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.
6 matches for “Fulfillment network”; 5 quoted, at least 25 words apart.
…operating margins also expanded year over year. We are pleased with the fulfillment network performance throughout the peak season. We made strong progress improving the…
…orders. Looking ahead, we see further opportunity to enhance productivity our global fulfillment network while delivering at faster speeds for customers. We'll continue optimizing inventory…
…you know, I mentioned I talked a lot about regionalization. In our fulfillment network, particularly in The US. You know, over the last couple of…
…us. You know, we have over a million robots today in our fulfillment network. They take care of all sorts of functions, but still a…
…is a really large scale generative AI application. To applications in our fulfillment network that allow us to have more forecasting predictions to how we…
Where the listed words were said
…innovate and deliver for customers with AI. Our AgenTik AI shopping assistant, Rufus, is rapidly expanded. Rufus can research products, track prices, and auto buy.…
…on behalf of customers. As we've long said, we expect AWS operating margins to fluctuate over time, driven in part by the level of investments…
…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…
…in our fulfillment network, but they'll you know, they'll leave to the robotics things that, you know, that are more repetitive so it's better productivity…
…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…
…exchange rates and energy prices, changes in global economic and geopolitical conditions, tariff and trade policies, resource and supply volatility, including for memory chips, and…
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