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.
13 matches for “Subscription”; 5 quoted, at least 25 words apart.
…revenues growing 17%, YouTube's annual revenues surpassed $60 billion across ads and subscriptions. Cloud significantly accelerated with revenues growing 48% now on an annual run…
…YouTube is where people watch today's biggest popular culture moments unfold. Second, subscriptions. We continue to see strong subscription revenue growth across YouTube. Particularly YouTube…
…and monetization continues to pay off. We're seeing strong traction in our subscription business, our innovating to meet consumers where they are. We added a…
…revenues increased 14% to $95.9 billion reflecting strong growth in search and subscriptions. Google Search and other advertising revenues increased by 17% to $63.1 billion…
…previous earnings calls. Network advertising revenues of $7.8 billion were down 2%. Subscription, platforms, and devices revenues increased 17% this quarter to $13.6 billion due…
Where the listed words were said
…also seeing significantly higher engagement per user especially since the launch of Gemini 3 in December. Overall, we are seeing our AI investments and infrastructure…
…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