Identified near-term contributors not yet in the reported numbers

Companies that answered YES

How the model reasoned

DV · Q3 2021 → YESThe question is: Does management point to SPECIFIC, IDENTIFIED sources of additional business that are ALREADY SECURED OR ALREADY IN MOTION but have contributed LITTLE OR NOTHING to the results just r...NO The OpenSlate acquisition is described as not yet closed, so it is contingent on a future event (closing) and management explicitly states it will not have a material impact on 2021 results. The TikTok partnership is presented as a recent launch that has already begun contributing to coverage, not as a future 2022 ramp. The new Q3 logo wins are noted as positioning for growth into 2022, but they are not tied to any specific, named contributors with quantified near-term ramps; they are framed as general enterprise momentum rather than concrete, identifiable sources already in motion. Meetrics is called out as immaterial.

GMED · Q3 2023 → YESThe question is: Does management point to SPECIFIC, IDENTIFIED sources of additional business that are ALREADY SECURED OR ALREADY IN MOTION but have contributed LITTLE OR NOTHING to the results just r...YES The transcript shows management identifying specific, already-secured contributors: the NuVasive merger (closed September 1, only one month in Q3), cross-selling of existing portfolios (investments made earlier this year, poised to begin as early as next quarter), and a record year of product launches (nine products 2024, more by year-end, including E-hub Navigation and expansions to expandable portfolio). These are described as real, nameable items already in motion or recently closed, with meaningful ramps expected in the coming quarters, so the reported results understate the business in place.

LKQ · Q4 2016 → YESThe question is: Does management point to SPECIFIC, IDENTIFIED sources of additional business that are ALREADY SECURED OR ALREADY IN MOTION but have contributed LITTLE OR NOTHING to the results just r...NO The T2 project qualifies as a specific, in-motion contributor with near-term ramp (deliveries Q3 2017, full live Q1 2018), but the transcript does not tie it explicitly to “additional business” or “incremental revenue” beyond the project’s own costs and accretion. The 2017 incremental costs are noted, yet the forward impact is framed as project-specific rather than a broad source of new secured business. Andrew Page remains contingent on CMA approval, and other items (new branches, Mekonomen) are either already contributing or not framed as additional secured sources.

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