ORBCOMM's (ORBC) — Earnings Call X-Ray
Our AI read all 21 of ORBC's earnings calls (2016–2021) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.
Previous Call Grade
A
Q3 2020
Calls Analyzed
21
2016–2021
Avg Candor
7.7/9
evasion 2/9
Call-by-call analysis
🔒 Q4 2020 earnings call
2021-02-24
NEWEST
Guidance: ■■■■■Demand: ■■■■■■
Margins: ■■■■Backlog: ■■■■
■ analysts, ■■ questionsexpected move ±■■%
Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.
🔒 The Q4 2020 call grade is ready
The full 37-point AI read of ORBC's newest earnings call — grade, expected move, and every question answered — is free with an account.
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A
Q3 2020 earnings call
2020-10-29
Management held guidance steady against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: maintainedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableCapex: decreasing 5 analysts · 12 questions
✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Volume step-up ahead
All 20 questions our AI answered about this call
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?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
YES Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES 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 2020 earnings call
2020-08-02
Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: maintainedDemand: mixedMargins: expandingBacklog: growingPricing: under pressureHeadcount: cuttingCapex: decreasing 5 analysts · 18 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Volume step-up ahead
All 20 questions our AI answered about this call
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?
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?
YES Do current results look bad while the direction looks better?
YES Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C
Q1 2020 earnings call
2020-04-30
Management withdrew guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: withdrawnDemand: mixedMargins: expandingBacklog: stablePricing: under pressureHeadcount: flatCapex: decreasing 5 analysts · 18 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Resolves doubtsDirection beats results
All 20 questions our AI answered about this call
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?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C+
Q4 2019 earnings call
2020-02-26
Management lowered guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: mixedMargins: expandingBacklog: stablePricing: stableHeadcount: cuttingCapex: increasing 6 analysts · 14 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubtsHidden segmentDirection beats results
All 20 questions our AI answered about this call
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?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C+
Q3 2019 earnings call
2019-10-30
Management lowered guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: cuttingCapex: increasing 8 analysts · 25 questions
⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead
All 20 questions our AI answered about this call
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?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C+
Q2 2019 earnings call
2019-08-01
Management lowered guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: mixedMargins: expandingBacklog: growingPricing: stableCapex: flat 7 analysts · 23 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growthHidden segment
All 20 questions our AI answered about this call
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?
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?
YES Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
B+
Q1 2019 earnings call
2019-05-02
Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: maintainedDemand: mixedMargins: expandingBacklog: growingPricing: under pressureCapex: flat 7 analysts · 24 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up aheadHidden segment
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES 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?
Earlier calls
| Call | Date | Grade | Guidance | Demand | Margins | Candor | Evasion |
|---|
| Q4 2018 |
2019-02-27 |
C+ |
maintained | mixed | expanding |
7/9 |
3/9 |
| Q3 2018 |
2018-10-30 |
C+ |
lowered | mixed | expanding |
8/9 |
1/9 |
| Q2 2018 |
2018-08-01 |
B |
maintained | accelerating | expanding |
7/9 |
2/9 |
| Q1 2018 |
2018-05-03 |
B+ |
maintained | accelerating | expanding |
7/9 |
2/9 |
| Q4 2017 |
2018-03-01 |
C+ |
raised | accelerating | contracting |
8/9 |
2/9 |
| Q3 2017 |
2017-11-02 |
B |
maintained | accelerating | contracting |
8/9 |
2/9 |
| Q2 2017 |
2017-08-03 |
B+ |
raised | accelerating | contracting |
7/9 |
2/9 |
| Q1 2017 |
2017-05-07 |
B+ |
raised | accelerating | contracting |
7/9 |
2/9 |
| Q4 2016 |
2017-02-28 |
C+ |
maintained | accelerating | expanding |
7/9 |
3/9 |
| Q3 2016 |
2016-11-02 |
D |
lowered | mixed | stable |
8/9 |
2/9 |
| Q2 2016 |
2016-08-06 |
B+ |
maintained | mixed | stable |
8/9 |
1/9 |
| Q1 2016 |
2016-05-08 |
B |
maintained | accelerating | expanding |
8/9 |
2/9 |
| Q4 2015 |
2016-03-09 |
C+ |
maintained | mixed | expanding |
7/9 |
3/9 |
How to read this page
The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.
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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our
methodology.