Running hot in customers' hands: existing deployments are being used harder than they were sized for
The model's full reasoning — Q2 2017 call → NOWe need to determine if management describes that the company's product/service is being used more intensively by existing customers than originally planned, with observable current usage behavior. The transcript mentions various products like Open Web, Lengo, getTalent, etc. Let's look for any statement about existing customers using more than expected. Mike Durney says: "The bucket-view model has driven up active Open Web clients two-fold from a year ago, and today, over a third of Dice annual customers are Open Web clients." That's about adoption, not intensity per customer. "Lengo leverages Open Web data..." No mention of usage intensity. "getTalent" adoption spotty. No mention of existing customers consuming more. The only thing about usage is "time to hire" record, but that's market condition. No statement about existing customers using more than planned. So answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| APYX | Apyx Medical Corporation | Q4 2023 | 2024-03-21 | C |
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| ADPT | Adaptive Biotechnologies Corporation | Q4 2022 | 2023-02-14 | C+ |
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| FLYW | Flywire Corporation | Q1 2022 | 2022-05-14 | B+ |
| SOPH | SOPHiA GENETICS SA | Q4 2021 | 2022-03-15 | C |
| RELY | Remitly Global, Inc. | Q4 2021 | 2022-03-02 | B |
| ASAN | Asana, Inc. | Q2 2022 | 2021-09-01 | B+ |
| TJX | The TJX Companies, Inc. | Q2 2021 | 2021-08-18 | C |
| WES | Western Midstream Partners, LP | Q3 2018 | 2018-10-31 | D |
| HOLX | Hologic, Inc. | Q4 2017 | 2017-11-08 | D |
| BCE | BCE Inc. | Q2 2017 | 2017-08-05 | B+ |
| CCOI | Cogent Communications Holdings, Inc. | Q2 2017 | 2017-08-03 | B |
| GEO | The GEO Group, Inc. | Q2 2016 | 2016-08-02 | B+ |
TJX · Q2 2021 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...
WES · Q3 2018 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...
BCE · Q2 2017 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...