Snap (SNAP): FY25 Q3 earnings call, Nov 5, 2025
On its Nov 5, 2025 earnings call (FY25 Q3), Snap said 8 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 8 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Lens | Yes | 20 | 20 | ✓ | 94%transcripts from the transcript model | – |
| Game | Yes | 8 | 8 | ✓ | 71%transcripts from the transcript model | – |
| Storage | Yes | 6 | 6 | ✓ | 26%transcripts from the transcript model | – |
| Platinum | Yes | 3 | 3 | ✓ | 16%transcripts from the transcript model | – |
| Augmented Reality | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | – |
| Retention | Yes | 2 | 2 | ✓ | 65%transcripts from the transcript model | – |
| Spectacles | Yes | 1 | 2 | ✓ | 78%transcripts from the transcript model | – |
| Glasses | Yes | 1 | 2 | ✓ | 66%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Xbox | 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 20, 2026 15:46 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 “Game”; 5 quoted, at least 25 words apart.
…such as status updates, flashbacks and topics, building new ways to play games with friends and making it effortless to share Spotlight videos through stories…
…connections on Snapchat every day. We continue to see strong momentum with games. Over 180 million people now play games on Snapchat every month with…
…easier than ever to build personalized interactive experiences. New features like turn-based game play and enhanced leaderboards are driving innovation across popular titles such as…
…End Cards that automatically incorporate app store images and playables for interactive game previews. Early results show that the App Power Pack is driving over…
…to things like sharing Spotlight videos or reposting Spotlight videos or playing games with friends, and we've got some forthcoming product initiatives as well that…
Where the listed words were said
…leader in augmented reality, engagement and innovation. Every day, Snapchatters use AR lenses more than 8 billion times and more than 350 million Snapchatters engaged…
…To build on this momentum, we expanded our premium offerings, introducing new storage plans for memories and launched AI-powered experiences in Lens+ and Platinum bundles…
…fastest-growing opportunities. In Q3, we expanded premium tiers such as Lens+ and Platinum bundles, introducing exclusive AR and AI experiences like the Imagine Lens. We…
…community, deliver stronger performance for advertisers and invest in the future of augmented reality. At the core of Snapchat is a mission that has endured…
…family remains the foundation of Snapchat, driving both daily engagement and long-term retention. In Q3, we shared that Snapchatters created over 1 trillion selfie snaps…
…another person to co-locate content. Developers and brands are already building with spectacles, including Enklu and Artglass who are redefining live events with location-based lenses.…
…bring us closer to delivering the world's first fully stand-alone human-centered AR glasses. We made significant progress across our advertising platform by focusing on 3…
Agents: this page as TSV at /api/v1/appearances/snap:2025-11-05:earnings_call · words: /api/v1/brief?appearance=snap:2025-11-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP