Repeat expansion inside the base while new logos still arrive

Companies that answered YES

How the model reasoned

TGLS · Q2 2023 → YESThe question is: Does management describe BOTH (1) existing counterparties increasing what they take, and (2) new counterparties arriving, as already happening? YES Management describes both sides as already occurring: existing customers are visibly increasing volume through larger orders and broader product offerings (e.g., “sell customers more stand-alone products,” “growing backlog,” “momentum we are seeing in large project demand”), while new counterparties are arriving via dealership expansion, geographic expansion, and 15%+ growth in single-family residential and 48% in multifamily segments, plus “landing new projects” in new zones and “opening more showrooms.” These are presented as current, real activity driving the company’s position, not hopes or pipelines.

CUBI · Q3 2018 → YESThe question is: Does management describe BOTH existing counterparties increasing what they take AND new counterparties arriving, as already happening? YES Management describes both sides as already occurring in the recent period. For existing counterparties, they note BankMobile deposits continuing to increase, student business customers viewing the product as core and seeing average deposits grow, and C&I lending growing 15% YoY, all presented as current behavior. For new counterparties, the CB digital bank launch is generating $52-100M monthly core deposit growth, with escrow balances increasing significantly starting Q3, and modest increases from the new consumer loan offerings with Upstart. These are framed as real activity driving growth, not projections or hopes.

SGRY · Q2 2022 → YESThe question is: Does management describe BOTH (1) existing counterparties increasing what they take from the company, and (2) new counterparties arriving, as already happening? NO The transcript shows new physician recruits (new counterparties) and same-facility revenue/case growth (existing sites doing more volume), but does not describe existing physicians or accounts visibly increasing their volume, cases, or scope with the company as current, observed behavior. The cohort comments compare new groups to prior new groups rather than showing deepening with already-won physicians. Growth is presented as coming from both new arrivals and facility expansions, but the deepening side is not framed as real, present-tense activity from existing relationships.

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