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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

OPKO Health, Inc. (OPK) — this company's answers

NO on the Q1 2022 call 2022-05-09 D
The model's full reasoning — Q1 2022 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/合作伙伴已经主动采取更多行动，并且这些关系仍有很大渗透空间。 关键点： 1. 现有关系扩展行为：Jon Cohen 提到 BioReference 的临床基础业务量环比增长4%，得益于 UnitedHealthcare 和 Aetna 的优选地位。非侵入性产前检测业务同比增长219%，STI 和宫颈癌业务同比增长，肿瘤业务同比增长5%，OncoCyte 检测量在过去12个月翻倍。这些是现有客户/合作伙伴的扩展。此外，Scarlet Health 与 Teladoc 和 MVP Healthcare 建立了新关系，但那是新客户。现有关系如医院转诊业务每月增加，合作伙伴关系增加护理中心、医院和雇佣医生。这些表明现有关系在扩展。 2. 渗透空间：管理层是否表示这些关系仍有很大空间？Jon Cohen 提到“我们的商业支付方互动继续成功，Aetna 的优选地位于今年1月1日生效”，但未明确说这些关系仍轻度渗透。然而，关于 4Kscore 测试，提到“我们制定了增长计划以获取商业健康计划的额外报销覆盖”，暗示现有测试在更多支付方中仍有空间。但更直接的是，关于 Scarlet Health，提到“服务现已覆盖美国大部分地区，我们正从支付方获得额外报销，覆盖超过8500万患者”，但未明确说这些关系仍轻度渗透。不过，整体上，管理层强调核心业务增长，但未明确说现有关系仍轻度渗透。 再仔细看：Jon Cohen 说“我们的商业支付方互动继续成功，我们的优选地位与 Aetna 于今年1月1日生效。我们临床基础业务量环比增长4%，得益于 UnitedHealthcare 和 Aetna 的优选地位。”这暗示现有支付方关系带来了更多业务，但未说这些关系仍轻度渗透。关于 4Kscore，说“我们制定了增长计划以获取额外报销覆盖”，这是未来计划，不是当前已发生的扩展。 关于 Scarlet Health，提到“我们正在从支付方获得额外报销，覆盖超过8500万患者”，但这是新服务，不是现有关系的扩展。 关键：管理层是否明确说现有关系仍有很大空间？在电话会议中，没有直接说“这些关系仍轻度渗透”或类似表述。但提到“我们的参考实验室业务从医院继续扩展，我们每月增加更多医院”，这暗示现有医院关系在扩展，但未说这些医院还能提供更多。 此外，关于 COVID 测试，提到“COVID 量在2月和3月下降，但当前稳定”，没有提到现有客户增加量。 总体来看，管理层描述了现有关系的扩展（如支付方优选地位带来的量增、肿瘤业务增长等），但未明确说这些关系仍轻度渗透。不过，从上下文看，这些扩展是真实的，且管理层提到“我们继续投资于商业组织”，但未明确说现有关系仍有很大空间。 再考虑：管理层提到“我们的核心临床实验室业务将继续改善”，但未说现有关系仍轻度渗透。 因此，我认为答案应为 NO，因为虽然描述了现有关系的扩展，但未明确说这些关系仍轻度渗透，且部分扩展归因于新客户（如 Teladoc 等）。 但注意：问题要求“both halves come through in management's own words”。这里，扩展行为有描述，但渗透空间未明确。所以答案 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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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.