Question Bank › Physical throughput records at the operating lev

Physical throughput records at the operating level, told in operating units

Calls Tested
500
Answered YES
23
Hit Rate
4.6%
rare by design

Customers Bancorp, Inc. (CUBI) — this company's answers

NO on the Q3 2018 call 2018-10-26 C+
The model's full reasoning — Q3 2018 call → NO我们根据要求,只使用提供的财报电话会议记录,判断管理层是否报告了公司的物理或运营产出(单位、交付、处理等)达到了公司历史上的最高水平或明显超出先前运营范围,并且管理层既以具体运营数量或里程碑为基础,又表明由于驱动因素(产能、客户、已承诺工作)仍在增强,产出预计将继续上升。 浏览转录文本:管理层讨论了存款增长、贷款增长、客户数量等。具体提到: - “demand deposits increased 38% quarter over quarter, money market and savings increased 19% quarter over quarter, and time deposits increased 25% quarter over quarter” — 这是存款增长,但未提及历史最高。 - “we launched CB digital bank... generating approximately between $52 million to $100 million a month in core deposit growth” — 这是新业务,但未说达到历史最高。 - 关于BankMobile:没有提到记录。 - 关于贷款:C&I增长15%同比,但未说历史最高。 - 没有提到“record”、“highest level”等字眼。 - 管理层提到“we hit a trough”关于NIM,但那是财务指标。 没有任何地方提到运营产出达到历史最高或明显超出先前范围。只有存款增长,但那是财务性质的(存款金额),且未说最高。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 report that the company's PHYSICAL OR OPERATIONAL OUTPUT — units produced, shipped, delivered, installed, processed, treated, transported, opened, served, or performed, in whatever operating unit fits the industry — has JUST REACHED THE HIGHEST LEVEL IN THE COMPANY'S OWN HISTORY OR A CLEAR STEP ABOVE ITS PRIOR OPERATING RANGE, and does management BOTH ground this in specific operating quantities or milestones actually achieved in the recent period AND indicate that output is expected to continue rising from here because the drivers behind it (capacity, customers, or committed work already in place) are still building? Answer YES when management's own words convey this one phenomenon: a record or step-change level of real physical activity, described in operating terms rather than only in revenue or financial terms, achieved in the just-reported period, with management conveying — directly or plainly in substance — that this level is a waypoint rather than a peak because the same already-existing drivers continue. The output measure may take any form native to the business. Answer NO if the only records cited are financial (revenue, EPS, margins) with no operating quantity behind them. NO if the record output is attributed by management chiefly to a one-time event, catch-up, pull-forward, or condition it expects to unwind. NO if management presents the level as a peak, describes output flattening or declining, or hedges that it cannot be sustained. NO if higher output is only forecast or targeted rather than already achieved. NO if the record framing appears only in an analyst's summary that management does not itself state. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
CRGO Freightos Limited Q1 2024 2024-05-20 C+
PBR Petróleo Brasileiro S.A. - Petrobras Q4 2023 2024-03-08 D
MNKD MannKind Corporation Q4 2023 2024-02-27 C
DXCM DexCom, Inc. Q4 2023 2024-02-08 B+
GPRE Green Plains Inc. Q4 2023 2024-02-07 F
AKYA Akoya Biosciences, Inc. Q2 2023 2023-08-07 C+
ET Energy Transfer LP Q2 2023 2023-08-02 C+
BRX Brixmor Property Group Inc. Q1 2023 2023-05-02 A
BKH Black Hills Corporation Q4 2022 2023-02-08 D
SIBN SI-BONE, Inc. Q3 2022 2022-11-07 C+
EXFY Expensify, Inc. Q2 2022 2022-08-12 D
EVGO EVgo, Inc. Q2 2022 2022-08-09 C+
CCRN Cross Country Healthcare, Inc. Q1 2022 2022-05-04 B
ZH Zhihu Inc. Q3 2021 2021-11-22 D
RNW ReNew Energy Global Plc Q2 2022 2021-11-18 C
OWL Blue Owl Capital Inc. Q2 2021 2021-08-10 B+
OGE OGE Energy Corp. Q3 2018 2018-11-08 A
CP Canadian Pacific Railway Limited Q2 2018 2018-07-19 B+
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
ABR Arbor Realty Trust, Inc. Q4 2016 2017-03-03 B+
GOGO Gogo Inc. Q1 2016 2016-05-06 C+
HD The Home Depot, Inc. Q4 2015 2016-02-23 A

How the model reasoned

SIBN · Q3 2022 → YESThe question is about whether management reports that the company's physical or operational output has just reached the highest level in the company's history or a clear step above its prior operating...YES The transcript explicitly states "25% growth in procedure volumes versus the prior year period" and "record active surgeon base of over 800 surgeons," framing these as achieved milestones in the just-reported quarter. Management ties the growth to ongoing demand drivers ("continued acceleration in procedure demand"), indicating the level is a waypoint rather than a peak, with output expected to continue rising as the same drivers persist. This constitutes a clear step above prior operating range in physical activity (procedures performed), grounded in recent operating quantities and sustained by building capacity/customers.
BRX · Q1 2023 → YESThe question is about whether management reports that the company's PHYSICAL OR OPERATIONAL OUTPUT has just reached the highest level in the company's history or a clear step above its prior operating...NO The transcript shows management highlighting record occupancy levels (94% overall and 89.3% for small shops) as well as leasing activity and signed leases, but these are framed as utilization or pipeline metrics rather than a record level of physical output such as units produced, shipped, delivered, opened, or performed.
CRGO · Q1 2024 → YESThe question is about whether management reports that the company's physical or operational output has just reached the highest level in the company's history or a clear step above its prior operating...

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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.