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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

Gogoro Inc. (GGR) — this company's answers

NO on the Q1 2023 call 2023-05-11 D
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/会员/项目正在主动采取或承诺更多行动（扩大规模、增加站点、产品、范围等），并且这些关系仍处于低渗透率，还有很大增长空间。 在记录中，管理层提到了多个国际市场的试点项目，例如菲律宾、新加坡、印度等。但这些都是新市场的新试点，不是现有关系的深化。关于台湾市场，管理层提到订阅用户持续增长，但这是整体用户增长，没有具体描述现有用户主动扩大使用量或增加站点。关于Enel X合作，从试点转向商业化部署，这可以视为现有合作伙伴关系的深化，但这是从试点到商业化的阶段升级，且是单一合作伙伴。管理层提到“我们最近宣布了超过2,500个柜子、1,000多个换电站点的商业部署”，这确实是现有合作关系的扩展，但这是否属于“现有客户主动采取更多行动”？Enel X是合作伙伴，从试点到商业化是深化，但管理层没有明确说这些关系仍处于低渗透率，还有很大空间。另外，关于韩国市场，管理层提到从试点进入B2B阶段，有70个站点，计划年底200个站点，这算是现有关系的扩展，但也是单一市场。 关键点：管理层是否描述了现有关系正在主动扩大，并且还有很大空间？在记录中，管理层提到“我们继续看到订阅用户增长”，但这是整体增长，没有具体说现有用户增加使用量。关于国际扩张，主要是新市场试点，不是现有关系的深化。关于Enel X，从试点到商业化是深化，但管理层没有说还有多少空间。此外，管理层提到“我们预计在2023年下半年推出车辆”，这是未来计划，不是已发生的。 因此，没有明确描述现有关系正在主动扩大且低渗透。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

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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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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.