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.
5 matches for “International”; 4 quoted, at least 25 words apart.
…Italy, and the settlement of a lawsuit. This charge primarily impacts our international segment and is largely recorded in the fulfillment and other operating expense…
…quarter revenue was $127.1 billion, an increase of 10% year over year. International segment revenue was $50.7 billion, an increase of 11% year over year…
…an operating margin of 9%. Up from an 8% margin in 2024. International segment operating income was $1 billion with an operating margin of 2.1%.…
…such as satellite manufacturing and launch services, will be capitalized. Within the international segment, we are continuing to invest more in our stores business to…
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…
…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