Spotify (SPOT): FY25 Q4 earnings call, Feb 10, 2026
On its Feb 10, 2026 earnings call (FY25 Q4), Spotify said 6 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 6 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| Monetization | Yes | 6 | 6 | ✓ | 88%transcripts from the transcript model | – |
| Retain / Retention | Yes | 4 | 4 | ✓ | 82%transcripts from the transcript model | – |
| Churn | Yes | 4 | 4 | ✓ | 79%transcripts from the transcript model | – |
| Wrapped | Yes | 3 | 3 | ✓ | 70%transcripts from the transcript model | – |
| Game / Gaming | Yes | 2 | 2 | ✓ | 43%transcripts from the transcript model | – |
| Bookshop / Bookshop.org | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Netflix | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| ChatGPT | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| Apple TV | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| Message | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Meta | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Lyric | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
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.
15 matches for “User”; 5 quoted, at least 25 words apart.
…saw impressive engagement back in 2024, we also got feedback on the user experience. So this year, we turned up the dial. And the response…
…responsibility seriously to deliver on this much-anticipated moment every year for our users. We are also driving significant business growth for creative industries and in…
…to continue to optimize for and be relentless about creating value for users. Because when people spend more days in a month with us, across…
…the world's population to subscribers. With strong performance across all metrics, including user growth, revenue, gross margin, operating income, and cash flow, I am confident…
…put us on an early path to introduce agentic experiences to Spotify users. One example of this is the wildly popular interactive DJ. Which we…
Where the listed words were said
…this drives retention and time spent on Spotify. Enhancing customer LTVs and monetization potential. And the momentum is undeniable. Looking at the US alone, monthly…
…artists, podcasters, authors. What this ultimately translates into is greater engagement and retention. Which unlocks more revenue growth. And as our revenue grows, we bring…
…quarter one are considered in our forecast and as Alex mentioned, the churn with respect to these price increases is in line with our expectations.…
…creator, that is where you will find us every time. Discover Weekly, Wrapped, Spotify for Artists, our new mobile free tier, these are not just…
…to keep building the technology to solve them. Third, play the long game. When we went public in 2018, I talked about long-term value creation.…
…talk about audiobook recaps, Page Match just now and the partnership with Bookshop. You know, in just two years, which is short order, we have…
Agents: this page as TSV at /api/v1/appearances/spotify:2026-02-10:earnings_call · words: /api/v1/brief?appearance=spotify:2026-02-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP