Customers now buying the company's product as infrastructure, not as a project
Hit Rate
4.3%
rare by design
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 customers are now treating what the company sells as something they must have in place as part of their own core operations or standard way of doing business — rather than as an optional, experimental, or discretionary purchase — and that this change in how customers view the product is already visible in how customers are behaving today?
Answer YES when management's own words convey that the product has crossed from "nice to have" or "we are trying it out" into "this is now part of how we run our business" for a meaningful set of customers — for example, customers describing the product as mission-critical or essential, building their own processes, plans, or budgets around it, standardizing on it across their organization, or management noting that the conversation with customers has shifted from whether to buy to how broadly or how fast to deploy. The phenomenon may take whatever form fits the business.
Answer NO if management simply reports strong demand, happy customers, or a good quarter in the usual way; NO if the only evidence is that customers are buying more of the same thing for the same reasons as before; NO if the mission-critical framing is only management's aspiration or marketing claim without any described change in actual customer behavior; NO if the only examples are one or two isolated anecdotes with no sense of a broader pattern; and NO if the idea appears only in an analyst's question that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.
Companies that answered YES
| Ticker | Company | Call | Date | Call grade |
| AES |
The AES Corporation |
Q1 2024 |
2024-05-03 |
C+ |
| LTRX |
Lantronix, Inc. |
Q3 2024 |
2024-04-29 |
C |
| NICE |
NICE Ltd. |
Q4 2023 |
2024-02-22 |
B+ |
| IMAX |
IMAX Corporation |
Q2 2023 |
2023-07-26 |
B+ |
| SPIR |
Spire Global, Inc. |
Q1 2023 |
2023-05-10 |
B |
| DKS |
DICK'S Sporting Goods, Inc. |
Q4 2022 |
2023-03-07 |
B |
| TOST |
Toast, Inc. |
Q4 2022 |
2023-02-16 |
C+ |
| PI |
Impinj, Inc. |
Q4 2022 |
2023-02-08 |
B+ |
| DM |
Desktop Metal, Inc. |
Q2 2022 |
2022-08-08 |
F |
| CRL |
Charles River Laboratories International |
Q2 2022 |
2022-08-03 |
C |
| SYM |
Symbotic Inc. |
Q3 2022 |
2022-08-01 |
B+ |
| SOPH |
SOPHiA GENETICS SA |
Q4 2021 |
2022-03-15 |
C |
| GFS |
GLOBALFOUNDRIES Inc. |
Q3 2021 |
2021-11-30 |
A |
| CYBR |
CyberArk Software Ltd. |
Q3 2021 |
2021-11-04 |
B+ |
| ASAN |
Asana, Inc. |
Q2 2022 |
2021-09-01 |
B+ |
| ADSK |
Autodesk, Inc. |
Q3 2019 |
2018-11-20 |
A |
| CCOI |
Cogent Communications Holdings, Inc. |
Q2 2017 |
2017-08-03 |
B |
| BIIB |
Biogen Inc. |
Q2 2017 |
2017-07-25 |
B |
| PLAB |
Photronics, Inc. |
Q2 2017 |
2017-05-17 |
C+ |
| VRNS |
Varonis Systems, Inc. |
Q2 2016 |
2016-08-09 |
B+ |
| GOGO |
Gogo Inc. |
Q1 2016 |
2016-05-06 |
C+ |
More from the question bank
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.