoted, at least 25 words apart.
…powerful combination of innovation and execution. Trips grew 22%, marking the fastest growth since 2023. Both lines of business accelerated, with mobility trips growing 21%,…
…strong performance in Q4, with another quarter of high teens gross bookings growth and low to mid-30s EBITDA growth. In fact, we hit a new…
…new digital tasks powered by Uber AI solutions. Fifth is becoming a growth engine for merchants, helping our over 1.2 million merchant partners drive significant…
…bit about how much of that is a stimulant to new user growth for Uber Eats or a driver of increased frequency across the broader…
…delivery business has accelerated for the third quarter. It is the fastest growth we have seen in four years. Four points of acceleration. And it…
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…
…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,…
…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