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Still getting better as they speak

Still getting better as they speak: strength that has continued or built past the reported period, tied to named live dr

Calls Tested
487
Answered YES
106
Hit Rate
21.8%
rare by design

Belden Inc. (BDC) — this company's answers

NO on the Q4 2016 call 2017-02-02 B
The model's full reasoning — Q4 2016 call → NO我们根据提供的财报电话会议记录来回答。问题问管理层是否传达了业务积极势头在报告期后持续或加强,并且将这种持续性与至少一个已命名的、活跃的驱动因素联系起来。我们需要找到管理层原话中关于报告期后(即2016年Q4之后)的实际业务活动仍然强劲的证据,并指出具体的驱动因素。 检查记录:在Q4结果中,管理层提到第四季度订单强劲,例如Grass Valley订单增长11%,book-to-bill 1.05,并提到“we were excited to win a significant new IP project at one of the major networks”等。但关于报告期后的活动,管理层在展望部分提到:“we would expect that our industrial markets in total for next year are going to grow somewhere between 2% to 3%.” 但这是预测。是否有提到当前(即1月或2月)的活动?记录中John Stroup在回答关于点销售数据时说:“The point-of-sale information that we got for the month of December, in our Enterprise business in particular, was very strong... We don't yet have January point-of-sale information.” 所以,他们只有12月的数据,没有1月的数据。他们提到12月点销售强劲,但未确认1月持续。另外,关于订单,第四季度订单强,但没有说订单在1月仍强。管理层对未来展望是基于预期的,不是实际观察到的。 再看是否有其他语句表明势头延续到报告期后。在Broadcast部分,John说:“Grass Valley had very strong orders in the fourth quarter, book-to-bill of 1.05, and they entered the first quarter of 2017 much stronger than they did a year ago.” 这句话表示进入Q1时订单状况比去年强,但并未明确说Q1当前活动强劲,只是说“entered Q1 much stronger”可能暗示有订单积压,但未说实际活动仍强劲。另外,关于Enterprise,提到12月点销售强劲,但没有说1月。 此外,关于IP,他们提到了一个重要的IP订单,但那是第四季度,不是之后。 因此,管理层并没有明确表示报告期后的实际业务活动(如订单、销售)持续强劲或加速。他们只提到第四季度数据,以及对未来的展望。没有明确说“目前”仍然强劲。他们提到12月点销售强劲,但那是报告期内(12月是Q4最后一个月)。所以,没有证据表明有超越报告期的持续强度。 问题要求“continuing strength that extends past the reported period”并且“already observed in actual business activity”。管理层没有提到1月或2月的实际数据。他们提到“we don't yet have January point-of-sale information”,所以没有观察到。他们只有对未来的预测。因此,应该回答NO。 再确认是否有其他语句,比如关于工业市场,“discrete end markets... were up approximately 7% year-over-year in Q4”,但这是报告期内。关于未来,他们只是预测。 所以,答案是否定的。

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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 convey that the business's positive momentum HAS CONTINUED OR STRENGTHENED BEYOND THE PERIOD BEING REPORTED — that the improvement did not stop when the quarter closed, but is still running at the time management is speaking — AND does management tie that continuing strength to at least one NAMED, ALREADY-LIVE driver of the business rather than to hopes about conditions? Answer YES when management's own words convey BOTH halves of this one phenomenon, in whatever form fits the business: (1) STRENGTH THAT EXTENDS PAST THE REPORTED PERIOD. Management describes real business activity — such as orders, sales, bookings, customers, volumes, traffic, utilization, output, or wins — as having remained strong or gotten stronger in the latter part of the reported period AND/OR in the weeks since it ended, so that the pace at which the business is running NOW is at or above the level the reported results show. Any genuine expression of this counts, for example: momentum described as continuing or accelerating into the current quarter; activity since period-end described as strong, building, or ahead of the reported pace; trends that strengthened as the period progressed and are described as still in place; or management stating that what drove the quarter is still happening as they speak. The continuation must be presented as something already observed in actual business activity — not merely as guidance, a forecast, or general confidence about the year. (2) A NAMED, LIVE DRIVER BEHIND IT. When management explains why the strength is continuing, it points to at least one specific, identifiable driver that already exists and is already producing — such as a particular product, service, offering, customer or customer group, contract or program, market, channel, capability, or capacity that is currently generating the activity — rather than resting the continuation on hoped-for market recovery, seasonality, macro improvement, or generic optimism. The driver may take whatever form fits the industry; what matters is that management can say, in concrete terms, what is producing the ongoing strength and that it is in motion now. Answer NO if the reported period is weak, mixed, or merely stabilizing, so there is no strength to continue. NO if management describes the strong period but says nothing about activity continuing at or above that pace beyond it — a good quarter with only routine guidance is not this phenomenon. NO if the continuation is expressed only through forecasts, targets, pipeline, or hoped-for conditions rather than through observed activity. NO if management itself attributes the strength mainly to a one-time event, catch-up, pull-forward, easy comparison, or temporary condition it expects to fade, or describes momentum as slowing or normalizing. NO if the continuing strength is asserted only in generic terms ("momentum remains strong") with no identifiable live driver behind it anywhere on the call. NO if the continuation appears only in an analyst's question or model that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
WRBY Warby Parker Inc. Q1 2024 2024-05-09 A
AZEK The AZEK Company Inc. Q2 2024 2024-05-08 B+
CTRA Coterra Energy Inc. Q1 2024 2024-05-03 A
PPC Pilgrim's Pride Corporation Q1 2024 2024-05-03 A
CW Curtiss-Wright Corporation Q1 2024 2024-05-02 B+
ROCK Gibraltar Industries, Inc. Q1 2024 2024-05-01 B+
PDS Precision Drilling Corporation Q1 2024 2024-04-25 B
ASM Avino Silver & Gold Mines Ltd. Q4 2023 2024-03-21 C+
GIII G-III Apparel Group, Ltd. Q4 2024 2024-03-14 C
MNKD MannKind Corporation Q4 2023 2024-02-27 C
NICE NICE Ltd. Q4 2023 2024-02-22 B+
MET MetLife, Inc. Q4 2023 2024-02-01 B+
HP Helmerich & Payne, Inc. Q1 2024 2024-01-30 C
EMKR EMCORE Corporation Q4 2023 2023-12-12 C+
BRBR BellRing Brands, Inc. Q4 2023 2023-11-21 B+
SCPH scPharmaceuticals Inc. Q3 2023 2023-11-08 B
CMG Chipotle Mexican Grill, Inc. Q3 2023 2023-10-27 B+
TGLS Tecnoglass Inc. Q2 2023 2023-08-08 A
ET Energy Transfer LP Q2 2023 2023-08-02 C+
NMR Nomura Holdings, Inc. Q1 2024 2023-08-02 D
CTO CTO Realty Growth, Inc. Q2 2023 2023-07-28 B
IMAX IMAX Corporation Q2 2023 2023-07-26 B+
DAL Delta Air Lines, Inc. Q2 2023 2023-07-13 A
FTHM Fathom Holdings, Inc. Q1 2023 2023-05-10 C
BXSL Blackstone Secured Lending Fund Q1 2023 2023-05-10 A
BRX Brixmor Property Group Inc. Q1 2023 2023-05-02 A
TACT TransAct Technologies Incorporated Q4 2022 2023-03-08 A
VRE Veris Residential, Inc. Q4 2022 2023-02-22 D
ADPT Adaptive Biotechnologies Corporation Q4 2022 2023-02-14 C+
PI Impinj, Inc. Q4 2022 2023-02-08 B+
CNA CNA Financial Corporation Q4 2022 2023-02-06 B
UAL United Airlines Holdings, Inc. Q4 2022 2023-01-18 B
SIBN SI-BONE, Inc. Q3 2022 2022-11-07 C+
CHUY Chuy's Holdings, Inc. Q3 2022 2022-11-05 C+
SBGI Sinclair Broadcast Group, Inc. Q3 2022 2022-11-02 C
YMM Full Truck Alliance Co. Ltd. Q2 2022 2022-08-25 C+
ASTS AST SpaceMobile, Inc. Q2 2022 2022-08-15 D
TMCI Treace Medical Concepts, Inc. Q2 2022 2022-08-13 B+
WD Walker & Dunlop, Inc. Q2 2022 2022-08-09 C+
DM Desktop Metal, Inc. Q2 2022 2022-08-08 F
FLR Fluor Corporation Q2 2022 2022-08-05 D
XHR Xenia Hotels & Resorts, Inc. Q2 2022 2022-08-05 A
CRL Charles River Laboratories International Q2 2022 2022-08-03 C
IT Gartner, Inc. Q2 2022 2022-08-02 A
BRKL Brookline Bancorp, Inc. Q2 2022 2022-07-30 B+
INVH Invitation Homes Inc. Q2 2022 2022-07-28 B+
CME CME Group Inc. Q2 2022 2022-07-27 B
JBHT J.B. Hunt Transport Services, Inc. Q2 2022 2022-07-19 C+
OGI OrganiGram Holdings Inc. Q3 2022 2022-07-14 B+
ZVIA Zevia PBC Q1 2022 2022-05-12 B
VNRX VolitionRx Limited Q1 2022 2022-05-12 F
WHF WhiteHorse Finance, Inc. Q1 2022 2022-05-10 B+
HLIO Helios Technologies, Inc. Q1 2022 2022-05-10 C
BFIN BankFinancial Corporation Q1 2022 2022-05-06 A
CCRN Cross Country Healthcare, Inc. Q1 2022 2022-05-04 B
BXP Boston Properties, Inc. Q1 2022 2022-05-03 A
WRB W. R. Berkley Corporation Q1 2022 2022-04-26 B
FAT FAT Brands Inc. Q4 2021 2022-03-21 F
SOPH SOPHiA GENETICS SA Q4 2021 2022-03-15 C
HROW Harrow Health, Inc. Q4 2021 2022-03-10 C
NGVT Ingevity Corporation Q4 2021 2022-02-25 B
FLUX Flux Power Holdings, Inc. Q2 2022 2022-02-10 D
GTES Gates Industrial Corporation plc Q4 2021 2022-02-07 C+
EXP Eagle Materials Inc. Q3 2022 2022-01-27 B
OOMA Ooma, Inc. Q3 2022 2021-12-02 B+
GFS GLOBALFOUNDRIES Inc. Q3 2021 2021-11-30 A
RNW ReNew Energy Global Plc Q2 2022 2021-11-18 C
LOW Lowe's Companies, Inc. Q3 2021 2021-11-17 B+
KTB Kontoor Brands, Inc. Q3 2021 2021-11-04 A
SXC SunCoke Energy, Inc. Q3 2021 2021-11-01 A
ASAN Asana, Inc. Q2 2022 2021-09-01 B+
TJX The TJX Companies, Inc. Q2 2021 2021-08-18 C
OWL Blue Owl Capital Inc. Q2 2021 2021-08-10 B+
AMC AMC Entertainment Holdings, Inc. Q2 2021 2021-08-09 D
GNK Genco Shipping & Trading Limited Q2 2021 2021-08-07 A
EMR Emerson Electric Co. Q3 2021 2021-08-04 B+
ESRT Empire State Realty Trust, Inc. Q2 2021 2021-07-29 C+
UMH UMH Properties, Inc. Q3 2018 2018-11-02 C+
CUBI Customers Bancorp, Inc. Q3 2018 2018-10-26 C+
ROP Roper Technologies, Inc. Q2 2018 2018-07-26 A
CP Canadian Pacific Railway Limited Q2 2018 2018-07-19 B+
LAUR Laureate Education, Inc. Q1 2018 2018-05-13 B+
FSS Federal Signal Corporation Q1 2018 2018-05-12 A
ILMN Illumina, Inc. Q1 2018 2018-04-24 A
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
LIND Lindblad Expeditions Holdings, Inc. Q2 2017 2017-08-06 C
FLEX Flex Ltd. Q1 2018 2017-07-28 F
BIIB Biogen Inc. Q2 2017 2017-07-25 B
IONS Ionis Pharmaceuticals, Inc. Q1 2017 2017-05-09 C
ICFI ICF International, Inc. Q1 2017 2017-05-06 B+
BLKB Blackbaud, Inc. Q1 2017 2017-05-02 B+
SHOO Steven Madden, Ltd. Q1 2017 2017-04-21 C
ABR Arbor Realty Trust, Inc. Q4 2016 2017-03-03 B+
EVBN Evans Bancorp, Inc. Q4 2016 2017-02-06 B+
PRI Primerica, Inc. Q3 2016 2016-11-10 B+
NDSN Nordson Corporation Q3 2016 2016-08-23 A
NWSA News Corporation Q2 2016 2016-08-08 C+
GEO The GEO Group, Inc. Q2 2016 2016-08-02 B+
GES Guess?, Inc. Q1 2017 2016-05-25 F
ARKR Ark Restaurants Corp. Q1 2016 2016-05-13 B
GOGO Gogo Inc. Q1 2016 2016-05-06 C+
ESE ESCO Technologies Inc. Q2 2016 2016-05-03 A
RCL Royal Caribbean Cruises Ltd. Q1 2016 2016-04-29 C+
CAL Caleres, Inc. Q4 2015 2016-03-15 C+
HPP Hudson Pacific Properties, Inc. Q4 2015 2016-02-25 C
SAN Banco Santander, S.A. Q4 2015 2016-01-27 B

How the model reasoned

GES · Q1 2017 → YESThe question is about whether management conveys that the business's positive momentum has continued or strengthened beyond the period being reported, tied to a named, already-live driver. YES Management describes continued strength in Europe retail comps into Q2 ("up in the low double digits... maintaining the strong momentum we have seen since the second half of last year") and ties it to a specific, live driver: improved traffic and conversion rates. The wholesale order book also finished up 3%, confirming 3% growth in orders already placed. Product improvements are explicitly named as the underlying driver ("we are having a more comprehensive collection... improve our comps by generating more traffic... improve the product that we are offering"). This meets both criteria for continuation beyond the reported period tied to a named live driver.
ILMN · Q1 2018 → YESThe question is about whether management conveys that the business's positive momentum has continued or strengthened beyond the reported period, tied to a named, already-live driver. YES Management describes the sequencing consumables business as having "very exciting" trajectory and "tremendous momentum" that is "still in place" into the rest of 2018, explicitly tied to observed drivers already generating revenue in Q1 (NovaSeq, NextSeq, microarray, consumer genomics, oncology) and 2018 activity such as "approaching 100 orders" for iSeq and "growing interest" in single-cell research. They raise guidance based on these continuing trends rather than forecasts alone, confirming the strength has extended past the reported period through live business activity.
WRB · Q1 2022 → YESThe question is: Does management convey that the business's positive momentum HAS CONTINUED OR STRENGTHENED BEYOND THE PERIOD BEING REPORTED, and tie that to at least one NAMED, ALREADY-LIVE driver? ...NO The transcript shows management expressing confidence in Q1 momentum (especially March and later-quarter submissions in specialty/E&S) and noting that "every day that we are writing business in 2022 that goes by" is positive, but this is framed as ongoing daily activity within the current year rather than observed strength beyond the 2022 Q1 close. The call is April 25, 2022, so any post-quarter commentary is limited to general market trajectory comments without specific post-period-end activity metrics.

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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.