Still getting better as they speak: strength that has continued or built past the reported period, tied to named live dr
The model's full reasoning — Q3 2018 call → NOWe need to determine if management conveys that positive momentum has continued or strengthened beyond the reported period, and ties that to a named, already-live driver. The call is Q3 FY2018, which ended around June 30, 2018 (since it's released in August). Management discusses quarter results and guidance. They mention revenue growth, but do they say that the strength is continuing after quarter-end? Look for statements about current activity, orders, customer activity, etc. They mention "we are pleased to report strong operating performance" and "underlying core business performed well." They update guidance upward for the full year, but guidance is about expectations, not observed activity beyond quarter. They also discuss progress in clinical trials, pipeline, etc. But do they say that the momentum has continued after the quarter? For example, they talk about Abbott partnership, but that's a contract. They talk about pipeline but not current sales. They mention "we continue to evolve our clinical experience" and "we continue to have active and ongoing strategic in this product for multiple parties" - but that's about product evaluation, not necessarily revenue strength. They also say "we are progressing towards commercial agreements" - that's future. They also talk about "with Abbott arrangement in place, we are prioritizing resources" - that's about spending. Look for phrases like "momentum continues" or "strength has continued" or "since quarter end we have seen..." Not present. They do raise full-year revenue guidance, but that's based on Q3 results and expectations, not necessarily on observed post-quarter activity. They also mention that "we are on track" for various things. The key is: does management say that the positive momentum has continued or strengthened beyond the period being reported? They don't explicitly say that. They describe the quarter as strong but don't state that it's continuing into the current quarter. They give guidance, but guidance is not observed activity. They also mention "better than expected revenue performance" for the quarter. No mention of post-quarter pace. Also, they talk about "we continue to have active and ongoing strategic in this product" - but that's about product interest, not necessarily revenue. They also mention "we're progressing towards commercial agreements" - that's future.
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|---|---|---|---|---|
| WRBY | Warby Parker Inc. | Q1 2024 | 2024-05-09 | A |
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| 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+ |
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| FLR | Fluor Corporation | Q2 2022 | 2022-08-05 | D |
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| OGI | OrganiGram Holdings Inc. | Q3 2022 | 2022-07-14 | B+ |
| ZVIA | Zevia PBC | Q1 2022 | 2022-05-12 | B |
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| 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+ |
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| LIND | Lindblad Expeditions Holdings, Inc. | Q2 2017 | 2017-08-06 | C |
| FLEX | Flex Ltd. | Q1 2018 | 2017-07-28 | F |
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| NWSA | News Corporation | Q2 2016 | 2016-08-08 | C+ |
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| 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 |
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.