Question Bank › Tempo shift: the rhythm of the business has visi

Tempo shift: the rhythm of the business has visibly quickened, and management ties it to real current activity

Calls Tested
479
Answered YES
24
Hit Rate
5%
rare by design

Asana, Inc. (ASAN) — this company's answers

NO on the Q2 2022 call 2021-09-01 B+
The model's full reasoning — Q2 2022 call → NOWe need to determine if management conveys that the rhythm of the business has recently quickened, with concrete grounding. Look for statements about faster pace, shorter timelines, quicker decisions, etc. In the transcript, Dustin says: "We accelerated revenues, accelerated enterprise customer growth and increased dollar-based net retention rates across the board." That's about growth rates, not necessarily tempo of business processes. Chris mentions: "We continue to see record top of funnel growth." That's volume, not speed. Tim: "We are seeing more of the trend shifting towards more expansion as we get more larger deals." Not about speed. Dustin: "We are seeing record top of funnel volume, demand around the globe, and rapid expansions within our customer base." "Rapid expansions" could imply speed, but it's about growth rate. Chris: "We saw another Fortune 50 company expand their deployment to more than 25,000 seats." That's a fact, but not about speed. Anne: "the importance of clarity and really knowing who's doing what by when in an environment of such rapid change and uncertainty" - that's about environment, not their own business tempo. Dustin: "We are now at a $358 million GAAP revenue run-rate." Not about tempo. Look for phrases like "faster," "quicker," "shorter," "less time," "pulled forward," etc. In the IDC study: "33% less time spent on e-mails; and 42% faster execution of business processes." That's about customer benefits, not the company's own rhythm. Chris: "We are seeing strong expansion within our existing customer base, particularly with our larger customers." Not about speed. Tim: "We are seeing increased expansion on a cohort basis, and we're seeing improved adoption on a cohort basis." Not about speed. Dustin: "We are seeing a lot of excitement, especially around Universal Reporting. So we're actually just diving into some stats in the past few weeks. And our largest customers, in each of them, we see hundreds of dashboards being created and shared." That's about adoption, but not about speed. Chris: "We are aggressively hiring around the world on the sales and go-to-market teams to ensure global coverage for demand." That's about hiring, not tempo.

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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 RHYTHM OF THE BUSINESS HAS RECENTLY QUICKENED — that things which used to take the company or its counterparties a long time are now happening noticeably faster — and does management ground this quickening in real, current activity rather than in hopes or plans? Answer YES when management's own words convey, in whatever form fits the business, that the pace at which business gets done has stepped up recently, and that this faster pace is visible in things actually happening now. The quickening may show up on EITHER side of the company's dealings, and any genuine expression of it counts — for example: customers or counterparties deciding, committing, signing, ordering, adopting, or expanding more quickly than they used to, with less deliberation, shorter evaluations, or fewer delays; deals, projects, approvals, openings, launches, installations, ramps, or conversions completing in less time than the company's own recent norm; work or demand arriving sooner than expected, with timelines being pulled forward rather than pushed back; the company itself now moving through its own steps — building, hiring, shipping, onboarding, launching — at a faster cadence than before, in response to what is in front of it; or management describing that the interval between winning business and delivering it, or between starting something and seeing results from it, has visibly shortened. What matters is the CHANGE IN TEMPO relative to how this business normally moves, presented by management as something already being experienced in current dealings, orders, projects, or operations — with at least some concrete grounding in recent events — and treated as meaningful to where the company is heading rather than mentioned in passing. Answer NO if management describes only strong demand, good results, or a busy period without conveying that anything is happening FASTER than it used to. Answer NO if the faster pace is only hoped for, targeted, or promised for the future rather than already being experienced. Answer NO if the acceleration is attributed by management chiefly to a one-time deadline, a pre-buy ahead of a price increase, a temporary catch-up after a disruption, or ordinary seasonality it expects to unwind. Answer NO if timelines are described as lengthening, slipping, or being pushed out. Answer NO if the quickening is asserted only in generic language ("we are moving with urgency," "momentum is accelerating") with no concrete current activity behind it. Answer NO if the idea appears only in an analyst's question or characterization that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

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ROCK Gibraltar Industries, Inc. Q1 2024 2024-05-01 B+
KOPN Kopin Corporation Q4 2023 2024-03-14 C+
PBR Petróleo Brasileiro S.A. - Petrobras Q4 2023 2024-03-08 D
GRBK Green Brick Partners, Inc. Q3 2023 2023-11-01 B
BZUN Baozun Inc. Q2 2023 2023-08-28 D
TGLS Tecnoglass Inc. Q2 2023 2023-08-08 A
IMAX IMAX Corporation Q2 2023 2023-07-26 B+
SPIR Spire Global, Inc. Q1 2023 2023-05-10 B
BRX Brixmor Property Group Inc. Q1 2023 2023-05-02 A
AYI Acuity Brands, Inc. Q2 2023 2023-04-04 C+
YMM Full Truck Alliance Co. Ltd. Q2 2022 2022-08-25 C+
EVGO EVgo, Inc. Q2 2022 2022-08-09 C+
SGRY Surgery Partners, Inc. Q2 2022 2022-08-02 B+
SYM Symbotic Inc. Q3 2022 2022-08-01 B+
CCRN Cross Country Healthcare, Inc. Q1 2022 2022-05-04 B
BXP Boston Properties, Inc. Q1 2022 2022-05-03 A
ADSE ADS-TEC Energy PLC Q4 2021 2022-04-28 D
CYBR CyberArk Software Ltd. Q3 2021 2021-11-04 B+
AGIO Agios Pharmaceuticals, Inc. Q3 2018 2018-11-01 C
XOM Exxon Mobil Corporation Q2 2018 2018-07-27 C
FSS Federal Signal Corporation Q1 2018 2018-05-12 A
LIND Lindblad Expeditions Holdings, Inc. Q2 2017 2017-08-06 C
BLKB Blackbaud, Inc. Q1 2017 2017-05-02 B+
WYY WidePoint Corporation Q3 2016 2016-11-09 D

How the model reasoned

EVGO · Q2 2022 → YESThe question is: Does management convey that the RHYTHM OF THE BUSINESS HAS RECENTLY QUICKENED — things that used to take a long time are now happening noticeably faster — and is this grounded in real...YES The transcript shows management describing a noticeably quicker business rhythm through concrete current activity: stalls placed into operation and mobilized already exceeding full-year 2021 totals in just the first half of 2025, pipeline growth to over 3,600, and explicit statements that “operational stall growth has picked up pace year-to date” and “we continue to accelerate the chargers deployment.” These are presented as real-time developments already underway, not future hopes.
WYY · Q3 2016 → YESThe question is: Does management convey that the RHYTHM OF THE BUSINESS HAS RECENTLY QUICKENED — things that used to take a long time are now happening faster — and is this grounded in real, current a...YES The transcript shows management conveying a quickened business rhythm through the AT&T example: Steve Komar states that “Most recently AT&T has accelerated its planned rollout of this program for mid-2017 to an April launch,” and notes that AT&T is funding integration and marketing to support the faster timeline. This is presented as a current, meaningful development already in motion rather than a future hope or generic momentum.
XOM · Q2 2018 → YESThe question is: Does management convey that the RHYTHM OF THE BUSINESS HAS RECENTLY QUICKENED — that things which used to take a long time are now happening noticeably faster — and is this grounded i...YES Management conveys a clear quickening in the rhythm of the business, particularly in Guyana, where recent exploration success has led to an increased development pace and scope. Neil Chapman states: "With our ongoing exploration success, we also see an increasing development pace and the potential for increased scope.

More from the question bank

Priced like the old business, running like aThe new engine is already turningAfter the books closedBought the seat, waiting for the rideCaught under-prepared by good newsTold to get biggerAll questions →
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.