Question Bank › Borrowed urgency: counterparties are racing the

Borrowed urgency: counterparties are racing the company's clock, not their own

Calls Tested
499
Answered YES
7
Hit Rate
1.4%
rare by design

Mobileye Global Inc. (MBLY) — this company's answers

NO on the Q2 2023 call 2023-07-28 B+
The model's full reasoning — Q2 2023 call → NO我们根据提供的财报电话会议记录,判断管理层是否描述了客户、合作伙伴或其他对手方正在调整自己的时间、计划或行为以适应公司的日程或可用性。需要寻找的是:对手方正在围绕公司的时钟进行调整,且这是当前实际发生的,而非希望或预测。 在记录中,管理层多次提到与OEM的接触,例如“serious engagements”和“design win phase”,但这些都是公司自身的进展。关于对手方调整时间,有一个关键点:在讨论SuperVision和Chauffeur时,Amnon提到“OEM engineers are fully aligned with Mobileye that Mobileye the right path forward”,但这是关于技术选择,而非时间调整。另外,在回答关于2024年展望时,提到“the number of vehicle models with SuperVision systems, that has not changed”,这也不是对手方调整。 更具体地,在回答关于OEM决策时间时,Amnon说“We believe that the sourcing decisions will take a number of months. So somewhere this year, beginning of next year, first quarter next year, this is kind of the timeframe that we are seeing.” 这是公司对决策时间的预期,而非对手方已经调整。 关于ZEEKR,提到“ZEEKR recently significantly broadened the number of users with Highway Navigate on Pilot”,但这是产品功能扩展,不是时间调整。 在讨论Volkswagen时,提到“Volkswagen has recently demonstrated these vehicles with analysts and media after only several months of us working together”,这显示了合作速度,但这是公司自己的执行速度,而非对手方围绕公司调整。 没有明确提到客户提前下单、预订、加速项目等行为。管理层提到“customers were very cautious in the first half of 2023”和“production schedule solidify for the second half”,但这是公司自身的预期。 因此,没有证据表明对手方正在围绕公司的日程调整自己的行为。答案应为NO。

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Show the exact prompt the model was given
Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that the company's CUSTOMERS, PARTNERS, OR OTHER COUNTERPARTIES ARE NOW ADJUSTING THEIR OWN TIMING, PLANS, OR BEHAVIOR AROUND THE COMPANY'S SCHEDULE OR AVAILABILITY — that is, the other side is visibly reorganizing when and how it acts in order to be ready for, to secure, or to keep pace with what this company is doing — and does management present this as something actually happening in current dealings rather than as a hope or a projection? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent phenomenon: the direction of accommodation has flipped, and counterparties are now bending to the company's clock. Any genuine expression of this counts, and the form varies widely across industries. For example — customers placing orders, signing, or committing earlier than their own normal cycle because of when the company's product, capacity, slots, or availability will exist; buyers reserving, prepaying, depositing, or locking in now specifically to hold a place against the company's future output or calendar; counterparties accelerating their own projects, build-outs, launches, or internal approvals so they are ready when the company is; customers asking the company to slow down, phase, or sequence deliveries because they cannot absorb what is coming as fast as it is arriving; partners or channels rearranging their own rollouts, seasons, or plans around the company's timing; counterparties accepting the company's lead times, windows, or schedule as the constraint they must plan around rather than dictating their own; or management describing that conversations now revolve around the company's availability and calendar rather than the counterparty's preferences. Two things should come through in management's own voice. First, the adjustment must be REAL AND CURRENT — described as observable behavior in recent or ongoing dealings (orders placed early, commitments made ahead of need, plans shifted, readiness work on the counterparty's side), not as something management expects, hopes, or believes should happen. Second, the adjustment must be AROUND THE COMPANY — the counterparty is timing itself to this company's schedule, availability, or output, not merely acting quickly for its own unrelated reasons, and not simply buying more in the ordinary course. Answer NO if management simply reports strong demand, a good quarter, a healthy pipeline, or fast-growing orders in the usual way, with no sense that counterparties are changing their own timing or plans around the company. NO if the urgency described belongs to the company itself (management racing to execute) rather than to the other side. NO if earlier buying is attributed by management chiefly to a temporary shortage, a pre-buy ahead of a price increase, a regulatory deadline, seasonality, or stockpiling that management expects to unwind. NO if the only evidence is one isolated deal or anecdote with no sense of a broader pattern. NO if the behavior is only anticipated, hoped for, or described as something the company is working to create. NO if the idea appears only in an analyst's question or characterization that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
PDS Precision Drilling Corporation Q1 2024 2024-04-25 B
TACT TransAct Technologies Incorporated Q4 2022 2023-03-08 A
CRL Charles River Laboratories International Q2 2022 2022-08-03 C
GFS GLOBALFOUNDRIES Inc. Q3 2021 2021-11-30 A
HY Hyster-Yale Materials Handling, Inc. Q3 2021 2021-11-06 D
IRT Independence Realty Trust, Inc. Q2 2018 2018-08-02 B
FSS Federal Signal Corporation Q1 2018 2018-05-12 A

How the model reasoned

PDS · Q1 2024 → YESThe question is: Does management describe that the company's CUSTOMERS, PARTNERS, OR OTHER COUNTERPARTIES ARE NOW ADJUSTING THEIR OWN TIMING, PLANS, OR BEHAVIOR AROUND THE COMPANY'S SCHEDULE OR AVAILA...
TACT · Q4 2022 → YESThe question is: Does management describe that the company's CUSTOMERS, PARTNERS, OR OTHER COUNTERPARTIES ARE NOW ADJUSTING THEIR OWN TIMING, PLANS, OR BEHAVIOR AROUND THE COMPANY'S SCHEDULE OR AVAILA...
CRL · Q2 2022 → YESThe question is: Does management describe that the company's CUSTOMERS, PARTNERS, OR OTHER COUNTERPARTIES ARE NOW ADJUSTING THEIR OWN TIMING, PLANS, OR BEHAVIOR AROUND THE COMPANY'S SCHEDULE OR AVAILA...

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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.