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.

4 matches for “Vibe”; 4 quoted, at least 25 words apart.

John Fieldlycompanyprepared

…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 Fieldlycompanyprepared

…incorporating new limited time offers into Celsius brand portfolio, starting with Spritz Vibe, which has now launched in the U.S., Canada and the Nordics. Alani's…

John Fieldlycompanyqa

…phase out. And we're seeing that right now with Celsius, with Spritz Vibe that's now rolling out. But in the quarter, you had Witches Brew,…

Jarrod Langhanscompanyqa

…back on to the LTOs, John was talking about it, the Spritz Vibe was great for brand Celsius. I think we've got a great lineup…

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“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