Celsius (CELH): FY25 Q3 earnings call, Nov 6, 2025
On its Nov 6, 2025 earnings call (FY25 Q3), Celsius said 5 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 5 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| PepsiCo | Yes | 16 | 17 | ✓ | 65%transcripts from the transcript model | – |
| Tariff | Yes | 9 | 10 | ✓ | 68%transcripts from the transcript model | – |
| Vibe | Yes | 4 | 4 | ✓ | 65%transcripts from the transcript model | – |
| Essential | Yes | 1 | 1 | ✓ | 70%transcripts from the transcript model | – |
| Recall | Yes | 1 | 1 | ✓ | 26%transcripts from the transcript model | – |
| Amazon | No | 0 | 0 | ✓ | 80%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Influencer | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – |
| Input Cost | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| NFL | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Alcohol | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| High Noon | 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 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.
17 matches for “PepsiCo”; 5 quoted, at least 25 words apart.
…in April and our ongoing international expansion, we've deepened our partnership with PepsiCo, added Rockstar Energy to create a total energy portfolio and strengthened our…
…In August, we announced an important expansion of our long-term partnership with PepsiCo, a milestone that deepens our collaboration and establishes Celsius Holdings as PepsiCo's…
…large portion of the U.S. Alani Nu-based DSD network is joining the PepsiCo distribution network starting December 1, 2025, a move that over time is…
…transition with the same efficiency that made our original Celsius integration into PepsiCo's leading distribution system a success. We also acquired the Rockstar Energy brand…
…a position of strength. Importantly, this also comes with an endorsement of PepsiCo's increased ownership stake in Celsius Holdings and an additional Board representation, a…
Where the listed words were said
…several of our leaders had the opportunity to speak directly to 30,000 PepsiCo employees at one of their national town halls. We showcased our total…
…and scale benefits on raw materials from higher volume, partially offset by tariffs and the impact of Alani Nu and Rockstar Energy's lower margin profiles.…
…velocity. In October, we launched our first Celsius limited time offering, Spritz Vibe, and we are seeing strong consumer response from U.S. and Canada retailers.…
…lot of activity at the very end of December. Also, if you recall, when we went in, we were replacing Bang. So it was a…
Agents: this page as TSV at /api/v1/appearances/celsius:2025-11-06:earnings_call · words: /api/v1/brief?appearance=celsius:2025-11-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP