Amazon (AMZN): FY25 Q4 earnings call, Feb 5, 2026
On its Feb 5, 2026 earnings call (FY25 Q4), Amazon said 16 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
29 words · 16 settled yes · our count agreed on 29 of 29- 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 |
|---|---|---|---|---|---|---|
| Rufus | Yes | 8 | 9 | ✓ | 75%transcripts from the transcript model | – |
| Margin | Yes | 7 | 7 | ✓ | 93%transcripts from the transcript model | – |
| Grocery | Yes | 7 | 7 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Rainier | Yes | 4 | 4 | ✓ | 61%transcripts from the transcript model | – |
| Robotic / Robotics | Yes | 3 | 4 | ✓ | 94%n=3+tx from settlement history blended with transcripts | – |
| Trainium | Yes | 3 | 3 | ✓ | 88%transcripts from the transcript model | – |
| Alexa+ / Alexa Plus | Yes | 3 | 3 | ✓ | 83%n=2+tx from settlement history blended with transcripts | – |
| Silicon | Yes | 3 | 3 | ✓ | 78%transcripts from the transcript model | – |
| OpenAI | Yes | 3 | 4 | ✓ | 17%transcripts from the transcript model | – |
| Settle / Settlement | Yes | 2 | 2 | ✓ | 87%transcripts from the transcript model | – |
| Live Sports | Yes | 2 | 2 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| Gen-AI / Generative AI | Yes | 1 | 1 | ✓ | 96%n=2+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 1 | ✓ | 87%n=2+tx from settlement history blended with transcripts | – |
| Sponsored Products | Yes | 1 | 1 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Third Party Sellers | Yes | 1 | 1 | ✓ | 57%n=2+tx from settlement history blended with transcripts | – |
| Severance | Yes | 1 | 1 | ✓ | 53%transcripts from the transcript model | – |
| Prime Day | No | 0 | 0 | ✓ | 83%n=3+tx from settlement history blended with transcripts | – |
| Project Kuiper | No | 0 | 0 | ✓ | 71%n=2+tx from settlement history blended with transcripts | – |
| Bank of America | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
| Black Friday | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| FTC | No | 0 | 0 | ✓ | 41%transcripts from the transcript model | – |
| Supply Chain | No | 0 | 0 | ✓ | 38%n=2+tx from settlement history blended with transcripts | – |
| Cyber Monday | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Redundancy | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Shein | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Temu | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| Drone | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
| RxPass | No | 0 | 0 | ✓ | 14%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.
20 matches for “Delivery”; 5 quoted, at least 25 words apart.
…average than other major online retailers. We again achieved our fastest ever delivery speeds for Prime members around the world in 2025. In The US,…
…same day delivery year over year. Same day is our fastest growing delivery offering and nearly 100 million customers used it last year in The…
…their shopping frequency once they start using it. Expanding our same day delivery coverage also leads to meaningfully later cutoff times for orders. Which is…
…that same day. Another example is our recently launched feature add to delivery. Which enables Prime members in The US to add items to their…
…of millions of products are available to add to a customer's upcoming deliveries? Surface them, find a way to include in their packages, and deliver…
Where the listed words were said
…buy for me feature. Last year, more than 300 million customers used Rufus. In addition, customers used Lens our AI powered visual search tool to…
…profitability, North America segment operating income was $11.5 billion with an operating margin of 9%. Up from an 8% margin in 2024. International segment operating…
…regions. We continue to see strong customer response to everyday essentials and grocery. In 2025, everyday essentials grew nearly twice as fast as all other…
…than comparable GPUs, so it's very compelling to customers. You mentioned Project Rainier Anthropic is building their next they're training the next Claude model on…
…reduce touches per package, and improve package consolidation. As well as launch robotics and automation to increase efficiency and elevate the customer experience. Shifting to…
…launched Tranium three, which is up to 40% more price performance than Trainium two. We are seeing very strong demand for Tranium three and expect…
…clearing the prior mark by more than 4 million. We just made Alexa Plus available to all customers in The US, free for prime members…
…day, the majority of that new compute is using our custom CPU silicon Graviton. Graviton is up to 40% more price per than leading x86…
…transitions to cloud. Since our last call, we announced new agreements with OpenAI, Visa, MBA, BlackRock, Perplexity, Lyft, United Airlines, DoorDash, Salesforce, US Air Force,…
…that we do not conclude any additional business acquisitions, restructurings, or legal settlements. It's not possible to accurately predict demand for our goods and services,…
…momentum several other areas, and I'll mention just a few. Starting with live sports on Prime. The fourth season of Thursday night football broke more…
…just talking about to Alexa Plus, which is a really large scale generative AI application. To applications in our fulfillment network that allow us to…
Agents: this page as TSV at /api/v1/appearances/amazon:2026-02-05:earnings_call · words: /api/v1/brief?appearance=amazon:2026-02-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP