Netflix (NFLX): FY25 Q4 earnings call, Jan 20, 2026
On its Jan 20, 2026 earnings call (FY25 Q4), Netflix said 11 of the 15 words Kalshi and Polymarket listed; Parrot’s count agreed with 14 of 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 11 settled yes · our count agreed on 14 of 15- 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 |
|---|---|---|---|---|---|---|
| Live / Event | Yes | 23 | 23 | ✓ | 96%transcripts from the transcript model | – |
| Acquisition | Yes | 7 | 7 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 6 | 6 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| Live Event | Yes | 5 | 5 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| Stranger Things | Yes | 4 | 4 | ✓ | 70%transcripts from the transcript model | – |
| Gaming | Yes | 3 | 3 | ✓ | 70%n=3+tx from settlement history blended with transcripts | – |
| Warner Bros | Yes | 3 | 3 | ✗ | 16%transcripts from the transcript model | – |
| Ad-Supported | Yes | 2 | 2 | ✓ | 30%n=3+tx from settlement history blended with transcripts | – |
| Partnership | Yes | 1 | 1 | ✓ | 82%n=2+tx from settlement history blended with transcripts | – |
| Jake Paul | Yes | 1 | 1 | ✓ | 57%transcripts from the transcript model | – |
| Paramount | Yes | 1 | 1 | ✓ | 43%transcripts from the transcript model | – |
| Price Change / Price Point | No | 0 | 0 | ✓ | 83%transcripts from the transcript model | – |
| Profitable | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Hollywood | No | 0 | 0 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Subscriber | No | 0 | 0 | ✓ | 52%n=2+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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Acquisition”; 5 quoted, at least 25 words apart.
…scale our cloud-first game strategy. We're working really hard to close the acquisition of Warner Brothers Studios and HBO, which we see as a strategic…
…value for our members and that shows up in core metrics like acquisition, like retention, You know, and retention's among the best in the industry,…
…of the business. But one that suggests to some that the WB acquisition reflects a need for Warner and HBO's IP to address stagnant engagement…
…Brothers, I'll shift us to a few questions on the Warner Brothers acquisition. First from Mike Morris of Guggenheim. Does your planned acquisition of WB…
…back at the Bloomberg Screen Time Conference in October. As you went through the due diligence process, what got you more excited about the acquisition?
Where the listed words were said
…from 2025. Can you provide some context as to where you're pushing for the most incremental investment, e.g., events, reality series, films, licensed content, etcetera?
…events typically have outsized positive impacts on the business, around conversation and acquisition, and we're also starting to see some benefits to retention as well.…
…is an exciting time in the business. Lots of innovation, lots of competition. But that's also been true of us for twenty-five years. Netflix, Inc.…
…exciting. In the live area, we've we've now executed more than 200 live events. And we're expanding to do more now outside of The US.…
…vacation, the rip, his and hers, A New Year's Eve release of Stranger Things finale is still crushing. We've got Bridgerton season four that's coming…
…On games, we are going to continue to invest in the cloud-first gaming strategy that we've added. This makes TV games more accessible by rolling…
…see huge opportunity to keep improving things there. But we also see Warner Bros. With one hundred years of IP, an incredible library, great new…
…ads potential in 2026, do you think you could reach parity on ARM, average revenue per membership, or ad-supported for ad-supported versus your ad-free plans?
…the quality scores and how do we improve that. More licensing, more partnerships with local creative communities, with local broadcasters around the world. That improves…
…of Baird. What were your observations from recent live events such as Jake Paul versus Anthony Joshua, and the NFL on, Christmas Day. How should…
Agents: this page as TSV at /api/v1/appearances/netflix:2026-01-20:earnings_call · words: /api/v1/brief?appearance=netflix:2026-01-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP