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DV · Earnings-call lab · 26 calls graded · 2016–2026

DoubleVerify Holdings, Inc.

The call grade, management's tone measured against 177,437 other calls, what changed since the quarter before, and every one of the 500 checks.

500checks per call

26calls analyzed

2016–2026coverage

NEWESTQ1 2026 call

2026-05-06 · 500 / 500 checks · members only

LockedStarter · $1 first week

AI call read

Grade locked

Grade and plain-English verdict

Expected 45-day move

Locked

Move size estimate, not direction

AI checks completed

500/ 500

Every check answered YES or NO

This is the current report. Unlock its call read, expected move size, and all 500 answers.

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OPENQ4 2025 call

2026-02-26 · 9 analysts · 13 questions · 500 / 500 checks

Free · full reportThe quarter before the newest

C+

Call grade · Better than 44% of 177,437 calls

Mixed call. Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.

Management toneResultTypical range · middle half of all callsFlag

Candor7 /9

—

Evasion2 /9

—

Specificity8 /9

—

Confidence8 /9

—

Uncertainty3 /9

—

Promotion6 /9

—

Stress3 /9

—

Complexity4 /9

—

Since the quarter before · Q3 2025 → Q4 2025

Guidance ~~lowered~~maintainedDemand mixedMargins expandingPricing ~~stable~~under pressureHeadcount ~~flat~~cuttingCapex increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsed

Notable checks detected

Are there more than eight analyst questioners?
Does the operator announce more than five questioners?
Is there a questioner from an investment bank other than the first three analysts who ask questions?
Are there more than ten analyst questions in total?

ScreenersHigh Candor Skeptic Reassured Critic Ammunition Early Product, Fast Growth Pricing Under Pressure Margins Expanding Cutting Headcount Capex Increasing

Lab panel · Q4 2025 call

30 markers, measured against 177,437 calls

Language counted straight from the transcript, behaviour read by the 500 checks, tone above. The band is the middle half of every call we have graded; a flag means this call sits outside it.

3 flags on this call

LanguageResultTypical range · middle half of all callsFlag

AI mentionsTimes management said AI, generative, LLM or agentic.41 mentions

typical 0–0

"Great question"Management praising a question before answering it.0 times

typical 0–1

—

Thank-yousEvery thanks on the call, in both directions.23 times

typical 13–31

—

BuzzwordsSynergies, headwinds, flywheels, best-in-class and friends.1.3 /1k words

typical 0.6–1.8

—

HedgesSort of, kind of, roughly, I think, probably.5.7 /1k words

typical 5.5–10.5

—

SuperlativesRecord, unprecedented, tremendous, incredible.1.2 /1k words

typical 0.3–1.2

—

Outside forcesMacro, weather, currency, tariffs, supply chain.1 mentions

typical 1–9

—

Stonewalls"Not going to comment", "we don't break that out".0 times

typical 0–0

—

NumbersFigures per thousand words of management speech. Low means vague.37.0 /1k words

typical 21.2–35.3

—

"Excited"Excited, exciting, thrilled.2 times

typical 0–3

—

Script shareShare of the call spent on prepared remarks rather than questions.44% % of call

typical 35%–55%

—

CEO shareHow much of the talking the CEO did.66% % of mgmt words

typical 29%–68%

—

Longest answerThe longest single management answer in the Q&A.381 words

typical 249–461

—

Reading levelFlesch–Kincaid grade level of management answers.9.5 US grade

typical 7.6–9.6

—

Behaviour · from the 500 checksDetectedTypical range · middle half of all callsFlag

FlatteryCompliments, thank-yous and first names between analysts and management.28 of 49

typical 16–30

—

DodgingQuestions declined, deferred or answered with a different question.4 of 15

typical 5–9

—

BlameResults attributed to weather, macro, currency or other outside forces.9 of 27

typical 3–12

—

HypeSuperlatives and excitement in management language.6 of 11

typical 2–8

—

Analyst pushbackHow hard the analysts pressed: follow-ups, two-part questions, challenges.13 of 22

typical 5–10

ConfessionAdmissions, apologies and self-corrections.1 of 11

typical 1–5

—

Call theaterStage management: operator mechanics, scripted cues, "color".20 of 33

typical 12–19

Capital returns talkAttention paid to buybacks, dividends, M&A and the balance sheet.1 of 7

typical 1–5

—

Counts are literal: "AI mentions" is the number of times management said it. Behaviour indices count how many checks in a themed group came back YES. Rankings across all companies →

Full transparency

All 500 AI checks

Q4 2025 · 500 checks

Every answer is below. Open any check to see what its YES or NO means.

Choose a past call

500checked

239detected

261not detected

YES Does an executive answer a question by describing a process rather than an outcome? Activist · seen in 86.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 86.8% of calls 85.3% repeat consistency

NO Is there a question the executive answers with a question back to the analyst? Activist · seen in 31.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.3% of calls 88.3% repeat consistency

NO Does anyone compare the company to an unnamed "competitor" or "peer" rather than naming it? Activist · seen in 63.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 63.3% of calls 83% repeat consistency

NO Does anyone use "historically" or "traditionally" while defending a current practice? Activist · seen in 28.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.6% of calls 83.7% repeat consistency

NO Is a departure, transition, or role change mentioned only in passing without a thank-you or tribute? Activist · seen in 10% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10% of calls 91% repeat consistency

NO Does anyone reference a private conversation ("as I told...", "as we discussed offline")? Activist · seen in 18% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18% of calls 85% repeat consistency

YES Does the transcript contain the phrase "next question" at least twice? Air Traffic · seen in 83.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.8% of calls 97.3% repeat consistency

NO Does an analyst ask a question spanning more than five sentences? Air Traffic · seen in 75.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.4% of calls 88.6% repeat consistency

YES Does any analyst ask a question containing multiple sub-questions (three or more)? Air Traffic · seen in 89.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 89.5% of calls 94% repeat consistency

YES Does the CEO answer a question personally after another executive initially responds? Air Traffic · seen in 58% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 58% of calls 90% repeat consistency

NO Does any speaker use the phrase "if you look at" at least twice? Air Traffic · seen in 35.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.1% of calls 90% repeat consistency

YES Does any analyst preface a question by summarizing the company's stated results? Air Traffic · seen in 75.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75.4% of calls 80.6% repeat consistency

NO Does any speaker use the word "obviously" at least twice? Air Traffic · seen in 55.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 55.8% of calls 83.8% repeat consistency

YES Does anyone say "guidance" in the same sentence as a specific number? Air Traffic · seen in 56.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 56.4% of calls 90.3% repeat consistency

NO Does any analyst say "congrats" or "congratulations" to management? Air Traffic · seen in 35.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.8% of calls 99.7% repeat consistency

YES Is the word "scale" or "scaling" used as a verb? Air Traffic · seen in 22.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 22.7% of calls 97.7% repeat consistency

NO Does an analyst ask a question beginning with a number ("two questions", "three quick ones")? Air Traffic · seen in 32.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.8% of calls 88.7% repeat consistency

YES Does any analyst say "thank you" before asking their question? Air Traffic · seen in 71.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 71.4% of calls 90.4% repeat consistency

YES Does any analyst name two or more executives when asking their question? Air Traffic · seen in 35.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 35.1% of calls 86.9% repeat consistency

NO Does the word "outperform," "outperformance," or "beat" appear? Air Traffic · seen in 31.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.7% of calls 95.7% repeat consistency

YES Does anyone say "the environment" when describing market conditions? Air Traffic · seen in 51.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 51.5% of calls 83.9% repeat consistency

YES Does any executive use the word "momentum" at least twice? Air Traffic · seen in 29.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 29.5% of calls 97.3% repeat consistency

YES Does an executive begin an answer with "Great question," "Thanks," or "Appreciate"? Air Traffic · seen in 46% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 46% of calls 88.3% repeat consistency

YES Does the CFO use the phrase "adjusted" or "non-GAAP" at least three times? Air Traffic · seen in 51.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 51.6% of calls 96.9% repeat consistency

YES Does any speaker say "thank you" more than three times? Air Traffic · seen in 78.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 78.4% of calls 80.1% repeat consistency

YES Does any speaker say "with that" as a transition phrase? Air Traffic · seen in 76.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 76.4% of calls 99% repeat consistency

NO Does anyone use the phrase "on a comparable basis" or "adjusted for"? Air Traffic · seen in 17.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.6% of calls 92.6% repeat consistency

YES Does any speaker say "moving to" or "turning to" when changing topics? Air Traffic · seen in 74.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 74.8% of calls 93.8% repeat consistency

YES Does any speaker say "over to you" or "I'll turn it over"? Air Traffic · seen in 79.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 79.9% of calls 81.1% repeat consistency

YES Does any speaker say "operator" aloud during the call? Air Traffic · seen in 43.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 43.9% of calls 87.6% repeat consistency

YES Does anyone repeat the same stock phrase three or more times? Anthropologist · seen in 85.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 85.4% of calls 82.7% repeat consistency

NO Does anyone use the phrase "as you know" to introduce a claim? Anthropologist · seen in 49% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 49% of calls 90.7% repeat consistency

NO Does any speaker apologize without attaching a fix to the apology? Anthropologist · seen in 21.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.2% of calls 85.3% repeat consistency

NO Does the call end without any closing statement from the CEO? Anthropologist · seen in 24.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.4% of calls 93% repeat consistency

YES Is there a request to move the call along or to the last question? Bankruptcy · seen in 20% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 20% of calls 86.3% repeat consistency

NO Does an executive answer a question with another question? Bankruptcy · seen in 36.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.2% of calls 84.3% repeat consistency

NO Does an executive mention the weather? Bankruptcy · seen in 26.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 26.1% of calls 96% repeat consistency

NO Does anyone describe a negotiation currently in progress? Bankruptcy · seen in 31.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.5% of calls 90% repeat consistency

NO Does an executive describe a competitor with anything resembling respect? Bankruptcy · seen in 13.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.2% of calls 90% repeat consistency

NO Does the operator announce more than ten questioners in the Q&A? Clinical Trial · seen in 21.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.8% of calls 98% repeat consistency

NO Does anyone use the phrase "kind of" at least twice? Clinical Trial · seen in 75.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.9% of calls 87.5% repeat consistency

YES Does any question include the word "color"? Clinical Trial · seen in 59.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 59.8% of calls 92.3% repeat consistency

YES Does the CEO deliver the opening remarks rather than the CFO or IR head? Clinical Trial · seen in 87% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87% of calls 91.6% repeat consistency

NO Does anyone say "if I may" or "if you don't mind"? Clinical Trial · seen in 16.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.3% of calls 99.7% repeat consistency

YES Does any executive's first sentence include the word "revenue"? Clinical Trial · seen in 11.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 11.4% of calls 84.8% repeat consistency

NO Does an analyst use the word "clarification" or "clarify" in a question? Compliance · seen in 29.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 29.5% of calls 97.3% repeat consistency

YES Does any question contain the phrase "color on" or "some color"? Compliance · seen in 53.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 53.1% of calls 86.6% repeat consistency

YES Does the operator use the phrase "our final question" before closing? Compliance · seen in 12.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 12.9% of calls 92.8% repeat consistency

YES Does anyone say "let me" at least three times? Compliance · seen in 32.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 32.5% of calls 94.8% repeat consistency

NO Does the word "aggressive" or "aggressively" appear at least once? Compliance · seen in 35.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.4% of calls 99.7% repeat consistency

NO Does an analyst ask a question referencing "the puts and takes"? Compliance · seen in 10.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.7% of calls 97.6% repeat consistency

NO Does anyone use the phrase "to be clear"? Compliance · seen in 16.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.3% of calls 97.3% repeat consistency

YES Does an analyst's question include a compliment followed by "but"? Compliance · seen in 14.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 14.1% of calls 85.6% repeat consistency

NO Does the CFO use the word "sequential" or "sequentially" at least once? Compliance · seen in 31.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.5% of calls 98.3% repeat consistency

NO Does any speaker say "with that" at least twice? Compliance · seen in 51.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 51.5% of calls 91.8% repeat consistency

NO Does anyone say "for the benefit of" or "just to remind" when restating context? Compliance · seen in 10.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.7% of calls 91.8% repeat consistency

YES Does anyone use the phrase "early days"? Con Artist · seen in 12.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 12.8% of calls 96.7% repeat consistency

NO Does the word "journey" appear? Con Artist · seen in 19.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.8% of calls 99.7% repeat consistency

NO Does the speaker describe a strategy as "disciplined" without describing any trade-off? Con Artist · seen in 23.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.1% of calls 84% repeat consistency

NO Is there an apology offered to a specific analyst by name? Con Artist · seen in 11.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.2% of calls 94.3% repeat consistency

NO Does anyone use the phrase "to be honest" or "frankly"? Couples · seen in 33.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.8% of calls 97% repeat consistency

NO Does anyone promise to "follow up" or "take that offline" and fail to commit to when? Couples · seen in 15.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.6% of calls 85.3% repeat consistency

NO Does anyone on the call interrupt a colleague mid-sentence? Couples · seen in 13.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.4% of calls 91% repeat consistency

NO Does someone use a personal anecdote rather than a metric to justify confidence? Couples · seen in 20.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.8% of calls 81.3% repeat consistency

YES Does the word "question" appear in the operator's speech more than three times? Courtroom · seen in 88.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 88.1% of calls 97.3% repeat consistency

YES Does the word "growth" appear at least ten times? Courtroom · seen in 69.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 69.4% of calls 94.3% repeat consistency

YES Does anyone use the phrase "a couple of"? Courtroom · seen in 81% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 81% of calls 93.6% repeat consistency

NO Does an analyst ask about capital allocation or buybacks? Courtroom · seen in 46.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46.3% of calls 90.9% repeat consistency

YES Does management use the word "strong" at least three times? Courtroom · seen in 83.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.2% of calls 98.3% repeat consistency

NO Does an executive use the phrase "we're seeing" at least twice? Courtroom · seen in 53.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 53.4% of calls 87.5% repeat consistency

YES Does the word "opportunity" appear at least three times? Courtroom · seen in 77.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 77.2% of calls 93.3% repeat consistency

YES Does management use the word "confident" or "confidence" at least twice? Courtroom · seen in 53.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 53.4% of calls 96.3% repeat consistency

NO Does the phrase "record" appear at least twice in the transcript? Courtroom · seen in 34.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.9% of calls 93.3% repeat consistency

YES Does the word "team" appear at least twice? Courtroom · seen in 72% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72% of calls 93.9% repeat consistency

NO Does management promise to follow up or take a question offline? Courtroom · seen in 18.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.2% of calls 85.5% repeat consistency

YES Does any speaker say "we're excited about" or "we're pleased with"? Courtroom · seen in 62% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 62% of calls 82.3% repeat consistency

NO Do two or more analysts from the same firm ask questions? Courtroom · seen in 11.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.5% of calls 96.3% repeat consistency

NO Does anyone use the phrase "moving forward" or "go forward"? Courtroom · seen in 40.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.7% of calls 85.5% repeat consistency

YES Does management mention a specific number of stores, locations, or markets? Courtroom · seen in 48% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 48% of calls 88.9% repeat consistency

YES Does anyone use the word "folks"? Courtroom · seen in 23.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 23.5% of calls 96.3% repeat consistency

YES Does anyone say "thank you" more than five times in total? Courtroom · seen in 87.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.2% of calls 88.2% repeat consistency

YES Does an executive use the phrase "we believe"? Courtroom · seen in 83.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.6% of calls 94.9% repeat consistency

YES Does the operator use the phrase "next question" at least three times? Debate · seen in 75.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75.2% of calls 97.3% repeat consistency

YES Does any analyst mention a specific percentage figure in their question? Debate · seen in 66.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.3% of calls 93.3% repeat consistency

YES Does the word "quarter" appear in at least ten questions or answers during the Q&A? Debate · seen in 75.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75.7% of calls 91.2% repeat consistency

YES Does at least one analyst ask a question about margins or costs? Debate · seen in 88.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 88.5% of calls 95.6% repeat consistency

YES Does the CEO answer the majority of analyst questions personally? Debate · seen in 66.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.9% of calls 91.6% repeat consistency

NO Does any analyst ask a question phrased as "Can you talk about" or "Can you speak to"? Debate · seen in 60% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60% of calls 89.6% repeat consistency

YES Does the CFO speak during the Q&A portion at least twice? Debate · seen in 80.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 80.6% of calls 98.3% repeat consistency

YES Does any question reference a specific quarter (e.g., "fourth quarter") by name? Debate · seen in 76.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 76.2% of calls 92.3% repeat consistency

YES Does the operator interrupt the Q&A to announce time is limited or that this will be the last question? Debate · seen in 24% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 24% of calls 91.2% repeat consistency

NO Does any analyst ask a question beginning with "just" (e.g., "just curious")? Debate · seen in 77.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 77.8% of calls 82.8% repeat consistency

YES Does any analyst ask about a specific dollar amount or number stated in the prepared remarks? Debate · seen in 86.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 86.4% of calls 84.9% repeat consistency

NO Does any question begin with the words "can you" or "could you"? Debate · seen in 83.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 83.3% of calls 86.2% repeat consistency

NO Does any executive use the phrase "if you look at" during the Q&A? Debate · seen in 52.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 52.9% of calls 93.3% repeat consistency

YES Does the CFO answer at least one question without the CEO speaking first? Debate · seen in 77.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 77.5% of calls 95.3% repeat consistency

NO Does any analyst ask a question containing an explicit comparison to a competitor company? Debate · seen in 31.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.7% of calls 91.6% repeat consistency

YES Does the phrase "moving on" or "next question" come from the operator? Debate · seen in 88.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 88.4% of calls 98.3% repeat consistency

NO Does an analyst ask about capital allocation (capex, buybacks, M&A, or dividends) in one question? Debate · seen in 60.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60.4% of calls 92% repeat consistency

YES Does the phrase "color" appear (e.g., "add some color") in the transcript? Debate · seen in 75.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75.2% of calls 98.6% repeat consistency

YES Does the word "guidance" appear at least five times in the transcript? Debate · seen in 47.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 47.3% of calls 93.3% repeat consistency

YES Does any question contain the word "why"? Debate · seen in 36.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 36.3% of calls 96.9% repeat consistency

NO Does any speaker say "I think" at least three times within a single answer? Debate · seen in 65.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 65.8% of calls 93% repeat consistency

YES Does any executive begin an answer by restating the analyst's name? Debate · seen in 85.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 85.1% of calls 93.6% repeat consistency

YES Does any executive's answer exceed 300 words in the transcript? Debate · seen in 68% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68% of calls 85.5% repeat consistency

YES Does the CEO answer the first analyst question personally? Debate · seen in 65.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 65.9% of calls 97% repeat consistency

NO Does the word "obviously" appear in the transcript? Debate · seen in 74.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 74.1% of calls 89.7% repeat consistency

NO Does the transcript contain the word "margin" more than ten times? Debate · seen in 44.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 44.3% of calls 91.3% repeat consistency

NO Does an executive begin an answer with "So" as the first word? Debate · seen in 68.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 68.4% of calls 83.6% repeat consistency

YES Does the phrase "if I may" or "if I could" appear? Debate · seen in 32% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 32% of calls 95.3% repeat consistency

YES Does any executive say "let me" at least once? Debate · seen in 66.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.1% of calls 94.5% repeat consistency

NO Does any question contain the word "specifically"? Debate · seen in 28.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.6% of calls 90% repeat consistency

YES Does management use the word "momentum" at least twice? Debate · seen in 31.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 31.7% of calls 96.6% repeat consistency

YES Does management mention "margin" or "margins" in prepared remarks? Debate · seen in 75.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75.1% of calls 96.6% repeat consistency

NO Is the word "definitely" used by any speaker? Debate · seen in 41.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 41.6% of calls 98.7% repeat consistency

NO Does the word "seasonality" appear? Debate · seen in 27.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.1% of calls 99.7% repeat consistency

NO Does anyone use the word "robust" to describe demand, growth, or the pipeline? Debate · seen in 33% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33% of calls 94% repeat consistency

YES Does anyone use the word "leverage" as a verb at least once? Debate · seen in 48.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 48.9% of calls 97.3% repeat consistency

YES Does any executive use the word "team" when referring to employees? Debate · seen in 80.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 80.8% of calls 95.2% repeat consistency

NO Does any executive say "that said" or "having said that" to introduce a caveat? Debate · seen in 29.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 29.3% of calls 95.3% repeat consistency

NO Does an analyst's question include the phrase "going forward"? Debate · seen in 20.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.6% of calls 83.5% repeat consistency

NO Does an executive say "great question" at any point? Debate · seen in 20.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.2% of calls 99.7% repeat consistency

NO Does anyone say "we remain confident" or "we are confident"? Debate · seen in 42.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 42.2% of calls 93% repeat consistency

NO Does any executive say "thank you" immediately after finishing an answer? Debate · seen in 47.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 47.4% of calls 85.2% repeat consistency

YES Does an executive cite a specific dollar figure greater than one billion? Discovery · seen in 71% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 71% of calls 97.6% repeat consistency

NO Does any analyst's question contain the word "curious"? Discovery · seen in 57.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 57.5% of calls 99% repeat consistency

NO Does an analyst reference a specific prior quarter by name (e.g., "last quarter")? Discovery · seen in 63% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 63% of calls 82.5% repeat consistency

NO Does any speaker say "obviously" two or more times? Discovery · seen in 61.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 61.8% of calls 88.7% repeat consistency

YES Does any analyst ask a follow-up in the same turn after their first answer? Discovery · seen in 86.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 86.2% of calls 91.9% repeat consistency

NO Does any analyst ask about a specific geographic region or market? Discovery · seen in 70.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 70.6% of calls 91.4% repeat consistency

YES Does any analyst ask a question that includes the phrase "long term" or "long-term"? Discovery · seen in 34.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 34.7% of calls 82.5% repeat consistency

YES Does the word "margin" or "margins" appear at least five times? Discovery · seen in 63.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 63.4% of calls 94.3% repeat consistency

YES Does the word "opportunity" or "opportunities" appear at least three times? Discovery · seen in 76.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 76.7% of calls 95.2% repeat consistency

NO Does an executive say "we'll come back to that" or defer an answer to a follow-up? Discovery · seen in 37.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.3% of calls 86.5% repeat consistency

YES Does anyone say "thank you" three or more times in the Q&A section? Discovery · seen in 82.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 82.3% of calls 85.2% repeat consistency

YES Does the CFO use the phrase "free cash flow" at least once? Discovery · seen in 34.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 34.4% of calls 98% repeat consistency

YES Does any executive use the word "momentum"? Discovery · seen in 51.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 51.2% of calls 97.6% repeat consistency

YES Does the CEO mention at least one specific customer segment by name (e.g., "enterprise")? Discovery · seen in 70.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 70.6% of calls 86.2% repeat consistency

YES Does the phrase "take your question" or "take the question" appear? Discovery · seen in 23.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 23.7% of calls 81.5% repeat consistency

YES Does any analyst introduce themselves by name before asking their first question? Discovery · seen in 27.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 27.2% of calls 95.5% repeat consistency

YES Does anyone say "including" at least three times? Discovery · seen in 68.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68.3% of calls 85.6% repeat consistency

YES Does management reference "the macro environment" or "macroeconomic" at least once? Discovery · seen in 25.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 25.5% of calls 97.6% repeat consistency

NO Does any executive reference "our team" or "the team" at least twice? Discovery · seen in 59.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 59.5% of calls 88.7% repeat consistency

NO Does the operator announce more than one analyst from the same firm? Discovery · seen in 15% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15% of calls 98.3% repeat consistency

NO Does any prepared remark mention "headwinds" or "tailwinds"? Discovery · seen in 33.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.1% of calls 94.8% repeat consistency

YES Does any speaker say "with that, I'll turn it over"? Discovery · seen in 55.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 55.8% of calls 83.5% repeat consistency

NO Does the CFO use the phrase "capital allocation"? Discovery · seen in 15.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.3% of calls 99% repeat consistency

NO Does an executive decline to answer, citing that something will come later or is not disclosed? Editor · seen in 77.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 77.3% of calls 92.9% repeat consistency

YES Does an analyst ask a two-part question containing the word "but"? Editor · seen in 74.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 74.2% of calls 83.3% repeat consistency

YES Does anyone ask a follow-up question in the same turn after their first question is answered? Editor · seen in 87.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.8% of calls 92.9% repeat consistency

NO Does anyone answer "yes" or "no" as the first word of a response? Editor · seen in 83.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 83.2% of calls 90.3% repeat consistency

YES Does anyone say "thank you" at least ten times in the transcript? Editor · seen in 73.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 73.2% of calls 81.8% repeat consistency

NO Does an executive use the phrase "if you look at" at least twice? Editor · seen in 36.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.2% of calls 89.9% repeat consistency

YES Does any analyst begin their question with "Hi" or "Hello" as a greeting? Editor · seen in 60.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 60.1% of calls 95.6% repeat consistency

YES Does anyone say "we are excited about" without naming a number? Editor · seen in 38.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 38.7% of calls 92.3% repeat consistency

NO Does an analyst reference a peer company's results or valuation? Editor · seen in 21.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.4% of calls 88% repeat consistency

NO Does any speaker use the phrase "just to clarify" or "just to be clear"? Editor · seen in 20.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.3% of calls 95.3% repeat consistency

NO Does management use the word "headwind" or "headwinds"? Editor · seen in 42.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 42.1% of calls 97.6% repeat consistency

YES Does any speaker use the word "tailwind" or "tailwinds"? Editor · seen in 27.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 27.3% of calls 99.7% repeat consistency

YES Does any speaker use the word "momentum"? Editor · seen in 52.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 52.8% of calls 98.7% repeat consistency

YES Does the word "investments" appear in the context of margins or costs? Editor · seen in 40.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 40.8% of calls 88% repeat consistency

NO Does anyone mention "FX" or "foreign exchange"? Editor · seen in 27.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.4% of calls 98.7% repeat consistency

YES Does the word "efficiency" or "productivity" appear at least twice? Editor · seen in 47.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 47.4% of calls 96% repeat consistency

YES Does an analyst thank the executives or congratulate them before asking a question? Editor · seen in 74.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 74.7% of calls 91.9% repeat consistency

YES Does an executive say "great question" or "thanks for the question"? Editor · seen in 40.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 40.2% of calls 89.9% repeat consistency

YES Does an executive say "as we said last quarter" or reference a prior call? Editor · seen in 72.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72.2% of calls 83.3% repeat consistency

NO Does the phrase "going forward" appear at least twice? Editor · seen in 30.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 30.1% of calls 88.2% repeat consistency

NO Does management use the word "levers" when discussing actions? Editor · seen in 13% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13% of calls 95% repeat consistency

YES Does management thank analysts by name at any point after a question? Editor · seen in 58.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 58.8% of calls 87.5% repeat consistency

NO Does anyone say "we'll take that offline" or offer to follow up after the call? Editor · seen in 15.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.3% of calls 86.5% repeat consistency

NO Does management use the word "committed" regarding a target? Editor · seen in 33.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.2% of calls 91% repeat consistency

NO Does the CEO's prepared remarks mention "macro" or "macroeconomic"? Editor · seen in 19.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.5% of calls 98.3% repeat consistency

YES Does anyone use the phrase "the vast majority"? Editor · seen in 16.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 16.3% of calls 99.7% repeat consistency

NO Does the word "temporary" or "transitory" appear? Editor · seen in 18.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.6% of calls 97.3% repeat consistency

YES Is an analyst's question answered with "great question" or similar? Editor · seen in 28.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 28.9% of calls 88.6% repeat consistency

YES Is there a questioner from an investment bank other than the first three analysts who ask questions? Fact Checker · seen in 80.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 80.1% of calls 98% repeat consistency

YES Does any analyst ask a question that includes a reference to a specific dollar figure? Fact Checker · seen in 64.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 64.9% of calls 93.6% repeat consistency

YES Does anyone say "thank you" at least ten times across the call? Fact Checker · seen in 67.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 67.1% of calls 81.1% repeat consistency

YES Does the phrase "thank you for taking my question" or "thanks for taking my question" appear? Fact Checker · seen in 50.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 50.4% of calls 94.9% repeat consistency

YES Does any analyst's first sentence contain a compliment or thanks before asking their question? Fact Checker · seen in 81.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 81.3% of calls 97.3% repeat consistency

YES Does the CFO present in both the prepared remarks and the Q&A portion of the call? Fact Checker · seen in 84.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 84.1% of calls 98% repeat consistency

YES Does the CEO personally deliver the closing remarks of the call? Fact Checker · seen in 68.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68.9% of calls 95.3% repeat consistency

NO Does the CEO's prepared remarks contain the word "team" at least twice? Fact Checker · seen in 40.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.9% of calls 91.6% repeat consistency

YES Does any speaker use the phrase "moving on" or "with that" to transition between topics? Fact Checker · seen in 80.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 80.9% of calls 95.3% repeat consistency

YES Does the phrase "in terms of" appear at least twice? Forensic · seen in 84.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 84.8% of calls 94% repeat consistency

NO First-person singular ("I believe," "I think") used more by the CFO than the CEO. Forensic · seen in 13.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.5% of calls 89% repeat consistency

YES A single question receives answers from two different executives. Forensic · seen in 83.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.4% of calls 97.7% repeat consistency

YES A hedge word ("maybe," "sort of") appears inside a direct quantitative claim. Forensic · seen in 78.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 78.4% of calls 81% repeat consistency

NO Does any speaker use the word "obviously"? Forensic · seen in 81.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 81.7% of calls 95% repeat consistency

YES Does the word "guidance" appear in both prepared remarks and the Q&A section? Forensic · seen in 50% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 50% of calls 93% repeat consistency

NO Does any executive defer a question to another executive by name? Forensic · seen in 61.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 61.6% of calls 95.3% repeat consistency

NO Someone uses the word "honestly," "frankly," or "to be clear." Forensic · seen in 44.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 44.9% of calls 96% repeat consistency

YES Does anyone use the word "ecosystem" or "platform" without a number attached? Forensic · seen in 60.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 60.6% of calls 98.7% repeat consistency

NO Does the transcript contain the word "certainly" three or more times? Forensic · seen in 34.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.5% of calls 93% repeat consistency

YES Does anyone begin an answer by restating or paraphrasing the analyst's name? Forensic · seen in 76.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 76.6% of calls 89% repeat consistency

NO Does an analyst reference a competitor by name during their question? Forensic · seen in 24.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.2% of calls 92.3% repeat consistency

YES Does a speaker say "let me" at least twice in the transcript? Forensic · seen in 49.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 49.3% of calls 93.7% repeat consistency

NO The transcript contains an apology unrelated to financial results. Forensic · seen in 39.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 39.5% of calls 86% repeat consistency

NO The word "challenge" is spoken more often than "opportunity." Forensic · seen in 14.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 14.7% of calls 93% repeat consistency

NO Does the word "seasonality" or "seasonal" appear? Forensic · seen in 44.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 44.7% of calls 99.3% repeat consistency

NO The phrase "as you know" appears at least twice. Forensic · seen in 27.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.8% of calls 89% repeat consistency

YES Does any speaker use the word "challenge" or "challenges" at least three times? Forensic · seen in 18.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 18.3% of calls 86% repeat consistency

NO Does anyone mention "weather" as a factor affecting results? Forensic · seen in 19.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.1% of calls 95.7% repeat consistency

YES Does an executive say "thank you" to the analyst before answering a question? Forensic · seen in 46.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 46.7% of calls 81.9% repeat consistency

YES Does any speaker say "great question" or similar praise of a question? Forensic · seen in 37.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 37.4% of calls 96.3% repeat consistency

YES The final question is answered noticeably shorter than the opening ones. Forensic · seen in 37.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 37.3% of calls 81% repeat consistency

NO Does anyone say "we remain" followed by a verb (e.g., "we remain committed")? Forensic · seen in 36% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36% of calls 82.6% repeat consistency

YES Does an executive cite a conversation with a customer that has no verifiable specificity (unnamed, undated, unquantified)? Historian · seen in 48.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 48.9% of calls 82% repeat consistency

NO Does the transcript contain a sentence that begins with "What I would say is"? Historian · seen in 10.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.3% of calls 95.3% repeat consistency

YES Does any question mention a specific percentage or dollar figure? Hostage · seen in 88.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 88.5% of calls 93.9% repeat consistency

YES Does the CEO personally answer more questions than any other executive? Hostage · seen in 72.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72.7% of calls 93.9% repeat consistency

YES Does the operator say "our final question" or similar? Hostage · seen in 18.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 18.1% of calls 92.3% repeat consistency

YES Does the word "opportunity" or "opportunities" appear at least five times? Hostage · seen in 58.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 58.7% of calls 92.3% repeat consistency

NO Does the word "clearly" appear at least twice? Hostage · seen in 24.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.8% of calls 92.3% repeat consistency

NO Does the word "leverage" appear as a verb at least twice? Hostage · seen in 26.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 26.5% of calls 94.3% repeat consistency

NO Does any analyst's first name get used by an executive when thanking them? Hostage · seen in 57.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 57.8% of calls 85.2% repeat consistency

YES Does the operator announce more than five questioners? Insurance · seen in 64.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 64.7% of calls 99% repeat consistency

YES Are there more than ten analyst questions in total? Insurance · seen in 79.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 79.4% of calls 92.9% repeat consistency

NO Does the operator use the phrase "our next question comes from" more than three times? Insurance · seen in 52.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 52.3% of calls 80.4% repeat consistency

YES Are the CEO's prepared remarks longer than the CFO's, judged by speaker turns on the transcript page? Insurance · seen in 68.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68.2% of calls 84.5% repeat consistency

NO Does management say "we are not going to comment on" or equivalent refusal language? Insurance · seen in 40.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.6% of calls 83.3% repeat consistency

NO Executive corrects an analyst's premise. Insurance · seen in 60% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60% of calls 80.3% repeat consistency

NO Does the CFO's prepared section exceed the CEO's in number of paragraphs? Insurance · seen in 38% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 38% of calls 86.5% repeat consistency

YES Does the CEO personally answer more than half of the analyst questions? Insurance · seen in 64.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 64.9% of calls 92.1% repeat consistency

NO Does any analyst mention the word "margin" in their first question? Insurance · seen in 39.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 39.4% of calls 93.8% repeat consistency

NO Executive uses the word "excited" more than twice. Insurance · seen in 27.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.7% of calls 92.3% repeat consistency

YES Does any analyst ask a multi-part question containing three or more distinct questions? Insurance · seen in 82% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 82% of calls 87.3% repeat consistency

YES Does the word "guidance" appear at least three times? Insurance · seen in 58.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 58.2% of calls 94% repeat consistency

NO Does any analyst ask a two-part question signaled by "and also" or "and secondly"? Insurance · seen in 46.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46.5% of calls 84.2% repeat consistency

NO Does an analyst begin with a compliment, such as "great quarter" or "congrats"? Insurance · seen in 41.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 41.4% of calls 93.9% repeat consistency

YES Does an executive say "we said" when recalling prior statements? Insurance · seen in 47.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 47.7% of calls 89.7% repeat consistency

YES Does any analyst begin their turn with "thanks" or "thank you"? Insurance · seen in 71.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 71.8% of calls 89.9% repeat consistency

NO Does the word "headwind" or "tailwind" appear at least twice? Insurance · seen in 36.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.1% of calls 98.3% repeat consistency

NO Does the word "synergies" appear? Insurance · seen in 19.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.8% of calls 99% repeat consistency

YES Does any analyst address a question to two or more executives by name? Insurance · seen in 33.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 33.6% of calls 86.6% repeat consistency

YES Does the word "capital" appear at least five times? Insurance · seen in 53.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 53.8% of calls 93.3% repeat consistency

YES Does any executive say "we feel" rather than "we believe" or "we think"? Insurance · seen in 58.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 58.2% of calls 95.7% repeat consistency

NO Does the word "capital" appear in at least three different speakers' turns? Insurance · seen in 37.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.7% of calls 90.4% repeat consistency

YES Does an executive use the phrase "over time" at least twice? Insurance · seen in 24.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 24.7% of calls 94.3% repeat consistency

YES Does an executive say "as I mentioned" or "as we said" at least once? Insurance · seen in 75.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75.9% of calls 87.2% repeat consistency

YES Does the CEO open the call before any analyst questions by mentioning the macro environment? Insurance · seen in 32% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 32% of calls 87% repeat consistency

YES Does anyone say "we are pleased" or "we're excited"? Insurance · seen in 75% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75% of calls 94.3% repeat consistency

YES Does anyone use the word "leverage" (financial or metaphorical)? Insurance · seen in 72.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72.8% of calls 95.7% repeat consistency

YES Does an analyst thank management before asking their question? Insurance · seen in 60.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 60.9% of calls 82.3% repeat consistency

YES Is the word "automation" or "productivity" used at least once? Insurance · seen in 37.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 37.9% of calls 99% repeat consistency

NO Does the word "uncertainty" or "uncertainties" appear at least twice? Insurance · seen in 37.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.8% of calls 95% repeat consistency

YES Does the phrase "year over year" appear at least three times? Insurance · seen in 46% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 46% of calls 90.6% repeat consistency

YES Does management use the word "leverage" or "leveraging" at least twice? Insurance · seen in 51.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 51.1% of calls 94.6% repeat consistency

NO Currency headwinds mentioned unprompted. Insurance · seen in 29.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 29.3% of calls 97% repeat consistency

YES Is the phrase "a number of" used at least once? Insurance · seen in 67.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 67.1% of calls 94.6% repeat consistency

YES Does anyone use the phrase "best-in-class" or "industry-leading"? Insurance · seen in 27.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 27.3% of calls 100% repeat consistency

YES Does the word "momentum" appear at least twice in prepared remarks? Insurance · seen in 21.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 21.7% of calls 94.3% repeat consistency

NO Is the phrase "on a constant currency basis" or similar currency adjustment used? Insurance · seen in 20.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.6% of calls 97% repeat consistency

NO Does an analyst's question include the phrase "just to clarify"? Insurance · seen in 10.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.1% of calls 94.3% repeat consistency

NO Does the phrase "the team" appear at least twice in management remarks? Insurance · seen in 41.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 41.2% of calls 80.5% repeat consistency

NO Does any speaker say "so clearly" or "quite frankly"? Insurance · seen in 18% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18% of calls 90.2% repeat consistency

NO Does management use the phrase "we believe" at least three times? Insurance · seen in 54% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 54% of calls 92.3% repeat consistency

NO Speaker says "we don't guide" on anything. Insurance · seen in 16.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.5% of calls 91.7% repeat consistency

YES Does the CFO use the word "quarter" at least ten times? Insurance · seen in 74.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 74.6% of calls 90.7% repeat consistency

YES Does any speaker say "thank you" more than five times in total? Insurance · seen in 81.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 81.2% of calls 83.8% repeat consistency

NO Does the word "macro" or "macroeconomic" appear at least twice in the call? Insurance · seen in 23.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.1% of calls 99.3% repeat consistency

NO Does the transcript contain the word "typically" at least twice? Insurance · seen in 17.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.4% of calls 92.6% repeat consistency

NO Does an executive state they will "come back to" a question or follow up later? Insurance · seen in 13.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.4% of calls 89.7% repeat consistency

YES Does management thank analysts for their questions at any point during Q&A? Insurance · seen in 59.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 59.8% of calls 82.5% repeat consistency

YES Speaker admits being surprised by anything. Insurance · seen in 28.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 28.1% of calls 86% repeat consistency

NO Does any speaker use the phrase "going forward"? Insurance · seen in 61.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 61.4% of calls 88% repeat consistency

NO Does management use the phrase "going forward" at least twice? Insurance · seen in 24.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.9% of calls 84.2% repeat consistency

NO Does anyone say "stability" or "stable" when describing demand? Insurance · seen in 23.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.6% of calls 89.6% repeat consistency

NO Word "normal" used about demand. Insurance · seen in 29.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 29.3% of calls 86.3% repeat consistency

NO Does an executive say "stay tuned" or "more to come"? Insurance · seen in 11.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.7% of calls 99% repeat consistency

NO Does management describe a cost program, restructuring, or efficiency initiative by a proper name? Insurance · seen in 16.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.8% of calls 94% repeat consistency

NO Does the CFO's prepared section mention interest expense by name or figure? Insurance · seen in 31.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.7% of calls 97.7% repeat consistency

NO Does the word "volatility" appear? Insurance · seen in 28.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.6% of calls 99.3% repeat consistency

NO Executive mentions a hobby or personal anecdote. Insurance · seen in 16.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.7% of calls 88% repeat consistency

NO Does the word "pipeline" appear without a dollar figure attached? Insurance · seen in 55.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 55.3% of calls 99% repeat consistency

YES Does the phrase "the macro" or "macro environment" appear? Insurance · seen in 19.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 19.7% of calls 93.6% repeat consistency

NO Does the phrase "our team" appear at least twice? Insurance · seen in 32.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.9% of calls 85.5% repeat consistency

NO Does an executive say "great question" or "good question" at least twice? Insurance · seen in 15% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15% of calls 97% repeat consistency

NO Does any speaker say "we remain" followed by an adjective? Insurance · seen in 53.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 53.5% of calls 93.3% repeat consistency

NO Does management thank analysts by name when responding? Insurance · seen in 52.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 52.9% of calls 83.5% repeat consistency

YES Is the word "flexibility" or "flexible" used at least once? Insurance · seen in 44.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 44.4% of calls 99.7% repeat consistency

NO Does anyone say "takeaway," "take out," or "take rate"? Insurance · seen in 17.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.8% of calls 95% repeat consistency

NO Analyst compliments the team before asking a question. Insurance · seen in 17.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.4% of calls 80.3% repeat consistency

NO Does any speaker use "we're" where "we are" could substitute, more than twenty times overall? Interrogator · seen in 61.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 61.9% of calls 83.8% repeat consistency

YES Does any analyst reference the CEO or CFO by first name? Interrogator · seen in 79.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 79.6% of calls 93.8% repeat consistency

NO Does anyone say "obviously" at least three times? Interrogator · seen in 43.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 43.3% of calls 86.9% repeat consistency

NO Does anyone use the word "pipeline" at least twice? Interrogator · seen in 37.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.8% of calls 98.3% repeat consistency

NO Does anyone say "moving on" or "let me turn it over" during prepared remarks? Interrogator · seen in 36% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36% of calls 88.3% repeat consistency

NO Does an analyst ask a question starting with "just"? Linguist · seen in 72.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 72.9% of calls 81.8% repeat consistency

NO Does anyone say "headwind" or "headwinds" more than once? Linguist · seen in 27.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.7% of calls 97.6% repeat consistency

NO Does an analyst use the phrase "to clarify"? Linguist · seen in 17.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.1% of calls 92.4% repeat consistency

YES Does any executive use the phrase "year over year" at least three times? Linguist · seen in 41.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.8% of calls 91.8% repeat consistency

YES Does an executive cite a conversation with a customer, partner, or employee as evidence? Military · seen in 53% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 53% of calls 84.3% repeat consistency

NO Does any question go to a named executive other than the CEO or CFO? Military · seen in 32.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.5% of calls 85.7% repeat consistency

NO Does an executive say "to be clear" or "let me be clear"? Military · seen in 13.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.8% of calls 96% repeat consistency

NO Does anyone mention a competitor by name without being prompted? Military · seen in 17% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17% of calls 91.7% repeat consistency

NO Is there a question that management declines to answer directly, citing timing or disclosure constraints? Negotiation · seen in 71.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 71.2% of calls 88% repeat consistency

YES Does any question explicitly reference the company's prior guidance or outlook? Negotiation · seen in 80% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 80% of calls 91.7% repeat consistency

YES Does any speaker say "next question" or does the operator use the word "final" before the last question? Negotiation · seen in 76.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 76.1% of calls 81.7% repeat consistency

YES Does the word "invest" or "investment" appear at least five times in the transcript? Negotiation · seen in 62% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 62% of calls 92% repeat consistency

NO Does the CFO handle a strategic question instead of a financial one? Negotiation · seen in 58.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 58.9% of calls 86.3% repeat consistency

NO Does an analyst flatter management within their first sentence of speaking? Negotiation · seen in 46.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46.6% of calls 90.7% repeat consistency

YES Does an analyst ask two questions when told to ask only one? Negotiation · seen in 15.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 15.2% of calls 88.3% repeat consistency

YES Does anyone use the phrase "underlying" to modify a business metric? Negotiation · seen in 38.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 38.3% of calls 94.7% repeat consistency

NO Does anyone say "excited" or "pleased" at least twice in the transcript? Negotiation · seen in 70.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 70.6% of calls 97% repeat consistency

YES Does the word "guidance" appear in the prepared remarks (not just Q&A)? Negotiation · seen in 64% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 64% of calls 98.7% repeat consistency

YES Is the word "margin" used with a number attached (e.g., "400 basis points")? Negotiation · seen in 66.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.7% of calls 93.3% repeat consistency

NO Does the transcript contain the word "record" preceding a noun (e.g., "record margin")? Negotiation · seen in 40.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.6% of calls 97.3% repeat consistency

NO Does an executive answer a question by citing a competitor's actions? Negotiation · seen in 36.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.3% of calls 88% repeat consistency

YES Does the word "macro" or "macroeconomic" appear in the transcript? Negotiation · seen in 39.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 39.9% of calls 99.3% repeat consistency

YES Does the word "challenges" appear more than once? Negotiation · seen in 21.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 21.8% of calls 92.7% repeat consistency

NO Does the CEO begin an answer with "look" or "listen"? Negotiation · seen in 21.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.3% of calls 94.7% repeat consistency

NO Does the word "inflation" appear anywhere in the transcript? Negotiation · seen in 36.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.9% of calls 98% repeat consistency

NO Is there a pause or silence acknowledged on the call ("I think we lost you")? Negotiation · seen in 19.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.2% of calls 87.7% repeat consistency

NO Does an executive name a specific competitor during the call? Negotiation · seen in 24.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.5% of calls 90.7% repeat consistency

YES Does the word "challenges" appear at least three times in the transcript? Negotiation · seen in 12.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 12.3% of calls 93.3% repeat consistency

NO Does anyone say "we don't break that out" in response to a question? Negotiation · seen in 10.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.7% of calls 94.3% repeat consistency

NO Does anyone describe a metric as "noisy" or "lumpy"? Negotiation · seen in 15.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.6% of calls 95.7% repeat consistency

NO Does an executive mention a specific number of percentage points when discussing market share? Negotiation · seen in 14.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 14.7% of calls 96.7% repeat consistency

NO Does a speaker correct a figure they themselves just stated? Negotiation · seen in 23.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.8% of calls 84% repeat consistency

NO Does the CEO refer to a competitor by name rather than "competition" or "peers"? Negotiation · seen in 18.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.8% of calls 91.3% repeat consistency

NO Does the CEO mention their own tenure or years of experience unprompted? Negotiation · seen in 19.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.9% of calls 97% repeat consistency

YES Does anyone use the phrase "the team" when taking ownership would be natural? Poker · seen in 42.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 42.5% of calls 81% repeat consistency

NO Does anyone blame weather, holidays, or calendar quirks unprompted? Poker · seen in 35.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.6% of calls 83% repeat consistency

YES Does anyone cite a personal anecdote involving a customer conversation? Poker · seen in 16.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 16.6% of calls 81.7% repeat consistency

YES Does anyone use the phrase "a little bit"? Private Credit · seen in 87.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.3% of calls 96% repeat consistency

YES Is the CFO the speaker for at least one analyst question? Private Credit · seen in 87.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.8% of calls 99% repeat consistency

YES Does the word "guidance" appear in the transcript? Private Credit · seen in 78.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 78.7% of calls 97.3% repeat consistency

YES Does anyone say "we're excited" or "we are excited"? Private Credit · seen in 49.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 49.5% of calls 93.7% repeat consistency

NO Does the word "dividend" appear? Private Credit · seen in 45.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 45.5% of calls 98.7% repeat consistency

YES Is the word "invest" or "investment" used more than twice? Private Credit · seen in 75% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75% of calls 95.3% repeat consistency

YES Does the word "invest" or "investment" appear at least twice? Private Credit · seen in 85.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 85.8% of calls 96.7% repeat consistency

YES Does anyone cite a percentage of revenue from a specific segment? Private Credit · seen in 40.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 40.3% of calls 92.6% repeat consistency

YES Does the word "challenge" or "challenging" appear at least once? Private Credit · seen in 68.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68.6% of calls 97.3% repeat consistency

YES Does anyone describe cutting discretionary spending like travel or hiring? Private Credit · seen in 13.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 13.8% of calls 94.3% repeat consistency

YES Does the phrase "year over year" appear? Private Credit · seen in 72.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72.9% of calls 96% repeat consistency

NO Does the word "liquidity" appear at least once? Private Credit · seen in 34.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.7% of calls 99.7% repeat consistency

NO Does the transcript mention refinancing, maturity dates, or debt coming due? Private Credit · seen in 32% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32% of calls 95% repeat consistency

NO Does anyone mention selling assets, real estate, or equipment to raise cash? Private Credit · seen in 24.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.2% of calls 90.7% repeat consistency

YES Does anyone reference "the macro" or "macro environment"? Private Credit · seen in 26.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 26.5% of calls 91% repeat consistency

NO Is the word "capacity" mentioned? Private Credit · seen in 55.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 55.7% of calls 100% repeat consistency

YES Does anyone use the phrase "our customers" rather than naming a customer? Private Credit · seen in 60.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 60.7% of calls 95% repeat consistency

NO Does the transcript include a question about interest expense or debt service? Private Credit · seen in 10.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.7% of calls 95.3% repeat consistency

NO Does the phrase "working capital" appear in a context other than a seasonality excuse? Private Credit · seen in 25.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.7% of calls 98% repeat consistency

YES Does management thank analysts at any point? Private Credit · seen in 84.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 84.9% of calls 84.3% repeat consistency

NO Does anyone reference borrowing from a bank or drawing on a credit facility? Private Credit · seen in 32.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.6% of calls 87.7% repeat consistency

NO Does the word "cost" appear in the first ten sentences of prepared remarks? Private Credit · seen in 23.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.8% of calls 85.3% repeat consistency

NO Does an executive say "we remain confident" or similar? Private Credit · seen in 35.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.8% of calls 82.6% repeat consistency

NO Does anyone mention covenants, amendments to loan documents, or lender conversations? Private Credit · seen in 11.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.6% of calls 95.7% repeat consistency

YES Does anyone say "with that" or "that said" to pivot? Private Credit · seen in 81.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 81.4% of calls 96.7% repeat consistency

YES Does an executive open their first answer by thanking the analyst? Private Credit · seen in 37.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 37.1% of calls 94.6% repeat consistency

NO Does any analyst's question include the word "capex" or "cash flow"? Procurement · seen in 38.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 38.5% of calls 94.5% repeat consistency

NO Does the word "headline" or "headwinds" appear at least once? Procurement · seen in 43.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 43.1% of calls 95.9% repeat consistency

YES Does the word "core" appear at least twice? Procurement · seen in 44% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 44% of calls 97.6% repeat consistency

NO Does an analyst's turn contain the word "congratulations"? Procurement · seen in 20.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.2% of calls 97.6% repeat consistency

YES Does any analyst ask a question containing "how" and also "why"? Procurement · seen in 11.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 11.3% of calls 94.5% repeat consistency

YES Does any executive say "as we mentioned" or "as I mentioned" at least once? Procurement · seen in 66.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.3% of calls 89.7% repeat consistency

YES Are there more than eight analyst questioners? Project · seen in 37.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 37.5% of calls 99.7% repeat consistency

YES Does any analyst's question include a percentage figure? Project · seen in 69.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 69.1% of calls 91.1% repeat consistency

YES Does any analyst's question contain the word "guidance"? Project · seen in 54.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 54.3% of calls 92.4% repeat consistency

NO Does the CFO's prepared remarks exceed 1,000 words? Project · seen in 40.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.9% of calls 89.3% repeat consistency

NO Does any speaker say "if you look at"? Project · seen in 54.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 54.1% of calls 89.3% repeat consistency

YES Does the CEO personally answer the first question? Project · seen in 69.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 69.3% of calls 92.4% repeat consistency

YES Does any speaker use the phrase "tailwind" or "tailwinds"? Project · seen in 27.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 27.3% of calls 99.7% repeat consistency

YES Does management use the phrase "balance sheet" at least twice? Project · seen in 41.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.1% of calls 96.6% repeat consistency

YES Does the CEO make closing remarks after the Q&A ends? Project · seen in 64.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 64.8% of calls 96.2% repeat consistency

NO Does any speaker say "structurally" or "secular"? Project · seen in 13% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13% of calls 97.9% repeat consistency

NO Does the operator say "our next question" two or more times? Scientist · seen in 73.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 73.5% of calls 85.6% repeat consistency

NO Does the final questioner get an explicit closing acknowledgment from the operator ("last question" or similar)? Scientist · seen in 25.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.7% of calls 95.2% repeat consistency

NO Does management use the phrase "business as usual" or "as expected" at least once? Scientist · seen in 23.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.9% of calls 94.2% repeat consistency

YES Does an analyst preface a question with "quick" or "quickly"? Screenwriter · seen in 56% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 56% of calls 99% repeat consistency

YES Does an executive state a specific numeric percentage when answering a question? Screenwriter · seen in 86.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 86.7% of calls 97.9% repeat consistency

YES Does anyone say "in terms of" at least twice? Screenwriter · seen in 84.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 84.8% of calls 94% repeat consistency

NO Is there a question that clearly annoyed the executive, visible in the reply's abruptness? Screenwriter · seen in 27.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.1% of calls 85.3% repeat consistency

YES Does the word "guidance" appear in the Q&A section? Screenwriter · seen in 66.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.6% of calls 93.1% repeat consistency

YES Does the word "strong" appear more than five times? Screenwriter · seen in 64.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 64.9% of calls 91.3% repeat consistency

YES Does the phrase "thank you" appear more than ten times? Screenwriter · seen in 62.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 62.8% of calls 80.9% repeat consistency

NO Does an analyst ask a question containing the word "margin"? Screenwriter · seen in 60.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60.2% of calls 93.6% repeat consistency

YES Does management use the word "guidance" at least twice? Screenwriter · seen in 65.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 65.8% of calls 95.5% repeat consistency

YES Does the phrase "thank you" appear at least ten times anywhere in the transcript? Screenwriter · seen in 72.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72.8% of calls 83.2% repeat consistency

YES Does an executive begin an answer by restating the analyst's name? Screenwriter · seen in 85.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 85.3% of calls 97% repeat consistency

NO Does any analyst ask about capital allocation or share repurchases? Screenwriter · seen in 42.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 42.2% of calls 93.1% repeat consistency

YES Does the word "challenge" or "challenging" appear at least twice? Screenwriter · seen in 47.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 47.8% of calls 95.2% repeat consistency

YES Does the word "opportunity" or "opportunities" appear more than three times? Screenwriter · seen in 66.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.5% of calls 93.3% repeat consistency

YES Is there a villain—market conditions, regulation, currency—that behaves consistently across the call? Screenwriter · seen in 83.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.3% of calls 86.3% repeat consistency

YES Does the word "challenging" appear? Screenwriter · seen in 41.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.6% of calls 98.3% repeat consistency

NO Does the word "certainly" appear at least once in management's answers? Screenwriter · seen in 59.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 59.3% of calls 95.9% repeat consistency

NO Does any analyst ask a personal, warm, or congratulatory question? Screenwriter · seen in 49.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 49.4% of calls 92.3% repeat consistency

YES Does the phrase "capital" appear at least five times? Screenwriter · seen in 50.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 50.3% of calls 92.1% repeat consistency

YES Does an analyst ask a question the prepared remarks already answered? Screenwriter · seen in 86.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 86.1% of calls 82.7% repeat consistency

YES Does the word "quarter" appear at least twenty times? Screenwriter · seen in 84.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 84.4% of calls 90.4% repeat consistency

YES Does any single analyst ask more than two questions during the whole call? Screenwriter · seen in 86.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 86.6% of calls 89.7% repeat consistency

YES Does the phrase "on a year-over-year basis" or "year over year" appear at least twice? Screenwriter · seen in 60.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 60.1% of calls 89.3% repeat consistency

YES Is the word "headwinds" or "tailwinds" used? Screenwriter · seen in 41.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.8% of calls 97.3% repeat consistency

YES Does the word "margin" appear at least three times? Screenwriter · seen in 73.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 73.6% of calls 98% repeat consistency

YES Is the word "confidence" or "confident" spoken by any executive? Screenwriter · seen in 73.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 73.2% of calls 97.7% repeat consistency

NO Does anyone use the phrase "call it" or "let's call it" before an estimate? Screenwriter · seen in 24.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.7% of calls 96.7% repeat consistency

NO Does the phrase "going forward" appear? Screenwriter · seen in 62.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 62.9% of calls 87.6% repeat consistency

NO Does anyone say "coming back" or "circling back" to take a follow-up? Screenwriter · seen in 11% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11% of calls 94.3% repeat consistency

NO Does the word "inflation" appear at least twice? Screenwriter · seen in 25.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.3% of calls 97.3% repeat consistency

NO Does any executive say "we believe" at least twice? Screenwriter · seen in 65.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 65.8% of calls 92.8% repeat consistency

NO Does management use the phrase "going forward"? Screenwriter · seen in 56.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 56.2% of calls 85.6% repeat consistency

NO Does anyone use the word "robust"? Screenwriter · seen in 46% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46% of calls 99% repeat consistency

NO Does any speaker use the phrase "if you will" or "so to speak"? Screenwriter · seen in 23.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.2% of calls 97.7% repeat consistency

YES Does any speaker say "appreciate" at least once? Screenwriter · seen in 63.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 63.9% of calls 94.2% repeat consistency

NO Does anyone use the phrase "at the end of the day"? Screenwriter · seen in 12.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.5% of calls 99.7% repeat consistency

NO Does anyone tell a self-contained anecdote with a beginning, middle, and end? Screenwriter · seen in 27.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.7% of calls 82% repeat consistency

NO Does any executive use the phrase "our team"? Screenwriter · seen in 50.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 50.8% of calls 88.7% repeat consistency

NO Does the transcript contain a silence, pause, or "we'll come back to that" that never resolves? Screenwriter · seen in 15.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.8% of calls 85.7% repeat consistency

NO Does anyone describe a customer, employee, or competitor as a named character with a motive? Screenwriter · seen in 11.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.4% of calls 87.3% repeat consistency

NO Does any executive say "we're pleased" or "I'm pleased"? Screenwriter · seen in 68.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 68.3% of calls 92.8% repeat consistency

NO Is there a moment of modesty—someone crediting luck or timing? Screenwriter · seen in 12.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.5% of calls 92.3% repeat consistency

NO Does anyone use the phrase "on a year-over-year basis"? Screenwriter · seen in 18.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.9% of calls 93.6% repeat consistency

YES Is the word "excited" or "exciting" used by management at least twice? Semiotician · seen in 45.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 45.8% of calls 97.3% repeat consistency

YES Does any speaker say "just" five or more times? Semiotician · seen in 83.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.3% of calls 82.2% repeat consistency

NO Does any question begin with "Can you" or "Could you"? Semiotician · seen in 84.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 84.8% of calls 85.2% repeat consistency

NO Does the word "quick" or "quickly" appear in three or more analyst questions? Semiotician · seen in 13.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.2% of calls 91.6% repeat consistency

NO Does an analyst ask for guidance on a metric management did not offer unprompted? Semiotician · seen in 87.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 87.3% of calls 89.7% repeat consistency

NO Is there a question about capital allocation (buybacks, M&A, debt, or dividends)? Semiotician · seen in 67.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 67.7% of calls 91.7% repeat consistency

NO Does any analyst use the word "clarify" or "clarification"? Semiotician · seen in 32.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.9% of calls 98.7% repeat consistency

NO Does the word "obviously" appear at least twice? Semiotician · seen in 57.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 57.9% of calls 87.2% repeat consistency

YES Does management refer to a prior call or prior quarter's commentary when answering? Semiotician · seen in 87.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.9% of calls 90% repeat consistency

NO Does anyone use the word "actually" at least three times? Semiotician · seen in 46.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46.2% of calls 85.5% repeat consistency

NO Does any executive begin an answer with "Look," or "So,"? Semiotician · seen in 85.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 85.7% of calls 85% repeat consistency

YES Does the word "challenging" or "challenges" appear at least three times? Semiotician · seen in 32.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 32.2% of calls 90.6% repeat consistency

NO Does the operator run out of queued questions and close early? Semiotician · seen in 34.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.3% of calls 83.5% repeat consistency

NO Does any analyst apologize or preface with "sorry" before asking? Semiotician · seen in 32.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.8% of calls 92.9% repeat consistency

YES Is the word "excited" used by the CEO more than the word "confident"? Semiotician · seen in 33.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 33.1% of calls 92% repeat consistency

YES Does any speaker use the phrase "the right" before a noun ("the right team," "the right decisions")? Semiotician · seen in 57.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 57.8% of calls 94% repeat consistency

NO Does the word "guidance" appear more than five times in the transcript? Semiotician · seen in 31.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.8% of calls 93% repeat consistency

YES Does the word "tailwind" or "headwind" appear? Semiotician · seen in 52.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 52.2% of calls 98.7% repeat consistency

YES Does any analyst's question begin with a compliment or congratulation? Semiotician · seen in 41.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.5% of calls 88.3% repeat consistency

NO Does an analyst apologize before or during their question? Semiotician · seen in 32.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.8% of calls 96.6% repeat consistency

YES Are there more questions about revenue than about costs? Semiotician · seen in 69.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 69.8% of calls 85.2% repeat consistency

YES Does the word "challenging" appear at least twice? Semiotician · seen in 20.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 20.1% of calls 97% repeat consistency

YES Does any speaker use the phrase "on a" four or more times total (e.g., "on a constant currency basis")? Semiotician · seen in 54.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 54.8% of calls 82.8% repeat consistency

NO Does any executive answer begin with "Sure" or "Yes" followed by a comma? Semiotician · seen in 71.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 71.4% of calls 83.2% repeat consistency

NO Does anyone say "from a ... perspective" (e.g., "from a margin perspective")? Semiotician · seen in 56.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 56.9% of calls 87.2% repeat consistency

NO Does an executive say "we're not going to" in response to a question? Semiotician · seen in 25% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25% of calls 92% repeat consistency

NO Does management decline to answer by citing a future event ("we'll address that in..." or "at our upcoming...")? Semiotician · seen in 34.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.6% of calls 82% repeat consistency

YES Does the word "quarter" appear at least 20 times? Semiotician · seen in 87.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.7% of calls 93.3% repeat consistency

NO Is there a mention of "FX," "currency," or "foreign exchange"? Semiotician · seen in 39.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 39.5% of calls 98.7% repeat consistency

NO Does any executive say "that's right" or "that's correct" to an analyst? Semiotician · seen in 23.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.6% of calls 96.2% repeat consistency

YES Does the word "leverage" appear at least twice? Semiotician · seen in 52.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 52.1% of calls 94.5% repeat consistency

NO Is the word "leverage" used at least three times? Semiotician · seen in 37.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.8% of calls 90% repeat consistency

NO Does management use the word "headwinds" at least once? Semiotician · seen in 33.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.6% of calls 97.3% repeat consistency

YES Does any speaker say "great question" or thank the analyst before answering? Semiotician · seen in 51.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 51.8% of calls 84% repeat consistency

YES Does anyone attribute results to "the team" rather than to strategy? Semiotician · seen in 61.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 61.6% of calls 90.7% repeat consistency

NO Does any speaker say "going forward"? Semiotician · seen in 61.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 61.4% of calls 85.6% repeat consistency

NO Does any analyst begin their question with "congratulations"? Semiotician · seen in 17.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.8% of calls 92.6% repeat consistency

YES Does an analyst thank management at the end of their turn? Semiotician · seen in 77.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 77.2% of calls 94.7% repeat consistency

NO Does anyone describe the future with "We believe" more than "We expect"? Semiotician · seen in 30.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 30.2% of calls 87.3% repeat consistency

NO Does a speaker say "normal" or "normalized" about conditions that predate any disruption mentioned? Semiotician · seen in 33.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.7% of calls 81% repeat consistency

YES Is the word "momentum" used without a stated metric attached to it? Semiotician · seen in 41.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.4% of calls 92.7% repeat consistency

NO Does the word "macro" appear at least twice? Semiotician · seen in 21.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.9% of calls 95.9% repeat consistency

YES Does management use the word "solid" at least once? Semiotician · seen in 57.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 57.7% of calls 97% repeat consistency

YES Is there an analogy to a machine, engine, or flywheel? Semiotician · seen in 29.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 29.2% of calls 88% repeat consistency

YES Is the word "visibility" used at least once? Semiotician · seen in 34.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 34.1% of calls 100% repeat consistency

NO Is the phrase "base case" or "scenario" used at least once? Semiotician · seen in 19.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.1% of calls 96.9% repeat consistency

NO Does anyone say "we take that seriously" or "we're very focused on"? Semiotician · seen in 18% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18% of calls 92% repeat consistency

YES Is the phrase "to your point" or "as you mentioned" used at least once? Semiotician · seen in 32.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 32.8% of calls 83.5% repeat consistency

NO Does the operator say "thank you" more than three times? Semiotician · seen in 30% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 30% of calls 94.3% repeat consistency

NO Does management mention a specific competitor by name? Semiotician · seen in 20.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.8% of calls 93.1% repeat consistency

NO Does management say "the team" at least twice? Semiotician · seen in 31.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.9% of calls 85.9% repeat consistency

NO Does the word "fundamentally" appear at least once? Semiotician · seen in 12.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.3% of calls 98.3% repeat consistency

YES Does the phrase "ahead of" precede any mention of guidance or expectations? Semiotician · seen in 14.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 14.1% of calls 96.6% repeat consistency

NO Does management use the phrase "on a year-over-year basis"? Semiotician · seen in 16.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.9% of calls 96.6% repeat consistency

NO Does any single speaker say "right?" as a tag question at least once? Semiotician · seen in 34% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34% of calls 87.5% repeat consistency

NO Does management use the phrase "on a consistent basis" or "consistently"? Semiotician · seen in 27.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.8% of calls 95.3% repeat consistency

NO Does a speaker begin a sentence with "To be honest" or "To be clear"? Semiotician · seen in 10.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.5% of calls 92.7% repeat consistency

NO Does management use the phrase "strategic" at least twice? Semiotician · seen in 46% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46% of calls 97.3% repeat consistency

NO Does any speaker describe a business unit as "healthy"? Semiotician · seen in 13.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.3% of calls 92.7% repeat consistency

NO Does any speaker use the word "fundamentals"? Semiotician · seen in 17.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.8% of calls 100% repeat consistency

NO Does the word "resilient" or "resilience" appear? Semiotician · seen in 24.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.7% of calls 98% repeat consistency

YES Does the operator mention a queue or "next question" more than three times? Simultaneous · seen in 74.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 74.2% of calls 91.6% repeat consistency

YES Does any analyst ask a follow-up after their initial answer ("follow-up", "second one", "just one more")? Simultaneous · seen in 88.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 88.5% of calls 92.3% repeat consistency

YES Does any analyst ask a question containing the word "why"? Simultaneous · seen in 36.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 36.1% of calls 96.3% repeat consistency

NO Does anyone say "if you look at" before citing a number? Simultaneous · seen in 47.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 47.7% of calls 81.6% repeat consistency

YES Does the phrase "last question" or "final question" appear? Simultaneous · seen in 50.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 50.4% of calls 91.6% repeat consistency

NO Does the word "clearly" appear anywhere in the transcript? Simultaneous · seen in 50.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 50.9% of calls 96.3% repeat consistency

YES Does the CEO speak first among named executives in the Q&A? Simultaneous · seen in 68.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68.3% of calls 94.6% repeat consistency

NO Does the word "headwind" or "headwinds" appear at least twice? Simultaneous · seen in 28.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.5% of calls 97% repeat consistency

YES Does the CFO mention a specific percentage greater than ten? Simultaneous · seen in 89.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 89.1% of calls 96.6% repeat consistency

NO Does the phrase "going forward" appear at least once? Simultaneous · seen in 63.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 63.4% of calls 86.5% repeat consistency

NO Does the word "team" appear at least three times? Simultaneous · seen in 59% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 59% of calls 91.6% repeat consistency

NO Does the word "confident" appear in any executive's remarks? Simultaneous · seen in 60.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60.7% of calls 97.7% repeat consistency

YES Does an analyst thank management at the start or end of their turn? Simultaneous · seen in 81.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 81.6% of calls 95.7% repeat consistency

NO Does the CEO use the word "incredibly" at any point? Simultaneous · seen in 15% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15% of calls 99.7% repeat consistency

YES Does any executive use the word "team" to refer to company personnel? Simultaneous · seen in 83.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.6% of calls 98.7% repeat consistency

NO Does anyone say "to your point" when answering a question? Simultaneous · seen in 10.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.3% of calls 98% repeat consistency

YES Does any executive say "with that" to transition between speakers or topics? Simultaneous · seen in 75% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75% of calls 97.3% repeat consistency

NO Does the word "transformation" or "transformational" appear? Simultaneous · seen in 24.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.2% of calls 99.7% repeat consistency

NO Does any speaker say "moving on" or "next question" themselves? Simultaneous · seen in 25.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.1% of calls 92.3% repeat consistency

NO Does any speaker use the word "hedging" or say "to hedge"? Simultaneous · seen in 13.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.5% of calls 96.3% repeat consistency

YES Does any analyst identify themselves with a two-part introduction (name and firm)? Simultaneous · seen in 10.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 10.2% of calls 85.9% repeat consistency

NO Does the word "talent" appear at least once? Simultaneous · seen in 20.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.8% of calls 98% repeat consistency

NO Is the word "capacity" used more often about factories than about people? Supply Chain · seen in 26.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 26.2% of calls 92.3% repeat consistency

NO Does an executive confess to having too much of something physical somewhere? Supply Chain · seen in 12.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.2% of calls 89.3% repeat consistency

NO Is a supplier or vendor mentioned by name at any point? Supply Chain · seen in 33.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.7% of calls 85.3% repeat consistency

NO Does any executive blame weather, season, or geography for a shipment or delivery issue? Supply Chain · seen in 10.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.8% of calls 91% repeat consistency

No checks match those filters.

500 checks shown · YES means detected; it is not automatically positive or negative.

Real saved model output

Archived AI reasoning

Earlier Artul research experiments on DV calls. Open a question to read the model's original reasoning.

16 saved explanations · 16 questions

NO Demand has broadened across independent fronts: growth is now coming from several distinct, currently-producing sources Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need to determine if management describes current growth being carried by several distinct, independent sources at the same time, each already producing real current business, and that this breadth is recent or building, with several sources having most of their contribution ahead. The transcript mentions: Advertiser Programmatic, Advertiser Direct, Supply Side all double-digit growth. Also mentions ABS, Custom Contextual, Social (YouTube, Facebook, TikTok), CTV, international (EMEA, APAC). Also acquisitions Meetrics and OpenSlate. But are these described as distinct engines? The question asks: "at least three genuinely different engines such as different products or offerings, different customer types or end markets, different geographies or channels, or different ways of earning" each described as already producing real current business. Management does mention multiple revenue types: Advertiser Programmatic, Advertiser Direct, Supply Side. Also mentions specific products: ABS, Custom Contextual, Social, CTV, international. But are these described as independent engines? They are all part of the same core business. The question also asks if management conveys that this breadth is itself recent or building — that the company was until recently narrower. Does management say that? They talk about growth in social and CTV since 2018, but they don't say the company was until recently narrower. They talk about investments in international, but they have been doing that. The key is whether management explicitly describes a multiplication of simultaneously working growth fronts, each independently real now, with management treating the breadth as new or newly meaningful. The transcript does not explicitly say "we used to rely on one engine, now we have several." It describes strong growth across many areas, but that is typical for a diversified company. The question also says "not routine segment reporting of a long-diversified business." DoubleVerify has always had multiple revenue streams. The acquisitions are strategic investments, but they are not yet contributing to current revenue (OpenSlate not closed, Meetrics not material). So the current growth is from existing business. The question asks if management conveys that the breadth is itself recent or building. They mention "We’ve had a great year so far.

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NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need to determine if there is a positive current development that is probed in Q&A with management providing more concrete operating detail than in prepared remarks. The call has several positive developments: OpenSlate acquisition, TikTok partnership, ABS growth, international expansion, etc. The question asks specifically about a development where Q&A produces more concrete operating detail than prepared remarks. Let's examine the Q&A. The first question about OpenSlate: Mark gives details about customer overlap (60 customers), upsell opportunity, build vs buy rationale. That's some detail but is it more than prepared remarks? Prepared remarks already mentioned OpenSlate's customers, cross-sell, etc. The Q&A adds the specific number of overlapping customers (60) and the rationale for build vs buy. That is somewhat additive. Second question about TikTok: Mark gives back-of-envelope math about potential revenue share (3-4% of total revenue) based on Facebook comparison. That's a projection, not current operating detail. Third question about ABS: Mark talks about adoption stages, platform penetration, and international expansion. That's more qualitative, not new specifics. Fourth question about measurement ecosystem: Mark talks about opportunities, but not specific current developments. Fifth question about OpenSlate integration and supply chain: Mark gives integration timeline (over next year) and qualitative comments about CPG. Not much new. Sixth question about reopening and pipeline: Mark says best pipeline ever, but no specifics. Seventh question about competition: Mark mentions competitive takeaways, but no new specifics beyond prepared remarks. Eighth question about pricing: Nicola talks about fixed fee model and upsell opportunities, but no new specifics. Ninth question about volume/pricing: Nicola reiterates. The key is whether any single development is probed with multiple exchanges that add concrete operating detail. The OpenSlate acquisition is discussed in first and fifth questions, but the fifth question is about integration timeline and supply chain, not adding much. The TikTok question is one exchange. ABS is one exchange. No development gets multiple probing exchanges with additive specifics. The prepared remarks already contained a lot of detail about OpenSlate, TikTok, ABS, etc.

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NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — compa Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need to evaluate both gates based on the transcript. Gate 1: Is there a positive, current development where Q&A adds more concrete operating detail than prepared remarks? The call highlights several positive developments: strong Q3 results, growth in ABS, social, CTV, international, and the acquisitions of Meetrics and OpenSlate. The Q&A probes several areas. - OpenSlate acquisition: Mark discusses customer overlap (~60 customers), cross-sell opportunity, build vs buy rationale. This is somewhat concrete but mostly strategic, not operational detail about current business activity. It's about a pending acquisition, not current operations. - ABS growth: Mark says ABS grew 64% and represents over 50% of programmatic revenue. In Q&A, he discusses adoption stages, platform penetration (Americas vs international), but this is more qualitative, not new specific numbers beyond what was said. - International growth: Mark mentions EMEA +44%, APAC +96%, and new client wins. In Q&A, he discusses go-to-market strategy, but again, not much new specific operational detail. - TikTok: Mark discusses partnership and potential revenue contribution, but that's forward-looking. - Supply chain impact: This is about weakness, not positive. The Q&A does not seem to extract substantially more concrete operating detail than the prepared remarks. The prepared remarks already gave specific numbers (revenue growth, client wins, etc.). The Q&A answers are more strategic and qualitative, not adding new specific operational facts. For example, when asked about OpenSlate, Mark gives customer overlap number (60) which is new, but that's about the acquisition, not current business. When asked about ABS, he gives a baseball analogy but no new numbers. When asked about international, he repeats strategy. Thus, Gate 1 likely NO because the Q&A does not produce more concrete operating detail than prepared remarks; it mostly repeats or elaborates qualitatively. Gate 2: Is the main positive development chiefly company-created and controlled? The main positive is revenue growth driven by product adoption (ABS, social, CTV) and international expansion. These are company-driven products and sales efforts. However, the growth is also tied to industry trends like digital ad spend growth, but the company's products are its own.

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NO Escape velocity out of a small base: management describes the business compounding at a rate its own size cannot absorb Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need to determine if management describes the company as being at a point where the rate of accumulation is the dominant fact, with multiples and repeated doublings, and treats the company as still small. Let's analyze the transcript. Key points: Revenue growth 36% in Q3, 37% for 9 months. They mention "YouTube revenues have increased more than six-fold while our Facebook revenues have increased five-fold over the last 4 years." That's a multiple but over 4 years, not necessarily "recent period" but still. They also say "Social volume by 83% year-over-year." That's not a multiple. They mention "ABS grew 64% year-over-year." Not a multiple. They mention "CTV volumes by 41% year-over-year." Not a multiple. They talk about OpenSlate acquisition, but that's not yet closed. They mention "nearly all of our Top 100 customers use DV for both pre-bid and post-bid" - that's a proportion. They say "We grew third quarter EMEA revenues by 44% year-over-year and APAC revenues by 96% year-over-year." That's almost double but not exactly. They mention "Direct revenue outside of the Americas grew 60% year-over-year" - not a multiple. They mention "We have been successful at upselling" etc. The question asks: Does management describe the company as being at a point where the RATE at which its business is accumulating has become the dominant fact about it — that is, does management convey, in its own words, that the company keeps having to describe itself in terms of MULTIPLES OR REPEATED DOUBLINGS of its own recent past rather than in terms of incremental progress, and that this compounding is happening off a base management treats as still small? We need to see if management repeatedly frames real, already-occurring activity as a multiple of what it was. The examples: "YouTube revenues have increased more than six-fold while our Facebook revenues have increased five-fold over the last 4 years." That's a multiple but over 4 years, not a recent period. Also, they say "we grew third quarter revenue by 36%" - that's incremental. They say "Social volume by 83%" - that's not a multiple. They say "ABS grew 64%" - not a multiple. They also say "We’ve had a great year so far. Revenue in the first 9 months of 2021 grew 37% year-over-year." That's incremental.

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NO Management is buying the same thing twice: proven demand from one place is being replicated into identified new places r Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need to determine if management describes the company as currently in the middle of copying a part of its own business that is already working into additional places where the same demand is already visible. The key is a proven instance, copies being stood up now, and demand already identified at the destination. Let's analyze the transcript. The call discusses Q3 2021 results, acquisitions of Meetrics and OpenSlate. The question is about replicating a proven business model into new areas. For example, they talk about expanding internationally, but that's growth within existing footprint? They mention winning global business mandates, expanding to international markets. But is that a copy of a proven instance? They have a proven model in the Americas, and they are expanding to EMEA and APAC. They mention growing EMEA revenue by 44% and APAC by 96%. They also mention acquiring Meetrics to have a stronger operating platform in Europe. That could be seen as replicating their business into new geographies. But is that "currently in the middle of copying"? They have already acquired Meetrics and are integrating. They also have OpenSlate acquisition pending. But the question is about a specific piece of the business that is proven and being replicated. For example, they talk about ABS (Authentic Brand Suitability) growing 64% and being adopted on major platforms. They are now focusing on making ABS the cornerstone of every RFP. That is more about selling more of the same product, not necessarily replicating a unit. The question asks: "does management describe the company as CURRENTLY IN THE MIDDLE OF COPYING A PART OF ITS OWN BUSINESS THAT IS ALREADY WORKING INTO ADDITIONAL PLACES WHERE THE SAME DEMAND IS ALREADY VISIBLE" - that is, a specific identifiable piece of the company has been proven out in real operation, and the company is right now standing up further instances of that same piece in other locations, customers, markets, channels, applications, or lines, where management can already point to demand or commitment waiting for those new instances. Look for a clear example. They mention the success of pre-bid and post-bid integration on the open internet, and they are now applying that to social and CTV via OpenSlate.

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NO First tranche delivered, larger tranches en route: the same engine that just produced has visibly more already scheduled Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need answer YES/NO. Need analyze transcript. Need identify engine of new business with first tranche landed and larger tranches in motion same engine. Need management own words. Let's parse. Question asks: "On this call, does management describe ONE identifiable engine of new business — such as a specific contract, program, product, facility, customer relationship, market, or expansion — for which BOTH true: (1) A FIRST TRANCHE HAS ACTUALLY LANDED: real concrete portion delivered in just-reported period; (2) LARGER TRANCHES ARE ALREADY IN MOTION BEHIND IT: further portions same engine already committed/scheduled/contracted/in production/ramping/concretely underway; conveyed that delivered so far smaller share, majority still ahead over roughly coming year." Need answer YES only if management's own words establish. Need use only transcript. Let's examine possible engines: OpenSlate acquisition? Not closed, no material impact 2021, expected 2022 revenue $15-18M. Not first tranche landed in Q3? No. Meetrics acquisition completed in Q3? They say "having just completed our acquisition of Meetrics in the third quarter." But no specific first tranche revenue? It provides platform, teams, opportunity. Not concrete delivered business? Maybe not. TikTok partnership launched? "launch of our partnership with TikTok to measure viewability, fraud and in-geo impressions across TikTok platform." This is a product launch, first tranche? They say "This development combined with new solutions we gain through OpenSlate, will position DV as only company..." But no revenue recognized? They mention social volume grew 83%, but not specifically TikTok. No larger tranches committed? No. ABS growth? "Authentic Brand Suitability or ABS, grew 64% year-over-year driven by continued adoption on major buying platforms, most notably Google’s DV360 and The Trade Desk." This is existing product, routine? It is an engine? First tranche? It's already substantial, not smaller share? They say "ABS now represents over 50% of programmatic revenue." That's large, not smaller share. No. Custom Contextual: "saw a 60% sequential increase in number of advertisers using product since last quarter.

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NO Substance without an audience: strong current business reported into a thin, shallow professional crowd Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need to answer YES or NO based on the transcript. The question asks: does the call show BOTH (1) genuinely strong, concrete current business and (2) a thin or shallow professional audience around it? We need to evaluate both halves. First, check the business strength. The transcript shows strong revenue growth, EBITDA growth, specific numbers, new client wins, product launches, acquisitions, etc. Management reports concrete operating substance: revenue up 36%, adjusted EBITDA up 82%, specific client names, volume growth in social, CTV, etc. So clearly strong and concrete. Second, check the Q&A engagement. How many questioners? Let's count from the transcript. The Q&A section lists: Arjun Bhatia (William Blair), Andrew Boone (JMP Securities), Justin Patterson (KeyBanc), Michael Graham (Canaccord), Matt Hedberg (RBC), Pinjalim Bora (J.P. Morgan), Nick Cronin (Truist). That's 7 questioners. Each asked one or two questions. The questions are fairly substantive: about OpenSlate acquisition, TikTok opportunity, ABS growth, international, supply chain impact, competition, pricing. They are not just basic orientation; they probe into specifics. The management answers are detailed. The audience seems engaged. There are multiple analysts from different firms. The Q&A is not sparse; it's a typical earnings call with several analysts. The question asks if the audience is "thin or shallow" relative to the substance. Here we have 7 questioners, each asking relevant questions. That seems like a full, active, engaged analyst audience. The instruction says: "Answer NO if the call has a full, active, engaged analyst audience — many questioners, sustained probing, or deep follow-up discussion — regardless of how strong the business is." Here we have many questioners (7) and they ask probing questions. So it's not thin. Therefore, the answer is NO. We should confirm that the Q&A is not thin. The transcript shows a typical Q&A with multiple analysts. So the second half is not present. Thus answer NO. Answer: NO.

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NO The feared thing keeps not happening: management confronts a specific live worry with current evidence running against i Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

我们根据提供的财报电话会议记录来回答。问题要求判断是否存在一个具体的负面担忧，并且管理层是否用已经观察到的证据来反驳。在记录中，管理层提到了“supply chain uncertainty and its impact on ad spend, that some of our large CPG and auto customers have shared with us.” 这是一个具体的担忧：供应链问题可能影响广告支出。管理层在第四季度指引中体现了谨慎。但这是否是市场或分析师担心的？分析师没有直接问这个问题，但管理层自己提到了。另外，管理层说“we are not hearing or anticipating this to continue to 2022.” 但这是预测，不是已经观察到的证据。管理层说“we are seeing it happening in October a little bit.” 这承认了担忧正在发生。所以担忧是存在的，但管理层没有用已经观察到的证据反驳，而是承认了并说预期不会持续。这不符合“管理层用已经观察到的证据反驳”的条件。另一个可能的担忧是苹果ATT的影响，但管理层说“We were not impacted by Apple’s App Tracking Transparency changes” 并解释了原因，这是已经观察到的证据。但这是否是分析师担心的？分析师没有问这个问题，管理层主动提及。但问题要求“analysts keep probing it or management itself names it as a concern others hold”。管理层说“We were not impacted” 表明他们知道别人担心，但这是否是“live on this call”？分析师没有问。所以可能不算。还有关于竞争、客户流失等，但记录中没有明显体现。因此，没有找到符合两个条件的动态。答案应为NO。

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YES Identified near-term contributors not yet in the reported numbers Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

YESQ3 2021 · 2021-11-11

The question is: Does management point to SPECIFIC, IDENTIFIED sources of additional business that are ALREADY SECURED OR ALREADY IN MOTION but have contributed LITTLE OR NOTHING to the results just r...NO The OpenSlate acquisition is described as not yet closed, so it is contingent on a future event (closing) and management explicitly states it will not have a material impact on 2021 results. The TikTok partnership is presented as a recent launch that has already begun contributing to coverage, not as a future 2022 ramp. The new Q3 logo wins are noted as positioning for growth into 2022, but they are not tied to any specific, named contributors with quantified near-term ramps; they are framed as general enterprise momentum rather than concrete, identifiable sources already in motion. Meetrics is called out as immaterial.

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NO Small reported base, oversized already-contracted forward commitments Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need to determine if management describes future business that counterparties have already committed to, large relative to current business, with conversion within a year. The transcript mentions new logo wins, expansions, but these are not necessarily committed contracts with specific volumes. The acquisitions (OpenSlate, Meetrics) are strategic, but not committed business from counterparties. The guidance for Q4 and full year is based on expected demand, not committed contracts. There is no mention of backlog or firm orders. The talk about pipeline and new logos is not committed business. The answer is NO.

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NO Customers eating the friction: buyers are visibly absorbing cost, delay, or inconvenience to keep this specific company Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need to determine if management describes customers currently putting up with real cost, delay, or inconvenience in order to keep doing business with this company specifically. The transcript mentions high gross revenue retention above 95%, but that's a retention metric, not necessarily friction. There's no mention of customers waiting, accepting price increases, or enduring any specific friction. The talk is about growth, new wins, and product adoption. No mention of customers absorbing costs or delays. So answer NO.

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YES Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — broad Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

YESQ3 2021 · 2021-11-11

The task is to evaluate two gates based on the earnings call transcript and return YES only if both are YES, otherwise NO. Answer with exactly YES or NO. YES The transcript shows clear positive current developments in OpenSlate acquisition (customer overlap 60, 940 more opportunities, integration timeline, TikTok positioning) and related growth areas like ABS, CTV, social, and international expansion.

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NO The waiting list has become the product: management describes demand accumulating faster than the company can absorb it, Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

我们根据提供的财报电话会议记录，判断管理层是否传达出公司目前正在积累无法满足的需求队列，并且管理层正在积极管理该队列（例如，决定谁先进入、顺序、时间表以及如何扩大吞吐量），而不是在寻找或说服需求。在记录中，管理层讨论了： - 强劲的收入增长和客户获取。 - 收购OpenSlate和Meetrics以扩大能力。 - 提到“新客户”和“新logo”的赢得。 - 提到“管道”和“新业务”的强劲。 - 但没有任何地方提到需求正在堆积，公司无法处理，或者有等待名单、积压订单、排队等。 - 管理层讨论的是赢得新客户、扩大市场份额、增长，而不是处理积压的需求。 - 唯一提到的“队列”或类似概念是“pipeline”，但那是销售管道，是预期的未来业务，而不是已经堆积的需求。 - 管理层没有描述任何因能力不足而无法服务的客户或订单。因此，答案应为NO。

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NO Stale terms, scheduled reset: the existing book is priced for a world that has moved on Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

我们根据提供的财报电话会议记录，判断管理层是否描述了现有业务中相当大的一部分仍以过去设定的价格、费率或条款进行，而这些条款现在明显低于当前市场条件下相同业务所能获得的价格，并且这些现有业务即将在管理层已经可以看到的时间表上重新定价、续约或重置，因此公司的经济状况将随着这些旧条款在未来几个季度逐渐到期而改善，而无需赢得新客户或新需求。在记录中，管理层讨论了增长、收购、产品采用等，但没有明确提到现有合同或费率低于当前市场水平并即将重置的情况。他们提到了定价机会，例如“upsell opportunity”和“premium products”，但这些都是关于向现有客户销售新产品或更高价值产品，而不是现有合同条款的重新定价。他们没有描述现有业务以旧条款运行并即将重置的机制。因此，答案应为NO。

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NO Demand off the charts — scarcity amplification screen Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

We need answer only yes/no. Need evaluate gates. Gate1: is company talking about demand off the charts? and numbers support? Transcript: strong growth, but not "off the charts" phrase. They mention demand? "advertiser demand" but not off the charts. So Gate1 no. Answer NO.

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NO New leadership already changing what the company does, with early results showing Q3 2021 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ3 2021 · 2021-11-11

The question is: Is the company being led by leadership that is RELATIVELY NEW TO ITS ROLE — a chief executive, operating chief, or equivalent top operator who has taken charge within roughly the last...

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These archived questions are separate from the newer 500-check scan above.

Past calls

DV call history

Open a quarter only when you want its detailed evidence.

C Q3 2025 · Caution · 2025-11-27Management lowered guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: expandingPricing: stableHeadcount: flatCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsed

Candor 7/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 4/9

Promotion 6/9

Stress 2/9

Complexity 6/9

View the 20 core call-quality checks

YES 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?

NO Does an obvious question remain unanswered?

YES 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?

NO Are high fixed costs currently underutilised?

NO Is pricing recovering from a depressed level?

NO Do current results look bad while the direction looks better?

NO Are deferred revenue or customer prepayments growing?

YES 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?

YES Does the call read rehearsed rather than lived?

B Q1 2025 · Solid call · 2025-05-11Management held guidance steady against steady demand. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: stableMargins: stableBacklog: growingPricing: under pressureHeadcount: flat⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsed

Candor 7/9

Specificity 8/9

Evasion 1/9

Confidence 8/9

Uncertainty 4/9

Promotion 6/9

Stress 2/9

Complexity 5/9

View the 20 core call-quality checks

YES 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?

NO Does an obvious question remain unanswered?

YES 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?

NO Are high fixed costs currently underutilised?

NO Is pricing recovering from a depressed level?

NO 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?

NO Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

D Q4 2024 · Weak call · 2025-02-27Management held guidance steady against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: mixedMargins: contractingPricing: under pressureHeadcount: growingCapex: increasing⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Early product, fast growth⚑ Reads rehearsedDirection beats results

Candor 7/9

Specificity 8/9

Evasion 3/9

Confidence 6/9

Uncertainty 5/9

Promotion 6/9

Stress 4/9

Complexity 5/9

View the 20 core call-quality checks

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?

YES 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?

NO 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?

YES 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?

YES Does the call read rehearsed rather than lived?

F Q3 2024 · Very weak call · 2024-11-06Management gave no formal guidance. The delivery was light on specifics, relaxed under questioning.

⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsed

Candor 5/9

Specificity 1/9

Evasion 0/9

Confidence 5/9

Uncertainty 3/9

Promotion 2/9

Stress 1/9

Complexity 4/9

View the 20 core call-quality checks

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?

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?

NO Is pricing recovering from a depressed level?

NO 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?

NO Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

B+ Q2 2024 · Strong call · 2024-07-30Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableHeadcount: growingCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth

Candor 7/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 3/9

Promotion 6/9

Stress 1/9

Complexity 5/9

View the 20 core call-quality checks

YES 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?

NO Does an obvious question remain unanswered?

YES 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?

NO Are high fixed costs currently underutilised?

NO Is pricing recovering from a depressed level?

NO Do current results look bad while the direction looks better?

NO Are deferred revenue or customer prepayments growing?

YES 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?

D Q1 2024 · Weak call · 2024-05-07Management lowered guidance against mixed demand signals. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: stablePricing: stableHeadcount: growingCapex: increasing⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedDirection beats results

Candor 7/9

Specificity 8/9

Evasion 3/9

Confidence 6/9

Uncertainty 5/9

Promotion 5/9

Stress 4/9

Complexity 5/9

View the 20 core call-quality checks

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?

YES 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?

NO 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?

NO Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

C+ Q4 2023 · Mixed call · 2024-02-28Management held guidance steady against mixed demand signals. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: mixedMargins: stableBacklog: growingPricing: stableHeadcount: growingCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsed

Candor 7/9

Specificity 8/9

Evasion 3/9

Confidence 8/9

Uncertainty 4/9

Promotion 6/9

Stress 2/9

Complexity 5/9

View the 20 core call-quality checks

YES 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?

NO Does an obvious question remain unanswered?

YES 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?

NO 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?

NO Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

View 17 earlier calls

Call	Date	Grade	Guidance	Demand	Margins	Candor	Evasion
Q3 2023	2023-11-12	A	raised	accelerating	expanding	7/9	2/9
Q2 2023	2023-07-31	B	maintained	stable	stable	7/9	2/9
Q1 2023	2023-05-10	A	raised	accelerating	stable	7/9	2/9
Q4 2022	2023-03-01	B+	maintained	stable	stable	7/9	2/9
Q3 2022	2022-11-13	B+	raised	stable	stable	7/9	2/9
Q2 2022	2022-08-06	B+	raised	stable	expanding	7/9	3/9
Q1 2022	2022-05-14	B+	raised	accelerating	stable	7/9	2/9
Q4 2021	2022-03-08	A	none	accelerating	stable	7/9	2/9
Q3 2021	2021-11-11	B	maintained	accelerating	expanding	7/9	2/9
Q2 2021	2021-07-31	A	raised	accelerating	stable	7/9	1/9
Q1 2021	2021-05-25	A	raised	accelerating	expanding	7/9	3/9
Q3 2017	2017-05-04	C	maintained	mixed	stable	7/9	3/9
Q2 2017	2017-02-03	B	maintained	mixed	expanding	8/9	2/9
Q1 2017	2016-11-01	C+	maintained	mixed	expanding	7/9	2/9
Q4 2016	2016-08-18	D	maintained	mixed	expanding	7/9	3/9
Q3 2016	2016-05-05	C+	raised	mixed	stable	7/9	3/9
Q2 2016	2016-02-04	F	lowered	mixed	contracting	7/9	3/9

Keep exploring

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