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JLL · Earnings-call lab · 43 calls graded · 2016–2026

Jones Lang LaSalle Incorporated

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
43calls analyzed
2016–2026coverage
NEWESTQ2 2026 call
2026-08-03 · 500 / 500 checks · members only
LockedStarter · $1 first week
AI call read
Grade locked
Grade and plain-English verdict
Expected 45-day move
Locked
Move size estimate, not direction
AI checks completed
500/ 500
Every check answered YES or NO

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

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OPENQ2 2026 call
2026-07-30 · 7 analysts · 16 questions · 500 / 500 checks
Free · full reportThe quarter before the newest
B+
Call grade · Better than 75% of 177,437 calls
Strong call. Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.
Management toneResultTypical range · middle half of all callsFlag
Candor7 /9
—
Evasion2 /9
—
Specificity8 /9
—
Confidence8 /9
—
Uncertainty3 /9
—
Promotion5 /9
—
Stress1 /9
—
Complexity4 /9
—
Since the quarter before · Q1 2026 → Q2 2026
Guidance maintainedraisedDemand acceleratingMargins expandingPricing stableBacklog growingHeadcount growingflatCapex increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growth
Notable checks detected
  • Does the operator announce more than five questioners?
  • Is there a questioner from an investment bank other than the first three analysts who ask questions?
  • Are there more than ten analyst questions in total?
  • Does the operator mention a queue or "next question" more than three times?
ScreenersGuidance RaisedHigh CandorSkeptic ReassuredCritic AmmunitionVolume Step-UpEarly Product, Fast GrowthMargins ExpandingDemand Accelerating
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.

6 flags on this call
LanguageResultTypical range · middle half of all callsFlag
AI mentionsTimes management said AI, generative, LLM or agentic.8 mentions
typical 0–0
H
"Great question"Management praising a question before answering it.1 times
typical 0–1
—
Thank-yousEvery thanks on the call, in both directions.12 times
typical 13–31
—
BuzzwordsSynergies, headwinds, flywheels, best-in-class and friends.2.8 /1k words
typical 0.6–1.8
H
HedgesSort of, kind of, roughly, I think, probably.7.4 /1k words
typical 5.5–10.5
—
SuperlativesRecord, unprecedented, tremendous, incredible.0.6 /1k words
typical 0.3–1.2
—
Outside forcesMacro, weather, currency, tariffs, supply chain.9 mentions
typical 1–9
—
Stonewalls"Not going to comment", "we don't break that out".1 times
typical 0–0
H
NumbersFigures per thousand words of management speech. Low means vague.12.8 /1k words
typical 21.2–35.3
L
"Excited"Excited, exciting, thrilled.0 times
typical 0–3
—
Script shareShare of the call spent on prepared remarks rather than questions.36% % of call
typical 35%–55%
—
CEO shareHow much of the talking the CEO did.47% % of mgmt words
typical 29%–68%
—
Longest answerThe longest single management answer in the Q&A.343 words
typical 249–461
—
Reading levelFlesch–Kincaid grade level of management answers.8.4 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.26 of 49
typical 16–30
—
DodgingQuestions declined, deferred or answered with a different question.8 of 15
typical 5–9
—
BlameResults attributed to weather, macro, currency or other outside forces.19 of 27
typical 3–12
H
HypeSuperlatives and excitement in management language.5 of 11
typical 2–8
—
Analyst pushbackHow hard the analysts pressed: follow-ups, two-part questions, challenges.5 of 22
typical 5–10
—
ConfessionAdmissions, apologies and self-corrections.5 of 11
typical 1–5
—
Call theaterStage management: operator mechanics, scripted cues, "color".17 of 33
typical 12–19
—
Capital returns talkAttention paid to buybacks, dividends, M&A and the balance sheet.6 of 7
typical 1–5
H
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.

500checked
267detected
233not 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
YES 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 YES

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

Transcript-only check Detected in 63.3% of calls 83% repeat consistency
NO Does anyone use "historically" or "traditionally" while defending a current practice? Activist · seen in 28.6% of calls
How to read this NO

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

Transcript-only check Detected in 28.6% of calls 83.7% repeat consistency
NO Is a departure, transition, or role change mentioned only in passing without a thank-you or tribute? Activist · seen in 10% of calls
How to read this NO

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

Transcript-only check Detected in 10% of calls 91% repeat consistency
NO Does anyone reference a private conversation ("as I told...", "as we discussed offline")? Activist · seen in 18% of calls
How to read this NO

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

Transcript-only check Detected in 18% of calls 85% repeat consistency
YES Does the transcript contain the phrase "next question" at least twice? Air Traffic · seen in 83.8% of calls
How to read this YES

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

Transcript-only check Detected in 83.8% of calls 97.3% repeat consistency
NO Does an analyst ask a question spanning more than five sentences? Air Traffic · seen in 75.4% of calls
How to read this NO

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

Transcript-only check Detected in 75.4% of calls 88.6% repeat consistency
YES Does any analyst ask a question containing multiple sub-questions (three or more)? Air Traffic · seen in 89.5% of calls
How to read this YES

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

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

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

Transcript-only check Detected in 35.1% of calls 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
YES Does any speaker use the word "obviously" at least twice? Air Traffic · 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 83.8% repeat consistency
NO Does anyone say "guidance" in the same sentence as a specific number? Air Traffic · seen in 56.4% 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 56.4% of calls 90.3% repeat consistency
YES Does any analyst say "congrats" or "congratulations" to management? Air Traffic · 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 99.7% repeat consistency
YES Is the word "scale" or "scaling" used as a verb? Air Traffic · seen in 22.7% of calls
How to read this YES

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

Transcript-only check Detected in 22.7% of calls 97.7% repeat consistency
NO Does an analyst ask a question beginning with a number ("two questions", "three quick ones")? Air Traffic · seen in 32.8% of calls
How to read this NO

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

Transcript-only check Detected in 32.8% of calls 88.7% repeat consistency
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
NO Does the word "outperform," "outperformance," or "beat" appear? Air Traffic · seen in 31.7% of calls
How to read this NO

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

Transcript-only check Detected in 31.7% of calls 95.7% repeat consistency
YES Does anyone say "the environment" when describing market conditions? Air Traffic · seen in 51.5% of calls
How to read this YES

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

Transcript-only check Detected in 51.5% of calls 83.9% repeat consistency
YES Does any executive use the word "momentum" at least twice? Air Traffic · seen in 29.5% of calls
How to read this YES

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

Transcript-only check Detected in 29.5% of calls 97.3% repeat consistency
YES Does an executive begin an answer with "Great question," "Thanks," or "Appreciate"? Air Traffic · seen in 46% of calls
How to read this YES

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

Transcript-only check Detected in 46% of calls 88.3% repeat consistency
YES Does the CFO use the phrase "adjusted" or "non-GAAP" at least three times? Air Traffic · seen in 51.6% of calls
How to read this YES

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

Transcript-only check Detected in 51.6% of calls 96.9% repeat consistency
YES Does any speaker say "thank you" more than three times? Air Traffic · seen in 78.4% of calls
How to read this YES

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

Transcript-only check Detected in 78.4% of calls 80.1% repeat consistency
YES Does any speaker say "with that" as a transition phrase? Air Traffic · seen in 76.4% of calls
How to read this YES

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

Transcript-only check Detected in 76.4% of calls 99% repeat consistency
NO Does anyone use the phrase "on a comparable basis" or "adjusted for"? Air Traffic · seen in 17.6% of calls
How to read this NO

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

Transcript-only check Detected in 17.6% of calls 92.6% repeat consistency
YES Does any speaker say "moving to" or "turning to" when changing topics? Air Traffic · seen in 74.8% of calls
How to read this YES

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

Transcript-only check Detected in 74.8% of calls 93.8% repeat consistency
YES Does any speaker say "over to you" or "I'll turn it over"? Air Traffic · seen in 79.9% of calls
How to read this YES

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

Transcript-only check Detected in 79.9% of calls 81.1% repeat consistency
YES Does any speaker say "operator" aloud during the call? Air Traffic · seen in 43.9% of calls
How to read this YES

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

Transcript-only check Detected in 43.9% of calls 87.6% repeat consistency
YES Does anyone repeat the same stock phrase three or more times? Anthropologist · seen in 85.4% of calls
How to read this YES

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

Transcript-only check Detected in 85.4% of calls 82.7% repeat consistency
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
NO Does the word "aggressive" or "aggressively" appear at least once? Compliance · seen in 35.4% of calls
How to read this NO

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

Transcript-only check Detected in 35.4% of calls 99.7% repeat consistency
NO Does an analyst ask a question referencing "the puts and takes"? Compliance · seen in 10.7% of calls
How to read this NO

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

Transcript-only check Detected in 10.7% of calls 97.6% repeat consistency
NO Does anyone use the phrase "to be clear"? Compliance · seen in 16.3% of calls
How to read this NO

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

Transcript-only check Detected in 16.3% of calls 97.3% repeat consistency
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
YES Does anyone use the phrase "early days"? Con Artist · seen in 12.8% of calls
How to read this YES

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

Transcript-only check Detected in 12.8% of calls 96.7% repeat consistency
NO Does the word "journey" appear? Con Artist · seen in 19.8% of calls
How to read this NO

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

Transcript-only check Detected in 19.8% of calls 99.7% repeat consistency
NO Does the speaker describe a strategy as "disciplined" without describing any trade-off? Con Artist · seen in 23.1% of calls
How to read this NO

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

Transcript-only check Detected in 23.1% of calls 84% repeat consistency
NO Is there an apology offered to a specific analyst by name? Con Artist · seen in 11.2% of calls
How to read this NO

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

Transcript-only check Detected in 11.2% of calls 94.3% repeat consistency
NO Does anyone use the phrase "to be honest" or "frankly"? Couples · seen in 33.8% of calls
How to read this NO

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

Transcript-only check Detected in 33.8% of calls 97% repeat consistency
NO Does anyone promise to "follow up" or "take that offline" and fail to commit to when? Couples · seen in 15.6% of calls
How to read this NO

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

Transcript-only check Detected in 15.6% of calls 85.3% repeat consistency
NO Does anyone on the call interrupt a colleague mid-sentence? Couples · seen in 13.4% of calls
How to read this NO

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

Transcript-only check Detected in 13.4% of calls 91% repeat consistency
NO Does someone use a personal anecdote rather than a metric to justify confidence? Couples · seen in 20.8% of calls
How to read this NO

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

Transcript-only check Detected in 20.8% of calls 81.3% repeat consistency
YES Does the word "question" appear in the operator's speech more than three times? Courtroom · seen in 88.1% of calls
How to read this YES

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

Transcript-only check Detected in 88.1% of calls 97.3% repeat consistency
YES Does the word "growth" appear at least ten times? Courtroom · seen in 69.4% of calls
How to read this YES

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

Transcript-only check Detected in 69.4% of calls 94.3% repeat consistency
YES Does anyone use the phrase "a couple of"? Courtroom · seen in 81% of calls
How to read this YES

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

Transcript-only check Detected in 81% of calls 93.6% repeat consistency
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
YES Does the word "opportunity" appear at least three times? Courtroom · seen in 77.2% of calls
How to read this YES

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

Transcript-only check Detected in 77.2% of calls 93.3% repeat consistency
YES Does management use the word "confident" or "confidence" at least twice? Courtroom · seen in 53.4% of calls
How to read this YES

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

Transcript-only check Detected in 53.4% of calls 96.3% repeat consistency
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
YES Does the word "team" appear at least twice? Courtroom · seen in 72% of calls
How to read this YES

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

Transcript-only check Detected in 72% of calls 93.9% repeat consistency
NO Does management promise to follow up or take a question offline? Courtroom · seen in 18.2% of calls
How to read this NO

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

Transcript-only check Detected in 18.2% of calls 85.5% repeat consistency
YES Does any speaker say "we're excited about" or "we're pleased with"? Courtroom · seen in 62% of calls
How to read this YES

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

Transcript-only check Detected in 62% of calls 82.3% repeat consistency
YES Do two or more analysts from the same firm ask questions? Courtroom · seen in 11.5% 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 11.5% of calls 96.3% repeat consistency
NO Does anyone use the phrase "moving forward" or "go forward"? Courtroom · seen in 40.7% of calls
How to read this NO

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

Transcript-only check Detected in 40.7% of calls 85.5% repeat consistency
YES Does management mention a specific number of stores, locations, or markets? Courtroom · seen in 48% of calls
How to read this YES

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

Transcript-only check Detected in 48% of calls 88.9% repeat consistency
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
NO Does any analyst mention a specific percentage figure in their question? Debate · seen in 66.3% 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 66.3% of calls 93.3% repeat consistency
YES Does the word "quarter" appear in at least ten questions or answers during the Q&A? Debate · seen in 75.7% of calls
How to read this YES

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

Transcript-only check Detected in 75.7% of calls 91.2% repeat consistency
YES Does at least one analyst ask a question about margins or costs? Debate · seen in 88.5% of calls
How to read this YES

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

Transcript-only check Detected in 88.5% of calls 95.6% repeat consistency
NO Does the CEO answer the majority of analyst questions personally? Debate · seen in 66.9% 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 66.9% of calls 91.6% repeat consistency
YES 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 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 89.6% repeat consistency
YES Does the CFO speak during the Q&A portion at least twice? Debate · seen in 80.6% of calls
How to read this YES

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

Transcript-only check Detected in 80.6% of calls 98.3% repeat consistency
YES Does any question reference a specific quarter (e.g., "fourth quarter") by name? Debate · seen in 76.2% of calls
How to read this YES

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

Transcript-only check Detected in 76.2% of calls 92.3% repeat consistency
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
YES Does any analyst ask a question beginning with "just" (e.g., "just curious")? Debate · seen in 77.8% 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 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
YES Does any question begin with the words "can you" or "could you"? Debate · 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 86.2% repeat consistency
YES 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 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 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
NO Does the word "guidance" appear at least five times in the transcript? Debate · seen in 47.3% 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 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
YES Does any executive's answer exceed 300 words in the transcript? Debate · seen in 68% of calls
How to read this YES

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

Transcript-only check Detected in 68% of calls 85.5% repeat consistency
NO Does the CEO answer the first analyst question personally? Debate · seen in 65.9% 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 65.9% of calls 97% repeat consistency
YES Does the word "obviously" appear in the transcript? Debate · seen in 74.1% 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 74.1% of calls 89.7% repeat consistency
NO Does the transcript contain the word "margin" more than ten times? Debate · seen in 44.3% of calls
How to read this NO

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

Transcript-only check Detected in 44.3% of calls 91.3% repeat consistency
YES Does an executive begin an answer with "So" as the first word? Debate · seen in 68.4% 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 68.4% of calls 83.6% repeat consistency
NO Does the phrase "if I may" or "if I could" appear? Debate · 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 95.3% 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
YES Does any question contain the word "specifically"? Debate · seen in 28.6% 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 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
YES Is the word "definitely" used by any speaker? Debate · seen in 41.6% of calls
How to read this YES

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

Transcript-only check Detected in 41.6% of calls 98.7% 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
NO Does anyone use the word "leverage" as a verb at least once? Debate · 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 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
YES Does an executive cite a specific dollar figure greater than one billion? Discovery · seen in 71% of calls
How to read this YES

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

Transcript-only check Detected in 71% of calls 97.6% repeat consistency
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
YES Does an analyst reference a specific prior quarter by name (e.g., "last quarter")? Discovery · seen in 63% of calls
How to 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% of calls 82.5% repeat consistency
YES Does any speaker say "obviously" two or more times? Discovery · seen in 61.8% 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 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
YES Does any analyst ask about a specific geographic region or market? 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 91.4% repeat consistency
NO 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 NO

The model did not 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 82.5% repeat consistency
YES Does the word "margin" or "margins" appear at least five times? Discovery · seen in 63.4% of calls
How to read this YES

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

Transcript-only check Detected in 63.4% of calls 94.3% repeat consistency
YES Does the word "opportunity" or "opportunities" appear at least three times? Discovery · seen in 76.7% of calls
How to read this YES

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

Transcript-only check Detected in 76.7% of calls 95.2% repeat consistency
NO Does an executive say "we'll come back to that" or defer an answer to a follow-up? Discovery · seen in 37.3% of calls
How to read this NO

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

Transcript-only check Detected in 37.3% of calls 86.5% repeat consistency
YES Does anyone say "thank you" three or more times in the Q&A section? Discovery · seen in 82.3% of calls
How to read this YES

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

Transcript-only check Detected in 82.3% of calls 85.2% repeat consistency
YES Does the CFO use the phrase "free cash flow" at least once? Discovery · seen in 34.4% of calls
How to read this YES

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

Transcript-only check Detected in 34.4% of calls 98% repeat consistency
YES Does any executive use the word "momentum"? Discovery · seen in 51.2% of calls
How to read this YES

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

Transcript-only check Detected in 51.2% of calls 97.6% repeat consistency
YES Does the CEO mention at least one specific customer segment by name (e.g., "enterprise")? Discovery · seen in 70.6% of calls
How to read this YES

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

Transcript-only check Detected in 70.6% of calls 86.2% repeat consistency
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
YES Does any analyst introduce themselves by name before asking their first question? Discovery · seen in 27.2% of calls
How to read this YES

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

Transcript-only check Detected in 27.2% of calls 95.5% repeat consistency
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
YES Does management reference "the macro environment" or "macroeconomic" at least once? Discovery · seen in 25.5% of calls
How to read this YES

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

Transcript-only check Detected in 25.5% of calls 97.6% repeat consistency
YES Does any executive reference "our team" or "the team" at least twice? Discovery · seen in 59.5% 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 59.5% of calls 88.7% repeat consistency
YES Does the operator announce more than one analyst from the same firm? Discovery · seen in 15% of calls
How to read this YES

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

Transcript-only check Detected in 15% of calls 98.3% repeat consistency
YES Does any prepared remark mention "headwinds" or "tailwinds"? Discovery · 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 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
YES Does the CFO use the phrase "capital allocation"? Discovery · seen in 15.3% 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 15.3% of calls 99% repeat consistency
YES 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 YES

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

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
YES Does an executive use the phrase "if you look at" at least twice? Editor · 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 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
NO Does anyone say "we are excited about" without naming a number? Editor · seen in 38.7% 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 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
YES Does management use the word "headwind" or "headwinds"? Editor · seen in 42.1% 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 42.1% of calls 97.6% repeat consistency
YES Does any speaker use the word "tailwind" or "tailwinds"? Editor · seen in 27.3% of calls
How to read this YES

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

Transcript-only check Detected in 27.3% of calls 99.7% repeat consistency
YES Does any speaker use the word "momentum"? Editor · seen in 52.8% of calls
How to read this YES

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

Transcript-only check Detected in 52.8% of calls 98.7% repeat consistency
YES Does the word "investments" appear in the context of margins or costs? Editor · seen in 40.8% of calls
How to read this YES

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

Transcript-only check Detected in 40.8% of calls 88% repeat consistency
NO Does anyone mention "FX" or "foreign exchange"? Editor · seen in 27.4% of calls
How to read this NO

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

Transcript-only check Detected in 27.4% of calls 98.7% repeat consistency
YES Does the word "efficiency" or "productivity" appear at least twice? Editor · seen in 47.4% of calls
How to read this YES

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

Transcript-only check Detected in 47.4% of calls 96% repeat consistency
YES Does an analyst thank the executives or congratulate them before asking a question? Editor · seen in 74.7% of calls
How to read this YES

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

Transcript-only check Detected in 74.7% of calls 91.9% repeat consistency
YES Does an executive say "great question" or "thanks for the question"? Editor · seen in 40.2% of calls
How to read this YES

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

Transcript-only check Detected in 40.2% of calls 89.9% repeat consistency
YES Does an executive say "as we said last quarter" or reference a prior call? Editor · seen in 72.2% of calls
How to read this YES

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

Transcript-only check Detected in 72.2% of calls 83.3% repeat consistency
NO Does the phrase "going forward" appear at least twice? Editor · seen in 30.1% of calls
How to read this NO

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

Transcript-only check Detected in 30.1% of calls 88.2% repeat consistency
NO Does management use the word "levers" when discussing actions? Editor · seen in 13% of calls
How to read this NO

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

Transcript-only check Detected in 13% of calls 95% repeat consistency
YES Does management thank analysts by name at any point after a question? Editor · seen in 58.8% of calls
How to read this YES

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

Transcript-only check Detected in 58.8% of calls 87.5% repeat consistency
NO Does anyone say "we'll take that offline" or offer to follow up after the call? Editor · seen in 15.3% of calls
How to read this NO

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

Transcript-only check Detected in 15.3% of calls 86.5% repeat consistency
NO Does management use the word "committed" regarding a target? Editor · seen in 33.2% of calls
How to read this NO

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

Transcript-only check Detected in 33.2% of calls 91% repeat consistency
NO Does the CEO's prepared remarks mention "macro" or "macroeconomic"? Editor · seen in 19.5% of calls
How to read this NO

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

Transcript-only check Detected in 19.5% of calls 98.3% repeat consistency
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
YES Does the word "temporary" or "transitory" appear? Editor · seen in 18.6% 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 18.6% of calls 97.3% repeat consistency
YES Is an analyst's question answered with "great question" or similar? Editor · seen in 28.9% of calls
How to read this YES

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

Transcript-only check Detected in 28.9% of calls 88.6% repeat consistency
YES Is there a questioner from an investment bank other than the first three analysts who ask questions? Fact Checker · seen in 80.1% of calls
How to read this YES

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

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

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

Transcript-only check Detected in 13.5% of calls 89% repeat consistency
YES A single question receives answers from two different executives. Forensic · seen in 83.4% of calls
How to read this YES

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

Transcript-only check Detected in 83.4% of calls 97.7% repeat consistency
YES A hedge word ("maybe," "sort of") appears inside a direct quantitative claim. Forensic · seen in 78.4% of calls
How to read this YES

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

Transcript-only check Detected in 78.4% of calls 81% repeat consistency
YES Does any speaker use the word "obviously"? Forensic · seen in 81.7% 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 81.7% of calls 95% repeat consistency
NO Does the word "guidance" appear in both prepared remarks and the Q&A section? Forensic · seen in 50% of calls
How to read this NO

The model did not 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% of calls 93% repeat consistency
YES Does any executive defer a question to another executive by name? Forensic · seen in 61.6% of calls
How to read this YES

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

Transcript-only check Detected in 61.6% of calls 95.3% repeat consistency
YES Someone uses the word "honestly," "frankly," or "to be clear." Forensic · seen in 44.9% 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 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
YES The phrase "as you know" appears at least twice. Forensic · seen in 27.8% 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 27.8% of calls 89% repeat consistency
NO Does any speaker use the word "challenge" or "challenges" at least three times? Forensic · seen in 18.3% 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 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
NO The final question is answered noticeably shorter than the opening ones. Forensic · 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 81% repeat consistency
YES Does anyone say "we remain" followed by a verb (e.g., "we remain committed")? Forensic · seen in 36% of calls
How to 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% 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
NO Does any question mention a specific percentage or dollar figure? Hostage · seen in 88.5% 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 88.5% of calls 93.9% repeat consistency
NO Does the CEO personally answer more questions than any other executive? Hostage · seen in 72.7% 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 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
YES Does the word "clearly" appear at least twice? Hostage · seen in 24.8% 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 24.8% of calls 92.3% repeat consistency
NO Does the word "leverage" appear as a verb at least twice? Hostage · seen in 26.5% of calls
How to read this NO

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

Transcript-only check Detected in 26.5% of calls 94.3% repeat consistency
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
YES Does the operator announce more than five questioners? Insurance · seen in 64.7% of calls
How to read this YES

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

Transcript-only check Detected in 64.7% of calls 99% repeat consistency
YES Are there more than ten analyst questions in total? Insurance · seen in 79.4% of calls
How to read this YES

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

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

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

Transcript-only check Detected in 52.3% of calls 80.4% repeat consistency
YES Are the CEO's prepared remarks longer than the CFO's, judged by speaker turns on the transcript page? Insurance · seen in 68.2% of calls
How to read this YES

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

Transcript-only check Detected in 68.2% of calls 84.5% repeat consistency
NO Does management say "we are not going to comment on" or equivalent refusal language? Insurance · seen in 40.6% of calls
How to read this NO

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

Transcript-only check Detected in 40.6% of calls 83.3% repeat consistency
NO Executive corrects an analyst's premise. Insurance · seen in 60% of calls
How to read this NO

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

Transcript-only check Detected in 60% of calls 80.3% repeat consistency
NO Does the CFO's prepared section exceed the CEO's in number of paragraphs? Insurance · seen in 38% of calls
How to read this NO

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

Transcript-only check Detected in 38% of calls 86.5% repeat consistency
NO Does the CEO personally answer more than half of the analyst questions? Insurance · 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 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
NO Executive uses the word "excited" more than twice. Insurance · seen in 27.7% of calls
How to read this NO

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

Transcript-only check Detected in 27.7% of calls 92.3% repeat consistency
YES Does any analyst ask a multi-part question containing three or more distinct questions? Insurance · seen in 82% of calls
How to read this YES

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

Transcript-only check Detected in 82% of calls 87.3% repeat consistency
NO Does the word "guidance" appear at least three times? Insurance · seen in 58.2% 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 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
YES Does the word "headwind" or "tailwind" appear at least twice? Insurance · seen in 36.1% of calls
How to read this YES

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

Transcript-only check Detected in 36.1% of calls 98.3% repeat consistency
NO Does the word "synergies" appear? Insurance · seen in 19.8% of calls
How to read this NO

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

Transcript-only check Detected in 19.8% of calls 99% repeat consistency
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
NO Does an executive use the phrase "over time" at least twice? Insurance · 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 94.3% repeat consistency
YES Does an executive say "as I mentioned" or "as we said" at least once? Insurance · seen in 75.9% of calls
How to read this YES

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

Transcript-only check Detected in 75.9% of calls 87.2% repeat consistency
YES Does the CEO open the call before any analyst questions by mentioning the macro environment? Insurance · seen in 32% of calls
How to read this YES

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

Transcript-only check Detected in 32% of calls 87% repeat consistency
YES Does anyone say "we are pleased" or "we're excited"? Insurance · seen in 75% of calls
How to read this YES

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

Transcript-only check Detected in 75% of calls 94.3% repeat consistency
YES Does anyone use the word "leverage" (financial or metaphorical)? Insurance · seen in 72.8% of calls
How to read this YES

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

Transcript-only check Detected in 72.8% of calls 95.7% repeat consistency
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
YES Is the word "automation" or "productivity" used at least once? Insurance · seen in 37.9% of calls
How to read this YES

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

Transcript-only check Detected in 37.9% of calls 99% repeat consistency
NO Does the word "uncertainty" or "uncertainties" appear at least twice? Insurance · seen in 37.8% of calls
How to read this NO

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

Transcript-only check Detected in 37.8% of calls 95% repeat consistency
NO Does the phrase "year over year" appear at least three times? Insurance · 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 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
NO Is the phrase "a number of" used at least once? Insurance · 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 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
YES Is the phrase "on a constant currency basis" or similar currency adjustment used? Insurance · seen in 20.6% 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 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
YES Does the word "macro" or "macroeconomic" appear at least twice in the call? Insurance · seen in 23.1% 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 23.1% of calls 99.3% repeat consistency
NO Does the transcript contain the word "typically" at least twice? Insurance · seen in 17.4% of calls
How to read this NO

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

Transcript-only check Detected in 17.4% of calls 92.6% repeat consistency
NO Does an executive state they will "come back to" a question or follow up later? Insurance · seen in 13.4% of calls
How to read this NO

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

Transcript-only check Detected in 13.4% of calls 89.7% repeat consistency
YES Does management thank analysts for their questions at any point during Q&A? Insurance · seen in 59.8% of calls
How to read this YES

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

Transcript-only check Detected in 59.8% of calls 82.5% repeat consistency
YES Speaker admits being surprised by anything. Insurance · seen in 28.1% of calls
How to read this YES

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

Transcript-only check Detected in 28.1% of calls 86% repeat consistency
YES Does any speaker use the phrase "going forward"? Insurance · seen in 61.4% 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 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
YES Word "normal" used about demand. Insurance · seen in 29.3% 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 29.3% of calls 86.3% repeat consistency
YES Does an executive say "stay tuned" or "more to come"? Insurance · seen in 11.7% 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 11.7% of calls 99% repeat consistency
YES 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 YES

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

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
YES Does the word "volatility" appear? Insurance · seen in 28.6% 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 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
YES Does the word "pipeline" appear without a dollar figure attached? Insurance · seen in 55.3% 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 55.3% of calls 99% repeat consistency
YES Does the phrase "the macro" or "macro environment" appear? Insurance · seen in 19.7% of calls
How to read this YES

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

Transcript-only check Detected in 19.7% of calls 93.6% repeat consistency
NO Does the phrase "our team" appear at least twice? Insurance · seen in 32.9% of calls
How to read this NO

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

Transcript-only check Detected in 32.9% of calls 85.5% repeat consistency
NO Does an executive say "great question" or "good question" at least twice? Insurance · seen in 15% of calls
How to read this NO

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

Transcript-only check Detected in 15% of calls 97% repeat consistency
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
YES Is the word "flexibility" or "flexible" used at least once? Insurance · seen in 44.4% of calls
How to read this YES

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

Transcript-only check Detected in 44.4% of calls 99.7% repeat consistency
NO Does anyone say "takeaway," "take out," or "take rate"? Insurance · seen in 17.8% of calls
How to read this NO

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

Transcript-only check Detected in 17.8% of calls 95% repeat consistency
NO Analyst compliments the team before asking a question. Insurance · seen in 17.4% of calls
How to read this NO

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

Transcript-only check Detected in 17.4% of calls 80.3% repeat consistency
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
YES Does anyone use the word "pipeline" at least twice? Interrogator · 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 98.3% repeat consistency
YES Does anyone say "moving on" or "let me turn it over" during prepared remarks? Interrogator · seen in 36% of calls
How to 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% of calls 88.3% repeat consistency
YES Does an analyst ask a question starting with "just"? Linguist · 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 81.8% repeat consistency
YES Does anyone say "headwind" or "headwinds" more than once? Linguist · 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 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
NO Does any executive use the phrase "year over year" at least three times? Linguist · seen in 41.8% 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 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
YES 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 YES

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

Transcript-only check Detected in 71.2% of calls 88% repeat consistency
YES Does any question explicitly reference the company's prior guidance or outlook? Negotiation · seen in 80% of calls
How to read this YES

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

Transcript-only check Detected in 80% of calls 91.7% repeat consistency
YES Does any speaker say "next question" or does the operator use the word "final" before the last question? Negotiation · seen in 76.1% of calls
How to read this YES

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

Transcript-only check Detected in 76.1% of calls 81.7% repeat consistency
YES Does the word "invest" or "investment" appear at least five times in the transcript? Negotiation · seen in 62% of calls
How to read this YES

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

Transcript-only check Detected in 62% of calls 92% repeat consistency
YES Does the CFO handle a strategic question instead of a financial one? Negotiation · seen in 58.9% 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 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
YES Does anyone use the phrase "underlying" to modify a business metric? Negotiation · seen in 38.3% of calls
How to read this YES

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

Transcript-only check Detected in 38.3% of calls 94.7% repeat consistency
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
NO Does the word "guidance" appear in the prepared remarks (not just Q&A)? Negotiation · seen in 64% of calls
How to read this NO

The model did not 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% of calls 98.7% repeat consistency
NO 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 NO

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

Transcript-only check Detected in 66.7% 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
YES Does the word "macro" or "macroeconomic" appear in the transcript? Negotiation · seen in 39.9% of calls
How to read this YES

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

Transcript-only check Detected in 39.9% of calls 99.3% repeat consistency
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
YES Does the CEO begin an answer with "look" or "listen"? Negotiation · seen in 21.3% 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 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
YES 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 YES

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

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
NO Does the CEO mention their own tenure or years of experience unprompted? Negotiation · seen in 19.9% of calls
How to read this NO

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

Transcript-only check Detected in 19.9% of calls 97% repeat consistency
YES Does anyone use the phrase "the team" when taking ownership would be natural? Poker · seen in 42.5% of calls
How to read this YES

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

Transcript-only check Detected in 42.5% of calls 81% repeat consistency
NO Does anyone blame weather, holidays, or calendar quirks unprompted? Poker · seen in 35.6% of calls
How to read this NO

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

Transcript-only check Detected in 35.6% of calls 83% repeat consistency
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
NO Does anyone say "we're excited" or "we are excited"? Private Credit · seen in 49.5% 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 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
NO Does the word "challenge" or "challenging" appear at least once? Private Credit · seen in 68.6% 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 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
NO Does the phrase "year over year" appear? Private Credit · 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 96% repeat consistency
YES Does the word "liquidity" appear at least once? Private Credit · 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 99.7% repeat consistency
YES Does the transcript mention refinancing, maturity dates, or debt coming due? Private Credit · 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% repeat consistency
YES Does anyone mention selling assets, real estate, or equipment to raise cash? Private Credit · seen in 24.2% 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 24.2% of calls 90.7% repeat consistency
YES Does anyone reference "the macro" or "macro environment"? Private Credit · seen in 26.5% of calls
How to read this YES

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

Transcript-only check Detected in 26.5% of calls 91% repeat consistency
YES Is the word "capacity" mentioned? Private Credit · seen in 55.7% 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 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
NO Does the phrase "working capital" appear in a context other than a seasonality excuse? Private Credit · seen in 25.7% of calls
How to read this NO

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

Transcript-only check Detected in 25.7% of calls 98% repeat consistency
YES Does management thank analysts at any point? Private Credit · seen in 84.9% of calls
How to read this YES

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

Transcript-only check Detected in 84.9% of calls 84.3% repeat consistency
NO Does anyone reference borrowing from a bank or drawing on a credit facility? Private Credit · seen in 32.6% of calls
How to read this NO

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

Transcript-only check Detected in 32.6% of calls 87.7% repeat consistency
NO Does the word "cost" appear in the first ten sentences of prepared remarks? Private Credit · seen in 23.8% of calls
How to read this NO

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

Transcript-only check Detected in 23.8% of calls 85.3% repeat consistency
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
YES Does any analyst's question include the word "capex" or "cash flow"? Procurement · seen in 38.5% 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 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
NO Does any analyst's question include a percentage figure? Project · seen in 69.1% 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 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
YES Does any speaker say "if you look at"? Project · seen in 54.1% 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 54.1% of calls 89.3% repeat consistency
NO Does the CEO personally answer the first question? Project · seen in 69.3% 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 69.3% of calls 92.4% repeat consistency
YES Does any speaker use the phrase "tailwind" or "tailwinds"? Project · seen in 27.3% of calls
How to read this YES

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

Transcript-only check Detected in 27.3% of calls 99.7% repeat consistency
YES Does management use the phrase "balance sheet" at least twice? Project · seen in 41.1% of calls
How to read this YES

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

Transcript-only check Detected in 41.1% of calls 96.6% repeat consistency
YES Does the CEO make closing remarks after the Q&A ends? Project · seen in 64.8% of calls
How to read this YES

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

Transcript-only check Detected in 64.8% of calls 96.2% repeat consistency
YES Does any speaker say "structurally" or "secular"? Project · seen in 13% of calls
How to read this YES

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

Transcript-only check Detected in 13% 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
NO Does the word "challenge" or "challenging" appear at least twice? Screenwriter · seen in 47.8% 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 47.8% of calls 95.2% repeat consistency
NO Does the word "opportunity" or "opportunities" appear more than three times? Screenwriter · seen in 66.5% 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 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
NO Does the word "certainly" appear at least once in management's answers? Screenwriter · seen in 59.3% of calls
How to read this NO

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

Transcript-only check Detected in 59.3% of calls 95.9% repeat consistency
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
NO 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 NO

The model did not 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 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
YES Does the phrase "going forward" appear? Screenwriter · seen in 62.9% 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 62.9% of calls 87.6% repeat consistency
YES Does anyone say "coming back" or "circling back" to take a follow-up? Screenwriter · seen in 11% of calls
How to read this YES

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

Transcript-only check Detected in 11% 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
YES Does management use the phrase "going forward"? Screenwriter · seen in 56.2% 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 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
NO Is the word "excited" or "exciting" used by management at least twice? Semiotician · seen in 45.8% 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 45.8% of calls 97.3% repeat consistency
YES Does any speaker say "just" five or more times? Semiotician · seen in 83.3% of calls
How to read this YES

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

Transcript-only check Detected in 83.3% of calls 82.2% repeat consistency
YES Does any question begin with "Can you" or "Could you"? Semiotician · 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 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
YES Does the word "obviously" appear at least twice? Semiotician · seen in 57.9% 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 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
YES Does anyone use the word "actually" at least three times? Semiotician · seen in 46.2% 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 46.2% of calls 85.5% repeat consistency
YES Does any executive begin an answer with "Look," or "So,"? Semiotician · seen in 85.7% 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 85.7% of calls 85% repeat consistency
NO Does the word "challenging" or "challenges" appear at least three times? Semiotician · seen in 32.2% 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 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
YES Does any analyst apologize or preface with "sorry" before asking? Semiotician · seen in 32.8% of calls
How to read this YES

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

Transcript-only check Detected in 32.8% of calls 92.9% repeat consistency
NO Is the word "excited" used by the CEO more than the word "confident"? Semiotician · 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 92% repeat consistency
YES Does any speaker use the phrase "the right" before a noun ("the right team," "the right decisions")? Semiotician · seen in 57.8% of calls
How to read this YES

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

Transcript-only check Detected in 57.8% of calls 94% repeat consistency
NO Does the word "guidance" appear more than five times in the transcript? Semiotician · seen in 31.8% of calls
How to read this NO

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

Transcript-only check Detected in 31.8% of calls 93% repeat consistency
YES Does the word "tailwind" or "headwind" appear? Semiotician · seen in 52.2% of calls
How to read this YES

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

Transcript-only check Detected in 52.2% of calls 98.7% repeat consistency
YES Does any analyst's question begin with a compliment or congratulation? Semiotician · seen in 41.5% of calls
How to read this YES

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

Transcript-only check Detected in 41.5% of calls 88.3% repeat consistency
YES Does an analyst apologize before or during their question? Semiotician · seen in 32.8% of calls
How to read this YES

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

Transcript-only check Detected in 32.8% of calls 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
NO 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 NO

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

Transcript-only check Detected in 54.8% of calls 82.8% repeat consistency
NO Does any executive answer begin with "Sure" or "Yes" followed by a comma? Semiotician · seen in 71.4% of calls
How to read this NO

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

Transcript-only check Detected in 71.4% of calls 83.2% repeat consistency
NO Does anyone say "from a ... perspective" (e.g., "from a margin perspective")? Semiotician · seen in 56.9% of calls
How to read this NO

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

Transcript-only check Detected in 56.9% of calls 87.2% repeat consistency
NO Does an executive say "we're not going to" in response to a question? Semiotician · seen in 25% of calls
How to read this NO

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

Transcript-only check Detected in 25% of calls 92% repeat consistency
NO Does management decline to answer by citing a future event ("we'll address that in..." or "at our upcoming...")? Semiotician · seen in 34.6% of calls
How to read this NO

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

Transcript-only check Detected in 34.6% of calls 82% repeat consistency
YES Does the word "quarter" appear at least 20 times? Semiotician · seen in 87.7% of calls
How to read this YES

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

Transcript-only check Detected in 87.7% of calls 93.3% repeat consistency
YES Is there a mention of "FX," "currency," or "foreign exchange"? Semiotician · 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 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
YES Does management use the word "headwinds" at least once? Semiotician · seen in 33.6% of calls
How to read this YES

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

Transcript-only check Detected in 33.6% of calls 97.3% repeat consistency
YES Does any speaker say "great question" or thank the analyst before answering? Semiotician · seen in 51.8% of calls
How to read this YES

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

Transcript-only check Detected in 51.8% of calls 84% repeat consistency
YES Does anyone attribute results to "the team" rather than to strategy? Semiotician · seen in 61.6% of calls
How to read this YES

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

Transcript-only check Detected in 61.6% of calls 90.7% repeat consistency
YES Does any speaker say "going forward"? Semiotician · seen in 61.4% 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 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
YES Does anyone describe the future with "We believe" more than "We expect"? Semiotician · seen in 30.2% 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 30.2% of calls 87.3% repeat consistency
YES 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 YES

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

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
YES Does the word "macro" appear at least twice? Semiotician · seen in 21.9% 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 21.9% of calls 95.9% repeat consistency
NO Does management use the word "solid" at least once? Semiotician · seen in 57.7% 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 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
NO Is the word "visibility" used at least once? Semiotician · seen in 34.1% 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 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
YES Does anyone say "we take that seriously" or "we're very focused on"? Semiotician · seen in 18% of calls
How to 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% 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
YES Does the phrase "ahead of" precede any mention of guidance or expectations? Semiotician · seen in 14.1% of calls
How to read this YES

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

Transcript-only check Detected in 14.1% of calls 96.6% repeat consistency
NO Does management use the phrase "on a year-over-year basis"? Semiotician · seen in 16.9% of calls
How to read this NO

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

Transcript-only check Detected in 16.9% of calls 96.6% repeat consistency
NO Does any single speaker say "right?" as a tag question at least once? Semiotician · seen in 34% of calls
How to read this NO

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

Transcript-only check Detected in 34% of calls 87.5% repeat consistency
NO Does management use the phrase "on a consistent basis" or "consistently"? Semiotician · seen in 27.8% of calls
How to read this NO

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

Transcript-only check Detected in 27.8% of calls 95.3% repeat consistency
NO Does a speaker begin a sentence with "To be honest" or "To be clear"? Semiotician · seen in 10.5% of calls
How to read this NO

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

Transcript-only check Detected in 10.5% of calls 92.7% repeat consistency
YES Does management use the phrase "strategic" at least twice? Semiotician · 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 97.3% repeat consistency
YES Does any speaker describe a business unit as "healthy"? Semiotician · seen in 13.3% 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 13.3% of calls 92.7% repeat consistency
YES Does any speaker use the word "fundamentals"? Semiotician · seen in 17.8% 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 17.8% of calls 100% repeat consistency
YES Does the word "resilient" or "resilience" appear? Semiotician · 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 98% repeat consistency
YES Does the operator mention a queue or "next question" more than three times? Simultaneous · seen in 74.2% of calls
How to read this YES

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

Transcript-only check Detected in 74.2% of calls 91.6% repeat consistency
YES Does any analyst ask a follow-up after their initial answer ("follow-up", "second one", "just one more")? Simultaneous · seen in 88.5% of calls
How to read this YES

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

Transcript-only check Detected in 88.5% of calls 92.3% repeat consistency
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
NO Does the phrase "last question" or "final question" appear? Simultaneous · 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 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
NO Does the CEO speak first among named executives in the Q&A? Simultaneous · 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 94.6% repeat consistency
YES Does the word "headwind" or "headwinds" appear at least twice? Simultaneous · seen in 28.5% 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 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
YES Does the phrase "going forward" appear at least once? Simultaneous · 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 86.5% repeat consistency
YES Does the word "team" appear at least three times? Simultaneous · seen in 59% of calls
How to 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% 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
YES Does the word "talent" appear at least once? Simultaneous · seen in 20.8% 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 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 JLL calls. Open a question to read the model's original reasoning.

239 saved explanations · 239 questions
NO Demand has broadened across independent fronts: growth is now coming from several distinct, currently-producing sources Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

我们根据提供的财报电话会议记录来判断。管理层是否描述了当前增长由多个独立来源同时驱动，且这些来源都是实际产生业务，并且这种广度是近期才形成的，未来还有更多贡献？ 在电话会议中，Christian Ulbrich提到：“Despite industry-wide headwinds, our resilient business lines collectively delivered mid-single digit fee revenue growth in the quarter demonstrating the diversification strengths of our platform.” 然后他提到Work Dynamics业务的新客户胜利，JLL Technology业务，以及LaSalle的稳定收入。具体来说： - Work Dynamics: 收入增长9%，由项目管理、工作场所管理、组合服务驱动，新客户合同开始贡献。 - JLL Technologies: 收入增长5%，现有企业客户需求，但新客户增长放缓。 - LaSalle: 咨询费收入下降2%，但年金式收入稳定。 此外，在Markets Advisory中，物业管理费增长12%，但租赁收入下降。Capital Markets下降。 管理层强调多元化平台，但增长是否由多个独立引擎同时驱动？Work Dynamics和JLL Technologies是增长点，但LaSalle是下降的。Markets Advisory和Capital Markets是下降的。所以实际上，增长主要来自Work Dynamics和JLL Technologies，而其他业务在下降。但管理层说“resilient business lines collectively delivered mid-single digit fee revenue growth”，这指的是哪些？可能包括Work Dynamics、JLL Technologies、物业管理等。但具体来说，Work Dynamics增长9%，JLL Technologies增长5%，物业管理增长12%，这些是正增长。但Capital Markets和Markets Advisory的租赁部分下降。所以确实有多个正增长来源。 但问题要求“at least three genuinely different engines”，并且每个都“ALREADY PRODUCING REAL CURRENT BUSINESS”。这里Work Dynamics、JLL Technologies、物业管理（属于Markets Advisory）是三个不同的引擎。但物业管理是Markets Advisory的一部分，而Markets Advisory整体下降，但物业管理增长。所以可以算作一个引擎。 另外，管理层是否说这种广度是近期才形成的？在回答中，Christian提到“the investments we have made over the past several years to diversify our business mix are paying dividends”，表明多元化是近年来的投资结果。而且他提到“our more resilient business lines continue to provide stable earnings”，暗示这些业务线是相对较新的增长点。 但问题还要求“several of these sources still have most of their contribution ahead”，即这些来源的大部分贡献还在未来。管理层提到Work Dynamics的新合同还在ramp up，JLL Technologies还在增长，但新客户增长放缓。所以可能符合。 然而，需要仔细判断：是否至少有三个独立引擎？Work Dynamics（外包服务）、JLL Technologies（技术）、物业管理（属于Markets Advisory）——但物业管理是传统业务，可能不是新引擎。另外，LaSalle是下降的。所以可能只有两个主要增长引擎：Work Dynamics和JLL Technologies。物业管理虽然增长，但它是Markets Advisory的一部分，而Markets Advisory整体下降，所以可能不算独立引擎。 另外，管理层是否明确说“several distinct, independent sources at the same time”？在电话会议中，Christian说“our resilient business lines collectively delivered mid-single digit fee revenue growth”，但没有具体列出三个。Karen在讨论各分部时，Work Dynamics增长9%，JLL Technologies增长5%，Markets Advisory下降17%，Capital Markets下降27%，LaSalle下降2%。所以只有Work Dynamics和JLL Technologies是正增长，其他都是负增长。因此，实际上只有两个正增长引擎。 但物业管理费增长12%是在Markets Advisory内部，但Markets Advisory整体下降，所以物业管理是正增长，但它是Markets Advisory的一部分，而Markets Advisory整体下降，所以可能不算独立引擎，因为它是同一分部内的一个子项。 因此，可能只有两个独立引擎：Work Dynamics和JLL T

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NO Earned edge, pressed harder: management credits current results to an advantage the company built itself, and is reinves Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if management attributes current results or wins to a specific self-built advantage and describes committing additional resources to extend it. Looking at the transcript: Christian Ulbrich mentions "resilient business lines" and "Work Dynamics" growth. He says "As we continue to onboard new client wins in our Work Dynamics business, we expect the growth rate for our resilient business lines to remain strong." That suggests they have built a business line that is winning clients. But is that a specific advantage? They mention "new global client wins we secured earlier this year" and "the contribution from the new global client wins we secured earlier this year began to ramp up." That is a current win. But do they describe committing additional resources to extend that advantage? They talk about "ongoing cost management" and "we remain focused on securing additional mandates." That is more about securing more business, not necessarily investing in a specific advantage. They also mention JLL Technology: "we are focused on increasing margins as we move towards making this segment of our business profitable" - that's about profitability, not extending an advantage. The question asks: does management attribute current results to a specific advantage the company itself built and describe that it is now committing additional resources to widen or extend that same advantage while it is working? In the transcript, they talk about Work Dynamics growth due to client wins, but they don't explicitly say they are investing more to extend that advantage. They mention "we remain focused on securing additional mandates" which is more about sales effort, not necessarily building a capability. Also, they talk about cost reduction and efficiency, not investment. They also mention "the investments we've made over the past several years to diversify our business mix are paying dividends" - that is a past investment, but they don't say they are committing additional resources now to extend that diversification. The answer seems NO. They attribute current strength to market conditions? Actually they say "Despite industry-wide headwinds, our resilient business lines collectively delivered mid-single digit fee revenue growth" - that is attributed to their diversification, but they don't describe a specific self-built advantage that they are now pressing further.

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NO Doing more and earning better on each one: volume and per-unit economics improving together, from the company's own acti Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if management conveys both: (1) volume of business rising now, and (2) per-unit economics improving due to company's own changes, presented together as current state. From transcript: Christian says "our resilient business lines collectively delivered mid-single digit fee revenue growth in the quarter" - that's volume rising. Also "As we continue to onboard new client wins in our Work Dynamics business, we expect the growth rate for our resilient business lines to remain strong." That's growth. But per-unit economics? They mention margin improvements in Work Dynamics, JLL Technologies improving margins, but overall adjusted EBITDA margin declined. They talk about cost actions, but overall margin down. They mention "improvement in Work Dynamics adjusted EBITDA margin" due to revenue growth and cost management. But is that per-unit? Possibly. However, the question asks for both halves as one coherent present-tense story. The overall business is declining in fee revenue (down 13% consolidated). The resilient business lines are growing, but overall volume is down. The per-unit improvement? They talk about cost reductions, but not specifically per-unit. They mention "ongoing cost reduction actions" but that's not per-unit economics. They also mention "JLL Technology's fee-based operating expenses... lower" and margin improvement, but that's segment-specific. The overall story is not both rising volume and improving per-unit economics simultaneously. The company's overall volume is down. The resilient lines are growing, but that's a subset. The per-unit improvement is not clearly attributed to company's own changes beyond cost cutting, which is not per-unit. Also they extend timeline for targets. So answer NO. Check: They say "our resilient business lines collectively delivered mid-single digit fee revenue growth" - that's volume rising for those lines. But per-unit? They don't say each unit is more profitable. They talk about margin improvement in Work Dynamics due to revenue growth and cost management, but that's overall margin, not per-unit. Also they mention "improvement in JLL Technology's adjusted EBITDA margin" but that's due to revenue growth and cost cuts. Not clearly per-unit. The question requires both halves as one coherent present-tense story. Management does not present that. They present a mixed picture with overall decline.

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NO Questions aim low, answers land high: the dialogue keeps correcting expectations upward with facts already in hand Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if there is a recurring mismatch in level between questioners' assumptions and management's reported reality, with questions below the business and management correcting upward with concrete already-real facts. Let's analyze the Q&A exchanges. There are four questioners: Anthony Paolone, Stephen Sheldon, Michael Griffin, Jade Rahmani. Exchange 1: Anthony Paolone asks about cost savings impact for 2024. Karen gives concrete numbers ($210M run rate, $170M in year, additional $40M). This is not really a mismatch; it's a factual question. Exchange 2: Anthony Paolone asks about capital markets backlog being down mid-teens, but asks if that's positive or pent-up demand. Christian responds that backlog is relatively good but conversion timing is longer, and price adjustment needed. This is somewhat cautious but not a clear upward correction. Exchange 3: Anthony Paolone asks about LaSalle incentive fees, whether we have to wait years. Karen says incentive fees remain at lower end for next couple years, but then expects stronger uptick after investing in attractive vintage. This is not upward correction; it's acknowledging lower. Exchange 4: Stephen Sheldon asks about Work Dynamics step-up, whether Q4 will see another sequential step-up, and 2024 outlook. Christian says they are pleased, mobilization continues, outlook positive, high single-digit to low double-digit growth. This is an upward correction? The question is cautious: "should we expect another sequential step-up?" Management confirms yes, with concrete mobilization. That's a positive answer. Exchange 5: Stephen Sheldon asks about leasing overhangs, what's delaying decisions, and whether return-to-office is becoming less of a headwind. Karen says uncertainty in macro and geopolitical, but return-to-office momentum reaching new highs, uptick in new space requirements. This is somewhat upward correction. Exchange 6: Michael Griffin asks about capital markets buyer pool and bid-ask spreads. Christian says private buyers active, spreads volatile but narrowing when calm. Not a clear upward correction. Exchange 7: Michael Griffin asks about M&A opportunities vs share repurchases. Christian says valuations too high, not active, not a concern. This is not upward correction. Exchange 8: Jade Rahmani asks about mid-term targets, whether fee revenue includes M&A. Karen says no significant M&A.

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NO Escape velocity out of a small base: management describes the business compounding at a rate its own size cannot absorb Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if the management's description of the company on this call fits the criteria: they describe the business as compounding at multiples of its recent past, and they treat the company as still small relative to that activity. Let's analyze the transcript. The call is about Q3 2023 earnings. The overall tone is about market challenges, declining transaction volumes, and cost actions. They discuss various segments: Markets Advisory, Capital Markets, Work Dynamics, JLL Technologies, LaSalle. Key points: They mention "resilient business lines collectively delivered mid-single digit fee revenue growth" - that's not multiples. They talk about Work Dynamics growth: "fee revenue growth of 9%", "project management fee revenue growth of 8%", "workplace management fee revenue growth accelerated to 5%", "Portfolio Services' 21% fee revenue growth" but that was due to one transaction. They mention JLL Technologies: "5% fee revenue growth, which was on top of a 28% year-over-year organic growth rate in the third quarter 2022." That's a multiple? Actually, they say "on top of a 28% year-over-year organic growth rate" - that's a high growth rate but not described as multiples of past. They also mention "new global client wins" and "ramp" but no explicit multiples. The question asks: Does management describe the company as being at a point where the RATE at which its business is accumulating has become the dominant fact about it? That is, does management convey that it keeps having to describe itself in terms of MULTIPLES OR REPEATED DOUBLINGS of its own recent past? And that compounding is happening off a base management treats as still small? Looking for phrases like "doubled", "tripled", "several times", "up from almost nothing", "more than all prior periods combined", etc. I don't see any such language. They talk about growth rates like 9%, 5%, 21% (but that's one transaction), and they mention "mid-single digit" growth. They also talk about "strong" growth but not multiples. They also mention "we continue to see solid new sales trends" and "strong contract renewal" but no multiples. The only possible multiple is in JLL Technologies: "5% fee revenue growth, which was on top of a 28% year-over-year organic growth rate in the third quarter 2022." That's a high growth rate but not described as a multiple of past. They don't say "doubled" or "tripled".

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NO Still getting better as they speak: strength that has continued or built past the reported period, tied to named live dr Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if management conveys that business momentum has continued or strengthened beyond the reported period (Q3 2023) and ties that to a named, live driver. The call is on Nov 2, 2023, so "now" is early Q4. Look for statements about ongoing strength after Q3. In the transcript, Christian Ulbrich says: "We continue to onboard new client wins in our Work Dynamics business, we expect the growth rate for our resilient business lines to remain strong." That's about expected future, not necessarily observed continuation. Karen Brennan: "We remain upbeat on the segment's growth and margin trajectory over the coming years... Revenue from the new workplace management contracts from Fortune 100 companies we secured earlier this year will continue to ramp through the remainder of the year and support solid momentum into 2024." That is about future ramp, not yet observed? But she says "will continue to ramp" – that is a forecast, not observed activity. Also "support solid momentum into 2024" – forecast. Christian in Q&A on Work Dynamics: "We have been pretty consistent that we are very pleased with the long-term outlook for our Work Dynamics business. Indeed, the win rate in the first half of this year was unusually high and we are starting to mobilize those contracts. The mobilization phase has just about started and it will continue in the fourth quarter and move into the first quarter of next year. So, the outlook for that business for next year is equally positive and so we expect it to see that topline growth as we have stated before, and the high end of single-digit maybe even moving into low-double digit in some quarters." That talks about mobilization starting, but that's about contracts won earlier, not necessarily that strength continues beyond Q3? He says "we are starting to mobilize those contracts" – that is an ongoing activity? But it's about new contracts, not the strength of the reported period? The question is whether the business's positive momentum has continued or strengthened beyond the reported period. The reported period is Q3 2023. The strong period might be Q3? Actually Q3 fee revenue declined 13% overall, but resilient business lines grew mid-single digit. So there is some strength in resilient business lines. Does management say that strength continued after Q3? They talk about ramping of new contracts in Q4 and into 2024.

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NO Free option on their own operations: management describes a real capability it already owns that could serve a second, m Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to answer YES or NO based on the transcript. The question asks: does management describe that something the company already owns and operates for its existing business has turned out to be useful for a second, much larger purpose, and that the company has recently begun turning that second use into real business without having to build a new company. We need to find in the transcript any mention of an existing capability being used for a second, larger purpose, with real current activity. Look through the transcript. The discussion is about Q3 2023 earnings. Management talks about market conditions, segments: Markets Advisory, Capital Markets, Work Dynamics, JLL Technologies, LaSalle. Potential candidates: Work Dynamics? That's a business segment providing corporate real estate services. Not a second use. JLL Technologies? They have technology solutions. But is there a second use? Unclear. The key phrase: "something the company already owns and operates for its existing business has turned out to be useful for a second, much larger purpose" - this sounds like a classic "adjacent opportunity" or "turning internal capability into a new business". But we need concrete evidence. Search for any mention of using existing data, platform, network, etc. for a new larger market. For example, property management? They have property management fee revenue up 12%. But that's not a second use; it's part of their business. Capital markets? No. LaSalle? They manage assets. JLL Technologies: They provide technology to clients. But did they develop something for internal use and now selling it? Not mentioned. Perhaps the concept of "return to office" - no. Maybe the "resilient business lines" - no. Wait, there is a line: "In our JLL Technology business, we are focused on increasing margins as we move towards making this segment of our business profitable on a standalone basis, excluding equity earnings." That doesn't fit. Another: "Work Dynamics' 9% growth" - that's a service. No mention of a second use of an existing capability. Maybe the key is "LaSalle's incentive and transaction fees" - no. The question is specific: management describes that something the company already owns and operates for its existing business has turned out to be useful for a second, much larger purpose, and that the company has recently begun turning that second use into real business.

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NO The replacement wave is already arriving: a compelled, large-scale retirement of the installed world is feeding this com Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need answer YES/NO. Need analyze transcript. Need determine if management describes large installed stock reaching end of useful life at scale, replacement compelled, already started producing business, mostly ahead. Need only transcript. Let's parse. Transcript about JLL real estate services. Topics: real estate markets, office, industrial, retail, capital markets, Work Dynamics, JLL Technologies, LaSalle. Need see if any "retirement wave" of durable assets? Maybe buildings? Office space? Sustainability requirements? "Demand continues to be focused on premium quality space with many occupiers looking to downsize in exchange for higher quality space that meet sustainability requirements, offers more amenities, and improves employee experience." This could imply old office buildings obsolete, need upgrade/replace? But is it described as end of useful life at scale, compelled, already producing business? Hmm. Question asks "LARGE INSTALLED STOCK of something the company's customers or end-markets depend on — equipment, machinery, vehicles, fleets, infrastructure, buildings, facilities, systems, software, devices, or some other durable asset or legacy generation — is now reaching END of useful, permitted, economic, or supported life AT SCALE, so that it must be replaced, rebuilt, upgraded, migrated, or retired whether or not anyone feels like spending the money — AND that this replacement has ALREADY STARTED PRODUCING REAL BUSINESS FOR THIS COMPANY, while most of the retiring stock is still out there waiting to be replaced?" Need identify if management says this. The transcript includes "return to office plans" and "peak occupancy rates already at or near capacity in high quality buildings for many clients." Not exactly retirement wave. "Demand continues to be focused on premium quality space with many occupiers looking to downsize in exchange for higher quality space that meet sustainability requirements..." This is a trend, not necessarily end of life. No mention of "old stock" "retiring" "replacement" "must" "compelled" "wave" "mostly ahead." There is mention of "bifurcation of office stock" and "upgrading to high quality office space." But no explicit installed base at end of life. Also "sustainability requirements" could be regulatory but not described as forcing retirement. No. Need be careful: The question is a generic "retirement wave" prompt.

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NO Bigger keys handed over: the work customers now entrust has outgrown the work the company historically received Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need answer YES/NO. Need determine if management describes being entrusted with materially larger/more central class of work than historically, already visible in actual business. Need parse transcript. Question asks: "On this call, does management describe that the company is NOW BEING ENTRUSTED WITH A MATERIALLY LARGER OR MORE CENTRAL CLASS OF WORK THAN IT HISTORICALLY RECEIVED — that is, 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: customers engaging for much larger projects, broader scope, core to operations, larger tier, explicit contrast. Need use only transcript. Let's examine. Transcript includes Christian and Karen. They discuss Work Dynamics: "As we continue to onboard new client wins in our Work Dynamics business, we expect the growth rate for our resilient business lines to remain strong." "Workplace management fee revenue growth accelerated to 5% in current quarter from 2% in second quarter as contribution from new global client wins we secured earlier this year began to ramp up." "Revenue from the new workplace management contracts from Fortune 100 companies we secured earlier this year will continue to ramp through remainder of year and support solid momentum into 2024." This indicates new global client wins from Fortune 100 companies, but does it describe step-up in scale/consequence relative to historical norm? It says "new global client wins" and "Fortune 100 companies" but not explicitly "larger than historically." Could be considered larger class? Need be careful. The question asks "materially larger or more central class of work than historically received." Management doesn't explicitly contrast with historical norm. They mention "new global client wins" and "Fortune 100 companies" but no statement that these are larger than before. Also "existing enterprise client demand drove 5% fee revenue growth" in JLL Technologies. No. Other possible: "In our JLL Technology business, we are focused on increasing margins..." No.

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NO Strong facts, held-back story: management reports concrete strengthening but deliberately keeps expectations below it Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if management both reports concrete, already-occurring strength in the business AND visibly holds the story back from that strength. First, look for concrete strength in the recent period. The transcript mentions: "our resilient business lines collectively delivered mid-single digit fee revenue growth in the quarter demonstrating the diversification strengths of our platform." Also, "Work Dynamics fee revenue growth of 9% was led by continued strength and project management." Also, "workplace management fee revenue growth accelerated to 5% in the current quarter from 2% in the second quarter as the contribution from the new global client wins we secured earlier this year began to ramp up." Also, "Portfolio Services' 21% fee revenue growth was largely attributable to one meaningful transaction from a long standing client." Also, "JLL Technologies... 5% fee revenue growth, which was on top of a 28% year-over-year organic growth rate in the third quarter 2022." Also, "property management fee revenue grew 12%". So there is some strength in certain segments. But overall, the company reported a decline in fee revenue: "third quarter fee revenue was $1.8 billion, a 13% decline from a year earlier." Adjusted EBITDA down 23%. So overall, the period is weak. The strength is in specific resilient business lines, but the overall picture is a decline. The question asks: "does management BOTH (1) report concrete, already-occurring strength in the business — real improvement in the recent period such as rising orders, volumes, customers, activity, wins, utilization, or output, described as actually happening now rather than hoped for — AND (2) visibly HOLD THE STORY BACK from that strength — deliberately keeping stated expectations, forecasts, or framing more modest than the reported facts would support?" We need to see if management is under-promising relative to the strength they report. But the overall period is weak. The strength is in specific segments. However, the question is about the business as a whole? It says "the business" but could be interpreted as the overall company. The reported period is weak overall. So there is no real strength for the story to lag. The strength is in some segments, but the overall is down. Management is cautious about the market, but that caution is due to actual deterioration in transaction volumes.

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NO The company itself is the constraint: demand outrunning its own ability to take it on, and management is spending to rai Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if management conveys that the company's own ability to serve, supply, or take on business is the binding limit on how big it can be right now, and that management is actively spending, building, hiring, or organizing NOW to raise that limit. Looking at the transcript, the overall tone is about market challenges, declining transaction volumes, cost reduction actions, and extending targets. Management discusses cost cutting, working capital efficiency, and reducing fixed costs. They mention "ongoing cost reduction actions" and "reducing fixed costs." They talk about "positioning our business to capitalize on near-term and long-term opportunities" but not about expanding capacity to meet demand. They mention "we remain focused on positioning our business to capitalize on near-term and long-term opportunities to drive growth, profitability and cash flow" but that's about positioning, not about capacity constraints. There is no mention of demand exceeding their ability to serve. Instead, they talk about "softness in the transactional markets," "lower investment sales," "leasing activity" declining, and "market conditions" being challenged. The limiting factor is clearly external demand and market conditions, not internal capability. They also mention "we continue to onboard new client wins in our Work Dynamics business" and "the contribution from the new global client wins we secured earlier this year began to ramp up." But that's about growth in that segment, not about capacity constraints. They don't say they are turning away business or that they need to hire more to meet demand. They talk about "cost reduction actions" and "reducing fixed costs" which is the opposite of expanding. They also mention "we are focused on deleveraging our balance sheet" and "selectively deploying capital towards growth initiatives" but that's not about raising a capacity ceiling. The question asks: "Does management convey that the company's own ability to serve, supply, or take on business has become the binding limit on how big it can be right now — that real demand, opportunities, or counterparties are pressing against the company's capacity to absorb them — AND that management is actively spending, building, hiring, or organizing NOW to raise that limit?" The answer is clearly NO. The company is facing weak demand, not a capacity constraint.

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NO Undersized company already installed inside a much larger customer's or partner's own growth engine Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need answer yes/no. Need analyze transcript. Need determine if management describes embedded in larger org's product/program etc with future volume ahead. Need only transcript. We need parse. Company JLL real estate services. Question asks "product, technology, capacity, or service has ALREADY BEEN DESIGNED INTO, EMBEDDED IN, OR MADE PART OF ANOTHER, MUCH LARGER ORGANIZATION'S OWN PRODUCT, PROGRAM, NETWORK, OR STANDARD OPERATING PLAN — such that company's future volume carried along by larger organization's activity rather than company having to win each sale itself — and management conveys embedded position real and in place today while volume it will carry still mostly ahead?" Need identify in transcript. There are mentions of Work Dynamics contracts with Fortune 100 companies, new global client wins, ramp. Is that "embedded in larger organization's own operations"? Work Dynamics provides corporate real estate management services to clients. It is outsourcing, not necessarily product embedded. They won contracts, onboarding new client wins. "Revenue from new workplace management contracts from Fortune 100 companies we secured earlier this year will continue to ramp through remainder of year and support momentum into 2024." This is ordinary vendor/service contract? They are managing corporate real estate for clients, integrated into client's operations? But question asks "company's product, technology, capacity, or service has already been designed into, embedded in, or made part of another, much larger organization's own product, program, network, or standard operating plan" such that future volume carried along by larger org's activity rather than company having to win each sale itself. Work Dynamics contracts are recurring service contracts, not necessarily "embedded" in larger org's product. They won contracts, but still need to deliver; volume is contractually committed. Is that "embedded position" and future volume ahead? Hmm. Need be careful. The prompt is likely designed to identify "design win" / "embedded" narrative. In transcript, management discusses "new global client wins" and "contracts from Fortune 100 companies" ramping. Is that a larger organization's own program? The client is larger, and JLL's service is part of client's standard operating plan? But it's a service provider relationship, not "designed into" a product.

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NO Cash is being spent on itself: management describes buying in its own equity or economic interest at a size that is larg Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need answer yes/no. Need analyze transcript. Need determine if management describes currently using own money to shrink ownership/claims base at scale large relative to company, deliberate size-conscious deployment. Let's parse. Transcript mentions share repurchases: Karen Brennan: "During the third quarter, we repurchased $20 million of shares and are on track to repurchase enough shares to offset stock compensation dilution this year. As long as our net leverage ratio remains around the high end of our target range of 0 times to 2 times, share repurchases are likely to be modest. Looking further out, the amount of share repurchases will be dependent on the performance of our business, particularly cash generation and the macroeconomic outlook. Approximately $1.1 billion remained on our share repurchase authorization as of September 30, 2023." Also Christian in Q&A: "we are reviewing potential M&A transaction on a regular basis, but first and foremost, we continue to believe that valuations in the private market are still too high. And we have to review that pricing of those opportunities against our strategic objective and our alternative use of cash and as you say, including share repurchases, you see where our share price is and so far we haven't been very active on the M&A front." This mentions share repurchases as alternative but not scale. Question asks: "does management describe that the company is CURRENTLY USING ITS OWN MONEY TO SHRINK ITS OWN OWNERSHIP OR CLAIMS BASE AT A SCALE THAT IS LARGE RELATIVE TO THE SIZE OF THE COMPANY — that is, is the company actively retiring, buying in, or concentrating the economic interest in itself (repurchasing its shares, buying out a partner's or minority holder's stake in its own operations, taking out convertible or equity-linked claims, or otherwise reducing the number of hands the company's future earnings must be shared with) — AND does management present this as a deliberate, size-conscious deployment of capital it is choosing over other uses, rather than as a routine program mentioned in passing?" Need answer YES only if both halves present. Here management mentions repurchased $20 million in quarter, on track to offset stock compensation dilution. That is explicitly routine offsetting employee-award dilution, no sense of scale. They say repurchases likely modest due leverage.

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NO The product is disappearing into reorder rhythm: revenue is shifting from won-each-time to arriving-on-its-own, and the Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need answer only YES or NO. Need evaluate transcript. Question asks: Does management describe that a growing share of company's revenue now arrives without a new selling event — through reorders, refills, renewals, repeat purchases, usage-driven billing, aftermarket or consumable pull-through, or customers' own standing routines — AND that this self-arriving share has recently and visibly grown as a proportion of the business, with management grounding the shift in observed current behavior and treating it as changing company's quality of revenue? Need use only transcript. Need determine if management describes such. Let's parse. Company JLL. Business lines: Markets Advisory (leasing, property management), Capital Markets (investment sales, debt/equity advisory), Work Dynamics (facility management, project management, portfolio services), JLL Technologies, LaSalle (investment management). They discuss recurring revenue: Work Dynamics has contracts, property management fee revenue grew 12%, loan servicing recurring fees grew 4%, LaSalle advisory fee revenue annuity-like. But question specifically: "self-arriving revenue" without new selling event, through reorders, refills, renewals, repeat purchases, usage-driven billing, aftermarket or consumable pull-through, or customers' own standing routines. And that this share has recently and visibly grown as proportion of business, with management grounding shift in observed current behavior and treating it as changing quality of revenue. Need see if management says such. They mention "resilient business lines collectively delivered mid-single digit fee revenue growth" and "diversification strengths". Work Dynamics revenue growth from new client wins, project management, workplace management. Property management fee revenue grew 12% due to portfolio expansions and incremental fees from interest rate sensitive contracts. Loan servicing recurring fees grew 4% due to Fannie Mae portfolio growth. LaSalle advisory fee revenue annuity-like. But is there a "recently and visibly grown as proportion" of self-arriving revenue? They talk about "resilient business lines" but not necessarily self-arriving without selling event. Work Dynamics contracts are recurring but require winning contracts. Property management is recurring but tied to contracts. Loan servicing recurring fees are recurring.

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NO Management is planning the next period around a number the current business does not yet support Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if management reveals that they are already resourcing and organizing the company around a level of activity that the business is not yet doing. That is, are they committing resources (spending, hiring, building, etc.) sized for a materially higher level of business than reported, and are they doing so because of specific things they can already see? Let's examine the transcript. The call is about Q3 2023 results. The market conditions are soft. Management discusses cost reductions, efficiency, and positioning for recovery. They mention that they have taken cost actions and are focused on positioning the business to capitalize on near-term and long-term opportunities. They talk about the diversity of revenue base and resiliency. Key points: - They mention "ongoing cost reduction actions" and "lower variable compensation expense." - They talk about "positioning our business to capitalize on near-term and long-term opportunities" and "ensuring we are well-positioned for an eventual recovery in the transactional market." - They mention "we continue to strengthen our platform to both capture future opportunities and drive operating leverage." - They talk about "the investments we've made in our Capital Markets talent and platform over the past several years, position us to capitalize on a rebound in transaction volumes when market conditions improve." - They mention "we haven't chucked any people which we will need to rehire if the market is recovering." (This is from Christian's closing remarks: "we haven't chucked any people which we will need to rehire if the market is recovering.") That suggests they are keeping staff in anticipation of recovery. But is there any specific resourcing that is already committed and sized for a higher level of business? They talk about cost reductions, not expansions. They talk about being ready for recovery, but not about having already committed to hiring, building, ordering, etc. They mention "we are regularly adjusting our go-to-market approach" for JLL Technologies, but that's about balance. They also mention "the investments we've made in our Capital Markets talent and platform over the past several years" - that's past investment, not current forward-sizing. They talk about "the new global client wins we secured earlier this year" and that revenue from those will ramp.

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NO Operator fluency on fresh ground: management answers probing questions about a new driver with unhesitating operational Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to determine if the transcript shows the dynamic described. The question asks about a recently emerged positive element of the business, probed by analysts, and management responds with unhesitating, granular operational command, answering follow-ups with specific present-tense working detail, while conveying that the element's contribution is still early. Also requires at least two exchanges with added substance beyond prepared remarks, and management conveys most of the effect lies ahead. Looking at the transcript: The analysts ask about Work Dynamics, specifically the step-up in revenue and profits sequentially. The question: "It's great to see the step-up in Work Dynamics revenue and profits sequentially. So as we think about the fourth quarter, I think you had mentioned that the large contract wins are still continuing to ramp. So should we expect another sequential step-up in revenue and profit as you think about the fourth quarter? And then generally, how are you thinking about 2024 in that segment, given that there is usually more visibility and stability there?" That's one exchange. Christian Ulbrich answers: "Listen, we have been pretty consistent that we are very pleased with the long-term outlook for our Work Dynamics business. Indeed the win rate in the first half of this year was unusually high and we are starting to mobilize those contracts. The mobilization phase has just about started and it will continue in the fourth quarter and move into the first quarter of next year. So, the outlook for that business for next year is equally positive and so we expect it to see that topline growth as we have stated before, and the high end of single-digit maybe even moving into low-double digit in some quarters." That's one exchange. Then the next question is about leasing, not Work Dynamics. So there is only one exchange about Work Dynamics. The question requires at least two exchanges with added substance. Also, the answer is somewhat general: mentions mobilization, but no specific operational detail like staffing, scheduling, pricing, counterparties, etc. It's more of a forward-looking statement. Also, the element is Work Dynamics, which is a long-established business, though the recent contract wins are new. But the question asks about "a recently emerged positive element" - the large contract wins are recent.

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NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — compa Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need to evaluate both gates based on the transcript. Gate 1: Is there a positive, current development that management presents as going well, and does the Q&A produce more concrete operating detail than the prepared remarks? The transcript mentions Work Dynamics as a strong segment. In prepared remarks, Christian says: "our resilient business lines collectively delivered mid-single digit fee revenue growth... As we continue to onboard new client wins in our Work Dynamics business, we expect the growth rate for our resilient business lines to remain strong." Karen says: "Work Dynamics. Fee revenue growth of 9% was led by continued strength and project management... workplace management fee revenue growth accelerated to 5%... Portfolio Services' 21% fee revenue growth was largely attributable to one meaningful transaction... We remain upbeat on the segment's growth and margin trajectory." In Q&A, first question from Anthony Paolone is about cost savings, not Work Dynamics. Second question from Stephen Sheldon asks about Work Dynamics: "It's great to see the step-up in Work Dynamics revenue and profits sequentially. So as we think about the fourth quarter, I think you had mentioned that the large contract wins are still continuing to ramp. So should we expect another sequential step-up in revenue and profit as you think about the fourth quarter? And then generally, how are you thinking about 2024 in that segment, given that there is usually more visibility and stability there?" Christian answers: "Listen, we have been pretty consistent that we are very pleased with the long-term outlook for our Work Dynamics business. Indeed the win rate in the first half of this year was unusually high and we are starting to mobilize those contracts. The mobilization phase has just about started and it will continue in the fourth quarter and move into the first quarter of next year. So, the outlook for that business for next year is equally positive and so we expect it to see that topline growth as we have stated before, and the high end of single-digit maybe even moving into low-double digit in some quarters." That is the only exchange about Work Dynamics. The answer adds some detail: win rate unusually high, mobilization phase just started, will continue into Q4 and Q1 next year, expects high single-digit to low double-digit growth.

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NO Sunk cost, unsold output: the productive capacity already exists and is only partly claimed Q3 2023 · archived research check

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

NOQ3 2023 · 2023-11-02

We need answer YES/NO. Need determine if management describes productive capability currently larger than business using, already exists and paid for, filling it is live task. Need parse transcript. Question asks: "Using ONLY supplied earnings call transcript... does management describe that company's PRODUCTIVE CAPABILITY IS CURRENTLY LARGER THAN WHAT ITS BUSINESS IS USING — ... already possesses, owns, controls, or has paid for means to serve... materially MORE than presently serving... filling unused portion is what management now working on?" Need answer YES if management conveys one coherent condition present today: real already-existing headroom inside company, management pointing at it. Examples include staff already hired whose utilization below capacity; technology platform built can carry more volume; etc. Need inspect transcript. Management discusses cost reductions, resilient business lines, Work Dynamics growth, JLL Technologies, etc. Do they mention underutilized capacity? They mention "we haven't chucked any people which we will need to rehire if market recovering" in response to 2024. That implies they have kept staff (capacity) despite lower volumes, ready for uptick. Is that "productive capability currently larger than business using"? They say "We are prepared for every uptick. As we have stated, we haven't chucked any people which we will need to rehire if the market is recovering. So, JLL is ready for any improvement in the market environment..." This suggests they have retained people/capacity beyond current needs, and filling it is opportunity? But is management actively working to load it up? They are prepared, not necessarily "filling gap" as main opportunity. Need evaluate. Also mention "ongoing cost reduction actions" and "reducing fixed costs" "multi-year journey of reducing fixed costs." They are cutting costs, not preserving overcapacity. They say "we continue to evolve operating model to remove cost and improve efficiency." That suggests they are shedding costs, not filling unused capacity. But they also say "we haven't chucked any people which we will need to rehire if market recovering" - that is about not laying off too many, retaining talent for recovery. Is that "already-existing headroom"? Maybe yes: professional staff already hired whose utilization is below what they can carry.

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Showing the latest 18 of 239 archived research questions.

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

Past calls

JLL call history

Open a quarter only when you want its detailed evidence.

C+ Q1 2026 · Mixed call · 2026-04-30Management held guidance steady against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: maintainedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableHeadcount: growingCapex: increasing⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts⚑ Reads rehearsed
Candor 7/9
Specificity 7/9
Evasion 2/9
Confidence 8/9
Uncertainty 4/9
Promotion 5/9
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?
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?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?
C+ Q4 2025 · Mixed call · 2026-02-18Management held guidance steady against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: maintainedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableHeadcount: flatCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth
Candor 7/9
Specificity 7/9
Evasion 2/9
Confidence 8/9
Uncertainty 2/9
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?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
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?
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+ Q3 2025 · Strong call · 2025-11-05Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableHeadcount: growing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubtsHidden segmentCFO dominates
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 3/9
Promotion 5/9
Stress 2/9
Complexity 5/9
View the 20 core call-quality checks
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
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?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C+ Q1 2025 · Mixed call · 2025-05-07Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: maintainedDemand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: growingCapex: increasing⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Resolves doubts✓ Early product, fast growthCFO dominates
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 7/9
Uncertainty 7/9
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?
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?
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?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
B Q4 2024 · Solid call · 2025-02-19Management 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✓ Early product, fast growthCFO dominates
Candor 7/9
Specificity 7/9
Evasion 2/9
Confidence 8/9
Uncertainty 4/9
Promotion 4/9
Stress 1/9
Complexity 6/9
View the 20 core call-quality checks
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES 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?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
A Q3 2024 · Exceptional call · 2024-11-06Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.
Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: stable✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 3/9
Promotion 5/9
Stress 1/9
Complexity 6/9
View the 20 core call-quality checks
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
NO 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+ Q2 2024 · Strong call · 2024-08-06Management raised guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.
Guidance: raisedDemand: mixedMargins: expandingBacklog: growingPricing: stableCapex: increasing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead⚑ Reads rehearsed
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 7/9
Uncertainty 4/9
Promotion 4/9
Stress 1/9
Complexity 6/9
View the 20 core call-quality checks
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
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?
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?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?
View 34 earlier calls
CallDateGradeGuidanceDemandMarginsCandorEvasion
Q1 2024 2024-05-06 C+ maintainedmixedexpanding 7/9 2/9
Q4 2023 2024-02-27 B maintainedmixedcontracting 7/9 2/9
Q3 2023 2023-11-02 F loweredslowingcontracting 7/9 3/9
Q2 2023 2023-08-03 C maintainedmixedcontracting 7/9 3/9
Q1 2023 2023-05-04 C maintainedslowingcontracting 7/9 2/9
Q4 2022 2023-02-28 C maintainedslowingcontracting 8/9 2/9
Q3 2022 2022-11-02 D loweredmixedcontracting 8/9 2/9
Q2 2022 2022-08-03 D maintainedmixedcontracting 6/9 4/9
Q1 2022 2022-05-09 C+ maintainedacceleratingexpanding 7/9 2/9
Q4 2021 2022-02-28 D maintainedacceleratingexpanding 6/9 5/9
Q3 2021 2021-11-03 C maintainedacceleratingstable 7/9 5/9
Q2 2021 2021-08-05 A raisedacceleratingexpanding 7/9 2/9
Q1 2021 2021-05-05 A maintainedacceleratingexpanding 7/9 2/9
Q4 2020 2021-02-09 C nonemixedstable 7/9 3/9
Q3 2020 2020-11-02 C nonemixedexpanding 7/9 3/9
Q2 2020 2020-08-08 C noneslowingcontracting 7/9 3/9
Q1 2020 2020-05-05 F withdrawnslowingcontracting 7/9 5/9
Q4 2019 2020-02-11 B maintainedmixedexpanding 7/9 2/9
Q3 2019 2019-11-05 A raisedstableexpanding 7/9 1/9
Q2 2019 2019-08-06 B maintainedstableexpanding 7/9 2/9
Q1 2019 2019-05-07 B maintainedmixedcontracting 7/9 2/9
Q4 2018 2019-02-12 B+ raisedmixedexpanding 7/9 2/9
Q3 2018 2018-11-06 B maintainedacceleratingexpanding 7/9 2/9
Q2 2018 2018-08-08 C+ maintainedstablestable 7/9 4/9
Q1 2018 2018-05-08 C maintainedstableexpanding 6/9 5/9
Q4 2017 2018-02-07 B maintainedacceleratingexpanding 7/9 2/9
Q3 2017 2017-11-06 B maintainedstableexpanding 7/9 2/9
Q2 2017 2017-08-02 B maintainedstablecontracting 7/9 2/9
Q1 2017 2017-05-05 C+ maintainedstablecontracting 7/9 3/9
Q4 2016 2017-02-06 C maintainedmixedcontracting 7/9 4/9
Q3 2016 2016-11-02 C nonemixedcontracting 7/9 3/9
Q2 2016 2016-08-02 C nonemixedcontracting 6/9 3/9
Q1 2016 2016-04-27 B maintainedmixedcontracting 7/9 2/9
Q4 2015 2016-02-03 B maintainedstableexpanding 7/9 2/9
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