Celsius (CELH): FY25 Q3 earnings call, Nov 6, 2025

Thu, Nov 6Earnings callSpeaker-labelled transcriptCelsius

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.

Updated

Markets

12 words · 5 settled yes · our count agreed on 12 of 12

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
PepsiCo Yes1617✓65%transcripts from the transcript model–
Tariff Yes910✓68%transcripts from the transcript model–
Vibe Yes44✓65%transcripts from the transcript model–
Essential Yes11✓70%transcripts from the transcript model–
Recall Yes11✓26%transcripts from the transcript model–
Amazon No00✓80%transcripts from the transcript model–
Competition No00✓54%transcripts from the transcript model–
Influencer No00✓48%transcripts from the transcript model–
Input Cost No00✓39%transcripts from the transcript model–
NFL No00✓33%transcripts from the transcript model–
Alcohol No00✓16%transcripts from the transcript model–
High Noon No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

0 matches for “Recall / Recalled”.

Where the listed words were said

John Fieldlycompany“PepsiCo” · prepared

…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…

Jarrod Langhanscompany“Tariff” · prepared

…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.…

John Fieldlycompany“Vibe” · prepared

…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.…

John Fieldlycompany“Essential” · prepared

…for something clear and inspirational. Celsius, fitness and lifestyle performance. Celsius Essentials, high performance energy; Alani Nu, female-focused lifestyle energy; and Rockstar Energy,…

Jarrod Langhanscompany“Recall” · qa

…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