Running hot in customers' hands: existing deployments are being used harder than they were sized for
The model's full reasoning — Q3 2016 call → NOWe need to determine if management describes existing customers using the product/service more intensively than originally planned, as an observable current pattern. The transcript mentions growth in carrier services due to additional agencies coming under management, not necessarily heavier usage per existing customer. There is mention of revenue mix swinging towards higher margin managed services and technical refreshes as captive agency relationships mature, but that's not necessarily usage intensity. The Coast Guard is a new agency, not existing. The identity management ATO is a new credential, not existing usage. AT&T is a new partnership. No clear statement of existing customers consuming more than planned. The question asks for YES only if there is a coherent phenomenon of existing base running hot. I don't see that. Growth is from new agencies, new contracts, new customers. So answer NO.
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|---|---|---|---|---|
| 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...