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.
52 matches for “Gemini”; 5 quoted, at least 25 words apart.
…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…
…In addition, we have sold more than 8 million paid seats of Gemini Enterprise, we launched just four months ago. And our Gemini app now…
…scale, we are getting dramatically more efficient. We were able to lower Gemini serving unit costs by 78% over 2025 through model optimizations, efficiency, and…
…seen the fastest adoption of any model in our history. Since launch, Gemini 3 Pro has consistently processed three times as many daily tokens on…
…users after launching just over two months ago. Our first-party models like Gemini now process over 10 billion tokens per minute via direct API used…
Where the listed words were said
…within AI mode and AI overviews just last quarter. We have integrated Gemini 3 directly into AI mode and search. Now Search can better understand…
…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…
…investing in AI compute capacity to support frontier model development by Google DeepMind, ongoing efforts to improve the user experience and drive higher advertiser ROI…
…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