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.
17 matches for “Perplexity”; 5 quoted, at least 25 words apart.
…an important step toward building out our AI platform by partnering with Perplexity AI to integrate its conversational search directly into Snapchat. Starting in early…
…conversational answers drawn from verifiable sources, all within Snapchat. Under the agreement, Perplexity will pay Snap $400 million over 1 year through a combination of…
I've got a couple. On the Perplexity partnership, which is really interesting that you're going to add it on to Snap AI, is the cash…
…will your ad sales team be selling ad units that appear in Perplexity or just help us understand what monetization could look like inside this…
Rich, thanks so much for the question. We're really excited about the Perplexity partnership. And I think it sort of underscores Snapchat's role as a…
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…
…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…
…payouts, enabling developers to earn based on engagement from Lens+ and Snapchat Platinum subscribers. Outside of Snapchat, Camera Kit reached over 68 million monthly active…
…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