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

Patterson Companies, Inc. (PDCO) — this company's answers

NO on the Q3 2017 call 2017-02-23 C
The model's full reasoning — Q3 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。 分析关键点: 1. 是否有自我比较显示转化率提高? 2. 证据是否真实且已实现? 3. 改善是否仍在持续? 在记录中,管理层提到了几个方面: - 在牙科核心设备方面,Scott Anderson说:“我们的核心设备类别在第三季度的表现是一个亮点。事实上,这是自2009年以来我们在该产品类别中最强劲的一个季度。” 这暗示了与过去相比的改善,但这是否是转化率的提高?可能指的是销售业绩,但未明确提及转化率。 - 关于Heartland Dental,管理层说:“我们很高兴与我们的最新客户Heartland Dental取得的进展。我们在一月份投入了实施,现在接近与所有办公室全面运营。根据Heartland的反馈,这一关系开局非常好。” 这表示新客户已落地,但未与过去转化率比较。 - 关于动物健康,管理层提到:“我们开始实施其中一些举措,虽然我们在这方面还有更多工作要做,但我们已经开始看到改善。” 这暗示了改善,但未明确是转化率。 - 关于CEREC,管理层说:“我们很高兴在季度内实现了适度的CEREC增长。” 但未与过去比较。 关键问题:管理层是否明确表示公司现在比过去更频繁、更快或更大规模地赢得业务?记录中似乎没有直接对比“现在”与“过去”的转化率。例如,没有说“我们的赢单率从X%提高到Y%”或“我们过去失去的业务现在赢得了”。虽然提到了核心设备是自2009年以来最强,但这是销售业绩,不是转化率。而且没有明确说这种改善仍在持续。 此外,管理层提到了一些挑战,如销售队伍重组、Sirona关系变化等,这些可能影响转化。但未明确说转化率提高。 因此,根据严格标准,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.