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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

Fathom Holdings, Inc. (FTHM) — this company's answers

NO on the Q1 2023 call 2023-05-10 C
The model's full reasoning — Q1 2023 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/成员正在主动增加使用量，且这些关系仍有很大渗透空间。 关键点： - 管理层提到“agent referral program”和“free for life”计划，导致2023年3月是公司历史上通过代理推荐增长最强的一个月。这属于现有代理（客户）主动推荐新代理，但这是推荐新客户，不是现有客户增加使用量。 - 管理层提到“we also licensed our proprietary technology to over 750 brokerages through a recurring revenue subscription model”，但未提及现有经纪公司增加订阅或扩大使用。 - 关于抵押贷款和产权业务，管理层提到“we have seen a significant increase in the number of file starts from Fathom agents in the North Carolina and Dallas markets”，这属于现有代理使用附属服务增加，但这是否是“现有客户主动增加使用量”？代理是现有客户，他们选择使用更多服务，这可以视为现有关系深化。但管理层没有明确说这些代理是“lightly penetrated”或还有多少空间。 - 管理层提到“we also increased our agent network 18% to over 10,628 agents”，但这是新代理加入，不是现有代理增加使用。 - 关于DIA保险业务，收入增长7.5%，但未说明是现有客户增加还是新客户。 - 管理层提到“we continue to see progress across those businesses”，但未具体描述现有客户扩大使用。 关键问题：管理层是否明确描述了现有客户（如代理）正在主动增加使用量（如使用更多附属服务），并且这些关系仍有很大渗透空间？记录中，管理层提到“we have seen a significant increase in the number of file starts from Fathom agents in the North Carolina and Dallas markets”，这属于现有代理使用更多服务，但未说明这是否是“lightly penetrated”或还有多少空间。此外，管理层提到“our agent referral program continues to have a positive impact on our recruiting efforts”，但这是推荐新代理，不是现有代理增加使用。 整体上，管理层没有明确描述现有客户主动扩大使用量，也没有说这些关系仍有很大空间。增长主要来自新代理加入和整体市场表现。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.

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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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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.