Meta (META): FY25 Q4 earnings call, Jan 28, 2026
On its Jan 28, 2026 earnings call (FY25 Q4), Meta said 7 of the 14 words Kalshi listed; Parrot’s count agreed with 13 of 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 7 settled yes · our count agreed on 13 of 14- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Thread / Threads | Yes | 4 | 4 | ✓ | 94%n=3+tx from settlement history blended with transcripts | – |
| Cloud | Yes | 3 | 4 | ✓ | 69%n=1+tx from settlement history blended with transcripts | – |
| Hiring | Yes | 2 | 2 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| VR / Virtual Reality | Yes | 2 | 2 | ✓ | 29%n=2+tx from settlement history blended with transcripts | – |
| Advertising | Yes | 1 | 2 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Algorithm | Yes | 1 | 1 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Dividend | Yes | 0 | 1 | ✗ | 81%n=1+tx from settlement history blended with transcripts | – |
| Llama | No | 0 | 0 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| Ray-Ban | No | 0 | 0 | ✓ | 89%n=2+tx from settlement history blended with transcripts | – |
| Orion | No | 0 | 0 | ✓ | 63%n=2+tx from settlement history blended with transcripts | – |
| Oakley | No | 0 | 0 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – |
| TikTok | No | 0 | 0 | ✓ | 22%n=2+tx from settlement history blended with transcripts | – |
| Hyperion | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| SAM | 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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “Meta AI”; 5 quoted, at least 25 words apart.
…now created in our Edits app, almost tripling from last quarter. Within Meta AI, the number of daily actives generating media tripled year over year…
…levels of engagement. And we expect to significantly advance the personalization of Meta AI this year. This dovetails with our investments in content understanding, which…
…up and optimizing an ad campaign. In Q4, we started testing our Meta AI business assistant with advertisers, which helps with tasks like campaign optimization…
…business opportunities that come up. I mean, we have been working on Meta AI for a while. I think you're starting to see the way…
Okay. Two questions, please. Meta AI, any update on what you're seeing there in terms of engagement and usage and do you think you're just…
Where the listed words were said
…working on merging LLMs with the recommendation systems that power Facebook, Instagram, Threads, and our ad system. Our world-class recommendation systems are already driving meaningful…
…recorded in Q4 2025. Infrastructure expense growth was driven by higher depreciation, cloud spend, and other operating expenses. We ended Q4 with over 78,800 employees,…
…through our capacity options. And, of course, it remains a very competitive hiring market but we'd like to invest aggressively where we can. We continue…
…while focusing on making Horizon a massive success on mobile and making VR a profitable ecosystem over the coming years. I expect Reality Labs losses…
…Our feeds will become more interactive overall. Today, our apps feel like algorithms that recommend content. Soon, you'll open our apps, and you'll have an…
Agents: this page as TSV at /api/v1/appearances/meta:2026-01-28:earnings_call · words: /api/v1/brief?appearance=meta:2026-01-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP