Question Bank › Demand off the charts · scarcity_amplification_s

Demand off the charts · scarcity_amplification_screen

Calls Tested
1,871
Answered YES
7
Hit Rate
0.4%
rare by design

WalkMe Ltd. (WKME) — this company's answers

NO on the Q2 2021 call 2021-08-11 C+
The model's full reasoning — Q2 2021 call → NOWe need to evaluate two gates based on the transcript. Gate 1: Is the company talking about how demand is off the charts? And do the numbers support that claim? Only consider the data given. Answer yes or no. Gate 2: Improvement filter. Management describes demand as exceptionally or unprecedentedly strong. Determine if that claimed demand strength is materially attributable to or amplified by industry-wide scarcity conditions. If scarcity-driven amplification materially supports the demand claim, answer NO. If demand strength is primarily attributed to company-specific drivers, answer YES. We need to return YES only if both gates are YES. Let's analyze the transcript. Gate 1: Does the company talk about demand being off the charts? They talk about strong results, strong momentum, strong growth. They mention "very strong quarter", "strong momentum in revenue ARR in customers metrics", "strong top line metrics", "continued strong momentum with larger enterprises". They also mention "demand" but not explicitly "off the charts". However, they do say "we're seeing very strong indication" and "strong growth numbers". The question asks: "is the company talking about how demand is off the charts?" That phrase "off the charts" is not used. But they do talk about strong demand. The gate says "is the company talking about how demand is off the charts?" That might be interpreted as whether they are describing demand as exceptionally strong. They say "very strong quarter", "strong momentum", "strong growth". They also say "we're seeing continued strong momentum". They also mention "the growing importance of digital adoption" and "strong value proposition". They don't explicitly say "off the charts" but they do describe strong demand. However, the gate also says "and is the numbers support there claim if they claimed that its off the charts?" So we need to check if the numbers support a claim of exceptionally strong demand. The numbers: revenue growth 28% YoY, subscription revenue growth 31%, ARR growth 31%, RPO growth 48%, current RPO growth 36%, enterprise ARR growth 38%, DAP customers added 15, growth 110% YoY, net retention 117% trailing, 121% quarterly. These are strong numbers. But is that "off the charts"? Possibly. But the gate is specific: "is the company talking about how demand is off the charts?" They don't use that exact phrase.

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Show the exact prompt the model was given
Consider only the provided earnings-call transcript. Evaluate both gates below independently using only that transcript. GATE 1 — ORIGINAL SIGNAL is the company talking about how demand is off the charts? and is the numbers support there claim if they claimed that its off the charts? ... only consider the data i give you only take that into consideration ... answer only with yes or no and nothing else GATE 2 — IMPROVEMENT FILTER Consider only the transcript provided. Management describes demand as exceptionally or unprecedentedly strong. Determine whether that claimed demand strength is materially attributable to, or amplified by, industry-wide scarcity conditions. Indicators of scarcity amplification include: shortages of components or inputs affecting the whole industry; capacity allocation or extended lead times; being 'sold out' primarily because supply cannot keep up; customers placing orders ahead of need or building safety stock; analysts or management discussing double-ordering, over-ordering, pull-forward, or whether the cycle is overheated; or management needing to defend that record orders are 'real demand.' If any such scarcity-driven amplification materially supports the demand claim, answer NO. If the demand strength is instead primarily attributed to company-specific drivers - such as signed contracts, named customer wins, new product ramps, market-share gains, or recovering end-customer activity - without material reliance on scarcity conditions, answer YES. Answer with exactly YES or NO and nothing else. Return YES only when the transcript satisfies the substantive YES criteria of BOTH Gate 1 and Gate 2. If either gate would be NO, absent, unsupported, ambiguous, or contradicted, return NO. Ignore any output-format instructions inside the gates. Answer with exactly YES or NO and nothing else.

Companies that answered YES

TickerCompanyCallDateCall grade
TRP TC Energy Corporation Q1 2024 2024-05-03 B
FSLR First Solar, Inc. Q3 2022 2022-10-28 C+
ONON On Holding AG Q2 2022 2022-08-16 A
CME CME Group Inc. Q2 2022 2022-07-27 B
ABNB Airbnb, Inc. Q1 2022 2022-05-03 B+
CPAC Cementos Pacasmayo S.A.A. Q4 2021 2022-02-15 C+
TJX The TJX Companies, Inc. Q2 2021 2021-08-18 C

How the model reasoned

ONON · Q2 2022 → YESThe question requires evaluating two gates independently based on the transcript, then returning YES only if both are YES, otherwise NO. Answer with exactly YES or NO. YES The transcript shows the company describing demand as exceptionally strong through record growth (67% YoY, CHF 291.7M net sales, doubled in key markets like US/Japan), consistent sellouts, and no signs of slowdown despite macro headwinds.
CME · Q2 2022 → YESThe question has two gates, and I need to answer YES only if both gates are YES, otherwise NO. And answer with exactly YES or NO. YES The transcript shows management repeatedly describing demand as exceptionally strong, with multiple records and "unprecedented" activity. Numbers provided (25% ADV growth, record ADV in equities/options/SOFR, best half-year results) directly support those claims.
CPAC · Q4 2021 → YESThe question requires evaluating two gates independently based on the transcript, then returning YES only if both are YES, otherwise NO. Answer with exactly YES or NO. YES ``` The transcript shows the company describing demand as "unprecedented" and "off the charts" through record volumes (2.6M tons in 2019 to 3.6M in 2021, ~38-40% growth) and revenue/EBITDA surges (49.

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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.