Airbnb (ABNB): FY25 Q3 earnings call, Nov 6, 2025
On its Nov 6, 2025 earnings call (FY25 Q3), Airbnb said 4 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 4 settled yes · our count agreed on 10 of 10- 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 |
|---|---|---|---|---|---|---|
| Social Media | Yes | 2 | 2 | ✓ | 76%transcripts from the transcript model | – |
| Domestic | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | – |
| Service Agent | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | – |
| International | Yes | 1 | 2 | ✓ | 51%transcripts from the transcript model | – |
| Take Rate | No | 0 | 0 | ✓ | 70%transcripts from the transcript model | – |
| Acquisition | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Home Sharing | No | 0 | 0 | ✓ | 43%transcripts from the transcript model | – |
| Rare Find | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 23%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.
65 matches for “Hotel”; 5 quoted, at least 25 words apart.
…in the real world. Now outside of service experiences, we're also launching hotels in Airbnb. While a small number of hotels are listed in Airbnb…
…boutique and independent hotels. As part of this pilot, we've improved how hotels show up on Airbnb with new search filters, updated hotel page displays…
…lot of Airbnbs. And our goal is to fill the gaps where hotels make more sense for guests like a night's stay trip in the…
…reacceleration in the U.S. How should we think about potentially layering on hotels more, especially in some of the markets where you're shut out of?
…a long time. But we've always believed that the biggest opportunity for hotels is on Airbnb itself because we don't need to market hotels for…
Where the listed words were said
…I think that's especially true for younger generations who grew up on social media are now surrounded by AI-generated content. So we think Airbnb is…
…in particular, local marketing to make ourselves locally relevant, in particular for domestic stays. And hopefully, you saw from the investor letter, we are making…
…therefore, the issue types, customer service is really challenging, right? Oftentimes, customer service agent will hear an issue that they've never heard before because it's…
…better. Number two, we're bringing Airbnb to more parts of the world. International expansion is a multiyear strategy, but we're already off to a great…
Agents: this page as TSV at /api/v1/appearances/airbnb:2025-11-06:earnings_call · words: /api/v1/brief?appearance=airbnb:2025-11-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP