Uber (UBER): FY25 Q4 earnings call, Feb 4, 2026
On its Feb 4, 2026 earnings call (FY25 Q4), Uber said 10 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
16 words · 10 settled yes · our count agreed on 16 of 16- 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 |
|---|---|---|---|---|---|---|
| Delivery | Yes | 11 | 14 | ✓ | 97%n=3+tx from settlement history blended with transcripts | – |
| Waabi | Yes | 5 | 5 | ✓ | 26%transcripts from the transcript model | – |
| Waymo | Yes | 4 | 5 | ✓ | 91%n=3+tx from settlement history blended with transcripts | – |
| Expansion | Yes | 3 | 3 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Avride | Yes | 3 | 3 | ✓ | 30%transcripts from the transcript model | – |
| Safety | Yes | 2 | 4 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| Lucid | Yes | 2 | 2 | ✓ | 48%n=2+tx from settlement history blended with transcripts | – |
| Freight | Yes | 2 | 2 | ✓ | 12%n=3+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 1 | 3 | ✓ | 82%n=3+tx from settlement history blended with transcripts | – |
| Regulator / Regulatory / Regulation | Yes | 1 | 2 | ✓ | 51%n=3+tx from settlement history blended with transcripts | – |
| Innovation | No | 0 | 0 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Lyft | No | 0 | 0 | ✓ | 23%n=3+tx from settlement history blended with transcripts | – |
| Joby | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Uber Copter | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Driver Incentives | No | 0 | 0 | ✓ | 9%n=3+tx from settlement history blended with transcripts | – |
| Market Share | No | 0 | 1 | ✓ | 9%n=3+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 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.
5 matches for “Waymo”; 5 quoted, at least 25 words apart.
…you think about the impact of AV ramps from, say, Tesla or Waymo in those cities on market share and your profitability? Just high level…
…we look at AVs, it's fundamentally a positive opportunity as reflected in Waymo's latest valuation of $110 billion, which is pretty incredible on a pre-money…
…the partnerships that we are setting up, whether it's a partnership with Waymo, or NVIDIA or newest partner, Waabi or Avride or Nuro and Lucid,…
…there are multiple players who are getting to the finish line. Obviously, Waymo is -- while they're not finished, they are safer than humans, which…
…can create unexpected circumstances, like, for example, the San Francisco blackout where Waymo had a very, very difficult time negotiating, so to speak. So getting…
Where the listed words were said
…would remind you that as it relates to Mobility and now increasingly Delivery, Uber is the winner who has taken most. And that wasn't always…
…as well. And then there are many other partners in the U.S., Waabi, Wayve in the U.K., Waabi in Canada, Wayve in the U.K., Nuro…
…of momentum as well as products on the other side, XXL, shuttle expansion at airports. So I think there's a lot of opportunity on those…
…ordering groceries or getting a charger or Best Buy or getting an AV ride. These are very, very sticky members. And then last but not…
…then, of course, we have to work with our partners on the safety case. Safety is incredibly important as it relates to AV. Usually, we…
…is terrific. And we will continue making these kinds of commitments, Nuro, Lucid, for example, and others to come. At the same time, we're talking…
…where they will largely not be busy and are having delivery and freight as part of our logistics ecosystem gives us an opportunity to actually…
…that we outlined last quarter. Of course, one of these areas is autonomous. At this time last year, we laid out our views on AVs…
Agents: this page as TSV at /api/v1/appearances/uber:2026-02-04:earnings_call · words: /api/v1/brief?appearance=uber:2026-02-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP