Stocks › E › ESE

ESE · Earnings-call lab · 42 calls graded · 2016–2026

ESCO Technologies 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

42calls analyzed

2016–2026coverage

NEWESTQ3 2026 call

2026-08-13 · 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.

Unlock the newest quarter for every company, plus this month's four picks. Already a member? Log in

OPENQ2 2026 call

2026-05-12 · 3 analysts · 10 questions · 500 / 500 checks

Free · full reportThe quarter before the newest

Call grade · Better than 90% of 177,437 calls

Exceptional call. Management raised guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Management toneResultTypical range · middle half of all callsFlag

Candor8 /9

—

Evasion1 /9

—

Specificity8 /9

—

Confidence8 /9

—

Uncertainty4 /9

—

Promotion4 /9

—

Stress1 /9

—

Complexity3 /9

—

Since the quarter before · Feb 2026 → Q2 2026

Guidance raisedDemand ~~accelerating~~mixedMargins expandingPricing raisingBacklog growingCapex ~~increasing~~decreasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Early product, fast growth

Notable checks detected

Does the operator use the phrase "next question" at least three times?
Does any speaker use "we're" where "we are" could substitute, more than twenty times overall?
Does the transcript contain the phrase "next question" at least twice?
Does any analyst mention a specific percentage figure in their question?

ScreenersGuidance Raised High Candor Skeptic Reassured Critic Ammunition Deferred Revenue Growing Early Product, Fast Growth Raising Prices Margins Expanding

Lab panel · Q2 2026 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.

4 flags on this call

LanguageResultTypical range · middle half of all callsFlag

AI mentionsTimes management said AI, generative, LLM or agentic.0 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.9 times

typical 13–31

—

BuzzwordsSynergies, headwinds, flywheels, best-in-class and friends.0.9 /1k words

typical 0.6–1.8

—

HedgesSort of, kind of, roughly, I think, probably.14.3 /1k words

typical 5.5–10.5

SuperlativesRecord, unprecedented, tremendous, incredible.2.1 /1k words

typical 0.3–1.2

Outside forcesMacro, weather, currency, tariffs, supply chain.2 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.27.2 /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.49% % of call

typical 35%–55%

—

CEO shareHow much of the talking the CEO did.70% % of mgmt words

typical 29%–68%

Longest answerThe longest single management answer in the Q&A.195 words

typical 249–461

—

Reading levelFlesch–Kincaid grade level of management answers.7.1 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.21 of 49

typical 16–30

—

DodgingQuestions declined, deferred or answered with a different question.6 of 15

typical 5–9

—

BlameResults attributed to weather, macro, currency or other outside forces.5 of 27

typical 3–12

—

HypeSuperlatives and excitement in management language.10 of 11

typical 2–8

Analyst pushbackHow hard the analysts pressed: follow-ups, two-part questions, challenges.9 of 22

typical 5–10

—

ConfessionAdmissions, apologies and self-corrections.2 of 11

typical 1–5

—

Call theaterStage management: operator mechanics, scripted cues, "color".12 of 33

typical 12–19

—

Capital returns talkAttention paid to buybacks, dividends, M&A and the balance sheet.4 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

Q2 2026 · 500 checks

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

Choose a past call

500checked

194detected

306not 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

YES 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 YES

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

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

NO 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 NO

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

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

NO Does the CEO answer a question personally after another executive initially responds? Air Traffic · seen in 58% of calls

How to read this NO

The model did not 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% 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

NO Is the word "scale" or "scaling" used as a verb? Air Traffic · seen in 22.7% 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 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

NO Does any analyst say "thank you" before asking their question? Air Traffic · 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 90.4% repeat consistency

NO Does any analyst name two or more executives when asking their question? 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 86.9% repeat consistency

YES Does the word "outperform," "outperformance," or "beat" appear? Air Traffic · 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 95.7% repeat consistency

NO Does anyone say "the environment" when describing market conditions? Air Traffic · 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 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

NO Does any speaker say "operator" aloud during the call? Air Traffic · seen in 43.9% 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 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

YES Does anyone use the phrase "as you know" to introduce a claim? Anthropologist · seen in 49% 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% 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

NO Is there a request to move the call along or to the last question? Bankruptcy · seen in 20% of calls

How to read this NO

The model did not 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% of calls 86.3% repeat consistency

YES Does an executive answer a question with another question? Bankruptcy · seen in 36.2% 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 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

YES Does anyone use the phrase "kind of" at least twice? Clinical Trial · 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 87.5% repeat consistency

NO Does any question include the word "color"? Clinical Trial · seen in 59.8% 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 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

NO Does any executive's first sentence include the word "revenue"? Clinical Trial · 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 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

NO Does any question contain the phrase "color on" or "some color"? Compliance · seen in 53.1% 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 53.1% of calls 86.6% repeat consistency

NO Does the operator use the phrase "our final question" before closing? Compliance · seen in 12.9% 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 12.9% of calls 92.8% repeat consistency

NO Does anyone say "let me" at least three times? Compliance · 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 94.8% repeat consistency

YES Does the word "aggressive" or "aggressively" appear at least once? Compliance · seen in 35.4% 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 35.4% of calls 99.7% repeat consistency

YES Does an analyst ask a question referencing "the puts and takes"? Compliance · seen in 10.7% 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 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

NO Does an analyst's question include a compliment followed by "but"? Compliance · seen in 14.1% 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 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

YES Does any speaker say "with that" at least twice? Compliance · 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 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

NO Does anyone use the phrase "early days"? Con Artist · seen in 12.8% 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 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

NO Does anyone use the phrase "a couple of"? Courtroom · seen in 81% of calls

How to read this NO

The model did not 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% of calls 93.6% repeat consistency

YES Does an analyst ask about capital allocation or buybacks? Courtroom · seen in 46.3% 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 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

YES Does an executive use the phrase "we're seeing" 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 87.5% repeat consistency

NO Does the word "opportunity" appear at least three times? Courtroom · seen in 77.2% 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 77.2% of calls 93.3% repeat consistency

NO Does management use the word "confident" or "confidence" 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 96.3% repeat consistency

YES Does the phrase "record" appear at least twice in the transcript? Courtroom · seen in 34.9% 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 34.9% of calls 93.3% repeat consistency

NO Does the word "team" appear at least twice? Courtroom · seen in 72% of calls

How to read this NO

The model did not 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% 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

NO Does management mention a specific number of stores, locations, or markets? Courtroom · seen in 48% of calls

How to read this NO

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

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

NO Does anyone use the word "folks"? Courtroom · seen in 23.5% 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 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

NO 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 NO

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

Transcript-only check Detected in 75.7% 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

NO Does the CFO speak during the Q&A portion at least twice? Debate · seen in 80.6% 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 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

NO 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 NO

The model did not 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% 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

NO 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 NO

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

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

YES 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 YES

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

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

NO Does the phrase "color" appear (e.g., "add some color") in the transcript? Debate · seen in 75.2% 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 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

NO Does any question contain the word "why"? Debate · 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 96.9% repeat consistency

YES 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 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 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

NO Does any executive's answer exceed 300 words in the transcript? Debate · seen in 68% of calls

How to read this NO

The model did not 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% 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

YES Does the transcript contain the word "margin" more than ten times? Debate · seen in 44.3% 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 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

NO Does any executive say "let me" at least once? Debate · seen in 66.1% 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 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

YES Does anyone use the word "robust" to describe demand, growth, or the pipeline? Debate · seen in 33% 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% 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

YES Does anyone say "we remain confident" or "we are confident"? Debate · seen in 42.2% 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 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

NO Does an executive cite a specific dollar figure greater than one billion? Discovery · seen in 71% of calls

How to read this NO

The model did not 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% of calls 97.6% repeat consistency

YES Does any analyst's question contain the word "curious"? Discovery · seen in 57.5% 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 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

NO Does the CFO use the phrase "free cash flow" at least once? Discovery · seen in 34.4% 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 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

NO Does the phrase "take your question" or "take the question" appear? Discovery · seen in 23.7% 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 23.7% of calls 81.5% repeat consistency

NO Does any analyst introduce themselves by name before asking their first question? Discovery · seen in 27.2% 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 27.2% of calls 95.5% repeat consistency

NO Does anyone say "including" at least three times? Discovery · 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 85.6% repeat consistency

NO Does management reference "the macro environment" or "macroeconomic" at least once? Discovery · seen in 25.5% 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 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

YES Does anyone answer "yes" or "no" as the first word of a response? Editor · 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 90.3% repeat consistency

NO Does anyone say "thank you" at least ten times in the transcript? Editor · seen in 73.2% 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 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

NO Does any analyst begin their question with "Hi" or "Hello" as a greeting? Editor · seen in 60.1% 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 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

NO Does any speaker use the word "tailwind" or "tailwinds"? Editor · seen in 27.3% 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 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

NO Does the word "investments" appear in the context of margins or costs? Editor · seen in 40.8% 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 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

NO Does the word "efficiency" or "productivity" appear at least twice? Editor · 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 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

NO Does anyone use the phrase "the vast majority"? Editor · 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

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

NO Is an analyst's question answered with "great question" or similar? Editor · seen in 28.9% 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 28.9% of calls 88.6% repeat consistency

NO 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 NO

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

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

NO 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 NO

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

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

NO Does anyone say "thank you" at least ten times across the call? Fact Checker · seen in 67.1% 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 67.1% of calls 81.1% repeat consistency

NO 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 NO

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

Transcript-only check Detected in 50.4% 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

NO A single question receives answers from two different executives. Forensic · seen in 83.4% 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 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

NO Does a speaker say "let me" at least twice in the transcript? Forensic · seen in 49.3% 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 49.3% of calls 93.7% repeat consistency

YES The transcript contains an apology unrelated to financial results. Forensic · seen in 39.5% 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 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

NO 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 NO

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

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

NO Does the operator say "our final question" or similar? Hostage · seen in 18.1% 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 18.1% of calls 92.3% repeat consistency

NO Does the word "opportunity" or "opportunities" appear at least five times? Hostage · seen in 58.7% 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 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

YES Does the word "leverage" appear as a verb at least twice? Hostage · 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 94.3% repeat consistency

YES 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 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 85.2% repeat consistency

NO Does the operator announce more than five questioners? Insurance · seen in 64.7% 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 64.7% of calls 99% repeat consistency

NO Are there more than ten analyst questions in total? Insurance · seen in 79.4% 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 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

NO 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 NO

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

Transcript-only check Detected in 68.2% 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

YES Executive corrects an analyst's premise. Insurance · seen in 60% 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% 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

YES Does any analyst mention the word "margin" in their first question? Insurance · seen in 39.4% 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 39.4% of calls 93.8% repeat consistency

YES Executive uses the word "excited" more than twice. Insurance · seen in 27.7% 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 27.7% of calls 92.3% repeat consistency

NO Does any analyst ask a multi-part question containing three or more distinct questions? Insurance · seen in 82% of calls

How to read this NO

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

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

YES Does an analyst begin with a compliment, such as "great quarter" or "congrats"? Insurance · 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 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

NO Does any analyst begin their turn with "thanks" or "thank you"? Insurance · seen in 71.8% 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 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

YES Does the word "synergies" appear? Insurance · seen in 19.8% 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 19.8% of calls 99% repeat consistency

NO Does any analyst address a question to two or more executives by name? Insurance · 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 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

YES Does the word "capital" appear in at least three different speakers' turns? Insurance · seen in 37.7% 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 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

NO 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 NO

The model did not 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 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

NO Does an analyst thank management before asking their question? Insurance · seen in 60.9% 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 60.9% of calls 82.3% repeat consistency

NO Is the word "automation" or "productivity" used at least once? Insurance · seen in 37.9% 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 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

NO Does anyone use the phrase "best-in-class" or "industry-leading"? Insurance · seen in 27.3% 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 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

YES Does management use the phrase "we believe" at least three times? Insurance · seen in 54% 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% 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

NO Speaker admits being surprised by anything. Insurance · seen in 28.1% 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 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

NO Does the phrase "the macro" or "macro environment" appear? Insurance · seen in 19.7% 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 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

YES Does any speaker say "we remain" followed by an adjective? Insurance · seen in 53.5% 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 53.5% of calls 93.3% repeat consistency

YES Does management thank analysts by name when responding? Insurance · seen in 52.9% 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 52.9% of calls 83.5% repeat consistency

NO Is the word "flexibility" or "flexible" used at least once? Insurance · seen in 44.4% 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 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

YES 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 YES

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

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

NO Does an executive cite a conversation with a customer, partner, or employee as evidence? Military · seen in 53% of calls

How to read this NO

The model did not 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% 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

NO Does the word "invest" or "investment" appear at least five times in the transcript? Negotiation · seen in 62% of calls

How to read this NO

The model did not 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% 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

YES Does an analyst flatter management within their first sentence of speaking? Negotiation · seen in 46.6% 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 46.6% of calls 90.7% repeat consistency

NO Does an analyst ask two questions when told to ask only one? Negotiation · seen in 15.2% 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 15.2% of calls 88.3% repeat consistency

NO Does anyone use the phrase "underlying" to modify a business metric? Negotiation · seen in 38.3% 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 38.3% of calls 94.7% repeat consistency

YES Does anyone say "excited" or "pleased" at least twice in the transcript? Negotiation · 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 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

YES 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 YES

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

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

NO Does the word "macro" or "macroeconomic" appear in the transcript? Negotiation · seen in 39.9% 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 39.9% of calls 99.3% repeat consistency

NO Does the word "challenges" appear more than once? Negotiation · 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 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

YES Does the word "inflation" appear anywhere in the transcript? Negotiation · seen in 36.9% 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 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

NO Does the word "challenges" appear at least three times in the transcript? Negotiation · 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 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

YES Does the CEO mention their own tenure or years of experience unprompted? Negotiation · seen in 19.9% 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 19.9% of calls 97% repeat consistency

NO Does anyone use the phrase "the team" when taking ownership would be natural? Poker · seen in 42.5% 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 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

NO Does anyone cite a personal anecdote involving a customer conversation? Poker · seen in 16.6% 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 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

NO Does anyone describe cutting discretionary spending like travel or hiring? Private Credit · 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 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

NO Does anyone reference "the macro" or "macro environment"? Private Credit · 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 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

NO Does anyone use the phrase "our customers" rather than naming a customer? Private Credit · 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 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

YES 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 YES

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

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

YES Does an executive say "we remain confident" or similar? Private Credit · seen in 35.8% 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 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

YES Does the word "headline" or "headwinds" appear at least once? Procurement · seen in 43.1% 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 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

NO Does any analyst ask a question containing "how" and also "why"? Procurement · seen in 11.3% 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 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

NO Are there more than eight analyst questioners? Project · seen in 37.5% 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 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

NO Does any speaker use the phrase "tailwind" or "tailwinds"? Project · seen in 27.3% 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 27.3% of calls 99.7% repeat consistency

NO Does management use the phrase "balance sheet" at least twice? Project · seen in 41.1% 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 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

YES Does the operator say "our next question" two or more times? Scientist · seen in 73.5% 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 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

NO Does an analyst preface a question with "quick" or "quickly"? Screenwriter · seen in 56% of calls

How to read this NO

The model did not 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% 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

NO Does the phrase "thank you" appear more than ten times? Screenwriter · seen in 62.8% 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 62.8% of calls 80.9% repeat consistency

YES Does an analyst ask a question containing the word "margin"? Screenwriter · seen in 60.2% 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 60.2% of calls 93.6% repeat consistency

NO Does management use the word "guidance" 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 95.5% repeat consistency

NO 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 NO

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

Transcript-only check Detected in 72.8% 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

YES Does any analyst ask about capital allocation or share repurchases? Screenwriter · seen in 42.2% 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 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

NO Does the word "challenging" appear? Screenwriter · 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 98.3% repeat consistency

YES Does the word "certainly" appear at least once in management's answers? Screenwriter · seen in 59.3% 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 59.3% of calls 95.9% repeat consistency

YES Does any analyst ask a personal, warm, or congratulatory question? Screenwriter · seen in 49.4% 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 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

YES Does any executive say "we believe" 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 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

YES Does anyone use the word "robust"? Screenwriter · 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 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

NO Does any speaker say "appreciate" at least once? Screenwriter · seen in 63.9% 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 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

YES Does any executive say "we're pleased" or "I'm pleased"? Screenwriter · 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 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

NO Does any speaker say "just" five or more times? Semiotician · 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 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

YES Is there a question about capital allocation (buybacks, M&A, debt, or dividends)? Semiotician · seen in 67.7% 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 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

NO 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 NO

The model did not 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 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

NO Does the word "challenging" appear at least twice? Semiotician · seen in 20.1% 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 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

YES Does any executive answer begin with "Sure" or "Yes" followed by a comma? Semiotician · 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 83.2% repeat consistency

YES Does anyone say "from a ... perspective" (e.g., "from a margin perspective")? Semiotician · seen in 56.9% 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 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

YES Is the word "leverage" used at least three times? Semiotician · seen in 37.8% 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 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

NO Does anyone attribute results to "the team" rather than to strategy? Semiotician · 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 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

NO Does an analyst thank management at the end of their turn? Semiotician · seen in 77.2% 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 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

NO Is there an analogy to a machine, engine, or flywheel? Semiotician · seen in 29.2% 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 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

NO 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 NO

The model did not 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 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

NO Does the phrase "ahead of" precede any mention of guidance or expectations? Semiotician · seen in 14.1% 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 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

NO Does the operator mention a queue or "next question" more than three times? Simultaneous · seen in 74.2% 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 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

NO Does any analyst ask a question containing the word "why"? Simultaneous · 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 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

YES Does the word "clearly" appear anywhere in the transcript? Simultaneous · seen in 50.9% 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 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

YES Does the word "confident" appear in any executive's remarks? Simultaneous · 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 97.7% repeat consistency

NO Does an analyst thank management at the start or end of their turn? Simultaneous · seen in 81.6% 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 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

NO Does any analyst identify themselves with a two-part introduction (name and firm)? Simultaneous · seen in 10.2% 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 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 ESE calls. Open a question to read the model's original reasoning.

225 saved explanations · 225 questions

NO Compounding order flow: the same customers keep coming back bigger, and the company is quietly widening the funnel behin Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

我们根据提供的财报电话会议记录来判断。管理层是否描述公司自身的商业努力已从说服买家转向供应买家？即，当前的实际工作是如何将更多产品送到已经决定的买家手中，而不是说服买家首先决定。分析会议记录内容： - 管理层提到订单强劲，特别是A350项目和技术包装业务。 - 提到“entered orders”超出预期，积压订单舒适。 - 提到Plastique的早期表现符合预期，增长机会持续显现。 - 提到“we are well ahead of our near term order and production plan on several platforms led by the A350 which continues to run better than expected.”（我们在几个平台上远超近期订单和生产计划，尤其是A350继续好于预期。） - 提到“our cumulative entered orders at the six month point put us in a comfortable backlog position at March 31.”（六个月的累计订单使我们在3月31日处于舒适的积压状态。） - 提到“The $273 million of orders year-to-date are supported by the continued strength of our commercial aerospace business and in particular the A350 program coupled with the order strength generated in our technical packaging businesses.”（年初至今的2.73亿美元订单得益于商用航空航天业务的持续强劲，特别是A350项目，以及技术包装业务的订单强劲。） - 管理层讨论的是订单、积压、生产计划，而不是说服客户。他们提到“we are well ahead of our near term order and production plan”表明需求已经存在，他们需要跟上生产。 - 在技术包装部分，提到“More and more customers want the option of using a sustainable fiber based product... and the desire for more environmentally friendly packaging is driving the demand for these alternatives.”（越来越多的客户想要可持续纤维产品的选择……对更环保包装的需求正在推动这些替代品的需求。）这显示需求已存在。 - 管理层提到“we have identified some solid upside opportunities that we can capitalize on as we head into next year.”（我们已确定了一些坚实的上行机会，可以在明年利用。）但这不是关于说服，而是关于利用机会。 - 在Doble部分，提到“utilities continue to rationalize their capital budgets”但“we see tangible opportunities with our new products”这更多是需求方面的挑战，但整体上管理层强调订单和积压。 - 管理层提到“our focus remains constant to improve our operational performance and execute on growth opportunities both organically and through acquisitions.”（我们的重点仍然是改善运营绩效并执行有机和收购增长机会。）这更多是运营和增长，而不是说服。关键点：管理层是否描述当前的工作是“provisioning”而非“persuading”？他们提到订单强劲，积压舒适，生产计划超前，但并没有明确说“我们正在努力满足已经决定的买家”或“我们的问题是如何交付更多”。他们提到“we are well ahead of our near term order and production plan”表明他们正在按计划生产，但并没有说他们面临供应瓶颈或需要扩大产能来满足需求。他们提到“we have identified some solid upside opportunities”但那是关于未来机会，不是当前供应问题。在技术包装部分，他们提到“we are looking at some things to improve that and to get some additional growth”但那是关于增长，不是关于供应。管理层没有明确说“买家已经决定，我们正在努力交付”这样的表述。他们更多是报告强劲的订单和积压，但并没有描述当前的工作是解决物流、产能或交付问题。他们提到“we are well ahead of our near term order and production plan”表明他们能够满足计划，没有供应问题。此外，管理层提到“we are not without challenges, but the issues we’re facing appear manageable”但挑战是什么？他们提到“economic headwinds”但认为多元化保护了他们。他们没有具体说供应问题。在Q&A中，

Open the full research page →

NO Bigger keys handed over: the work customers now entrust has outgrown the work the company historically received Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer only YES or NO. Need determine from transcript if management describes company now being entrusted with materially larger or more central class of work than historically. Need parse. Transcript: ESCO Q2 2016. Management discusses acquisitions, technical packaging, aerospace A350, Doble, Test. Need see if any statement conveys step-up in scale/consequence of engagements. They mention "A key driver of continued success and confidence in our commercial aerospace business is we’re well ahead of our near term order and production plan on several platforms led by A350 which continues to run better than expected." That's strong demand but not necessarily larger class than historical. They mention "technical packaging group now has scale and market leadership positions across several growth markets" but that's company scale, not customer entrusting larger work. They mention "Plastique" opportunities, fiber pack capabilities, customers want sustainable fiber. Not step-up in class. Question asks specifically: "does management convey that the engagements, projects, orders, mandates, or roles it is winning or performing have stepped up in scale or consequence relative to what this company used to be given—and that this step-up is already visible in actual business being won or performed today?" Need answer YES only if management's own words convey one coherent phenomenon as present-tense reality: new business company getting has outgrown historical norm. Examples: much larger projects, broader scope, core role, larger tier, contrast size/kind engagements now vs historically. Let's scan transcript for any such. Vic: "I'm pleased to see good performance... breadth and diversity... niches provide protection." "Gary and I visited all major operating locations... issues manageable... upside opportunities as we head into next year." "Plastique... core business very solid with real upside as a result of fiber pack capabilities. More and more customers want option of using sustainable fiber based product... desire for environmentally friendly packaging driving demand. Our combined technical packaging group now has scale and market leadership positions across several growth markets where we are providing highly engineered products to customers in medical, pharmaceutical and consumer markets." This is about company having scale, not customers giving larger class.

Open the full research page →

NO Proven engine, fuel already in the tank: a working growth driver plus already-held means to multiply it Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need to determine if management describes both (1) a proven, already-producing growth engine that is still small relative to its room, and (2) the means to multiply it are already in the company's hands, all about the same part of the business, as one connected present-tense story. Let's analyze the transcript. The call discusses several segments: Technical Packaging (including TEQ, Fremont, Plastique), Filtration (aerospace, VACCO), Doble, Test. We need to find a part where management describes a growth engine that is already producing, but still small relative to its potential, and that the company already has the means to scale it up. Look at the discussion about Plastique and technical packaging. Vic Richey says: "I guess I'm even more excited about this business and its future. Gary and I came away impressed with the strength of the management team as everyone we met appeared very dedicated to the company and excited about their opportunities as a part of TEQ and ESCO. Their core business is very solid with some real upside as a result of their fiber pack capabilities. More and more customers want the option of using a sustainable fiber based product or a combination of fiber and plastic packaging and the desire for more environmentally friendly packaging is driving the demand for these alternatives. Our combined technical packaging group now has scale and market leadership positions across several growth markets where we are providing highly engineered products to customers in the medical, pharmaceutical and the consumer markets. I'm confident these opportunities we’re seeing set us up nicely for the future." This suggests that the fiber pack capabilities are a growth driver. Is it already producing? Yes, they have a core business that is solid, and they have fiber pack capabilities that are generating demand. But is it still small relative to its room? They say "some real upside" and "more and more customers want the option" - that suggests it's growing but not yet fully captured. However, they don't explicitly say that it's still small relative to its potential. They say "some real upside" but not that it's early innings. Also, the means to multiply: They have the combined technical packaging group with scale and market leadership. They have operations in Europe and the US. They can bring medical products to Europe and consumer products back.

Open the full research page →

NO Named counterparty roster suddenly upgraded in caliber Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer only YES or NO. Need analyze transcript. Question asks: Does management describe that caliber of counterparties now doing real business with company has recently stepped up — customers/partners/institutions of size/stature/sophistication not previously transacted with are now actually buying/deploying/contracting/committing — and management presents this upgraded roster as recent change grounded in current transactions, with associated business still early relative to what relationships imply? Need use only transcript. We need look for evidence. Management discusses various businesses. Key: technical packaging, Plastique, TEQ, fiber pack. They mention customers: medical, pharmaceutical, consumer markets. They mention "Gillette's of the world" in Gary's answer? Actually Gary says "distribute it to the medical field or the consumer feel or the Gillette's of the world and things like that." That is a named counterparty? Gillette is a large consumer brand. But is that a recent caliber shift? Not necessarily. They mention Apple in test business: "we've got a good position with Apple and they continue to grow significantly and we're preferred vendor for them." Apple is a high-caliber counterparty. Is this recent? They say "they have got a new facility underway and so that's what's driving a lot of that." But is this a caliber shift? The company has historically served test customers; Apple may be a large customer but not necessarily new class. Also "preferred vendor" suggests existing relationship. No contrast with who used to buy. Also "A350 program" commercial aerospace. They mention "continued strength of commercial aerospace business and in particular A350 program" and "well ahead of near term order and production plan on several platforms led by A350." A350 is Airbus, a major OEM. But is that a recent caliber shift? ESCO has long served aerospace. Not new counterparty class. Question specifically: "CALIBER OF COUNTERPARTIES NOW DOING REAL BUSINESS WITH THE COMPANY HAS RECENTLY STEPPED UP — that customers, partners, or institutions of a size, stature, or sophistication the company did not previously transact with are NOW actually buying..." Need management convey recent change. In transcript, management talks about Plastique acquisition and opportunities: "More and more customers want the option of using a sustainable fiber based product...

Open the full research page →

NO External validators converging: multiple independent outside parties have recently, concretely endorsed the company with Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer YES or NO. Need analyze transcript. Question: Does management describe that MORE THAN ONE INDEPENDENT OUTSIDE PARTY has RECENTLY put something real of its own behind this company — money, orders, capacity, reputation, approval, or partnership — in ways costly to reverse, AND does management treat this convergence as validating a trajectory whose contribution is still mostly ahead of reported results? Need only transcript. We need identify if management describes at least two separate outside parties taking concrete actions recently, and connects to early trajectory. Let's parse transcript. Management discusses: - Technical packaging: TEQ, Fremont, Plastique acquisitions. Plastique performance. Customers want sustainable fiber based packaging. "More and more customers want the option..." Not specific. - Filtration aerospace: "A key driver of continued success and confidence in our commercial aerospace business is we’re well ahead of our near term order and production plan on several platforms led by the A350 which continues to run better than expected." A350 is a program, customers? Airlines? Not specific outside party actions? Orders from Airbus? They mention "order strength" and "commercial aerospace business" and "A350 program". But no specific independent parties. - Doble: utilities rationalize capital budgets, opportunities with new products. Doble Conference record attendance 1500 customers. Not concrete orders. - Test: "we’re seeing great opportunities in Asia, particular in China... electric vehicle manufacturers in China... China came out with five year plan... opportunities." Also "good position with Apple and they continue to grow significantly and we're preferred vendor for them. They have got a new facility underway and so that's what's driving a lot of that." This is one outside party: Apple, with new facility underway, preferred vendor. That's concrete? Apple is a customer, new facility underway, driving orders. But only one specific party. - Also "A350 program" is another? A350 is an aircraft program, not a party? Could be Airbus as customer? They say "commercial aerospace business and in particular the A350 program" and "well ahead of our near term order and production plan on several platforms led by the A350". That's an outside party? Airbus is a customer, but not named. A350 program is a platform, not independent party.

Open the full research page →

NO Ready-to-run scale already paid for and now filling: management describes a step-change capability recently completed an Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer YES/NO based on transcript. Need identify if management describes recently finished putting in place a capability large relative to company, real business already flowing into it, most still unused. Let's examine transcript. Key topics: restructuring, acquisitions Fremont and Plastique, technical packaging group. They acquired Plastique and Fremont. They visited Plastique operations. They say "core business is very solid with some real upside as a result of their fiber pack capabilities. More and more customers want option... desire for environmentally friendly packaging driving demand." They have scale and market leadership. But is that a capability recently finished? Acquisitions are completed. Real business flowing? Yes, Plastique early performance consistent, contributions. Most capability still unused? They talk about opportunities, but do they say most of it still empty? They mention "we are currently reviewing some additional opportunities" but not about filling capacity. They talk about growth opportunities. However, question asks about capability large relative to company itself, recently finished putting in place, real business already begun flowing into it while most still unused. Could be the acquisition of Plastique? But that's a business acquisition, not a capability. They mention "fiber pack capabilities" and "opportunities" but not that most capacity unused. They mention "we have balance sheet capacity and management bandwidth to handle additional growth within current operating infrastructure." That's about acquisitions. Another possibility: restructuring actions completed, cost savings materializing. But that's cost reduction, not capability. Another: Doble new products? No. Another: They mention "we are well ahead of our near term order and production plan on several platforms led by A350" - that's existing business. The question asks: "does management describe that the company has RECENTLY FINISHED PUTTING IN PLACE A CAPABILITY THAT IS LARGE RELATIVE TO THE COMPANY ITSELF, and that real business has ALREADY BEGUN FLOWING INTO IT while most of that capability still sits unused?" Need find if any statement matches. The transcript has no explicit mention of a new plant, capacity, etc. They talk about acquisitions as growth. But "capability" could be the combined technical packaging group with scale and market leadership.

Open the full research page →

NO Young streak off a low base: a short run of consecutive-period improvement has just started, after a stretch that gave i Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need to determine if the transcript conveys a young run of consecutive improvements in a part of the business that had been unimpressive, with causes internal and still running. Let's analyze the transcript. The call is about Q2 2016 results. Management discusses various segments: Technical Packaging, Filtration (including aerospace and VACCO), Doble, Test, etc. Key points: - They mention restructuring actions in lower margins international operations, primarily in test business. These are running ahead of schedule and below budget. - They say "our Q2 and year-to-date results... exceeded expectations from several perspectives including EPS, cash flow and entered orders which each significantly exceeded expectations." - They mention "The early performance of Plastique is consistent with our acquisition forecast and their potential growth opportunities continued to materialize." - They raised FY16 EPS guidance. But the question is about a specific part of the business that had been unimpressive and now has a young run of consecutive improvements. Which part? Possibly the Test business? Or the overall company? Let's look for language about a prior stretch that was weak, and then a succession of improvements. The transcript mentions restructuring in Test and Doble. They say "The restructuring activities in Test and Doble are progressing ahead of schedule and below our projected cost." But that's about cost cuts, not necessarily a run of improvements. They also mention "our cumulative entered orders at the six month point put us in a comfortable backlog position" and "The $273 million of orders year-to-date are supported by the continued strength of our commercial aerospace business and in particular the A350 program coupled with the order strength generated in our technical packaging businesses." But is there a specific segment that had been weak and now has a young run? Possibly the technical packaging? They say "technical packaging were sales doubled from prior year reflecting the strong performance of TEQ and the contributions from Fremont and Plastique." That's a big increase, but is it a young run? They also mention that they expanded reporting segments to include technical packaging. But they don't describe a prior weak stretch. Look for phrases like "for the second consecutive quarter" or "third quarter in a row" etc. I don't see that explicitly.

Open the full research page →

NO Questions aim low, answers land high: the dialogue keeps correcting expectations upward with facts already in hand Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need to determine if there is a recurring mismatch in level between what questioners assume and what management reports, with the mismatch running upward. The questioners' expectations are lower/more cautious, and management corrects upward with concrete already-happening facts. Let's analyze the Q&A exchanges: 1. First question from Jon Tanwanteng: asks about margins in USG segment, whether it's due to less hardware and if it will normalize. Management says it's always ups and downs but sees over 20% going forward. This is a mild correction upward, but not a strong mismatch. 2. Second question: about commercial aerospace slowdowns. Management says they haven't seen it, and they did a deep dive, production schedules solid. This is a correction upward with concrete facts (programs, production schedules). 3. Third question: about technical packaging growth and margins. Management gives 12-13% EBIT margin, but notes current quarter is higher due to KAZ program, expects normalization. This is actually management tempering expectations, not correcting upward. They say it's running at extraordinary rate and will come down. So this is a downward correction. 4. Fourth question: about SG&A run rate. Management says it's lower due to restructuring, and that's the run rate going forward. This is a correction upward? Actually the questioner thought SG&A was below expectations, management confirms it's the new run rate. That's a positive but not a strong mismatch. 5. Fifth question from Kevin (unidentified): about Q4 loaded, asks about major moving parts. Management explains VACCO timing, test business, etc. This is more of a clarification, not a mismatch. 6. Sixth question: about Doble assumptions, growth target. Management says they have contracts in hand, some unique revenue recognition items, but they've dialed back expectations. They say "we probably added a 10% number right now" meaning they are not holding that target. So management is tempering, not correcting upward. 7. Seventh question: about Doble margins, management says they've seen low water mark, but they don't explicitly correct upward strongly. 8. Eighth question from Ben Hearnsberger: about technical packaging growth. Management gives a long answer about Plastique seasonality, normalized growth 5-6%, but also notes upside. This is not a strong upward correction; it's more of a balanced view. 9.

Open the full research page →

NO Growing out of the old self: management itself says the company has quietly become a different business, and the numbers Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need to determine if management conveys that the company is now running on a different basis than its reported results and reputation were built on, with both halves: (1) a change of basis already real, and (2) management says the record and perception lag the change. Let's analyze the transcript. The call is about Q2 2016 results. Management discusses restructuring, acquisitions (Fremont and Plastique), and segment reporting changes. They talk about cost savings, new products, and growth. Key points: They expanded reporting segments to include technical packaging group. They mention restructuring actions in Test and Doble. They talk about Plastique acquisition and its early performance. They discuss aerospace business performing above expectations, Doble with new products, etc. But does management convey that the company is now a different kind of business? They talk about multi-segment strategy, but that's not new. They mention acquisitions as key to growth. They talk about cost structure changes. However, they don't explicitly say "the company you are grading is not quite the company we are now running." They do say that the restructuring is ahead of schedule and cost savings are materializing. They also say that the new segment reporting will further understanding. But is there a sense that the reported results lag the change? They raised guidance, but that's not about lag. They mention that Plastique's early performance is consistent with forecast, and they are excited about its future. But they don't say that the current results don't reflect the new basis. They do say that the technical packaging group now has scale and market leadership, but that's a description of the new segment. Perhaps the key is that they are describing a change in the company's composition due to acquisitions and restructuring, but they are not saying that the reported numbers are from the old basis. They are reporting on the new basis already. The question asks: does management convey that the company today is running on a different basis than its reported results and reputation were built on? That implies that the reported results still reflect the old basis, but management says the company has changed. Here, they are reporting results that include the new acquisitions (Plastique, Fremont) and the restructuring. So the reported results already include the new basis.

Open the full research page →

NO Someone else already paid for the growth: management describes an outside party bearing the cost, risk, or work that exp Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need to answer YES or NO based on the transcript. The question asks: does management describe that an outside party is already bearing the cost, risk, or work of expanding this company's business? That is, someone other than the company is spending its own money, committing its own assets, or doing its own labor in a way that directly enlarges what this company sells, serves, or earns, and management conveys that this outside effort is real and underway now while the resulting business is still mostly ahead of the company. We need to look for any such description. The transcript is about ESCO Technologies. They discuss segments: technical packaging, filtration (aerospace), Doble, Test. They mention acquisitions (Fremont, Plastique). They talk about growth opportunities. But the question is about outside parties bearing cost/risk/work to expand the company's business. For example, customers funding, building, etc. Or partners. Or government programs. Or something like that. Let's scan the transcript for any such mention. Vic Richey talks about visiting Plastique operations, their fiber pack capabilities, customers wanting sustainable products. He mentions "More and more customers want the option of using a sustainable fiber based product or a combination of fiber and plastic packaging and the desire for more environmentally friendly packaging is driving the demand for these alternatives." That's just customer demand, not outside parties bearing cost. He talks about aerospace business performing above expectations, A350 program running better than expected. That's just orders. Doble: utilities rationalize capital budgets, but they see opportunities in service and software. Not outside parties bearing cost. Test: they see opportunities in Asia, particularly China with electric vehicle manufacturers. He says "we want a nice job with the electric vehicle manufacturers in China. There's a number of additional opportunities in that specific space out there right now because you know China came out with one of their five year plans and that's a specific area they identified, you know development electrical vehicles that they want to put a lot of investment in and so that's resulting in a lot of opportunities for us which we're taking advantage of." This is interesting: China's five-year plan is a government program that is investing in electric vehicles.

Open the full research page →

NO Old money out, new money in: the company is redirecting its own capital away from what it has always done and into a spe Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer YES or NO based on transcript. Need determine if management describes company's own capital/operating resources being pointed somewhere different than historically, with identifiable destination already funded at scale, something getting less, and management treats as defining with numbers still old allocation. Let's analyze transcript. Company ESCO. Segments: technical packaging, filtration, Doble, Test. They made acquisitions: Fremont and Plastique, expanded technical packaging group. They are excited about Plastique, fiber pack capabilities. They mention restructuring in Test and Doble (cost reduction, shutting facilities in Germany, UK, Brazil). But that's restructuring/cost cutting, not necessarily redirection of resources into newer effort? They also mention acquisitions are key component of growth. They are reviewing additional opportunities. But question asks: does management describe that company's own capital and operating resources are now being pointed somewhere different than historically? Need see if there is visible redirection into one identifiable newer effort and away from historical activity. Management discusses technical packaging group as growth opportunity, with acquisitions. They expanded reporting segments to reflect technical packaging. They visited Plastique operations, excited. They see opportunities in fiber based packaging. But is this a redirection of resources away from something? They say "Our multi-segment strategy" and "acquisitions are key component". They have balance sheet capacity. But do they say incremental money/capacity/people/attention flowing INTO technical packaging and AWAY from something? They mention restructuring in Test and Doble, but that's cost reduction, not necessarily redirecting to packaging. They also mention Doble new products, test opportunities in Asia, aerospace strong. It seems they are investing across all segments. Acquisitions funded by cash/debt, but not necessarily away from legacy. They say "we are currently reviewing some additional opportunities" but not committed. The question requires one coherent redirection with all three. Is there any? Maybe technical packaging is newer effort being funded via acquisitions (Fremont, Plastique) and they are excited. But is something getting less? They don't say they are reducing investment in other segments to fund packaging.

Open the full research page →

NO Betting on one customer's ramp: the company's near-term future rides on a counterparty's schedule, not its own selling Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need to determine if management's explanation of the company's near-term trajectory is chiefly about an outside party's timetable, with a large ramp ahead. The transcript discusses several segments: technical packaging, filtration (aerospace), Doble, Test. The question asks if management makes clear that what happens over the coming year depends mainly on a timetable set by someone else, i.e., a large outside party's plans, schedules, build-out, etc. Look for evidence: In the aerospace segment, they mention the A350 program running better than expected, and they are well ahead on several platforms led by A350. They say "we’re well ahead of our near term order and production plan on several platforms led by the A350 which continues to run better than expected." That suggests they are tied to the A350 production schedule. But is that the main driver of the company's near-term trajectory? They also mention other segments. The question asks if management explains the company's near-term trajectory chiefly by describing the plans of one or a few large outside parties. In the transcript, they discuss multiple segments: technical packaging, filtration (aerospace), Doble, Test. They mention the A350 as a key driver for commercial aerospace, but they also talk about Doble's service and software, Test's opportunities in Asia, etc. The overall tone is diversified. They also mention Plastique and its growth. The question is whether the company's near-term destiny is levered on a much larger organization's timetable. The A350 is a large program, but is it the chief explanation? They say "A key driver of the continued success and confidence in our commercial aerospace business is we’re well ahead of our near term order and production plan on several platforms led by the A350 which continues to run better than expected." That indicates that the A350's production schedule is driving their aerospace business. But they also have other segments. The question asks if management makes clear that what happens over the coming year depends mainly on a timetable set by someone else. They don't say that the whole company's trajectory depends on that. They mention multiple drivers. Also, they talk about their own cost reductions, acquisitions, etc. So it's not chiefly about one outside party's schedule. They also mention that they are reviewing additional opportunities.

Open the full research page →

NO Numbers are lagging the physical build: management points to something already finished or nearly finished that has not Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer YES/NO. Need determine from transcript if management points to something already finished/acquired/put in place but not yet earning/running/contributing. Need only transcript. Let's parse. They discuss restructuring actions in Test and Doble: "restructuring actions have been running ahead of schedule and are expected to come in below original budgeted amount. Once these actions are completed we will have eliminated a significant management distraction... allow us to begin realizing identified cost savings..." This is restructuring, not a completed asset idle. They are in process, ahead of schedule, not yet completed? "Once these actions are completed" implies not yet fully completed. Also "restructuring activities ... progressing ahead of schedule and below projected cost. These activities have taken place without any negative impact... most importantly we're seeing cost savings materialize as anticipate." So not a finished thing idle. Acquisitions: Fremont and Plastique. Plastique acquired recently, early performance consistent with forecast, contributing. Fremont? Technical packaging sales doubled from prior year reflecting strong performance of TEQ and contributions from Fremont and Plastique. So acquisitions already contributing. Not idle. Any new products? Doble new products such as DM Series, Doble Prime, etc. "we see tangible opportunities" not finished waiting? No. Test business? "we have a good position with Apple and they continue to grow significantly and we're preferred vendor for them. They have got a new facility underway and so that's what's driving a lot of that." That's Apple's facility, not ESCO's. Not relevant. Any mention of "facility in Germany/UK/Brazil" shut down. Not idle asset. Any "capacity already contracted or reserved that begins delivering later"? No. Question asks: "does management point to something the company has ALREADY FINISHED BUILDING, ACQUIRING, OR PUTTING IN PLACE — but which is NOT YET EARNING, NOT YET RUNNING, OR ONLY JUST BEING SWITCHED ON — such that a real, completed piece of the company is currently sitting idle, dark, unopened, unstaffed, uncertified, or otherwise not yet contributing to the results being reported?" Need answer YES when management's own words convey one coherent situation. Here no. They mention Plastique acquisition closed and contributing. Restructuring not complete.

Open the full research page →

NO The company is being paid to solve a problem its customer just discovered it has Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need to determine if the transcript describes a situation where customers or end markets are forced into a change they did not choose, and the company is one of the parties they must come to in order to comply, with compliance-driven business already showing up in actual current activity. Let's analyze the transcript. The call discusses ESCO Technologies, with segments: technical packaging, filtration (including aerospace and VACCO), Doble (utilities), and Test. Key points: - Doble: "The utilities continue to rationalize our capital budgets and we better understand the potential impact on our legacy hardware sales. We continue to see additional opportunities in our service and software applications." This is about utilities cutting budgets, not a forced change. - Test: "we're seeing great opportunities in Asia, particularly in China... electric vehicle manufacturers in China... China came out with one of their five year plans and that's a specific area they identified, development electrical vehicles that they want to put a lot of investment in." This is about government investment and incentives, not a forced mandate. It's about opportunities from a government plan, but not a specific requirement that forces customers to comply. It's more about investment and growth. - Aerospace: "our commercial aerospace business continues to perform above expectations... led by the A350 which continues to run better than expected." No mention of forced changes. - Technical packaging: "More and more customers want the option of using a sustainable fiber based product or a combination of fiber and plastic packaging and the desire for more environmentally friendly packaging is driving the demand for these alternatives." This is about customer preference for environmentally friendly packaging, not a forced requirement. It's a choice, not a mandate. No mention of any regulation, standard, mandate, or requirement that forces customers to change. The only mention of a government plan is China's five-year plan for electric vehicles, but that is described as investment and opportunity, not a binding requirement on customers. There is no mention of a specific obligation that customers must comply with, nor any indication that ESCO is a party they must come to for compliance. No mention of actual business arising from a compliance requirement. Thus, the answer is NO.

Open the full research page →

NO Small company already selling a lot to one hot market — management describes riding an outside spending wave far bigger Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer YES/NO. Need analyze transcript. Need determine if management describes one specific external spending surge/build-out/adoption wave, company already materially levered, wave early/accelerating, company share small. Need use only transcript. Let's parse. ESCO segments: technical packaging, Doble, Test, filtration (VACCO/aerospace). Mentions A350 program, commercial aerospace strength. Also China electric vehicle manufacturers in test business. Also fiber pack sustainable packaging demand. Also utility capital budgets rationalization, software/services. Need identify if any qualifies. Question asks: "does management describe that a large and identifiable share of the company's CURRENT business is already tied to ONE specific external spending surge, build-out, or adoption wave happening in its customers' world right now — a wave whose scale and pace are set by parties OTHER than this company ... and does management convey that this wave is still early or accelerating, so that the company's own volumes from it are expected to keep climbing well beyond current levels?" Need answer YES only if all three. Let's examine candidates: 1. Commercial aerospace A350 program. Management says "continued strength of our commercial aerospace business and in particular the A350 program" "A350 which continues to run better than expected." "well ahead of our near term order and production plan on several platforms led by the A350." Is this a named outside wave? A350 is a specific aircraft program (build-out by Airbus) with production ramp. Company is levered? Filtration aerospace business performing above expectations, year-to-date earnings, cash flow, orders strong. But is it "large and identifiable share of current business"? Filtration segment includes VACCO and aerospace. They mention VACCO sales impacted by timing, commercial aerospace increase offset. Not clear how large. Also wave early? A350 program is ramping production, but management doesn't explicitly say "early" or "still building" or "company share small." They say "continues to run better than expected" and "production schedules for platforms seem very solid." No mention of expected to keep climbing well beyond current levels. Also they don't frame as external spending surge with scale/pace set by others? It is an aircraft production program. But no "early" or "small share" language.

Open the full research page →

NO Geographic or market replication just started working outside the home base Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer YES/NO based on transcript. Need identify pattern: home-proven base, away results now real and recent, early and expanding. Need see if management describes business proven in original market/territory recently begun producing real results in new territory, with new territories small share. The transcript: ESCO has segments. Technical packaging group: TEQ, Fremont, Plastique acquisitions. They visited Plastique operations in Europe (UK engineering/design, Poland manufacturing). They are excited about fiber pack capabilities. More customers want sustainable fiber based product. Combined technical packaging group has scale and market leadership across several growth markets. They mention opportunities to do more medical in Europe, bring consumer product to US. But is this "proven model travels"? They acquired Plastique (acquisition) rather than own model replicating? The question says NO if expansion is chiefly by acquisition just consolidated rather than company's own model replicating. Here they acquired Plastique to expand into Europe. Not own model replicating? Also new territories? They mention Plastique's operations in Europe, but that's acquired business, not ESCO's original model. Also Doble? Test? Need examine. Question asks: "does management describe that a business already proven in the company's ORIGINAL market, territory, or setting has RECENTLY begun producing REAL RESULTS IN NEW TERRITORY — additional regions, countries, markets, or settings the company has recently entered — with management presenting the away-from-home results as early evidence that the proven model travels, while the new territories remain a small share of the company today?" Need answer YES only if all three. The transcript: Vic says "Our combined technical packaging group now has scale and market leadership positions across several growth markets where we are providing highly engineered products to customers in the medical, pharmaceutical and the consumer markets." He talks about Plastique's fiber pack capabilities. "More and more customers want the option of using a sustainable fiber based product or a combination of fiber and plastic packaging and the desire for more environmentally friendly packaging is driving the demand for these alternatives." This is about product capabilities, not geographic replication. They visited Plastique in Europe.

Open the full research page →

NO Repeat pull from proven relationships plus room left: the installed base is expanding on its own initiative and is still Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need to determine if the transcript describes existing customers/relationships taking more on their own initiative, and if management conveys that these relationships are lightly penetrated with room to grow. Let's analyze the transcript. Key points: - Technical packaging: TEQ, Fremont, Plastique. Management discusses growth opportunities, but is it about existing customers expanding? They mention "customers want the option of using a sustainable fiber based product" and "desire for more environmentally friendly packaging is driving demand." That's market demand, not necessarily existing customers expanding. - They mention "we have identified some solid upside opportunities" but that's forward-looking. - For aerospace: "our commercial aerospace business continues to perform above expectations" and "we’re well ahead of our near term order and production plan on several platforms led by the A350." That's about production plans, not necessarily existing customers expanding their orders beyond what was planned? It says "order and production plan" - but is that existing customers taking more? Possibly, but it's about platforms, not specific customer relationships. - Doble: "utilities continue to rationalize our capital budgets" and they see opportunities in service and software. But is there evidence of existing customers expanding? They mention "new products such as DM Series, Doble Prime" - but that's new products, not necessarily existing customers taking more. - Test: "we’re seeing really good opportunities in Asia" and "electric vehicle manufacturers in China" - that sounds like new customers or new markets, not necessarily existing customers expanding. - The question asks: "counterparties the company has ALREADY SERVED AND PROVEN ITSELF WITH — existing customers, accounts, partners, members, or programs — are CURRENTLY, ON THEIR OWN INITIATIVE, TAKING OR COMMITTING TO MEANINGFULLY MORE from the company than they previously did" and "management conveys that these same relationships remain LIGHTLY PENETRATED." Look for specific language about existing customers expanding. For example, in technical packaging, they mention "we have been able to get longer term LTAs" - that's about contracts, but not necessarily expansion. They also mention "we did have some attrition that we typically would encounter" but they've been able to maintain business.

Open the full research page →

NO Betting on a customer they cannot yet name: management describes committing real resources to a counterparty relationshi Q2 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2016 · 2016-05-03

We need answer YES/NO based on transcript. Need identify if management describes commercial relationship with deliberately unnamed counterparty, real resources committed, payoff ahead significant. Let's parse transcript. Management discusses segments: technical packaging, filtration (aerospace), Doble, Test. They mention "A350 program" openly. "Apple" mentioned? In Test segment: "we've got a good position with Apple and they continue to grow significantly and we're preferred vendor for them." That's named. Also "Gillette's of the world" generic. "KAZ" program? They mention "KAZ program" and "KAZ order" - KAZ is likely a product/program? Need see if counterparty unnamed? They refer to "KAZ" as a program, not a customer. "core TEQ business it's running at an extraordinary rate right now, we’re restocking some of their inventory orders. So that's a high margin product for us... as they convert from Gen 1 to Gen 2 and a backwards compatible things..." KAZ seems a product line, not unnamed counterparty. No indication of confidentiality. Question asks: "does management describe a COMMERCIAL RELATIONSHIP OR PIECE OF BUSINESS WHOSE COUNTERPARTY IT DELIBERATELY WILL NOT NAME OR FULLY DESCRIBE — because of confidentiality, the counterparty's own wishes, competitive sensitivity, or non-disclosure obligations — AND make clear that the company is ALREADY COMMITTING REAL RESOURCES to serve it, with the associated business still largely ahead of the reported results?" Need find if any such. They mention "A350 program" openly. "Apple" openly. "Gillette's of the world" generic but not specific. "a large test company" - they say "a large test company" as customer? Let's read: "So they're both customers for us and the good thing about it is you know that maybe a customer will go to the test facility and get their price tested, that way but when they get enough business it makes more sense for them to have their own facility and so they have been used to using our equipment and a large test company and so they will come to us and we will build a facility for them." This is generic, not a specific unnamed counterparty with confidentiality. No indication of deliberate withholding. Also "Plastique" acquired, "Fremont" acquired. No unnamed. Need answer NO. But let's be thorough. The question asks "deliberately unnamed or partially-described counterparty" with reason.

Open the full research page →

Showing the latest 18 of 225 archived research questions.

These archived questions are separate from the newer 500-check scan above.

Past calls

ESE call history

Open a quarter only when you want its detailed evidence.

B+ Feb 2026 · Strong call · 2026-02-05Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: raisingCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing

Candor 7/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 4/9

Promotion 5/9

Stress 1/9

Complexity 4/9

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?

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?

YES Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

B+ Q2 2025 · Strong call · 2025-05-11Management raised guidance against steady demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: stableMargins: expandingBacklog: growingPricing: raisingCapex: decreasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts

Candor 7/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 4/9

Promotion 5/9

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?

NO Is a product early in its life but growing very fast?

NO Do they serve a small fraction of their addressable customers?

NO Is volume about to step up rather than grow gradually?

NO Are high fixed costs currently underutilised?

YES Is pricing recovering from a depressed level?

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?

B+ Q1 2025 · Strong call · 2025-02-06Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableCapex: decreasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts

Candor 7/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 3/9

Promotion 4/9

Stress 1/9

Complexity 4/9

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?

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?

NO Does the call read rehearsed rather than lived?

B+ Q4 2024 · Strong call · 2024-11-14Management held guidance steady against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: maintainedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead

Candor 8/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 3/9

Promotion 3/9

Stress 1/9

Complexity 4/9

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?

NO Is a product early in its life but growing very fast?

NO Do they serve a small fraction of their addressable customers?

YES Is volume about to step up rather than grow gradually?

NO Are high fixed costs currently underutilised?

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?

NO Does the call read rehearsed rather than lived?

C Q3 2024 · Caution · 2024-08-07Management lowered guidance against accelerating demand. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: acceleratingMargins: mixedBacklog: growingPricing: raisingCapex: increasing⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead

Candor 8/9

Specificity 8/9

Evasion 3/9

Confidence 8/9

Uncertainty 4/9

Promotion 4/9

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?

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?

YES Is volume about to step up rather than grow gradually?

YES Are high fixed costs currently underutilised?

NO Is pricing recovering from a depressed level?

YES Do current results look bad while the direction looks better?

NO Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

C+ Q2 2024 · Mixed call · 2024-05-11Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: mixedMargins: expandingBacklog: growingPricing: raisingCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up aheadDirection beats results

Candor 7/9

Specificity 7/9

Evasion 2/9

Confidence 7/9

Uncertainty 4/9

Promotion 5/9

Stress 2/9

Complexity 4/9

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?

NO Is a product early in its life but growing very fast?

NO Do they serve a small fraction of their addressable customers?

YES Is volume about to step up rather than grow gradually?

YES Are high fixed costs currently underutilised?

NO Is pricing recovering from a depressed level?

YES Do current results look bad while the direction looks better?

NO Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

A Q1 2024 · Exceptional call · 2024-02-08Management raised guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: raisedDemand: mixedMargins: expandingBacklog: growingPricing: raisingCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubtsDirection beats results

Candor 8/9

Specificity 9/9

Evasion 1/9

Confidence 7/9

Uncertainty 3/9

Promotion 3/9

Stress 2/9

Complexity 4/9

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?

NO Is a product early in its life but growing very fast?

NO Do they serve a small fraction of their addressable customers?

NO Is volume about to step up rather than grow gradually?

YES Are high fixed costs currently underutilised?

NO Is pricing recovering from a depressed level?

YES Do current results look bad while the direction looks better?

NO Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

View 33 earlier calls

Call	Date	Grade	Guidance	Demand	Margins	Candor	Evasion
Q4 2023	2023-11-16	B	maintained	mixed	contracting	8/9	2/9
Q3 2023	2023-08-13	B+	raised	accelerating	expanding	8/9	2/9
Q2 2023	2023-05-13	B+	raised	accelerating	expanding	7/9	2/9
Q1 2023	2023-02-08	A	raised	accelerating	expanding	8/9	2/9
Q4 2022	2022-11-17	A	maintained	stable	expanding	8/9	1/9
Q3 2022	2022-08-08	B	maintained	accelerating	expanding	8/9	2/9
Q2 2022	2022-05-09	B	maintained	accelerating	contracting	8/9	2/9
Q1 2022	2022-02-08	C+	maintained	accelerating	contracting	7/9	2/9
Q4 2021	2021-11-18	B	maintained	mixed	stable	7/9	2/9
Q3 2021	2021-08-09	C	lowered	mixed	contracting	8/9	2/9
Q1 2021	2021-05-10	B+	maintained	mixed	expanding	7/9	2/9
Q2 2021	2021-05-05	C+	maintained	mixed	expanding	7/9	2/9
Q1 2021	2021-02-08	B+	maintained	mixed	expanding	7/9	3/9
Q4 2020	2020-11-19	C	withdrawn	mixed	stable	7/9	2/9
Q3 2020	2020-08-11	C	withdrawn	mixed	stable	7/9	2/9
Q2 2020	2020-05-13	B	withdrawn	mixed	stable	8/9	2/9
Q1 2020	2020-02-04	B+	maintained	accelerating	expanding	7/9	2/9
Q4 2019	2019-11-19	A	raised	accelerating	expanding	7/9	1/9
Q3 2019	2019-08-10	B	maintained	mixed	expanding	8/9	2/9
Q2 2019	2019-05-09	A	raised	accelerating	expanding	7/9	1/9
Q1 2019	2019-02-10	A	maintained	stable	expanding	7/9	1/9
Q4 2018	2018-11-15	A	maintained	stable	expanding	8/9	2/9
Q3 2018	2018-08-11	A	maintained	accelerating	expanding	7/9	2/9
Q2 2018	2018-05-12	A	maintained	accelerating	expanding	7/9	1/9
Q1 2018	2018-02-07	A	raised	stable	expanding	7/9	2/9
Q3 2017	2017-11-14	B	maintained	accelerating	expanding	7/9	2/9
Q3 2017	2017-08-08	C	lowered	mixed	expanding	7/9	2/9
Q2 2017	2017-05-04	A	maintained	accelerating	expanding	7/9	1/9
Q1 2017	2017-02-07	B+	maintained	mixed	stable	7/9	2/9
Q4 2016	2016-11-14	A	none	mixed	expanding	8/9	1/9
Q3 2016	2016-08-02	B	maintained	mixed	expanding	7/9	2/9
Q2 2016	2016-05-03	A	raised	mixed	expanding	7/9	1/9
Q1 2016	2016-02-09	A	maintained	accelerating	expanding	7/9	2/9

Keep exploring

Companies with similar call quality

BDX

Becton, Dickinson and Company

CNC

Centene Corporation

General Electric Company

KALU

Kaiser Aluminum Corporation

ANIK

Anika Therapeutics, Inc.

Brunswick Corporation

← ESCA All “E” companies ESEA →