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

IMAX Corporation (IMAX) — this company's answers

NO on the Q2 2023 call 2023-07-26 B+
The model's full reasoning — Q2 2023 call → NO我们根据转录内容判断。问题问的是公司实物或运营产出是否达到历史最高或明确超过先前运营范围,且管理层用具体运营数量或里程碑支撑,并预期持续上升。转录中提到“84 signings this year, far more than the 47 we achieved in all of '22”,这是签约数量,属于运营产出(新系统签约)。另外“We also more than doubled installations in Q2 over Q1 of '23 with 20 in the period.”安装数量也上升。但有没有说达到历史最高?没有明确说“最高”,但说“far more than”去年的,且“on track to deliver significant growth”。还有“We now expect to program more than 40 local language films worldwide in '23, up from the 30 to 40 we initially projected.”这是内容数量。但问题要求“JUST REACHED THE HIGHEST LEVEL IN THE COMPANY'S OWN HISTORY OR A CLEAR STEP ABOVE ITS PRIOR OPERATING RANGE”,这里说84个签约,去年47个,是翻倍多,但没说历史最高。另外,Q2安装20个,比Q1翻倍,但也没说历史最高。还有“best July opening weekend ever”但那是票房,属于财务/票房,不是运营产出?票房是收入相关。问题明确说“physical or operational output — units produced, shipped, delivered, installed...” 签约和安装属于。但有没有说“record”或“step above”并预期继续?管理层说“we remain on track to deliver significant growth in system signings, installations, global box office and adjusted EBITDA for the full year.” 以及“The back half of the year as strong title”等。但重点在于有没有明确说达到历史最高?似乎没有。另外,关于“Oppenheimer”票房是财务表现,不是运营产出。所以可能没有达到标准。再检查:管理层说“84 signings this year, far more than the 47 we achieved in all of '22.” 这是明确高于去年,但没说历史最高。而且“we've grown our rest of world footprint by nearly 6%”是网络增长。没有直接说“record”。另外,他们提到“our best indexing”但那是比例。所以我认为答案是NO,因为没有明确说历史最高或清晰超过先前运营范围,而且没有明确预期继续上升的驱动因素?实际上,他们预期继续,但记录并未明确。所以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.