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CalAmp Corp. (CAMP) — Earnings Call X-Ray

Our AI read all 33 of CAMP's earnings calls (2015–2024) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.

Latest Call Grade
🔒
Q3 2024 · sign up to see
Previous Call Grade
F
Q2 2024
Expected Move
🔒
next 45 days · members
Calls Analyzed
33
2015–2024
Avg Candor
6.8/9
evasion 2.9/9
Guidance LoweredHigh CandorCritic AmmunitionUnderused Fixed CostsPricing Under PressureMargins ContractingDemand SlowingCutting Headcount

Call-by-call analysis

🔒 Q3 2024 earnings call 2024-01-09 NEWEST

Guidance: ■■■■■Demand: ■■■■■■ Margins: ■■■■Backlog: ■■■■ ■ analysts, ■■ questionsexpected move ±■■%
Candor /9
Specificity /9
Evasion /9
Stress /9

Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.

🔒 The Q3 2024 call grade is ready
The full 37-point AI read of CAMP's newest earnings call — grade, expected move, and every question answered — is free with an account.
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F Q2 2024 earnings call 2023-10-05

Management lowered guidance against slowing demand and contracting margins. The delivery was unusually candid.

Guidance: loweredDemand: slowingMargins: contractingBacklog: shrinkingPricing: under pressureHeadcount: cuttingCapex: decreasing 3 analysts · 7 questions
⚑ Critic ammunition⚑ Question left hangingCFO dominatesDirection beats results
Candor 7/9
Specificity 6/9
Evasion 4/9
Confidence 4/9
Uncertainty 6/9
Promotion 3/9
Stress 5/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

F Q1 2024 earnings call 2023-07-10

Management held guidance steady against mixed demand signals and expanding margins.

Guidance: maintainedDemand: mixedMargins: expandingBacklog: shrinkingPricing: stableHeadcount: cuttingCapex: decreasing 4 analysts · 12 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedHidden segmentDirection beats results
Candor 6/9
Specificity 6/9
Evasion 5/9
Confidence 6/9
Uncertainty 5/9
Promotion 4/9
Stress 4/9
Complexity 7/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

D Q4 2023 earnings call 2023-04-27

Management held guidance steady against mixed demand signals and expanding margins. The delivery was rich in specifics.

Guidance: maintainedDemand: mixedMargins: expandingBacklog: shrinkingPricing: raisingHeadcount: cuttingCapex: decreasing 5 analysts · 11 questions
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedHidden segmentDirection beats results
Candor 6/9
Specificity 7/9
Evasion 2/9
Confidence 7/9
Uncertainty 4/9
Promotion 6/9
Stress 4/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

C Q3 2023 earnings call 2022-12-20

Management held guidance steady against steady demand and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: stableMargins: contractingBacklog: shrinkingPricing: under pressure 4 analysts · 8 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growingDirection beats results
Candor 7/9
Specificity 7/9
Evasion 3/9
Confidence 6/9
Uncertainty 4/9
Promotion 5/9
Stress 3/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
YES Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

C Q2 2023 earnings call 2022-09-22

Management gave no formal guidance against accelerating demand and contracting margins. The delivery was rich in specifics.

Demand: acceleratingMargins: contractingBacklog: shrinkingPricing: raising 5 analysts · 15 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growingHidden segment
Candor 6/9
Specificity 7/9
Evasion 3/9
Confidence 7/9
Uncertainty 5/9
Promotion 6/9
Stress 3/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
YES Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

D Q1 2023 earnings call 2022-06-23

Management gave no formal guidance against steady demand and contracting margins. The delivery was rich in specifics.

Demand: stableMargins: contractingBacklog: growingPricing: raisingHeadcount: flat 6 analysts · 18 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Prepayments growing⚑ Reads rehearsedHidden segment
Candor 6/9
Specificity 7/9
Evasion 5/9
Confidence 7/9
Uncertainty 4/9
Promotion 5/9
Stress 3/9
Complexity 7/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
YES Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

D Q4 2022 earnings call 2022-04-28

Management gave no formal guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Demand: mixedMargins: contractingBacklog: growingPricing: raisingHeadcount: flat 6 analysts · 19 questions
⚑ Critic ammunition⚑ Question left hanging✓ Resolves doubts✓ Prepayments growing✓ Volume step-up ahead✓ Early product, fast growth
Candor 7/9
Specificity 7/9
Evasion 4/9
Confidence 7/9
Uncertainty 6/9
Promotion 6/9
Stress 4/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
YES Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

Earlier calls

CallDateGradeGuidanceDemandMarginsCandorEvasion
Q3 2022 2021-12-21 F nonestablecontracting 6/9 6/9
Q2 2022 2021-09-23 D noneacceleratingexpanding 6/9 5/9
Q1 2022 2021-06-24 D noneacceleratingcontracting 7/9 5/9
Q4 2021 2021-04-22 D noneacceleratingexpanding 6/9 5/9
Q3 2021 2020-12-17 C+ nonemixedexpanding 7/9 2/9
Q2 2021 2020-09-24 C+ nonemixedcontracting 7/9 2/9
Q1 2021 2020-06-25 D withdrawnunclearcontracting 7/9 2/9
Q4 2020 2020-05-05 F withdrawnunclearcontracting 7/9 3/9
Q3 2020 2019-12-19 C+ maintainedacceleratingcontracting 7/9 2/9
Q2 2020 2019-09-26 B maintainedmixedexpanding 7/9 1/9
Q1 2020 2019-06-27 C+ maintainedmixedcontracting 7/9 4/9
Q4 2019 2019-04-30 D loweredslowingcontracting 7/9 2/9
Q3 2019 2018-12-20 D loweredmixedstable 8/9 2/9
Q2 2019 2018-09-27 B+ maintainedacceleratingexpanding 7/9 1/9
Q1 2019 2018-06-27 B maintainedacceleratingcontracting 7/9 2/9
Q4 2018 2018-04-26 C+ maintainedstablestable 6/9 3/9
Q3 2018 2017-12-21 B maintainedacceleratingcontracting 7/9 2/9
Q2 2018 2017-09-28 B maintainedacceleratingcontracting 7/9 2/9
Q1 2018 2017-06-27 B+ maintainedacceleratingexpanding 7/9 2/9
Q4 2017 2017-04-18 C+ maintainedacceleratingexpanding 7/9 2/9
Q3 2017 2016-12-21 B+ raisedacceleratingexpanding 7/9 2/9
Q2 2017 2016-09-29 D loweredmixedexpanding 7/9 3/9
Q1 2017 2016-06-28 C+ maintainedmixedexpanding 7/9 3/9
Q4 2016 2016-04-19 C nonemixedexpanding 7/9 2/9
Q3 2016 2015-12-22 B maintainedacceleratingexpanding 7/9 2/9

How to read this page

The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.

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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.