Question Bank › Geographic or market replication just started wo

Geographic or market replication just started working outside the home base

Calls Tested
500
Answered YES
34
Hit Rate
6.8%
rare by design

Gogoro Inc. (GGR) — this company's answers

NO on the Q1 2023 call 2023-05-11 D
The model's full reasoning — Q1 2023 call → NO我们根据提供的财报电话会议记录，判断管理层是否描述了“在原始市场已证明的业务最近在新地区开始产生实际结果”的模式。 1. 原始市场（台湾）是已证明的业务：管理层多次提到台湾是核心市场，拥有大量用户、网络和市场份额，视为已确立的业务。 2. 新地区（印度、菲律宾、新加坡等）最近开始产生实际结果：管理层提到在印度与Zip合作试点，有实际车辆和订阅用户；在菲律宾和新加坡有试点，但尚未商业化。具体来说，印度有试点，但尚未全面商业化；菲律宾和新加坡只是试点，尚未有实际收入。管理层说“国际市场的收入尚未显著贡献”，但提到印度有试点，且预计下半年商业化。然而，这些是否算“实际结果”？试点有实际运营，但规模小，且未产生显著收入。管理层说“我们预计下半年开始销售车辆”，所以目前可能只是试点，不是大规模收入。 3. 早期且扩展中：管理层明确表示国际业务仍小，但正在扩展。 但问题要求“最近开始产生实际结果”，即新地区有实际交易、客户、收入等。在电话会议中，管理层提到印度有试点，有Zip的车辆和订阅用户，但未给出具体数字。菲律宾和新加坡只是试点，尚未有车辆可用。所以可能只有印度有实际运营，但规模很小。此外，管理层说“国际市场的收入尚未显著贡献”，所以可能只是试点，不是真正的收入。 另外，问题强调“away results now real and recent”，即新地区有实际交易。在电话会议中，管理层提到“我们已启动三个试点”，但试点是否算“实际结果”？试点通常有实际运营，但可能不是大规模商业。管理层说“我们预计在2023年下半年全面商业化”，所以目前可能只是试点阶段。 因此，可能不符合“实际结果”的标准，因为新地区尚未产生显著收入，只是试点。但问题说“real customers, orders, revenue, openings, volumes, or usage happening there now”，试点有实际使用，但可能被视为“immaterial anecdote”？管理层提到印度有Zip的车辆和订阅用户，但未给出具体数字，可能算作实际使用。 然而，管理层明确说“国际市场的收入尚未显著贡献”，所以新地区贡献很小，符合“early and expanding”。但“away results now real”可能不够强，因为只是试点，尚未商业化。 再仔细看：管理层说“我们已启动三个试点”，并提到印度有Zip，菲律宾和新加坡有试点。但菲律宾和新加坡只是试点，尚未有车辆可用。印度有试点，但未说商业化。所以可能只有印度有实际运营，但规模小。 问题要求“recently begun producing real results”，即最近开始产生实际结果。管理层说“我们预计在2023年下半年全面商业化”，所以目前可能只是试点，不是真正的商业结果。 因此，可能不符合“real results”的标准，因为只是试点，尚未产生收入。但试点有实际使用，可能算。 另外，问题强调“the away results are one immaterial anecdote”则NO。这里印度试点可能算一个例子，但可能不够。 综合来看，管理层描述的是试点，不是商业化，所以可能不符合“real results”的实质。因此，答案应为NO。 但再考虑：管理层提到“我们已启动三个试点”，并说“我们预计在2023年下半年全面商业化”，所以目前只是试点，不是实际结果。所以NO。 最终答案：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 business already proven in the company's ORIGINAL market, territory, or setting has RECENTLY begun producing REAL RESULTS IN NEW TERRITORY — additional regions, countries, markets, or settings the company has recently entered — with management presenting the away-from-home results as early evidence that the proven model travels, while the new territories remain a small share of the company today? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent pattern with all three present: (1) A HOME-PROVEN BASE: the company has an established, working business in its original market or setting, treated by management as demonstrated rather than in question; (2) AWAY RESULTS NOW REAL AND RECENT: in the recent period, the new territories or markets are actually transacting — real customers, orders, revenue, openings, volumes, or usage happening there now, described with concrete substance and recency, not merely entered, announced, or staffed; and (3) EARLY AND EXPANDING: management conveys that the new-territory contribution is still a small part of the company, that the early results support pressing further, and that continued expansion is underway or committed — so the reported results reflect mostly the home business while the replication is just beginning to layer on top. The territory may be geographic or a genuinely distinct market or setting; what matters is the same proven offering now demonstrably working in a second place. Answer NO if the away expansion is only planned, announced, or pre-revenue. NO if new territories are already the bulk of the business. NO if the away results are one immaterial anecdote. NO if expansion is chiefly by acquisition just consolidated rather than the company's own model replicating. NO if the home business itself is failing and expansion is escape. NO if the pattern appears only in an analyst's question management does not affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
ASO Academy Sports and Outdoors, Inc. Q1 2024 2024-06-11 C+
LINC Lincoln Educational Services Corporation Q1 2024 2024-05-06 B+
GRBK Green Brick Partners, Inc. Q3 2023 2023-11-01 B
FSBC Five Star Bancorp Q3 2023 2023-10-31 B
TGLS Tecnoglass Inc. Q2 2023 2023-08-08 A
PTLO Portillo's Inc. Q2 2023 2023-08-05 B
PFIE Profire Energy, Inc. Q1 2023 2023-05-13 B
M Macy's, Inc. Q4 2022 2023-03-02 D
ADPT Adaptive Biotechnologies Corporation Q4 2022 2023-02-14 C+
HBB Hamilton Beach Brands Holding Company Q3 2022 2022-11-05 C
SYY Sysco Corporation Q1 2023 2022-11-01 C+
HLNE Hamilton Lane Incorporated Q1 2023 2022-08-02 C+
OGI OrganiGram Holdings Inc. Q3 2022 2022-07-14 B+
SE Sea Limited Q1 2022 2022-05-17 F
ADSE ADS-TEC Energy PLC Q4 2021 2022-04-28 D
SOPH SOPHiA GENETICS SA Q4 2021 2022-03-15 C
RELY Remitly Global, Inc. Q4 2021 2022-03-02 B
VNDA Vanda Pharmaceuticals Inc. Q4 2021 2022-02-23 F
GTES Gates Industrial Corporation plc Q4 2021 2022-02-07 C+
MOMO Hello Group Inc. Q3 2021 2021-11-30 D
SXC SunCoke Energy, Inc. Q3 2021 2021-11-01 A
LOPE Grand Canyon Education, Inc. Q2 2021 2021-08-08 C
UFI Unifi, Inc. Q4 2021 2021-08-07 B
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
SATS EchoStar Corporation Q1 2018 2018-05-10 C+
INST Instructure's Q4 2017 2018-02-12 B+
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
IR Ingersoll-Rand Plc Q3 2017 2017-10-25 B
BIIB Biogen Inc. Q2 2017 2017-07-25 B
CNS Cohen & Steers, Inc. Q2 2017 2017-07-20 B
KHC The Kraft Heinz Company Q1 2017 2017-05-03 F
SHOO Steven Madden, Ltd. Q1 2017 2017-04-21 C
MDLZ Mondelez International, Inc. Q4 2016 2017-02-07 C
GOGO Gogo Inc. Q1 2016 2016-05-06 C+

How the model reasoned

RELY · Q4 2021 → YESThe question is about whether management describes a business proven in the original market that has recently begun producing real results in new territories, with those new territories still a small ...YES The transcript shows management describing a home-proven base in the US (original market), with away-from-home results in new territories (outside the US) now real and recent—$120 million revenue in 2021, up from $58 million in 2020, across expanded corridors (over 2, 100 total, with 700+ new last year). These new territories remain a minority share at 26% of total revenue, described as early-stage investments supporting long-term growth via localization in unlaunched geographies, with the model replicating through the same playbook.
LOPE · Q2 2021 → YESThe question is about whether management describes a business proven in the original market that has recently begun producing real results in new territory, with all three elements: home-proven base, ...NO The transcript shows Orbis as an acquired business (29 months ago) that management is now expanding through new partnerships and sites in additional territories. This does not meet the criteria because the expansion is chiefly by acquisition and consolidation rather than the company's own model replicating independently in new territories. The away results are real and recent 4,210 enrollments up 13.2%, but the pattern does not fully align with the required home-proven base and early expanding replication of the original model.
TENB · Q2 2021 → YESThe question is about whether management describes a business proven in the original market that has recently begun producing real results in new territories, with those new territories still a small ...YES Management describes a home-proven base in traditional IT/VM, with recent real results in OT (six-figure cross-sell win at a large public utility, early deployments successful) and AD (early stages with successful traction), plus EMEA outperformance. These new settings remain small contributions today, with management framing 2024 investments as support for continued expansion of the proven model.

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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.