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

LeMaitre Vascular, Inc. (LMAT) — this company's answers

NO on the Q3 2021 call 2021-10-29 C+
The model's full reasoning — Q3 2021 call → NO1. The user asks to determine if management conveys a specific phenomenon: recently begun converting opportunities into actual won business at a clearly higher rate or scale than its own recent past, grounded in real events, and still continuing. 2. I need to analyze the transcript for these three parts: (1) Self-comparison showing improved conversion. (2) Evidence is real and already banked. (3) Improvement is presented as still in force. 3. Let's scan the transcript for any mention of conversion rates, win rates, close rates, or similar. The call discusses sales, hiring, COVID impact, guidance, gross margins, Artegraft performance, etc. 4. Key topics: - Sales growth (5% YoY). - Impact of Delta variant. - Rebuilding headcount in sales force (103 reps, 6 more offers, 17 more territories). - Artegraft performance (up 15%, ahead of plan). - XenoSure CE Mark resolution, record bovine carotid patch sales. - Guidance for Q4. 5. Is there any mention of "converting opportunities into won business" at a higher rate? The call talks about hiring sales reps, but does it say they are winning more deals now than before? No. It talks about sales growth, but that's not a conversion rate comparison. It talks about Artegraft being ahead of plan, but that's a product performance, not a conversion rate improvement. It talks about XenoSure back orders being resolved, but that's a supply issue, not a conversion rate. 6. Let's look for specific phrases like "win rate", "close rate", "hit rate", "conversion", "landing more", "capturing more". None appear. 7. The call discusses the sales force expansion as a future driver, but not as a recent improvement in conversion. The reps are being hired, but the call doesn't say they are converting at a higher rate than before. It says they are hiring to get back to pre-COVID levels and expand. 8. The call mentions "record bovine carotid patch sales" and "Artegraft sales up 15%", but these are sales results, not conversion rates. The improvement is attributed to CE Mark resolution (a one-time event) and market dynamics, not to a changed conversion capability. 9. The call mentions "we are growing our sales force, maintaining high op margins, generating cash and investing in acquisitions." This is a strategy, not a conversion improvement. 10.

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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.

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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.