Roku (ROKU): FY25 Q4 earnings call, Feb 12, 2026
On its Feb 12, 2026 earnings call (FY25 Q4), Roku said 6 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 6 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Howdy | Yes | 7 | 8 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| Brazil | Yes | 3 | 3 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| Roku Channel | Yes | 2 | 2 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Roku City | Yes | 1 | 1 | ✓ | 48%n=1+tx from settlement history blended with transcripts | – |
| Acquisition | Yes | 1 | 3 | ✓ | 42%n=1+tx from settlement history blended with transcripts | – |
| Olympic / Olympics | Yes | 1 | 1 | ✓ | 37%transcripts from the transcript model | – |
| Hour | No | 0 | 0 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Live | No | 0 | 0 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 57%n=1+tx from settlement history blended with transcripts | – |
| Retain / Retention | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – |
| Shoppable | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 22%n=1+tx from settlement history blended with transcripts | – |
| FreeWheel / Free Wheel | No | 0 | 0 | ✓ | 11%n=1+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.
8 matches for “Howdy”; 4 quoted, at least 25 words apart.
…and that is a country-by-country specific situation, but subscriptions, including, for example, Howdy can grow really well in these locations, and that's a really big…
I wanted to ask about the Howdy launch as well as the Frndly acquisition. Could you talk more about how each of those integrations is…
…out numbers, but the -- like I'm extremely happy with how the Howdy launch is going, subscribers are continuing to grow nicely. And I'll just…
…And of course, that platform is how we're launching and growing the Howdy business. We have plans -- Frndly is already available on platforms outside…
Where the listed words were said
…focus on the monetization side of that -- of our strategy. In Brazil, where the ad market isn't quite there yet, we're still building scale.…
…I mean, like I said, subscriptions alone is a big opportunity. The Roku Channel is doing very well in our international locations. We're doing more…
…the home screen or you're looking at the home screen right now, Roku City, which is our beloved interactive world that is living inside your…
…includes the full benefit of Frndly. As you recall, we closed that acquisition in Q2 of last year. And I guess, finally, we have stronger…
Agents: this page as TSV at /api/v1/appearances/roku:2026-02-12:earnings_call · words: /api/v1/brief?appearance=roku:2026-02-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP