Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q3 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? Need find evidence. Transcript: AT&T earnings call. Management discusses various things. Need identify if they say others are following their lead. Examples? They talk about FirstNet, 5G, fiber, video transition, advertising/Xandr. Do they say competitors adopting? Let's scan. Randall: "Cricket truly begin to distinguish itself" no copying. WarnerMedia growth. Deleveraging. John Donovan: "We continue to be impressed with our prepaid customer base... value similar to postpaid." No. Video: "We're refining our four video products... WatchTV gaining traction... DIRECTV NOW updated... beta testing proprietary thin client streaming service... like introduction of WatchTV, expect EBITDA positive." No mention others copying. FirstNet: "first responder community... under-penetrated... more than 250,000 subscribers." No. 5G: "AT&T is on track to be the first wireless carrier to introduce mobile 5G services in the United States... leader in software defined networking... named nation's best network." This is claims of leadership, not others adopting. Advertising/Xandr: "We launched Xandr... revenues up... AppNexus... We're excited about opportunity... We'll talk more." No mention competitors following. Question asks: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others? Need YES only if management's own words convey others following. I see no such. They claim leadership, first, but no concrete adoption by others. There is mention "We've been named nation's best network" but that's recognition, not imitation. Also "others are noticing" but not adopting. "We're the leader" no. Need answer 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?