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

Instructure's (INST) — this company's answers

NO on the Q4 2017 call 2018-02-12 B+
The model's full reasoning — Q4 2017 call → NO我们根据提供的财报电话会议记录,判断管理层是否传达了公司最近开始以明显高于自身过去的速度或规模将机会转化为实际赢得的业务,并且这种改善是基于已经发生的事件,且目前仍在持续。 分析内容: - 管理层提到了许多客户胜利(如威斯康星大学、佛罗里达大学、韦恩州立大学、中央雄鹿学区、苏塞克斯大学、瑞典大学网络、INSEED、Paychex、Scripps、Vivint、航空航天公司等)。 - 关于转化率,管理层没有明确对比当前与过去的赢单率或转化率。他们提到“我们的赢单率非常出色”("Our win rate is stellar"),但这是对当前状态的描述,没有与自身过去进行对比。 - 在回答关于Blackboard竞争的问题时,Josh说“一切照旧”("it's just steady as she goes"),没有提到转化率提高。 - 关于Bridge,他们提到“我们在过去六个月中赢得了比过去两年更多的Cornerstone交易”("We had more wins against Cornerstone in the last six months than I think we have had in the last 2 years"),这确实是一个自我比较,表明近期赢单增加。但这是否构成“明显更高的转化率”?他们提到“我们正在赢得更多”,但这是否是“最近开始”的?他们说的是“过去六个月”,但并没有明确说这是新趋势,还是只是波动。此外,他们也没有说这种改善仍在继续,只是说“我们正在赢得更多”。 - 关于Practice,他们提到了一些客户,但没有对比转化率。 - 整体上,管理层没有明确说“我们现在的转化率比过去高”,而是描述了强劲的业绩和客户胜利。他们提到“我们的赢单率非常出色”,但没有与自身过去对比。 - 在回答关于销售队伍的问题时,他们提到“我们正在扩大配额”,但没有提到转化率改善。 因此,没有明确的自比较显示转化率提高。虽然提到了对Cornerstone的更多胜利,但这是针对特定竞争对手,且没有说明这是否是持续趋势。此外,管理层没有将这种改善归因于公司自身能力的变化,而是可能只是市场动态。 因此,答案应为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.