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Repeat pull from proven relationships plus room left

Repeat pull from proven relationships plus room left: the installed base is expanding on its own initiative and is still

Calls Tested
499
Answered YES
37
Hit Rate
7.4%
rare by design

The AES Corporation (AES) — this company's answers

NO on the Q1 2024 call 2024-05-03 C+
The model's full reasoning — Q1 2024 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现有客户/合作伙伴已经主动采取或承诺更多业务，并且这些关系仍有很大渗透空间。 关键点： 1. 管理层提到与亚马逊签署了Bellefield项目二期合同，增加了500MW太阳能和500MW储能，整个项目共2GW，是最大的太阳能+储能项目。这是现有客户（亚马逊）的扩展。 2. 管理层提到“我们与科技公司签订了近6GW的长期合同”，包括谷歌、微软、亚马逊等，并说“我们完全支持这些公司承诺采购无碳能源”。 3. 管理层提到“我们看到了科技公司和数据中心对可再生能源的强劲且加速的需求”，并说“我们处于领先地位”。 4. 关于渗透空间：管理层说“我们拥有66GW的管道”，并强调“所有项目都包含一定程度的土地控制和并网申请”，但这是未来项目，不是现有客户扩展。 5. 管理层提到“我们与科技公司的合同是长期合同”，但未明确说这些关系仍有多少未开发空间。 6. 管理层提到“我们与亚马逊的Bellefield项目是最大的”，但这是单一客户的大单，不是多个客户。 7. 管理层提到“我们与科技公司的合作是多年来的”，但未明确说现有客户是否在主动增加订单。 检查条件： (1) 现有客户是否在近期主动扩大？亚马逊的Bellefield二期是明确的现有客户扩展，但这是否是“多个账户”？管理层提到“我们与科技公司签订了近6GW的合同”，但未具体说明多个客户是否都在扩大。不过，管理层说“我们看到了科技公司和数据中心的需求加速”，并提到“我们与谷歌、微软、亚马逊等合作”，但未明确说这些客户都在扩大。只有亚马逊的例子是明确的。 (2) 管理层是否表示这些关系仍有很大空间？管理层提到“我们拥有66GW的管道”，但这是新项目，不是现有客户扩展。管理层没有明确说现有客户还能再买多少。管理层说“我们看到了强劲且加速的需求”，但这是整体需求，不是针对现有客户。 此外，管理层提到“我们与科技公司的合同是长期合同”，但未说这些合同是否只占客户需求的一小部分。 因此，虽然亚马逊是现有客户扩展，但这是否是“多个账户”？管理层没有明确说多个客户都在扩大。而且，管理层没有明确说这些关系仍有很大渗透空间。管理层提到“我们看到了需求”，但未说现有客户还能再买多少。 所以，答案应为NO，因为增长主要归因于新客户或整体需求，而非现有客户主动扩大，且未明确说现有关系仍有很大空间。 但注意：管理层提到“我们与亚马逊的Bellefield项目是最大的”，这是现有客户扩展，但这是单一账户。管理层也提到“我们与科技公司签订了近6GW的合同”，但未说这些客户是否都在扩大。因此，不满足“多个账户”的条件。 另外，管理层提到“我们看到了科技公司和数据中心的需求加速”，但这是整体需求，不是现有客户行为。 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 describe that counterparties the company has ALREADY SERVED AND PROVEN ITSELF WITH — existing customers, accounts, partners, members, or programs — are CURRENTLY, ON THEIR OWN INITIATIVE, TAKING OR COMMITTING TO MEANINGFULLY MORE from the company than they previously did (larger or earlier reorders, broader deployments, added sites, products, or scope, relationships stepped up to bigger phases), AND does management convey that these same relationships remain LIGHTLY PENETRATED — that what these counterparties have taken so far is still a small share of what they could take — so that the expansion now visible is early? Answer YES when both halves come through in management's own words as one coherent, present-tense story, in whatever form fits the business: (1) real expansion behavior already occurring in the recent period across more than an isolated account — driven by the counterparties' own choice after direct experience, not by price increases pushed onto unchanged volumes, and not merely contractual auto-renewal; and (2) management conveying, directly or plainly in substance, that substantial room remains inside these same relationships — more sites, volume, scope, or usage those counterparties could still take — with the fuller contribution ahead of the reported results. Answer NO if growth is attributed mainly to new-customer wins with nothing about existing relationships deepening. NO if the expansion is only hoped for, in pipeline, or projected. NO if the deepening rests on a single account or a one-time bulge management expects to fade. NO if management indicates the relationships are already substantially penetrated with little room left. NO if retention or loyalty language is generic with no observed expansion behavior described. NO if the pattern appears only in an analyst's question that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
PPC Pilgrim's Pride Corporation Q1 2024 2024-05-03 A
DUOT Duos Technologies Group, Inc. Q4 2023 2024-04-01 F
GIII G-III Apparel Group, Ltd. Q4 2024 2024-03-14 C
KOPN Kopin Corporation Q4 2023 2024-03-14 C+
DASH DoorDash, Inc. Q3 2023 2023-11-01 C+
SPT Sprout Social, Inc. Q2 2023 2023-08-04 B+
AFL Aflac Incorporated Q2 2023 2023-08-02 C+
CARS Cars.com Inc. Q1 2023 2023-05-06 B
CALX Calix, Inc. Q1 2023 2023-04-20 C+
TOST Toast, Inc. Q4 2022 2023-02-16 C+
ADPT Adaptive Biotechnologies Corporation Q4 2022 2023-02-14 C+
PI Impinj, Inc. Q4 2022 2023-02-08 B+
DM Desktop Metal, Inc. Q2 2022 2022-08-08 F
FLYW Flywire Corporation Q1 2022 2022-05-14 B+
ZVIA Zevia PBC Q1 2022 2022-05-12 B
FARM Farmer Bros. Co. Q3 2022 2022-05-07 D
FAT FAT Brands Inc. Q4 2021 2022-03-21 F
SOPH SOPHiA GENETICS SA Q4 2021 2022-03-15 C
CYBR CyberArk Software Ltd. Q3 2021 2021-11-04 B+
ASAN Asana, Inc. Q2 2022 2021-09-01 B+
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
DGX Quest Diagnostics Incorporated Q2 2021 2021-07-22 B+
ADSK Autodesk, Inc. Q3 2019 2018-11-20 A
YUM Yum! Brands, Inc. Q2 2018 2018-08-02 C
ORAN Orange SA Q2 2018 2018-07-26 B
MKC McCormick & Company, Incorporated Q2 2018 2018-06-28 C+
CVS CVS Health Corporation Q1 2018 2018-05-02 B+
BCOV Brightcove Inc. Q1 2018 2018-04-26 B+
ILMN Illumina, Inc. Q1 2018 2018-04-24 A
ATI Allegheny Technologies Incorporated Q1 2018 2018-04-24 B
UPLD Upland Software, Inc. Q4 2017 2018-03-08 C+
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
PTC PTC Inc. Q3 2017 2017-07-19 C+
WYY WidePoint Corporation Q3 2016 2016-11-09 D
GOGO Gogo Inc. Q1 2016 2016-05-06 C+
WK Workiva Inc. Q4 2015 2016-03-01 B

How the model reasoned

ZVIA · Q1 2022 → YESThe question is about whether management describes existing customers taking more from the company on their own initiative, and that these relationships are still lightly penetrated. YES Management describes existing customers (households and Club channel buyers) already taking meaningfully more through velocity (51% of growth), higher buy rates (+9%), and heavier consumption in the food channel, while conveying that these relationships remain lightly penetrated with substantial room ahead (new households, expanded flavors, broader deployments). This is 100% present-tense, driven by counterparties’ own choice after direct experience, not price hikes or auto-renewal, and the expansion is already occurring across multiple accounts rather than isolated or projected.
PI · Q4 2022 → YESThe question is about whether management describes existing customers expanding their business with the company, and that these relationships are still lightly penetrated. YES The transcript shows management describing existing customers expanding through program expansions, broader deployments, and continued system deployments that are already occurring and expected to drive large volumes in 2023 and beyond, while conveying that these relationships remain lightly penetrated with substantial room for further growth in scope, sites, and usage.
CVS · Q1 2018 → YESThe question is about whether management describes existing customers taking more from the company on their own initiative, and that these relationships are still lightly penetrated. YES The transcript shows management describing existing partnerships (Optum and Cigna clients) already taking more programs through an uptick in CVS Pharmacy and MinuteClinic offerings, driven by the companies' own adoption after experience, with continued opportunities for 2020 and beyond indicating substantial room remains in those relationships.

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