Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q2 2023 call → NOWe need to determine if management describes others adopting or moving toward the company's way of doing things, and treats it as validation. Let's scan the transcript. Key points: Brian mentions "Akoya's stable growth and leadership in spatial biology is a byproduct of delivering a best-in-class portfolio..." That's just leadership claim. Later: "This standardization and the large-scale market adoption of our platforms has catalyzed third-party development of next-generation spatial biology analogist solutions to support our customers. To-date, we have partnered with leading software providers..." This is about third-party software partners building on their platform. That's not exactly competitors copying, but it's others building around their standard. However, is that "adopting" their way? It's more like ecosystem development. Management treats it as positive, but is it "others following the company's lead"? Possibly, but it's about partners, not competitors. Another part: "I think if you look at the narratives and the investments coming out of our colleagues at Bruker and Bio-Techne, I think -- I look at it as kind of an endorsement of the value of spatial proteomics in the Discovery market, which has been a lot of inappropriate so attention paid to spatial transcriptomics. I think the narrative and investments coming out of our colleagues at Bruker and Bio-Techne. I think even more accretive to the power of spatial proteomics as a true discovery engine." This is about competitors investing in spatial proteomics, which management sees as endorsement of the value of the field, not specifically copying Akoya's method. It's a general trend. Also, "we're going to continue our eye towards a road towards multiomics." That's not about others copying. The question asks: "does management describe that the WAY THIS COMPANY DOES THINGS — an approach, product design, technology, method, business model, or way of serving customers that the company pioneered, built, or is identified with — is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is becoming the market's way?" We need a specific phenomenon. The transcript mentions third-party software partners building on their platform, but that's not competitors copying. It's partners.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| AES | The AES Corporation | Q1 2024 | 2024-05-03 | C+ |
| GGR | Gogoro Inc. | Q1 2023 | 2023-05-11 | D |
| TGT | Target Corporation | Q4 2022 | 2023-02-28 | C |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| USFD | US Foods Holding Corp. | Q1 2018 | 2018-05-12 | C |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
AES · Q1 2024 → YESThe question is: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is ...
GGR · Q1 2023 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?
TGT · Q4 2022 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?