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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

Pacira BioSciences, Inc. (PCRX) — this company's answers

NO on the Q4 2017 call 2018-02-28 C
The model's full reasoning — Q4 2017 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（扩大规模、增加站点、产品范围等），并且这些关系仍处于早期渗透阶段，还有很大增长空间。 在电话会议中，管理层提到了多个合作伙伴关系，如与J&J的合作、与Trinity Health、Aetna、美国外科医师学会等的合作。具体来看： - 关于J&J合作，Scott Braunstein提到“我们的合作继续推进，团队在建立关系方面取得了进展”，并提到“激活账户数量持续增长”，以及“J&J承诺将PEAK项目数量增加六倍”，并提到“已经完成或计划中的PEAK项目数量已经超过去年全年的数量”。这表明J&J正在扩大活动，但这是否是“现有关系深化”还是“新活动”？J&J是合作伙伴，他们正在增加投入，但这是否是“现有客户”的扩展？J&J是合作方，不是客户。但管理层提到“J&J的资源投入”和“共同承诺”，这可以视为合作伙伴关系的深化。 - 关于Trinity Health，Dave Stack提到“Trinity关系在战略上很重要”，并提到“我们正在通过Trinity开发一些探路者机会，这些机会将在2018年推广到整个组织”。这表明Trinity关系正在深化，但尚未完全渗透。 - 关于Aetna，Dave Stack提到“Aetna在其网站上宣传EXPAREL和减少阿片类药物”，并提到“Aetna CMO在参议院听证会上特别提到了与Pacira的合作”，以及“我们正在与Aetna合作，将机会扩展到口腔颌面外科之外”。这表明Aetna关系正在扩展。 - 关于其他合作伙伴，如WellStar、ISQIC、CTCA、UTMC等，这些是新的合作，但管理层提到这些是“新合作”，可能不是现有关系的深化。 关键点：管理层是否描述了现有合作伙伴已经主动采取更多行动？例如，J&J增加了PEAK项目数量，这可以视为J&J主动增加投入。但J&J是合作方，不是客户。对于客户（医院、医疗系统），管理层提到“激活账户数量持续增长”，但这是否是现有账户的扩展？还是新账户？没有明确说明。 另外，管理层提到“我们继续看到脊柱市场最大的兴趣”，但这是否是现有关系的深化？ 关于“轻渗透”的表述：Dave Stack在回答关于CMS的问题时说“这是一个巨大的机会”，但那是关于报销的。对于现有关系，管理层没有明确说“这些关系只渗透了一小部分”。 在回答关于Trinity的问题时，Dave Stack说“我们正在通过Trinity开发一些探路者机会，这些机会将在2018年推广到整个组织”，这暗示了还有更多空间，但这是计划中的，不是已经发生的。 在回答关于Aetna的问题时，他说“我们正在与Aetna合作，将机会扩展到口腔颌面外科之外”，这也是计划中的。 关于J&J，Scott说“J&J承诺将PEAK项目数量增加六倍”，这是承诺，不是已经发生的。但他说“已经完成或计划中的PEAK项目数量已经超过去年全年的数量”，这表示已经发生了一些。 但整体上，管理层没有明确描述现有客户（如医院）已经主动增加使用量或扩大范围。他们提到“激活账户”增长，但那是新账户还是现有账户的扩展？没有明确。 此外，管理层提到“我们继续看到脊柱市场最大的兴趣”，但那是市场兴趣，不是现有关系的深化。 因此，我认为管理层没有明确描述现有关系已经发生实质性扩展，并且这些关系仍处于早期渗透阶段。他们更多是描述新合作和计划中的扩展。 所以答案应为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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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.