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.
20 matches for “Lens”; 5 quoted, at least 25 words apart.
…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…
…the most scaled AR platforms globally. In Q3, we introduced the Imagine lens, our first open prompt image generation lens, allowing Snapchatters to create or…
…AI-driven creativity on our platform. Snapchatters engaged with our AI Face Swap Lens over 1 billion times in Q3, illustrating how generative AI can turn…
…lighting and perspective, unlocking cinematic quality transformations and generating nearly 100 million lens views in Q3. Enhanced face gen enables higher fidelity face effects, generating…
…so friends can play together seamlessly. Developers are using new tools in Lens Studio like the character controller, camera controller, input system and Bitmoji suite…
Where the listed words were said
…Mini-Golf and Bitmoji Tower Defense. To support creator monetization, we expanded the Lens Creator Rewards program with Lens+ payouts, enabling developers to earn based on…
…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…
…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