🔒 Q2 2024 earnings call 2024-08-14 NEWEST
Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.
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Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.
Management gave no formal guidance against contracting margins. The delivery was rich in specifics.
Management gave no formal guidance against contracting margins. The delivery was rich in specifics.
Management gave no formal guidance against contracting margins. The delivery was rich in specifics, promotional in tone.
Management gave no formal guidance. The delivery was rich in specifics.
Management held guidance steady. The delivery was rich in specifics.
Management held guidance steady against contracting margins. The delivery was unusually candid, rich in specifics.
Management held guidance steady. The delivery was rich in specifics, relaxed under questioning, promotional in tone.
| Call | Date | Grade | Guidance | Demand | Margins | Candor | Evasion |
|---|---|---|---|---|---|---|---|
| Q2 2022 | 2022-08-10 | D | none | unclear | contracting | 6/9 | 3/9 |
| Q1 2022 | 2022-05-11 | D | none | unclear | contracting | 6/9 | 2/9 |
| Q4 2021 | 2022-03-28 | C+ | none | unclear | contracting | 7/9 | 2/9 |
| Q3 2021 | 2021-11-10 | D | maintained | unclear | contracting | 6/9 | 2/9 |
| Q2 2021 | 2021-08-11 | D | none | unclear | contracting | 6/9 | 3/9 |
| Q1 2021 | 2021-05-12 | C | none | unclear | contracting | 6/9 | 2/9 |
| Q4 2020 | 2021-02-25 | F | none | unclear | contracting | 4/9 | 6/9 |
| Q3 2020 | 2020-11-11 | D | maintained | unclear | contracting | 6/9 | 4/9 |
| Q2 2020 | 2020-08-12 | D | maintained | unclear | unclear | 6/9 | 3/9 |
| Q1 2020 | 2020-05-12 | D | maintained | unclear | unclear | 6/9 | 3/9 |
| Q4 2019 | 2020-02-26 | D | none | unclear | contracting | 7/9 | 2/9 |
| Q3 2019 | 2019-11-13 | D | none | unclear | unclear | 7/9 | 2/9 |
| Q2 2019 | 2019-08-13 | D | maintained | unclear | unclear | 5/9 | 2/9 |
| Q1 2019 | 2019-05-14 | D | maintained | unclear | unclear | 6/9 | 1/9 |
| Q4 2018 | 2019-03-27 | D | none | unclear | contracting | 6/9 | 3/9 |
| Q3 2018 | 2018-11-12 | B | raised | unclear | unclear | 7/9 | 2/9 |
| Q2 2018 | 2018-08-09 | D | none | unclear | stable | 7/9 | 2/9 |
| Q1 2018 | 2018-05-14 | D | none | unclear | contracting | 7/9 | 2/9 |
| Q4 2017 | 2018-03-28 | D | maintained | unclear | unclear | 6/9 | 4/9 |
| Q3 2017 | 2017-11-09 | D | maintained | unclear | unclear | 6/9 | 2/9 |
| Q2 2017 | 2017-08-09 | F | none | unclear | contracting | 5/9 | 4/9 |
| Q1 2017 | 2017-05-11 | D | maintained | unclear | contracting | 6/9 | 2/9 |
| Q4 2016 | 2017-03-28 | D | maintained | unclear | unclear | 7/9 | 3/9 |
| Q3 2016 | 2016-11-14 | F | none | unclear | contracting | 5/9 | 3/9 |
| Q2 2016 | 2016-08-10 | D | none | unclear | stable | 6/9 | 0/9 |
| Q1 2016 | 2016-05-11 | F | none | unclear | contracting | 6/9 | 4/9 |
| Q4 2015 | 2016-03-24 | D | maintained | unclear | contracting | 6/9 | 3/9 |
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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