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

MaxLinear, Inc. (MXL) — this company's answers

NO on the Q2 2017 call 2017-08-08 C+
The model's full reasoning — Q2 2017 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多个现有商业关系最近扩大,并且这些扩大只部分反映在报告结果中,大部分贡献还在未来。 首先,寻找关于现有关系扩大的描述。在电话会议中,Kishore提到: - "we commenced production shipments of our technology 28-nanometer CMOS Microwave backhaul RF transceiver solution" 这是新产品,不是现有关系扩大。 - "We also commenced volume production shipments of our 20 twenty gigabit per second millimeter Wave backhaul modem solutions to a Tier 1 Chinese OEM." 这是新客户?可能。 - 关于MoCA和G.hn,提到"we have greatly expanded our wireline connectivity presence, having commenced shipments of our technology leading multi-gigabit MOCA 2.5 and near gigabit Wave-2 G.hn solutions." 这是产品扩展,但可能涉及现有客户。 - 关于Exar,提到"we're at the early stages of new platform growth drivers in the form of force-touch solution to the smartphones and power modules into Tier 1 Intel Purley base servers." 这是新平台,可能新客户。 但问题要求的是"existing commercial relationships"(现有商业关系)最近变大,即已有客户或合作伙伴扩大承诺。需要寻找多个这样的例子。 在回答中,Kishore提到: - "Within connected home, we anticipate double-digit year-on-year growth in our cable data business. During the second quarter, we witnessed the initial volume production ramp of DOCSIS 3.1 platforms for a major US cable operator." 这是一个现有客户(美国主要有线运营商)开始量产DOCSIS 3.1,这可能是现有关系扩大。 - "we also commenced shipments of our 3 gigabit MOCA 2.5 solution parallel with the continual ramp of 1 gigabit MOCA 2.1 shipment to a Tier 1 US telco operator." 这里提到向美国一级电信运营商持续出货MOCA 2.1,并开始出货MOCA 2.5,这可能是同一客户扩大。 - 关于卫星,提到"we witnessed sequential growth in our digital channel stacking products as new operators continue to ramp." 但"new operators"可能是新客户。 - 关于基础设施,提到"we witnessed strong growth in wireless infrastructure and c.LINK wireline broadband access in China, supplemented by initial contributions of G.Now deployments related to our Marvell's G.hn acquisition and Exar products shipping into enterprise and data center applications." 这里提到c.LINK和G.Now,但可能涉及新客户。 需要确认是否有多个现有关系扩大。在回答中,Kishore提到"we have broadened our operating engagements for last mile access that have already contributed meaningfully to Q2 revenue." 但未明确是现有客户。 另外,关于Exar,提到"we're at the early stages of new platform growth drivers" 但这是新平台,可能新客户。 问题要求"SEVERAL"(多个)现有关系扩大。在电话会议中,似乎没有明确说多个现有客户扩大。可能只有一两个例子。 此外,第二部分要求管理层说这些扩大只部分反映在结果中,大部分贡献还在未来。在电话会议中,Kishore提到"we are at the early stages" 对于Exar,但那是新平台。对于DOCSIS 3.1,提到"initial volume production ramp" 可能还在早期。但需要看是否有明确说"most of their contribution still ahead"。 在回答中,Adam提到"we expect Q3 2017 rev

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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.