Google (GOOGL): FY25 Q4 earnings call, Feb 4, 2026
On its Feb 4, 2026 earnings call (FY25 Q4), Google said 6 of the 13 words Kalshi and Polymarket listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 6 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Gemini 3 | Yes | 8 | 8 | ✓ | 38%transcripts from the transcript model | – |
| Search Advertising / Search Ad | Yes | 2 | 2 | ✓ | 64%transcripts from the transcript model | – |
| DeepMind / Deep Mind | Yes | 2 | 2 | ✓ | 40%n=3+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 1 | 1 | ✓ | 43%transcripts from the transcript model | – |
| Ironwood | Yes | 1 | 1 | ✓ | 41%transcripts from the transcript model | – |
| Nano Banana | Yes | 1 | 1 | ✓ | 32%transcripts from the transcript model | – |
| Youtube Shorts | No | 0 | 0 | ✓ | 75%n=2+tx from settlement history blended with transcripts | – |
| Quantum | No | 0 | 0 | ✓ | 49%n=2+tx from settlement history blended with transcripts | – |
| European Commission | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Regulator / Regulation / Regulatory | No | 0 | 0 | ✓ | 21%n=3+tx from settlement history blended with transcripts | – |
| Privacy | No | 0 | 0 | ✓ | 16%n=3+tx from settlement history blended with transcripts | – |
| Regulator / Regulation | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Wiz | No | 0 | 0 | ✓ | 11%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.
12 matches for “CapEx”; 5 quoted, at least 25 words apart.
…demand and cap on the growing opportunities ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185…
…on Monday, which will allow the business to accelerate its global expansion. CapEx was $27.9 billion for the fourth quarter, and $91.4 billion for the…
…capitalize on the AI opportunity. For the full year 2026, we expect CapEx to be in the range of $175 billion to $185 billion with…
…and timing of cash payments can cause some variability in the reported CapEx number. In terms of expenses, as we've discussed on previous calls, the…
…in 2024 to $21.1 billion in 2025. Given the increase in our CapEx investments in recent years, we expect the growth rate in 2026 depreciation…
Where the listed words were said
…joining us. It was a tremendous quarter for Alphabet. The launch of Gemini 3 was a major milestone, and we have great momentum. Alphabet annual…
…two years. These improvements drive better query matching, ranking, and quality making search ads even more effective. With Gemini across our ads quality stack, we…
…our services, what we need to invest for future work for Google DeepMind, as well as for cloud, I think, is exceptionally strong. And so…
…with safety at the core. In December, we surpassed 20 million fully autonomous trips and are now providing more than 400,000 rides every week. Waymo…
…With the industry's widest variety of compute options, from our own seventh-generation Ironwood TPU to the latest NVIDIA GPUs. Our ten-year track record in building…
…globally. Definitely all the product experience improvements, the work we did with Nano Banana, the progress with the Gemini models all translated into strong momentum.…
Agents: this page as TSV at /api/v1/appearances/google:2026-02-04:earnings_call · words: /api/v1/brief?appearance=google:2026-02-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP