Question Bank › Earned recurrence: demand arriving from first-ha

Earned recurrence: demand arriving from first-hand-proven buyers, still early

Calls Tested
489
Answered YES
4
Hit Rate
0.8%
rare by design

Digital Turbine, Inc. (APPS) — this company's answers

NO on the Q1 2024 call 2023-08-08 D
The model's full reasoning — Q1 2024 call → NO我们根据提供的财报电话会议记录来判断。管理层是否描述了当前业务增长中,有意义的份额来自于有直接经验的客户(即已经使用过公司产品的客户)主动带来的需求,而不是公司自身的销售推动,并且这种模式仍处于早期,大部分贡献还在未来。 在记录中,Bill Stone提到: - "we continue to see strong demand from our platform both from advertisers and new products contributing more revenue to each device." 这可能是需求增长,但未明确说明是客户主动还是公司推销。 - "Expanding global demand to our U.S. device supply has also been a big driver of those improved revenue per device results as two years ago U.S. demand was approximately 50% of our U.S. supply, and today it is less than 25%." 这表示国际需求增加,但未说明是否来自有经验的客户。 - 关于SingleTap,提到"we have now generated our first revenues with TikTok, who is running SingleTap campaigns for their advertisers" 和 "We are also launching this quarter with LinkedIn" 以及 "we expect to begin a revenue generating pilot with another large social media company" 这些是新的合作,但未明确是重复购买或基于先前经验。 - 关于Hub,提到"we’ve launched our first alternative app distribution products, which we brand as DT Hub with four operators here in the United States" 和 "generating revenue today" 但未说明是现有客户扩展还是新客户。 - 关于AGP,提到"our exchange business had solid double-digit sequential growth" 但未说明驱动因素。 管理层没有明确描述“有直接经验的客户主动带来业务”的现象。他们提到的是“strong demand”和“expanding global demand”,但未说明这些需求是否来自已经使用过产品的客户,还是公司销售努力的结果。也没有提到“earned recurrence”或“installed base pulling follow-on business”之类的概念。他们提到“we continue to see strong demand”可能暗示现有客户,但未明确。 此外,管理层强调“we are making capital investments against the future”和“we are allocating capital to these new investments”,表明增长主要来自公司自身的投资和推动,而非客户主动。 因此,答案应为NO。

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Show the exact prompt the model was given
Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that a MEANINGFUL SHARE OF THE COMPANY'S CURRENT BUSINESS GROWTH is arriving WITHOUT THE COMPANY HAVING TO PERSUADE THE BUYER — that is, demand is increasingly generated by parties with DIRECT PRIOR EXPERIENCE of what the company provides (customers with first-hand experience expanding, returning, renewing, deepening, or referencing; parties that have already used, deployed, trialed, tested, sampled, piloted, or bought an initial piece of what the company sells now coming back for more; an installed base pulling follow-on business through on its own), rather than by the company's own selling, marketing, pricing, promotions, or new-logo acquisition push — AND does management convey that this earned-recurrence pattern is STILL EARLY enough that most of the business it will generate is still ahead of the reported results? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent phenomenon: parties with first-hand experience of the company's offering are generating business on their own initiative — as a real, current, observable pattern in how the company's demand is being produced today — and management treats this as meaningful to where the company is heading with most of the contribution still ahead. Management need not use any particular vocabulary; it may show up in how it describes demand sources, customer behavior, reorder dynamics, expansion of proven relationships, or the decreasing role of persuasion in winning business. Answer NO if growth is described mainly through the company's own selling push, pricing actions, promotions, marketing, or new-logo acquisition, however strong. NO if the 'return' activity is merely a contractually forced renewal, a standing subscription auto-charge, or an ordinary slow-order cadence, with no sense that prior experience itself is now driving the demand. NO if the earned recurrence is only hoped for, planned, or projected rather than already observable. NO if the only evidence is one isolated anecdote with no broader pattern. NO if the recurrence is already mature and fully reflected in the reported results, with no meaningful contribution still ahead. NO if management attributes the shift to a one-time event, a temporary spike, or a pull-forward it expects to reverse. NO if the idea appears only in an analyst's question that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
LTRX Lantronix, Inc. Q3 2024 2024-04-29 C
DASH DoorDash, Inc. Q3 2023 2023-11-01 C+
ATI Allegheny Technologies Incorporated Q1 2018 2018-04-24 B
UPLD Upland Software, Inc. Q4 2017 2018-03-08 C+

How the model reasoned

ATI · Q1 2018 → YESThe question is about whether management describes a meaningful share of the company's current business growth arriving without the company having to persuade the buyer, from parties with direct prior...YES Management describes a meaningful share of current growth coming from parties with direct prior experience—Boeing and Airbus exercising their supply chain after assessing geopolitical risks, plus customers awarding forgings based on 2017 actions and continuing to do so in 2018—while treating this as still early, with most of the contribution 2019–2020 and beyond as the multi-year production expansion unfolds.
LTRX · Q3 2024 → YESThe question is: Does management describe that a MEANINGFUL SHARE OF THE COMPANY'S CURRENT BUSINESS GROWTH is arriving WITHOUT THE COMPANY HAVING TO PERSUADE THE BUYER — demand generated by parties wi...
DASH · Q3 2023 → YESThe question is: Does management describe that a MEANINGFUL SHARE OF THE COMPANY'S CURRENT BUSINESS GROWTH is arriving WITHOUT THE COMPANY HAVING TO PERSUADE THE BUYER — demand generated by parties wi...

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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.