Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q1 2018 call → NOWe need answer YES or NO. Need analyze transcript. Question: Does management describe that the company's way of doing things is now being adopted/copied/moved toward by others in market, validating company's lead? Need only transcript. Scan transcript. Management talks about Hughes being pioneer in satellite broadband, Gen5, SD-WAN, etc. But do they say others are adopting/copying? Let's search. Pradman: "Over 20 years ago, we pioneered the offering of satellite-based Internet service to consumers, the first to do so worldwide... We changed strategy to building our own satellite... We continue to be the undisputed market leader..." That's claims of leadership/pioneering, but not others adopting. "SD-WAN is rapidly emerging as next-generation solution... Hughes SD-WAN is right solution..." Not saying others copying. "OneWeb gateways... part of $300 million order." Not. Any mention of industry standards converging? No. Analyst questions? Ric asks about competitive dynamics ViaSat-2. Management says don't compete directly, no impact. Not. No mention of competitors following. So answer NO. Need be careful: "pioneered" alone not enough. No observable adoption by others. So 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?