Question Bank › Two-sided intensity

Two-sided intensity

Two-sided intensity: both new counterparties arriving and existing ones enlarging in the same recent period

Calls Tested
496
Answered YES
88
Hit Rate
17.7%
rare by design

Companhia Energética de Minas Gerais (CIG) — this company's answers

NO on the Q3 2022 call 2022-11-16 C+
The model's full reasoning — Q3 2022 call → NO我们根据提供的财报电话会议记录分析。管理层是否描述了近期业务在两个方面同时加强：新客户/合同/项目实际落地，以及现有客户扩大规模。需要寻找管理层明确表述这两方面均为近期事实，且视为当前模式。 阅读记录：管理层提到投资增加，新电站项目获批（Boa Esperanca 100MW，Jusante 87MW），Cemig Sim分布式发电等，这些是新增项目（新投入），但需注意这些是投资审批，可能属于未来供应，但文中说"approval of two major projects"以及"investments in nine photovoltaic plants"，这些是已批准的投资，不完全是新客户签约。另一方面，现有客户扩大？文中提到"transferring commercialization contracts to Cemig Holding"这是内部转移，不是客户扩大。还有提到"reached 9 million consumers"这是客户数量增长，但未明确现有客户扩大规模。有提到"migration of captive clients to the free market"这是客户迁移，不是扩大。管理层强调战略是投资和效率，未明确描述两方面的近期实际活动。重点检查是否有明确新客户到来和现有客户增加订单/用量。文中提到"we have approved... another 220 megawatts peak in investment projects"这些是发电项目，可能对应未来客户，但未说明已有客户签约。还提到"all of them will strong value generation with clients associated"但未明确具体事件。没有找到明确描述现有客户扩大订单的语句。因此可能只有新投资，没有现有客户扩大。回答NO。

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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 in the RECENT PERIOD the company's business intensified from BOTH directions at once — (1) NEW paying counterparties actually arrived: fresh customers, accounts, partners, or programs that actually signed, ordered, or began transacting in the recent period, described as real events rather than pipeline; AND (2) EXISTING counterparties enlarged what they take: accounts or relationships the company already had that visibly stepped up their orders, scope, volumes, sites, usage, or commitments in the same recent period, by the counterparty's own choice rather than through price increases alone — with management presenting this two-sided build as an observed, current pattern that is meaningful to where the company is heading? Answer YES when management's own words convey both halves as already-occurring facts of the recent period, in whatever form fits the industry, grounded in real activity (actual signings, orders, deployments, volumes, or usage) rather than hopes, and management treats the combination — widening and deepening together — as characterizing the business now, with more of both still forming. Answer NO if only one side is present — new wins without existing relationships growing, or expansion within the base without new arrivals. NO if either side is described only through pipeline, interest, plans, or projections. NO if the pattern rests on a single large deal, seasonal catch-up, restocking, or a condition management expects to fade. NO if the growth described is chiefly price increases pushed onto unchanged volumes. NO if the two-sided framing appears only in an analyst's question or summary that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

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DKS DICK'S Sporting Goods, Inc. Q4 2022 2023-03-07 B
TOST Toast, Inc. Q4 2022 2023-02-16 C+
ADPT Adaptive Biotechnologies Corporation Q4 2022 2023-02-14 C+
HIW Highwoods Properties, Inc. Q4 2022 2023-02-08 B
CNA CNA Financial Corporation Q4 2022 2023-02-06 B
SIBN SI-BONE, Inc. Q3 2022 2022-11-07 C+
MEC Mayville Engineering Company, Inc. Q3 2022 2022-11-05 B+
SYY Sysco Corporation Q1 2023 2022-11-01 C+
KEY KeyCorp Q3 2022 2022-10-20 B+
TMCI Treace Medical Concepts, Inc. Q2 2022 2022-08-13 B+
EVGO EVgo, 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
IT Gartner, Inc. Q2 2022 2022-08-02 A
UPWK Upwork Inc. Q2 2022 2022-07-27 C+
CME CME Group Inc. Q2 2022 2022-07-27 B
OGI OrganiGram Holdings Inc. Q3 2022 2022-07-14 B+
SE Sea Limited Q1 2022 2022-05-17 F
FLYW Flywire Corporation Q1 2022 2022-05-14 B+
ZVIA Zevia PBC Q1 2022 2022-05-12 B
OPK OPKO Health, Inc. Q1 2022 2022-05-09 D
BXP Boston Properties, Inc. Q1 2022 2022-05-03 A
CNXC Concentrix Corporation Q1 2022 2022-03-30 B
ZENV Zenvia Inc. Q4 2021 2022-03-17 C+
SOPH SOPHiA GENETICS SA Q4 2021 2022-03-15 C
RELY Remitly Global, Inc. Q4 2021 2022-03-02 B
FLUX Flux Power Holdings, Inc. Q2 2022 2022-02-10 D
GTES Gates Industrial Corporation plc Q4 2021 2022-02-07 C+
OOMA Ooma, Inc. Q3 2022 2021-12-02 B+
KTB Kontoor Brands, Inc. Q3 2021 2021-11-04 A
CYBR CyberArk Software Ltd. Q3 2021 2021-11-04 B+
IRBT iRobot Corporation Q3 2021 2021-10-28 D
ASAN Asana, Inc. Q2 2022 2021-09-01 B+
TJX The TJX Companies, Inc. Q2 2021 2021-08-18 C
UFI Unifi, Inc. Q4 2021 2021-08-07 B
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
TCBI Texas Capital Bancshares, Inc. Q2 2021 2021-07-21 F
CMTL Comtech Telecommunications Corp. Q1 2019 2018-12-07 B+
ADSK Autodesk, Inc. Q3 2019 2018-11-20 A
OGE OGE Energy Corp. Q3 2018 2018-11-08 A
ROP Roper Technologies, Inc. Q2 2018 2018-07-26 A
CP Canadian Pacific Railway Limited Q2 2018 2018-07-19 B+
MKC McCormick & Company, Incorporated Q2 2018 2018-06-28 C+
SATS EchoStar Corporation Q1 2018 2018-05-10 C+
BCOV Brightcove Inc. Q1 2018 2018-04-26 B+
ALLY Ally Financial Inc. Q1 2018 2018-04-26 B+
ILMN Illumina, Inc. Q1 2018 2018-04-24 A
UPLD Upland Software, Inc. Q4 2017 2018-03-08 C+
EPAM EPAM Systems, Inc. Q4 2017 2018-02-16 B
DLHC DLH Holdings Corp. Q1 2018 2018-02-06 C+
UNH UnitedHealth Group Incorporated Q4 2017 2018-01-16 A
MITK Mitek Systems, Inc. Q4 2017 2017-11-07 C+
MKTX MarketAxess Holdings Inc. Q3 2017 2017-10-25 C+
SBFG SB Financial Group, Inc. Q3 2017 2017-10-20 A
GNTX Gentex Corporation Q3 2017 2017-10-20 B
BCE BCE Inc. Q2 2017 2017-08-05 B+
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
FLEX Flex Ltd. Q1 2018 2017-07-28 F
ABM ABM Industries Incorporated Q2 2017 2017-06-08 B
IONS Ionis Pharmaceuticals, Inc. Q1 2017 2017-05-09 C
ICFI ICF International, Inc. Q1 2017 2017-05-06 B+
ATO Atmos Energy Corporation Q1 2017 2017-02-08 A
EFSC Enterprise Financial Services Corp Q4 2016 2017-01-24 B+
WYY WidePoint Corporation Q3 2016 2016-11-09 D
BCH Banco de Chile Q3 2016 2016-10-30 B+
ULBI Ultralife Corporation Q3 2016 2016-10-29 C+
MAT Mattel, Inc. Q3 2016 2016-10-19 C
VRNS Varonis Systems, Inc. Q2 2016 2016-08-09 B+
GOGO Gogo Inc. Q1 2016 2016-05-06 C+
WK Workiva Inc. Q4 2015 2016-03-01 B
HPP Hudson Pacific Properties, Inc. Q4 2015 2016-02-25 C

How the model reasoned

PFIE · Q1 2023 → YESThe question is about whether management describes intensification from BOTH new paying counterparties AND existing ones enlarging what they take, in the recent period, as observed facts. YES Management describes both new arrivals ("new customers," "new opportunities," "several project opportunities," "notable customers" including specific ones like Equitrans Midstream and Enterprise Products) and existing-customer expansion ("repeat orders," "repeat business," "repeat orders from one of the United States’ largest producers," " 85,000 burner management solutions," "large uptick... on retrofits") as already-completed facts in the recent period. They present the combination—widening the customer base while deepening relationships—as the current observed pattern driving the business forward.
EPAM · Q4 2017 → YESThe question is about whether management describes that in the recent period the company's business intensified from BOTH directions at once: new paying counterparties arrived AND existing ones enlarg...YES Management describes both sides occurring together in the recent period: new engagements with clients (including specific examples like the European multinational and Global Health Services Company that started less than 12 months ago) alongside growth within the top 20 existing accounts (more than 18% year-over-year) and even stronger growth outside those 20 (34%). They frame this as an observed pattern of widening and deepening the business now, with continued diversification and expansion across both new and existing relationships.
UNH · Q4 2017 → YESThe question is about whether management describes that in the recent period the company's business intensified from BOTH directions at once: new paying counterparties arrived AND existing ones enlarg...YES Management describes both new paying counterparties (e.g., new states like West Virginia, hospitals using Rally, healthcare transformation alliance with 10 companies, acquisitions like Banmedica and DaVita) and existing ones enlarging (e.g., serving nearly 1 million more seniors in Medicare, 465,000 more in commercial group, strong growth with existing client base for PBM, doubled Rally IDs, 7% same-store growth for SCA, highest Q4 script growth).

More from the question bank

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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.