Winning is getting easier: management describes the effort needed to land each new piece of business visibly falling, wi
The model's full reasoning — Q2 2022 call → NOWe need to determine if management conveys that it has recently become easier for the company to win business than it used to be, with real recent proof and still in effect. The transcript is about Brookline Bancorp's Q2 2022 earnings call. The question is about winning business, i.e., landing new customers, loans, deposits, etc. The management discusses loan growth, deposit activity, and competition. They mention strong originations, but also note that they are losing some customers to sales of businesses. They talk about deposit outflows due to tax payments and transfers. They do not explicitly say that winning business has become easier compared to their own past. They mention that they are seeing strong demand and activity, but no comparison to past difficulty. They also mention that they are facing competition for talent, but that's about hiring, not winning business. There is no statement like "it used to be harder to win loans, now it's easier." They do mention that they have a private banking capability that helps them talk to selling families, but that's a new initiative, not a comparison to past. They also say that they expect to close PCSB merger, but that's not about winning business. Overall, management does not convey that winning business has become easier than before. They talk about strong activity but not a contrast with past difficulty. So answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| NICE | NICE Ltd. | Q4 2023 | 2024-02-22 | B+ |
| ACGL | Arch Capital Group Ltd. | Q4 2023 | 2024-02-15 | B+ |
| VRNS | Varonis Systems, Inc. | Q2 2016 | 2016-08-09 | B+ |
| ACCO | ACCO Brands Corporation | Q1 2016 | 2016-04-27 | B+ |
ACCO · Q1 2016 → YESThe question is: Does management convey that IT HAS RECENTLY BECOME EASIER FOR THE COMPANY TO WIN BUSINESS THAN IT USED TO BE, based on real recent wins, and still in effect. YES The transcript shows management conveying that winning business has become easier than in the company's recent past. Boris Elisman states that customers have seen the value of the company's strong brands during the past couple of seasons, resulting in broader and deeper penetration in mass retailers and continued share gains.
NICE · Q4 2023 → YESThe question is: Does management convey that IT HAS RECENTLY BECOME EASIER FOR THE COMPANY TO WIN BUSINESS THAN IT USED TO BE, grounded in real business won recently, and still in effect.
VRNS · Q2 2016 → YESThe question is whether management conveys that it has recently become easier for the company to win business than it used to be, grounded in real recent wins, and still in effect.