Repeat pull from proven relationships plus room left

Lindblad Expeditions Holdings, Inc. (LIND) — this company's answers

The model's full reasoning — Q2 2017 call → NO我们根据提供的电话会议记录，判断管理层是否描述了现有客户/合作伙伴正在主动增加业务量，且这些关系仍有很大渗透空间。 关键点： - 管理层提到“cross-selling opportunities across the audiences”和“Natural Habitat”收购后“exceed our original expectations”，且“both brands benefiting substantially as we find productive and accelerated cross-selling opportunities”。这表明现有客户群之间正在发生交叉销售，即现有客户在购买更多。 - 管理层说“we are not seeing any degradation in reservations on our existing vessels”，且“demand is broad-based, with growth across virtually all segments and destinations”。这暗示现有客户在继续预订。 - 关于渗透空间：管理层说“expedition cruising is in its infancy, with tremendous growth opportunity”，且“we are convinced that there's more activity as announced in the expedition space”，但这是行业层面。对于现有关系，管理层提到“we continue to explore all opportunities”和“we are seeing very, very strong initial bookings for the National Geographic Venture”，但Venture是新船，不是现有客户。 - 更直接的是，管理层提到“we have not seen any degradation in reservations on our existing vessels, giving us further confidence that there is substantial demand that can be fulfilled with expanded capacity.” 这暗示现有船只的需求仍然强劲，但这是否意味着现有客户在增加购买？可能。 - 关于“lightly penetrated”，管理层没有明确说现有客户只占其潜在消费的一小部分。他们提到“the percentage of past guests on any given voyage is entirely dependent on where it is”，但未说这些客户还有多少未开发。 - 然而，管理层提到“we are seeing very, very strong initial bookings for the National Geographic Venture”和“we continue to work towards finalizing the contract... for our new blue-water ships”，这些是新船，不是现有客户。 - 交叉销售方面，管理层说“we are getting more aggressive in terms of our cross marketing and it's proving to be a boon for both companies”，这暗示现有客户正在被交叉销售，但未明确说这些客户已经采取了更多行动。 - 管理层提到“we had the highest booking day in the company's history”和“bookings for future years travel was up nearly 50% more than July a year ago”，但这是整体预订，可能包括新客户。 关键问题：管理层是否明确描述了现有客户（如Nat Hab的客户）正在主动增加购买？他们提到“cross-selling opportunities”和“both brands benefiting”，但未具体说现有客户已经采取了更多行动。他们提到“we are not seeing any degradation in reservations on our existing vessels”，但这只是说没有下降，不是说增加。 关于“lightly penetrated”，管理层没有直接说现有客户还有多少空间。他们提到“expedition cruising is in its infancy”，但那是行业。 因此，我认为答案是否定的，因为管理层没有明确描述现有客户正在主动增加购买量，也没有明确说这些关系仍处于早期渗透阶段。他们主要谈论整体预订增长和新船需求。 所以回答NO。

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