BlackRock (BLK): FY25 Q4 earnings call, Jan 15, 2026

Thu, Jan 15Earnings callSpeaker-labelled transcriptBlackRock

On its Jan 15, 2026 earnings call (FY25 Q4), BlackRock said 4 of the 8 words Kalshi and Polymarket listed; Parrot’s count agreed with all 8 settlements. Quotes below are at most 25 words each.

Updated

Markets

8 words · 4 settled yes · our count agreed on 8 of 8

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
Private market Yes5256✓97%n=1+tx from settlement history blended with transcripts–
Aladdin Yes1111✓94%n=1+tx from settlement history blended with transcripts–
Digital Asset Yes77✓91%n=1+tx from settlement history blended with transcripts–
Performance Fee Yes78✓91%n=1+tx from settlement history blended with transcripts–
Crypto / Bitcoin No00✓78%transcripts from the transcript model–
Stablecoin No00✓72%transcripts from the transcript model–
Record AUM No00✓71%n=1+tx from settlement history blended with transcripts–
ETF Inflow No00✓39%n=1+tx from settlement history blended with transcripts–

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.

1 match for “Tailwind”; 1 quoted, at least 25 words apart.

Martin Smallcompanyqa

…Ultimately, I think with the long growth of markets is our structural tailwind, that's going to deliver more beta to the bottom line in op…

Where the listed words were said

Martin Smallcompany“Private market” · prepared

…in the fourth quarter. That growth is broad-based across our systematic franchise, private markets, ETFs, digital assets, cash and outsourcing. And it's across capabilities that…

Martin Smallcompany“Aladdin” · prepared

…and decentralized financial ecosystems and it's powered by technology and data with Aladdin, eFront and Preqin. BlackRock houses the world's #1 ETF franchise, a top…

Martin Smallcompany“Digital Asset” · prepared

…markets across the industry, private markets to insurance, private markets to wealth, digital assets and active ETFs. We think these can all be $500 million…

Martin Smallcompany“Performance Fee” · prepared

…and are at a premium to our overall fee rate. Fourth quarter performance fees of $754 million increased from a year ago, reflecting higher revenue…

Agents: this page as TSV at /api/v1/appearances/blackrock:2026-01-15:earnings_call · words: /api/v1/brief?appearance=blackrock:2026-01-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP