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The product is disappearing into reorder rhythm

The product is disappearing into reorder rhythm: revenue is shifting from won-each-time to arriving-on-its-own, and the

Calls Tested
500
Answered YES
5
Hit Rate
1%
rare by design

SOPHiA GENETICS SA (SOPH) — this company's answers

NO on the Q4 2021 call 2022-03-15 C
The model's full reasoning — Q4 2021 call → NOWe need answer YES/NO. Need evaluate transcript. Question asks: Does management describe that a growing share of revenue now arrives without a new selling event (self-arriving) AND that this share has recently and visibly grown as proportion, with management grounding shift in observed current behavior and treating as changing quality of revenue? We need use only transcript. Need identify if management describes such. Let's parse. Company SOPHiA GENETICS. Business model: platform, customers, analyses. Revenue growth driven by new customers and increased usage rates. Net dollar retention 142%. Quarterly revenue churn below 1%, annualized churn ~3%. LTV/CAC. Average revenue per platform customer increased. They talk about land and expand, increasing utilization within existing customer base. "Total recurring platform customers grew to 382... Total number of families increased to 66,000... growth rate 6% quarter-over-quarter." They mention consumption trends. "We continue to see users increasing consumption after experiencing value." This is usage-driven billing? They have platform analyses volumes. Revenue from existing customers increasing. Net dollar retention 142% indicates existing customers spend more. Is that "self-arriving revenue" without new selling event? They describe "increasing utilization within existing customer base" as pillar. They say "solid consumption trends across customer base" in Q4. "growth in revenue primarily driven by new customers added to platform coupled with increased usage rates across existing customers." They mention "land and expand" strategy. They have "recurring platform customers" and "analyses" volumes. Is there a recent shift in proportion? They say "Total recurring platform customers grew to 382 in Q4 up from 375 in Q3. Total number of families increased to 66,000 in first quarter up from 62,000 analyses in third quarter representing growth rate 6% QoQ." That's growth in usage. But does management convey that self-arriving component is visibly larger share than recently? They mention net dollar retention 142% for full year 2021. That means existing customers expanded.

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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 describe that a GROWING SHARE OF THE COMPANY'S REVENUE NOW ARRIVES WITHOUT A NEW SELLING EVENT — through reorders, refills, renewals, repeat purchases, usage-driven billing, aftermarket or consumable pull-through, or customers' own standing routines — AND that this self-arriving share has RECENTLY AND VISIBLY GROWN as a proportion of the business, with management grounding the shift in observed current behavior and treating it as changing the company's quality of revenue? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent recent shift with both halves present: (1) SELF-ARRIVING REVENUE, OBSERVED NOW: management points to real, current repeat-mechanism revenue — reorder rates, renewal behavior, consumable or aftermarket attach, usage growth from installed product, or customers reordering on their own schedule — described with concrete grounding in the recent period, not asserted through generic 'recurring revenue' or 'loyal customers' language; and (2) THE PROPORTION HAS RECENTLY MOVED: management conveys that this self-arriving component is a visibly LARGER share of the business than it recently was — through an installed base that has recently scaled, a consumable or service stream now compounding on top of equipment already placed, or repeat behavior recently strengthening — so the company's revenue is becoming progressively less dependent on winning each sale, with the mix still early in its shift. Answer NO if the business has always been overwhelmingly recurring or contractual with nothing recently shifted. NO if repeat language is boilerplate with no observed behavior or recent change. NO if the repeat revenue is forced by contract lock-in with no customer choice described. NO if the shift is only planned or hoped for. NO if the pattern rests on one anecdote, or appears only in an analyst's question management does not affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall 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

How the model reasoned

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.

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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.