The product is disappearing into reorder rhythm: revenue is shifting from won-each-time to arriving-on-its-own, and the
The model's full reasoning — Q2 2017 call → NOWe need answer YES/NO based on transcript. Need determine if management describes growing share of revenue arrives without new selling event through repeat purchases etc, and recently visibly grown proportion. Transcript is about expedition cruise bookings. They discuss strong forward reservations, repeat guests? Need see if they describe self-arriving revenue? Cruise bookings are not recurring revenue in sense reorders? They have past guests returning. But question asks "self-arriving revenue" through reorders, refills, renewals, repeat purchases, usage-driven billing, aftermarket, customers' own standing routines. In cruise context, repeat bookings from past guests could be repeat purchases. But need management convey that this self-arriving share has recently and visibly grown as proportion, grounded in observed current behavior. Transcript: Sven mentions "returning guests as well as people undertaking this form of travel for the first time." "We are convinced..." "Our past guests and percentage of past guests on any given voyage is entirely dependent..." "So those funnels have to be vigorously pursued, both new guests and maintaining relationship..." Craig: "amount of recurring guests that we get tends to be pretty consistent, somewhere 35%, 40%... And what you're seeing now is those percentage hold, and what's interesting is the number of guests that we have has to increase because we obviously have more inventory. So for the percentage to hold the way they are, it means you are seeing more new guests in terms of absolute numbers come on to our platform while the percentages have pretty much held pretty consistent." This explicitly says repeat percentage consistent, not growing. So no recent shift in proportion. Also bookings growth driven by marketing, demand, not self-arriving. So answer NO. Need only YES/NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| DUOT | Duos Technologies Group, Inc. | Q4 2023 | 2024-04-01 | F |
| QTRX | Quanterix Corporation | Q3 2023 | 2023-11-07 | B |
| CYBR | CyberArk Software Ltd. | Q3 2021 | 2021-11-04 | B+ |
| IRBT | iRobot Corporation | Q3 2021 | 2021-10-28 | D |
| TOUR | Tuniu Corporation | Q4 2017 | 2018-03-14 | D |
DUOT · Q4 2023 → YESThe question is about whether management describes a growing share of revenue arriving without a new selling event, through reorders, renewals, etc., and that this has recently and visibly grown as a ...
QTRX · Q3 2023 → YESThe question is about whether management describes a growing share of revenue arriving without a new selling event, like through reorders, consumables, etc., and that this share has recently grown.
CYBR · Q3 2021 → YESThe question is about whether management describes a growing share of revenue arriving without a new selling event, like through renewals, and that this has recently grown as a proportion.