StocksI › ISR

IsoRay, Inc. (ISR) — Earnings Call X-Ray

Our AI read all 21 of ISR's earnings calls (2017–2022) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.

Latest Call Grade
🔒
Q1 2023 · sign up to see
Previous Call Grade
F
Q4 2022
Expected Move
🔒
next 45 days · members
Calls Analyzed
21
2017–2022
Avg Candor
6/9
evasion 3/9
Guidance LoweredHigh CandorCritic AmmunitionUnderused Fixed CostsMargins ContractingReads RehearsedQuestion Left HangingResults Worse Than Direction

Call-by-call analysis

🔒 Q1 2023 earnings call 2022-11-10 NEWEST

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

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

🔒 The Q1 2023 call grade is ready
The full 37-point AI read of ISR's newest earnings call — grade, expected move, and every question answered — is free with an account.
Sign up free to unlock

F Q4 2022 earnings call 2022-09-28

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

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

C Q3 2022 earnings call 2022-05-10

Management gave no formal guidance against accelerating demand. The delivery was rich in specifics, promotional in tone.

Demand: acceleratingMargins: stablePricing: under pressureHeadcount: growing 3 analysts · 10 questions
⚑ Critic ammunition⚑ Question left hanging✓ Resolves doubts⚑ Reads rehearsedDirection beats results
Candor 6/9
Specificity 7/9
Evasion 3/9
Confidence 7/9
Uncertainty 4/9
Promotion 7/9
Stress 2/9
Complexity 4/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
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?
YES Does the call read rehearsed rather than lived?

C Q2 2022 earnings call 2022-02-08

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

Demand: acceleratingMargins: contractingPricing: stableHeadcount: growingCapex: increasing 4 analysts · 13 questions
⚑ Critic ammunition⚑ Question left hanging✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growth⚑ Reads rehearsed
Candor 6/9
Specificity 7/9
Evasion 2/9
Confidence 7/9
Uncertainty 5/9
Promotion 6/9
Stress 2/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES 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?
YES Does the call read rehearsed rather than lived?

F Q1 2022 earnings call 2021-11-10

Management gave no formal guidance against mixed demand signals and contracting margins.

Demand: mixedMargins: contractingBacklog: growingPricing: under pressureHeadcount: growing 3 analysts · 7 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedDirection beats results
Candor 6/9
Specificity 6/9
Evasion 4/9
Confidence 6/9
Uncertainty 5/9
Promotion 5/9
Stress 3/9
Complexity 4/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
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?
YES Does the call read rehearsed rather than lived?

D Q4 2021 earnings call 2021-09-22

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

Demand: mixedMargins: contractingBacklog: growingPricing: stableHeadcount: growingCapex: increasing 3 analysts · 9 questions
⚑ Critic ammunition⚑ Question left hanging✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsedHidden segment
Candor 6/9
Specificity 7/9
Evasion 4/9
Confidence 7/9
Uncertainty 5/9
Promotion 6/9
Stress 3/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO 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?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

D Q3 2021 earnings call 2021-05-13

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

Demand: acceleratingMargins: contractingBacklog: growingPricing: stableHeadcount: growingCapex: increasing 2 analysts · 6 questions
⚑ Critic ammunition⚑ Question left hanging✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growth⚑ Reads rehearsed
Candor 5/9
Specificity 5/9
Evasion 4/9
Confidence 7/9
Uncertainty 4/9
Promotion 7/9
Stress 2/9
Complexity 4/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES 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?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

D Q2 2021 earnings call 2021-02-09

Management gave no formal guidance against mixed demand signals. The delivery was rich in specifics, promotional in tone.

Demand: mixedMargins: stableBacklog: growingPricing: stable 2 analysts · 7 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Volume step-up ahead✓ Early product, fast growth⚑ Reads rehearsed
Candor 6/9
Specificity 7/9
Evasion 2/9
Confidence 8/9
Uncertainty 4/9
Promotion 7/9
Stress 2/9
Complexity 4/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES 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?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

Earlier calls

CallDateGradeGuidanceDemandMarginsCandorEvasion
Q1 2021 2020-11-10 D maintainedmixedcontracting 6/9 2/9
Q4 2020 2020-09-17 A maintainedacceleratingexpanding 7/9 1/9
Q3 2020 2020-05-12 C nonemixedexpanding 7/9 3/9
Q2 2020 2020-02-11 D noneacceleratingexpanding 6/9 3/9
Q1 2020 2019-11-12 F noneacceleratingexpanding 5/9 7/9
Q4 2019 2019-09-24 D noneacceleratingexpanding 6/9 4/9
Q3 2019 2019-05-09 C noneacceleratingexpanding 6/9 0/9
Q2 2019 2019-02-12 D noneacceleratingexpanding 6/9 3/9
Q1 2019 2018-11-08 C noneacceleratingexpanding 6/9 3/9
Q4 2018 2018-09-25 F noneacceleratingcontracting 4/9 5/9
Q3 2018 2018-05-03 C+ maintainedacceleratingexpanding 6/9 2/9
Q2 2018 2018-02-08 D maintainedacceleratingexpanding 6/9 2/9
Q1 2018 2017-11-14 D raisedacceleratingexpanding 5/9 2/9

How to read this page

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

Companies with similar call quality

AAMC · Altisource Asset ManagemAAON · AAON, Inc.AASZF · Atlantic Sapphire ASAAAT · American Assets Trust, IABCD · Cambium Learning Group'sABCO · The Advisory Board

ISPR   All “I” companies    ISRG

Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.