Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q2 2017 call → NOWe need to determine if management describes that their way of doing things is being adopted, copied, or moved toward by others in the market, and that they treat this as validation. Key points from transcript: - George Cope discusses Alt TV, a new app-based live TV streaming service targeting cord cutters. He says: "it also opens up additional revenue streams for our media assets and quite frankly other Canadian companies media assets, because we will be able to monetize advertising dollars through streaming services on Alt TV, and over time we would expect to see competitor responses to that as well in the marketplace." This is a prediction of competitor responses, not an observation that they are already following. Also, it's about monetization, not necessarily copying the service itself. - He also mentions that the company is seeing "some maturity of the growth on the East Coast" and that they are "extremely bullish" on their fiber and TV. But no mention of others adopting their approach. - There is a mention of "we are getting a much higher take rate on people saying connect now" for fiber, but that's about customer behavior, not competitors. - No explicit statement that competitors are copying their methods, products, or strategies. The question asks: "does management describe that the WAY THIS COMPANY DOES THINGS ... is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET?" The only possible hint is the Alt TV comment about expecting competitor responses, but that is future, not present. Also, it's about advertising revenue, not the service itself. Thus, answer is NO.
| 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?