Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q3 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 this is validating their position. Let's scan the transcript for relevant statements. The key topics: Full Display Mirror (FDM), auto-dimming mirrors, HomeLink, etc. Management discusses launches, OEM awards, and product adoption. They mention that they have received program awards with five different OEMs for FDM and are in advanced talks with others. They also mention that they are shipping on eight GM models, Subaru, Nissan, etc. They talk about the technology being unique and having a competitive advantage. But do they explicitly say that others are following their lead, copying, or adopting their way? They mention that they are the first to market, but they don't describe competitors imitating them. They talk about their own launches and awards, but not about others moving toward their approach. They mention that the base auto-dimming growth is a bullish indicator, but that's about their own business. They don't say "competitors are now doing X" or "the industry is converging on our method." They do say that they believe their product is a secured offering, but that's not about others adopting. 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?" Looking at the transcript, management talks about their own product launches and OEM awards, but they don't mention competitors copying them. They mention that they have a competitive advantage, but not that others are following. They do mention that they are the first to market with FDM, but they don't say others are now adopting it. They talk about the technology being unique, but not that others are trying to replicate it. They mention that they are in advanced talks with other OEMs, but that's about their own sales, not about others copying. There is a part where they say: "We believe the best evidence of that is not — I was talking about it but looking at the number of OEM awards and the program launches that we're experiencing currently." That's about their own success, not about others following.
| 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?