Question Bank › Demand showing up from places the company never

Demand showing up from places the company never aimed at

Calls Tested
473
Answered YES
5
Hit Rate
1.1%
rare by design

The Goldman Sachs Group, Inc. (GS) — this company's answers

NO on the Q2 2023 call 2023-07-19 C+

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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 real demand, usage, or buying interest is now showing up from KINDS of customers, applications, industries, or channels that the company did NOT originally target, design for, or set out to win — that is, the product or service is being pulled into places beyond the market the company was built around, and management presents this outside-the-plan adoption as something actually happening in the business today? Answer YES when management's own words convey, in whatever form fits the business, this ONE phenomenon: buyers or uses the company was not aiming at are arriving on their own — for example, a product built for one industry now being bought by customers in a different industry; a tool designed for one purpose now being used by customers for new purposes the company did not anticipate; a new category of customer (different size, type, profession, or geography than the intended market) beginning to adopt without having been pursued; orders or inquiries arriving through channels or for applications the company had not planned; or management remarking that customers are finding uses or coming from directions that surprised them. The unplanned demand should be described as real current activity — actual purchases, usage, deployments, orders, or concrete inbound interest happening now — and management should treat it as a genuine emerging pattern for the business rather than a single curiosity. Answer NO if all described demand comes from the company's intended, existing, or historically served markets, however strong that demand is; NO if the new segments or applications were deliberately targeted by the company's own sales, marketing, or product expansion efforts rather than arriving unplanned; NO if the outside-the-plan adoption is only hypothesized, hoped for, or framed as a future opportunity the company intends to pursue someday; NO if the only evidence is one isolated anecdote that management itself treats as immaterial; 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

TickerCompanyCallDateCall grade
PTN Palatin Technologies, Inc. Q4 2023 2023-09-29 D
PRPH ProPhase Labs, Inc. Q1 2023 2023-05-11 F
SIBN SI-BONE, Inc. Q3 2022 2022-11-07 C+
PCRX Pacira BioSciences, Inc. Q4 2017 2018-02-28 C
MKTX MarketAxess Holdings Inc. Q3 2017 2017-10-25 C+

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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.