Question Bank › Relationships widening on the customers' initiat

Relationships widening on the customers' initiative, with the numbers still catching up

Calls Tested
449
Answered YES
5
Hit Rate
1.1%
rare by design

DHI Group, Inc. (DHX) — this company's answers

NO on the Q2 2017 call 2017-07-28 D
The model's full reasoning — Q2 2017 call → NO我们根据提供的财报电话会议记录来判断。问题问的是:管理层是否描述了多个现有商业关系最近变得更大(即现有客户、合作伙伴等选择了更广泛或更深入的承诺),并且管理层表示报告的结果只反映了这些扩大的早期部分,大部分贡献还在后面。 我们需要在记录中寻找相关描述。记录中提到了多个产品和服务,如Open Web、Lengo、getTalent等。但我们需要看是否有关于现有关系扩大的具体描述。 在Mike Durney的发言中,他提到:“Our sales approach of leading with Open Web First has proven to be successful since launch, and is driving our penetration of the social sourcing tool with recruitment package customers. The bucket-view model has driven up active Open Web clients two-fold from a year ago, and today, over a third of Dice annual customers are Open Web clients.” 这里说的是Open Web客户数量翻倍,但这是指现有客户采用Open Web?还是新客户?可能是指现有客户增加了Open Web的使用,但描述不够具体。另外,他提到“eFinancialCareers is broadening Lengo in its sales offering”,但这是指扩大销售,不是现有关系扩大。 关于ClearanceJobs,提到“ClearanceJobs has over 25,000 posted jobs today, up 67% year-over-year.” 这是职位数量增长,但可能来自新客户或现有客户。 关于getTalent,他说“adoption rate has been spotty”,没有提到扩大。 关于合作伙伴,提到“we secured a partnership with digital media site, Bustle”和“We've also partnered with Spiceworks”,但这些是新的合作伙伴,不是现有关系扩大。 关于Google for Jobs,提到“our job ads are included in the new Google for Jobs widget”,但这是新的合作,不是扩大。 所以,记录中似乎没有明确描述多个现有关系(如现有客户)选择扩大承诺。虽然提到Open Web客户数量增长,但可能包括新客户。而且没有明确说这些扩大只反映了早期部分,大部分贡献还在后面。 在Luc的发言中,他提到“we are seeing progress in the adoption of our new Dice solutions”,但也没有具体说现有关系扩大。 因此,根据问题要求,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 SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER — counterparties the company had already won (customers, accounts, partners, distributors, members, or programs) that have, in the recent period, chosen to take a wider or deeper commitment than they had before — AND does management convey that the reported results reflect only the early part of these widenings, with most of their contribution still ahead? Answer YES when management's own words convey BOTH halves of this one phenomenon, in whatever form fits the business: (1) MULTIPLE EXISTING RELATIONSHIPS HAVE RECENTLY WIDENED, BY THE COUNTERPARTY'S OWN CHOICE. Management recounts that more than one already-established counterparty has stepped up its commitment in the recent period — in whatever form fits the industry, such as: existing customers adding locations, sites, users, lines, units, or departments; accounts that started with one product or use now taking additional ones; partners or distributors extending the relationship into new territories, categories, or scope; early deployments being broadened by the same counterparty; repeat orders arriving meaningfully larger than the initial ones; or relationships moving from an initial phase into a bigger committed phase. The widenings must be described as real and recent — decisions the counterparties actually made, with the resulting business signed, ordered, begun, or already flowing — not hoped for, in negotiation, or merely a pipeline. The pattern should span more than one relationship rather than a single large deal, and the growth should come from the counterparties choosing to take more, not merely from price increases pushed onto the same volumes. (2) THE NUMBERS ARE STILL CATCHING UP, AND MANAGEMENT SAYS SO. Management conveys, directly or plainly in substance, that these widened commitments have contributed only partially to the results being reported — because the expansions began recently, are still ramping toward their intended level, or have most of their delivery, rollout, or volume scheduled ahead — so the just-reported numbers understate the level of business these relationships have already committed to. Management should treat this widening pattern as meaningful to where the company is heading, discussing it as part of the company's trajectory rather than as a passing detail. Answer NO if the growth discussed comes mainly from winning brand-new customers, new markets, or new logos rather than from existing relationships getting bigger. NO if only one relationship is described as widening, however large. NO if the widenings are only hoped for, proposed, in pilot with no commitment, or contingent on decisions not yet made. NO if the increase is chiefly price increases on unchanged volumes, ordinary reorders at the usual size, or routine fluctuations in order timing. NO if the widened business is already fully reflected in the reported results, with no meaningful contribution still ahead. NO if management attributes the step-ups mainly to a one-time event, catch-up, pull-forward, or temporary condition it expects to fade. NO if the pattern appears only in an analyst's question or model that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
DUOT Duos Technologies Group, Inc. Q4 2023 2024-04-01 F
ZVIA Zevia PBC Q1 2022 2022-05-12 B
ATI Allegheny Technologies Incorporated Q1 2018 2018-04-24 B
PTC PTC Inc. Q3 2017 2017-07-19 C+
GOGO Gogo Inc. Q1 2016 2016-05-06 C+

How the model reasoned

ATI · Q1 2018 → YESThe question is: Does management describe that SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER — counterparties the company had already won that have chosen to t...YES The transcript shows management describing multiple existing relationships (major engine OEM customers, Pratt & Whitney/UTC, Boeing, Airbus, and other aerospace/defense customers) that have recently widened commitments through production ramps, emergent demand above contractual share, and long-term agreements. It also conveys that these widenings are still ramping 2018 as an early phase of multi-year expansion, with most of the contribution ahead in 2019–2020.
GOGO · Q1 2016 → YESThe question is: Does management describe that SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER — counterparties the company had already won that have chosen to t...YES The transcript shows management describing multiple existing relationships that recently widened: Delta increased its commitment to more than 600 2Ku aircraft (bringing total awarded over 1,000), and Air Canada extended its relationship to the entire wide-body international fleet. These are presented as recent decisions by established counterparties.
ZVIA · Q1 2022 → YESThe question is: Does management describe that SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER — counterparties the company had already won that have chosen to t...

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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.