Question Bank › Winning more per swing than they used to — and t

Winning more per swing than they used to — and the change is recent, real, and still playing out

Calls Tested
482
Answered YES
6
Hit Rate
1.2%
rare by design

Gogo Inc. (GOGO) — this company's answers

NO on the Q1 2016 call 2016-05-06 C+
The model's full reasoning — Q1 2016 call → NO我们根据提供的财报电话会议记录来判断。管理层是否传达了公司最近开始以明显高于自身近期过去的速度或规模将机会转化为实际赢得的业务,并且这种改进是基于已发生的真实事件,同时表明这种改进仍在持续。 分析: - 管理层提到了多个新合同和扩展,如IAG(英国航空、伊比利亚、爱尔兰航空)、中国Shareco、加拿大航空、达美航空增加2Ku订单,以及2Ku飞机总数超过1000架。 - 这些是实际已宣布的合同,属于已发生的真实事件。 - 管理层是否对比了自身过去的转化率?在电话中,Michael Small说“我们正在以非常高的速度赢得业务”,但有没有明确对比过去?他提到“我们正在看到越来越多的活动”,但更关键的是,他是否说现在比过去更容易赢得合同?在回答关于竞争的问题时,他说“我们喜欢我们的胜率”,但未明确对比过去。然而,在描述2Ku的进展时,他说“2Ku的采用正在加速”,并且“我们正在看到越来越多的航空公司决定采用”。但有没有明确说“我们过去赢不了,现在能赢了”?可能隐含了,但需要明确的自比较。 - 另外,管理层提到“我们正在以创纪录的速度安装”,但那是安装,不是转化。 - 关于转化,管理层说“我们正在看到越来越多的活动,并且我们喜欢我们的胜率”,但未明确说比过去高。 - 然而,在回答关于IAG的问题时,他说“我们赢得了IAG,这证明了我们的能力”,但未对比过去。 - 更关键的是,管理层是否说“我们现在比过去更频繁地赢得合同”?没有直接说。 - 但整体上,管理层传达了一种势头,但缺乏明确的自比较。例如,没有说“过去我们只能赢得X,现在能赢得Y”。 - 另外,关于“最近开始”的表述,管理层说“2Ku时代已经起飞”,但这是新产品,不是转化率提升。 - 因此,可能不符合“自比较”的要求。 再仔细看:在回答关于竞争的问题时,Michael说“我们正在看到越来越多的活动,并且我们喜欢我们的胜率”,但未对比过去。在回答关于美国航空的问题时,他说“我们提交了提案,等待回应”,那是未来。 所以,我认为管理层没有明确对比自身过去的转化率,只是报告了新的胜利。因此,答案应为NO。 但再考虑:管理层说“我们正在以非常高的速度赢得业务”,但未说“比过去高”。所以,不符合。 因此,答案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 convey that the company has RECENTLY BEGUN CONVERTING ITS OPPORTUNITIES INTO ACTUAL WON BUSINESS AT A CLEARLY HIGHER RATE OR SCALE THAN ITS OWN RECENT PAST — that when the company goes after orders, customers, contracts, projects, approvals, placements, or engagements, it is now landing them more often, faster, or bigger than it was landing them several quarters ago — AND does management ground this improvement in real events that already happened while indicating that the same improved conversion is still continuing right now? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent phenomenon with all three parts present: (1) A SELF-COMPARISON SHOWING IMPROVED CONVERSION. Management contrasts how the company is currently converting opportunities into won business against how it converted them before — for example: win rates, success rates, close rates, or hit rates described as visibly higher than the company's own recent norm; a much larger share of pursuits, bids, evaluations, trials, or discussions now ending in the company's favor; wins now arriving at a frequency, pace, or size the company was not achieving several quarters ago; business the company used to lose, miss, or fail to land now being captured; or management plainly saying that its efforts are producing more than the same efforts used to produce. The comparison must be against the company's OWN prior experience — not against competitors, the industry, or last year's market conditions. (2) THE EVIDENCE IS REAL AND ALREADY BANKED. The improved conversion must be demonstrated by things that actually happened in the recent period — actual wins, signings, orders, awards, placements, openings, or customers landed and identifiable in management's account — not by pipeline, interest, proposals outstanding, or management's confidence about future closings. (3) THE IMPROVEMENT IS PRESENTED AS STILL IN FORCE. Management conveys, directly or plainly in substance, that this improved conversion is not a finished episode: further wins of the same kind are continuing to arrive, are in late stages, or are expected from the same drivers already at work — so the recent wins read as the early stretch of a changed trajectory rather than a completed burst, with reasons for the improvement attached to the company itself (its offering, capability, reputation, positioning, or execution) rather than to a one-time external event. Answer NO if management reports strong demand, growth, or good results without contrasting current conversion against the company's own prior rate of converting. NO if the claimed improvement rests on pipeline, quotes, proposals, or hoped-for closings rather than on business actually landed. NO if the improvement is attributed mainly to a one-time event, a single unusual deal, an easy comparison, seasonality, or a temporary condition management expects to fade. NO if management describes the run of wins as concluded, slowing, or unlikely to continue. NO if winning at this rate is simply normal for this company and nothing about its conversion has recently changed. 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

TickerCompanyCallDateCall grade
NICE NICE Ltd. Q4 2023 2024-02-22 B+
IMAX IMAX Corporation Q2 2023 2023-07-26 B+
GVP GSE Systems, Inc. Q1 2023 2023-05-15 D
FAT FAT Brands Inc. Q4 2021 2022-03-21 F
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
LBTYK Liberty Global's Q1 2016 2016-05-10 C+

How the model reasoned

FAT · Q4 2021 → YESThe question is about whether management conveys that the company has recently begun converting its opportunities into actual won business at a clearly higher rate or scale than its own recent past. ...**YES** Management conveys an improved conversion rate through the statement that new construction and franchise sales are "stronger than we've seen in many years, if not ever," directly contrasting current performance against their own historical experience.
IMAX · Q2 2023 → YESThe question is about whether management conveys that the company has recently begun converting its opportunities into actual won business at a clearly higher rate or scale than its own recent past. ...YES Management explicitly contrasts current signings performance against its own recent past (84 YTD vs. 47 in all of 2022; 46 in Q2 vs. 13 in Q2 2022; 68 new systems vs.
LBTYK · Q1 2016 → YESThe question is about whether management conveys that the company has recently begun converting its opportunities into actual won business at a clearly higher rate or scale than its own recent past. ...**YES** Management conveys exactly this three-part phenomenon. (1) Self-comparison: They repeatedly contrast current conversion against their own recent past.

More from the question bank

This quarter could not have been described lBetting on a customer they cannot yet nameConversion calendar in handSecond wave already orderingGround-level proof points accumulatingInsiders still discovering the upsideAll 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.