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

RPM International Inc. (RPM) — this company's answers

NO on the Q2 2017 call 2017-01-05 D
The model's full reasoning — Q2 2017 call → NOWe need answer only YES or NO. Need analyze transcript. Need determine if management conveys recently begun converting opportunities into actual won business at clearly higher rate/scale than own recent past, with real events and still continuing. We need parse call. Management discusses sales growth, acquisitions, cost cutting, impairments. Need find any statement about conversion of opportunities into won business improving vs own past. They mention "we are continuing to build market share and our consumer takeaway is very good, we have very favorable POS data coming in." "We are picking up share in some wood stains and finishes category and small project paint in a major discount retailer and just introduction of new products." "We have seen some orders from some customers that have been lost, they're returning in modest ways and we have been working on some substantial new relationships that are still developing..." That's about Kirker. But is that improved conversion? They say orders from lost customers returning modestly, new relationships developing slowly. Not clearly higher rate than own past. Also "we are continuing to build market share" but no self-comparison of conversion rate. "Our core consumer businesses... up more than 6% organic" but not conversion. "We are picking up share" maybe implies winning business, but no contrast with own prior conversion. Also "we've done acquisitions" not conversion of opportunities. "We are undertaking cost cutting" no. Question asks specifically: Does management convey that company has RECENTLY BEGUN CONVERTING ITS OPPORTUNITIES INTO ACTUAL WON BUSINESS AT A CLEARLY HIGHER RATE OR SCALE THAN ITS OWN RECENT PAST — and does management ground this improvement in real events that already happened while indicating same improved conversion still continuing? Need answer YES only if all three parts. Let's examine transcript for any mention of win rates, success rates, close rates, hit rates, share of pursuits, etc. None. They mention "market share gains" and "picking up share" but not comparing to own past conversion. They mention "orders from some customers that have been lost, they're returning in modest ways" - that is real events? But "modest ways" not clearly higher rate. Also "substantial new relationships that are still developing" - not landed. So 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

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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.