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PI · Earnings-call lab · 41 calls graded · 2016–2026

Impinj, Inc.

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

500checks per call
41calls analyzed
2016–2026coverage
NEWESTQ2 2026 call
2026-08-07 · 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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OPENQ1 2026 call
2026-04-30 · 7 analysts · 15 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.
Management toneResultTypical range · middle half of all callsFlag
Candor8 /9
—
Evasion3 /9
—
Specificity8 /9
—
Confidence7 /9
—
Uncertainty5 /9
—
Promotion5 /9
—
Stress2 /9
—
Complexity5 /9
—
Since the quarter before · Q4 2024 → Q1 2026
Guidance loweredraisedDemand slowingacceleratingMargins contractingexpandingPricing under pressureBacklog growingHeadcount growingCapex flat⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead
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 AmmunitionFounder-LedVolume Step-UpEarly Product, Fast GrowthUnderused Fixed Costs
Lab panel · Q1 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.

7 flags on this call
LanguageResultTypical range · middle half of all callsFlag
AI mentionsTimes management said AI, generative, LLM or agentic.1 mentions
typical 0–0
H
"Great question"Management praising a question before answering it.0 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.1.4 /1k words
typical 0.6–1.8
—
HedgesSort of, kind of, roughly, I think, probably.7.3 /1k words
typical 5.5–10.5
—
SuperlativesRecord, unprecedented, tremendous, incredible.1.1 /1k words
typical 0.3–1.2
—
Outside forcesMacro, weather, currency, tariffs, supply chain.24 mentions
typical 1–9
H
Stonewalls"Not going to comment", "we don't break that out".0 times
typical 0–0
—
NumbersFigures per thousand words of management speech. Low means vague.26.9 /1k words
typical 21.2–35.3
—
"Excited"Excited, exciting, thrilled.5 times
typical 0–3
H
Script shareShare of the call spent on prepared remarks rather than questions.28% % of call
typical 35%–55%
—
CEO shareHow much of the talking the CEO did.69% % of mgmt words
typical 29%–68%
H
Longest answerThe longest single management answer in the Q&A.416 words
typical 249–461
—
Reading levelFlesch–Kincaid grade level of management answers.7.6 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.32 of 49
typical 16–30
H
DodgingQuestions declined, deferred or answered with a different question.10 of 15
typical 5–9
H
BlameResults attributed to weather, macro, currency or other outside forces.10 of 27
typical 3–12
—
HypeSuperlatives and excitement in management language.10 of 11
typical 2–8
H
Analyst pushbackHow hard the analysts pressed: follow-ups, two-part questions, challenges.9 of 22
typical 5–10
—
ConfessionAdmissions, apologies and self-corrections.1 of 11
typical 1–5
—
Call theaterStage management: operator mechanics, scripted cues, "color".16 of 33
typical 12–19
—
Capital returns talkAttention paid to buybacks, dividends, M&A and the balance sheet.4 of 7
typical 1–5
—
Counts are literal: "AI mentions" is the number of times management said it. Behaviour indices count how many checks in a themed group came back YES. Rankings across all companies →
Full transparency

All 500 AI checks

Q1 2026 · 500 checks

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

500checked
230detected
270not detected
YES Does an executive answer a question by describing a process rather than an outcome? Activist · seen in 86.8% of calls
How to read this YES

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

Transcript-only check Detected in 86.8% of calls 85.3% repeat consistency
NO Is there a question the executive answers with a question back to the analyst? Activist · seen in 31.3% of calls
How to read this NO

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

Transcript-only check Detected in 31.3% of calls 88.3% repeat consistency
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
YES Does an analyst ask a question spanning more than five sentences? 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 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
NO Does any speaker use the phrase "if you look at" at least twice? Air Traffic · seen in 35.1% of calls
How to read this NO

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

Transcript-only check Detected in 35.1% of calls 90% repeat consistency
YES Does any analyst preface a question by summarizing the company's stated results? Air Traffic · seen in 75.4% of calls
How to read this YES

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

Transcript-only check Detected in 75.4% of calls 80.6% repeat consistency
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
NO Is the word "scale" or "scaling" used as a verb? Air Traffic · seen in 22.7% of calls
How to read this NO

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

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

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

Transcript-only check Detected in 32.8% of calls 88.7% repeat consistency
NO Does any analyst say "thank you" before asking their question? Air Traffic · seen in 71.4% of calls
How to read this NO

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

Transcript-only check Detected in 71.4% of calls 90.4% repeat consistency
NO Does any analyst name two or more executives when asking their question? Air Traffic · seen in 35.1% of calls
How to read this NO

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

Transcript-only check Detected in 35.1% of calls 86.9% repeat consistency
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
NO Does anyone say "the environment" when describing market conditions? Air Traffic · seen in 51.5% of calls
How to read this NO

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

Transcript-only check Detected in 51.5% of calls 83.9% repeat consistency
NO Does any executive use the word "momentum" at least twice? Air Traffic · seen in 29.5% of calls
How to read this NO

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

Transcript-only check Detected in 29.5% of calls 97.3% repeat consistency
YES Does 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
NO Does any speaker say "with that" as a transition phrase? Air Traffic · seen in 76.4% 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 76.4% of calls 99% repeat consistency
NO Does anyone use the phrase "on a comparable basis" or "adjusted for"? Air Traffic · seen in 17.6% of calls
How to read this NO

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

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

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

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

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

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

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

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

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

Transcript-only check Detected in 85.4% of calls 82.7% repeat consistency
NO Does anyone use the phrase "as you know" to introduce a claim? Anthropologist · seen in 49% of calls
How to read this NO

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

Transcript-only check Detected in 49% of calls 90.7% repeat consistency
NO Does any speaker apologize without attaching a fix to the apology? Anthropologist · seen in 21.2% of calls
How to read this NO

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

Transcript-only check Detected in 21.2% of calls 85.3% repeat consistency
NO Does the call end without any closing statement from the CEO? Anthropologist · seen in 24.4% of calls
How to read this NO

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

Transcript-only check Detected in 24.4% of calls 93% repeat consistency
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
NO Does an executive answer a question with another question? Bankruptcy · seen in 36.2% of calls
How to read this NO

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

Transcript-only check Detected in 36.2% of calls 84.3% repeat consistency
NO Does an executive mention the weather? Bankruptcy · seen in 26.1% of calls
How to read this NO

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

Transcript-only check Detected in 26.1% of calls 96% repeat consistency
NO Does anyone describe a negotiation currently in progress? Bankruptcy · seen in 31.5% of calls
How to read this NO

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

Transcript-only check Detected in 31.5% of calls 90% repeat consistency
NO Does an executive describe a competitor with anything resembling respect? Bankruptcy · seen in 13.2% of calls
How to read this NO

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

Transcript-only check Detected in 13.2% of calls 90% repeat consistency
NO Does the operator announce more than ten questioners in the Q&A? Clinical Trial · seen in 21.8% of calls
How to read this NO

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

Transcript-only check Detected in 21.8% of calls 98% repeat consistency
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
NO 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 NO

The model did not 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% of calls 91.6% repeat consistency
NO Does anyone say "if I may" or "if you don't mind"? Clinical Trial · seen in 16.3% of calls
How to read this NO

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

Transcript-only check Detected in 16.3% of calls 99.7% repeat consistency
YES Does any executive's first sentence include the word "revenue"? Clinical Trial · seen in 11.4% of calls
How to read this YES

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

Transcript-only check Detected in 11.4% of calls 84.8% repeat consistency
NO Does an analyst use the word "clarification" or "clarify" in a question? Compliance · seen in 29.5% of calls
How to read this NO

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

Transcript-only check Detected in 29.5% of calls 97.3% repeat consistency
NO Does any question contain the phrase "color on" or "some color"? Compliance · seen in 53.1% of calls
How to read this NO

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

Transcript-only check Detected in 53.1% of calls 86.6% repeat consistency
NO Does the operator use the phrase "our final question" before closing? Compliance · seen in 12.9% of calls
How to read this NO

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

Transcript-only check Detected in 12.9% of calls 92.8% repeat consistency
NO Does anyone say "let me" at least three times? Compliance · seen in 32.5% of calls
How to read this NO

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

Transcript-only check Detected in 32.5% of calls 94.8% repeat consistency
YES Does the word "aggressive" or "aggressively" appear at least once? Compliance · seen in 35.4% of calls
How to read this YES

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

Transcript-only check Detected in 35.4% of calls 99.7% repeat consistency
YES Does an analyst ask a question referencing "the puts and takes"? Compliance · seen in 10.7% of calls
How to read this YES

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

Transcript-only check Detected in 10.7% of calls 97.6% repeat consistency
YES Does anyone use the phrase "to be clear"? Compliance · seen in 16.3% of calls
How to read this YES

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

Transcript-only check Detected in 16.3% of calls 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
YES Does the CFO use the word "sequential" or "sequentially" at least once? Compliance · seen in 31.5% 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 31.5% of calls 98.3% repeat consistency
NO Does any speaker say "with that" at least twice? Compliance · seen in 51.5% of calls
How to read this NO

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

Transcript-only check Detected in 51.5% of calls 91.8% repeat consistency
NO Does anyone say "for the benefit of" or "just to remind" when restating context? Compliance · seen in 10.7% of calls
How to read this NO

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

Transcript-only check Detected in 10.7% of calls 91.8% repeat consistency
NO Does anyone use the phrase "early days"? Con Artist · seen in 12.8% of calls
How to read this NO

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

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

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

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

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

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

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

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

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

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

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

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
NO Does the word "growth" appear at least ten times? Courtroom · seen in 69.4% 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 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
NO Does an executive use the phrase "we're seeing" at least twice? Courtroom · seen in 53.4% of calls
How to read this NO

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

Transcript-only check Detected in 53.4% of calls 87.5% repeat consistency
YES Does the word "opportunity" appear at least three times? Courtroom · seen in 77.2% of calls
How to read this YES

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

Transcript-only check Detected in 77.2% of calls 93.3% repeat consistency
NO Does management use the word "confident" or "confidence" at least twice? Courtroom · seen in 53.4% of calls
How to read this NO

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

Transcript-only check Detected in 53.4% of calls 96.3% repeat consistency
YES Does the phrase "record" appear at least twice in the transcript? Courtroom · seen in 34.9% of calls
How to read this YES

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

Transcript-only check Detected in 34.9% of calls 93.3% repeat consistency
YES Does the word "team" appear at least twice? Courtroom · seen in 72% of calls
How to read this YES

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

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

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

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

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

Transcript-only check Detected in 62% of calls 82.3% repeat consistency
NO Do two or more analysts from the same firm ask questions? Courtroom · seen in 11.5% of calls
How to read this NO

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

Transcript-only check Detected in 11.5% of calls 96.3% repeat consistency
YES Does anyone use the phrase "moving forward" or "go forward"? Courtroom · seen in 40.7% 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 40.7% of calls 85.5% repeat consistency
NO Does management mention a specific number of stores, locations, or markets? Courtroom · seen in 48% of calls
How to read this NO

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

Transcript-only check Detected in 48% of calls 88.9% repeat consistency
NO Does anyone use the word "folks"? Courtroom · seen in 23.5% of calls
How to read this NO

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

Transcript-only check Detected in 23.5% of calls 96.3% repeat consistency
YES Does anyone say "thank you" more than five times in total? Courtroom · seen in 87.2% of calls
How to read this YES

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

Transcript-only check Detected in 87.2% of calls 88.2% repeat consistency
YES Does an executive use the phrase "we believe"? Courtroom · seen in 83.6% of calls
How to read this YES

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

Transcript-only check Detected in 83.6% of calls 94.9% repeat consistency
YES Does the operator use the phrase "next question" at least three times? Debate · seen in 75.2% of calls
How to read this YES

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

Transcript-only check Detected in 75.2% of calls 97.3% repeat consistency
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
YES Does the CEO answer the majority of analyst questions personally? Debate · seen in 66.9% of calls
How to read this YES

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

Transcript-only check Detected in 66.9% of calls 91.6% repeat consistency
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
NO Does any question begin with the words "can you" or "could you"? Debate · seen in 83.3% of calls
How to read this NO

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

Transcript-only check Detected in 83.3% of calls 86.2% repeat consistency
NO Does any executive use the phrase "if you look at" during the Q&A? Debate · seen in 52.9% of calls
How to read this NO

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

Transcript-only check Detected in 52.9% of calls 93.3% repeat consistency
YES Does the CFO answer at least one question without the CEO speaking first? Debate · seen in 77.5% of calls
How to read this YES

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

Transcript-only check Detected in 77.5% of calls 95.3% repeat consistency
YES 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 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 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
NO Does any speaker say "I think" at least three times within a single answer? Debate · seen in 65.8% of calls
How to read this NO

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

Transcript-only check Detected in 65.8% of calls 93% repeat consistency
YES Does any executive begin an answer by restating the analyst's name? Debate · seen in 85.1% of calls
How to read this YES

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

Transcript-only check Detected in 85.1% of calls 93.6% repeat consistency
YES Does any executive's answer exceed 300 words in the transcript? Debate · seen in 68% of calls
How to read this YES

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

Transcript-only check Detected in 68% of calls 85.5% repeat consistency
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
YES Does the transcript contain the word "margin" more than ten times? Debate · seen in 44.3% of calls
How to read this YES

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

Transcript-only check Detected in 44.3% of calls 91.3% repeat consistency
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
YES Does any executive say "let me" at least once? Debate · seen in 66.1% of calls
How to read this YES

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

Transcript-only check Detected in 66.1% of calls 94.5% repeat consistency
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
NO Does management use the word "momentum" at least twice? 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 96.6% repeat consistency
YES Does management mention "margin" or "margins" in prepared remarks? Debate · seen in 75.1% of calls
How to read this YES

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

Transcript-only check Detected in 75.1% of calls 96.6% repeat consistency
NO Is the word "definitely" used by any speaker? Debate · seen in 41.6% of calls
How to read this NO

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

Transcript-only check Detected in 41.6% of calls 98.7% repeat consistency
YES Does the word "seasonality" appear? Debate · seen in 27.1% 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 27.1% of calls 99.7% repeat consistency
NO Does anyone use the word "robust" to describe demand, growth, or the pipeline? Debate · seen in 33% of calls
How to read this NO

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

Transcript-only check Detected in 33% of calls 94% repeat consistency
YES Does anyone use the word "leverage" as a verb at least once? Debate · seen in 48.9% of calls
How to read this YES

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

Transcript-only check Detected in 48.9% of calls 97.3% repeat consistency
YES Does any executive use the word "team" when referring to employees? Debate · seen in 80.8% of calls
How to read this YES

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

Transcript-only check Detected in 80.8% of calls 95.2% repeat consistency
NO Does any executive say "that said" or "having said that" to introduce a caveat? Debate · seen in 29.3% of calls
How to read this NO

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

Transcript-only check Detected in 29.3% of calls 95.3% repeat consistency
NO Does an analyst's question include the phrase "going forward"? Debate · seen in 20.6% of calls
How to read this NO

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

Transcript-only check Detected in 20.6% of calls 83.5% repeat consistency
NO Does an executive say "great question" at any point? Debate · seen in 20.2% of calls
How to read this NO

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

Transcript-only check Detected in 20.2% of calls 99.7% repeat consistency
NO Does anyone say "we remain confident" or "we are confident"? Debate · seen in 42.2% of calls
How to read this NO

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

Transcript-only check Detected in 42.2% of calls 93% repeat consistency
NO Does any executive say "thank you" immediately after finishing an answer? Debate · seen in 47.4% of calls
How to read this NO

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

Transcript-only check Detected in 47.4% of calls 85.2% repeat consistency
NO Does an executive cite a specific dollar figure greater than one billion? Discovery · seen in 71% of calls
How to read this NO

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

Transcript-only check Detected in 71% of calls 97.6% repeat consistency
NO Does any analyst's question contain the word "curious"? Discovery · seen in 57.5% of calls
How to read this NO

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

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

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

Transcript-only check Detected in 37.3% of calls 86.5% repeat consistency
NO 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 NO

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

Transcript-only check Detected in 82.3% 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
NO Does any executive use the word "momentum"? Discovery · seen in 51.2% 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 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
NO Does management reference "the macro environment" or "macroeconomic" at least once? Discovery · seen in 25.5% of calls
How to read this NO

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

Transcript-only check Detected in 25.5% of calls 97.6% repeat consistency
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
NO Does the operator announce more than one analyst from the same firm? Discovery · seen in 15% of calls
How to read this NO

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

Transcript-only check Detected in 15% of calls 98.3% repeat consistency
NO Does any prepared remark mention "headwinds" or "tailwinds"? Discovery · seen in 33.1% of calls
How to read this NO

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

Transcript-only check Detected in 33.1% of calls 94.8% repeat consistency
NO Does any speaker say "with that, I'll turn it over"? Discovery · seen in 55.8% of calls
How to read this NO

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

Transcript-only check Detected in 55.8% of calls 83.5% repeat consistency
NO Does the CFO use the phrase "capital allocation"? Discovery · seen in 15.3% of calls
How to read this NO

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

Transcript-only check Detected in 15.3% of calls 99% repeat consistency
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
YES Does anyone say "thank you" at least ten times in the transcript? Editor · seen in 73.2% of calls
How to read this YES

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

Transcript-only check Detected in 73.2% of calls 81.8% repeat consistency
NO Does an executive use the phrase "if you look at" at least twice? Editor · seen in 36.2% of calls
How to read this NO

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

Transcript-only check Detected in 36.2% of calls 89.9% repeat consistency
NO Does any analyst begin their question with "Hi" or "Hello" as a greeting? Editor · seen in 60.1% of calls
How to read this NO

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

Transcript-only check Detected in 60.1% of calls 95.6% repeat consistency
YES Does anyone say "we are excited about" without naming a number? Editor · seen in 38.7% of calls
How to read this YES

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

Transcript-only check Detected in 38.7% of calls 92.3% repeat consistency
YES Does an analyst reference a peer company's results or valuation? Editor · seen in 21.4% 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 21.4% of calls 88% repeat consistency
YES 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 YES

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

Transcript-only check Detected in 20.3% of calls 95.3% repeat consistency
NO Does management use the word "headwind" or "headwinds"? Editor · seen in 42.1% of calls
How to read this NO

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

Transcript-only check Detected in 42.1% of calls 97.6% repeat consistency
YES Does any speaker use the word "tailwind" or "tailwinds"? Editor · seen in 27.3% of calls
How to read this YES

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

Transcript-only check Detected in 27.3% of calls 99.7% repeat consistency
NO Does any speaker use the word "momentum"? Editor · seen in 52.8% 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 52.8% of calls 98.7% repeat consistency
NO Does the word "investments" appear in the context of margins or costs? Editor · seen in 40.8% of calls
How to read this NO

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

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

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

Transcript-only check Detected in 27.4% of calls 98.7% repeat consistency
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
YES 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 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 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
YES Does the CEO's prepared remarks mention "macro" or "macroeconomic"? Editor · seen in 19.5% 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 19.5% of calls 98.3% repeat consistency
NO Does anyone use the phrase "the vast majority"? Editor · seen in 16.3% of calls
How to read this NO

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

Transcript-only check Detected in 16.3% of calls 99.7% repeat consistency
NO Does the word "temporary" or "transitory" appear? Editor · seen in 18.6% of calls
How to read this NO

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

Transcript-only check Detected in 18.6% of calls 97.3% repeat consistency
NO Is an analyst's question answered with "great question" or similar? Editor · seen in 28.9% of calls
How to read this NO

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

Transcript-only check Detected in 28.9% of calls 88.6% repeat consistency
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
YES Does anyone say "thank you" at least ten times across the call? Fact Checker · seen in 67.1% of calls
How to read this YES

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

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

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

Transcript-only check Detected in 40.9% of calls 91.6% repeat consistency
NO 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 NO

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

Transcript-only check Detected in 80.9% of calls 95.3% repeat consistency
YES Does the phrase "in terms of" appear at least twice? Forensic · seen in 84.8% of calls
How to read this YES

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

Transcript-only check Detected in 84.8% of calls 94% repeat consistency
NO First-person singular ("I believe," "I think") used more by the CFO than the CEO. Forensic · seen in 13.5% of calls
How to read this NO

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

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

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

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

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

Transcript-only check Detected in 78.4% of calls 81% repeat consistency
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
YES Does an analyst reference a competitor by name during their question? Forensic · 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 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
NO The transcript contains an apology unrelated to financial results. Forensic · seen in 39.5% of calls
How to read this NO

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

Transcript-only check Detected in 39.5% of calls 86% repeat consistency
NO The word "challenge" is spoken more often than "opportunity." Forensic · seen in 14.7% of calls
How to read this NO

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

Transcript-only check Detected in 14.7% of calls 93% repeat consistency
YES Does the word "seasonality" or "seasonal" appear? Forensic · seen in 44.7% 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 44.7% of calls 99.3% repeat consistency
NO The phrase "as you know" appears at least twice. Forensic · seen in 27.8% of calls
How to read this NO

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

Transcript-only check Detected in 27.8% of calls 89% repeat consistency
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
NO Does anyone say "we remain" followed by a verb (e.g., "we remain committed")? Forensic · seen in 36% of calls
How to read this NO

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

Transcript-only check Detected in 36% of calls 82.6% repeat consistency
YES Does an executive cite a conversation with a customer that has no verifiable specificity (unnamed, undated, unquantified)? Historian · seen in 48.9% of calls
How to read this YES

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

Transcript-only check Detected in 48.9% of calls 82% repeat consistency
NO Does the transcript contain a sentence that begins with "What I would say is"? Historian · seen in 10.3% of calls
How to read this NO

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

Transcript-only check Detected in 10.3% of calls 95.3% repeat consistency
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
YES Does the CEO personally answer more questions than any other executive? Hostage · seen in 72.7% of calls
How to read this YES

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

Transcript-only check Detected in 72.7% of calls 93.9% repeat consistency
NO Does the operator say "our final question" or similar? Hostage · seen in 18.1% of calls
How to read this NO

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

Transcript-only check Detected in 18.1% of calls 92.3% repeat consistency
YES Does the word "opportunity" or "opportunities" appear at least five times? Hostage · seen in 58.7% of calls
How to read this YES

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

Transcript-only check Detected in 58.7% of calls 92.3% repeat consistency
NO Does the word "clearly" appear at least twice? Hostage · seen in 24.8% of calls
How to read this NO

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

Transcript-only check Detected in 24.8% of calls 92.3% repeat consistency
YES Does the word "leverage" appear as a verb at least twice? Hostage · seen in 26.5% of calls
How to read this YES

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

Transcript-only check Detected in 26.5% of calls 94.3% repeat consistency
YES Does any analyst's first name get used by an executive when thanking them? Hostage · seen in 57.8% of calls
How to read this YES

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

Transcript-only check Detected in 57.8% of calls 85.2% repeat consistency
YES Does the operator announce more than five questioners? Insurance · seen in 64.7% of calls
How to read this YES

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

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

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

Transcript-only check Detected in 79.4% of calls 92.9% repeat consistency
NO Does the operator use the phrase "our next question comes from" more than three times? Insurance · seen in 52.3% of calls
How to read this NO

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

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

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

Transcript-only check Detected in 68.2% of calls 84.5% repeat consistency
YES 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 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 83.3% repeat consistency
YES Executive corrects an analyst's premise. Insurance · seen in 60% of calls
How to read this YES

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

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

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

Transcript-only check Detected in 38% of calls 86.5% repeat consistency
YES Does the CEO personally answer more than half of the analyst questions? Insurance · seen in 64.9% of calls
How to read this YES

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

Transcript-only check Detected in 64.9% of calls 92.1% repeat consistency
NO Does any analyst mention the word "margin" in their first question? Insurance · seen in 39.4% of calls
How to read this NO

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

Transcript-only check Detected in 39.4% of calls 93.8% repeat consistency
YES Executive uses the word "excited" more than twice. Insurance · seen in 27.7% of calls
How to read this YES

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

Transcript-only check Detected in 27.7% of calls 92.3% repeat consistency
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
NO Does an executive say "we said" when recalling prior statements? Insurance · 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 89.7% repeat consistency
NO Does any analyst begin their turn with "thanks" or "thank you"? Insurance · seen in 71.8% of calls
How to read this NO

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

Transcript-only check Detected in 71.8% of calls 89.9% repeat consistency
NO Does the word "headwind" or "tailwind" appear at least twice? Insurance · seen in 36.1% of calls
How to read this NO

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

Transcript-only check Detected in 36.1% of calls 98.3% repeat consistency
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
NO Does the word "capital" appear at least five times? Insurance · seen in 53.8% 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 53.8% of calls 93.3% repeat consistency
YES Does any executive say "we feel" rather than "we believe" or "we think"? Insurance · seen in 58.2% of calls
How to read this YES

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

Transcript-only check Detected in 58.2% of calls 95.7% repeat consistency
NO Does the word "capital" appear in at least three different speakers' turns? Insurance · seen in 37.7% of calls
How to read this NO

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

Transcript-only check Detected in 37.7% of calls 90.4% repeat consistency
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
NO Is the word "automation" or "productivity" used at least once? Insurance · seen in 37.9% of calls
How to read this NO

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

Transcript-only check Detected in 37.9% of calls 99% repeat consistency
YES Does the word "uncertainty" or "uncertainties" appear at least twice? Insurance · 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 95% repeat consistency
YES Does the phrase "year over year" appear at least three times? Insurance · seen in 46% of calls
How to read this YES

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

Transcript-only check Detected in 46% of calls 90.6% repeat consistency
YES Does management use the word "leverage" or "leveraging" at least twice? Insurance · seen in 51.1% of calls
How to read this YES

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

Transcript-only check Detected in 51.1% of calls 94.6% repeat consistency
NO Currency headwinds mentioned unprompted. Insurance · seen in 29.3% of calls
How to read this NO

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

Transcript-only check Detected in 29.3% of calls 97% repeat consistency
YES Is the phrase "a number of" used at least once? Insurance · seen in 67.1% of calls
How to read this YES

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

Transcript-only check Detected in 67.1% of calls 94.6% repeat consistency
NO Does anyone use the phrase "best-in-class" or "industry-leading"? Insurance · seen in 27.3% of calls
How to read this NO

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

Transcript-only check Detected in 27.3% of calls 100% repeat consistency
NO Does the word "momentum" appear at least twice in prepared remarks? Insurance · seen in 21.7% 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 21.7% of calls 94.3% repeat consistency
NO Is the phrase "on a constant currency basis" or similar currency adjustment used? Insurance · seen in 20.6% of calls
How to read this NO

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

Transcript-only check Detected in 20.6% of calls 97% repeat consistency
NO Does an analyst's question include the phrase "just to clarify"? Insurance · seen in 10.1% of calls
How to read this NO

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

Transcript-only check Detected in 10.1% of calls 94.3% repeat consistency
YES Does the phrase "the team" appear at least twice in management remarks? Insurance · seen in 41.2% 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 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
NO Speaker admits being surprised by anything. Insurance · seen in 28.1% of calls
How to read this NO

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

Transcript-only check Detected in 28.1% of calls 86% repeat consistency
NO Does any speaker use the phrase "going forward"? Insurance · seen in 61.4% of calls
How to read this NO

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

Transcript-only check Detected in 61.4% of calls 88% repeat consistency
NO Does management use the phrase "going forward" at least twice? Insurance · seen in 24.9% of calls
How to read this NO

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

Transcript-only check Detected in 24.9% of calls 84.2% repeat consistency
NO Does anyone say "stability" or "stable" when describing demand? Insurance · seen in 23.6% of calls
How to read this NO

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

Transcript-only check Detected in 23.6% of calls 89.6% repeat consistency
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
NO Does an executive say "stay tuned" or "more to come"? Insurance · seen in 11.7% of calls
How to read this NO

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

Transcript-only check Detected in 11.7% of calls 99% repeat consistency
NO Does management describe a cost program, restructuring, or efficiency initiative by a proper name? Insurance · seen in 16.8% of calls
How to read this NO

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

Transcript-only check Detected in 16.8% of calls 94% repeat consistency
NO Does the CFO's prepared section mention interest expense by name or figure? Insurance · seen in 31.7% of calls
How to read this NO

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

Transcript-only check Detected in 31.7% of calls 97.7% repeat consistency
NO Does the word "volatility" appear? Insurance · seen in 28.6% of calls
How to read this NO

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

Transcript-only check Detected in 28.6% of calls 99.3% repeat consistency
NO Executive mentions a hobby or personal anecdote. Insurance · seen in 16.7% of calls
How to read this NO

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

Transcript-only check Detected in 16.7% of calls 88% repeat consistency
NO Does the word "pipeline" appear without a dollar figure attached? Insurance · seen in 55.3% of calls
How to read this NO

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

Transcript-only check Detected in 55.3% of calls 99% repeat consistency
YES Does the phrase "the macro" or "macro environment" appear? Insurance · seen in 19.7% of calls
How to read this YES

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

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

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

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

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

Transcript-only check Detected in 15% of calls 97% repeat consistency
NO Does any speaker say "we remain" followed by an adjective? Insurance · seen in 53.5% of calls
How to read this NO

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

Transcript-only check Detected in 53.5% of calls 93.3% repeat consistency
YES Does management thank analysts by name when responding? Insurance · seen in 52.9% of calls
How to read this YES

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

Transcript-only check Detected in 52.9% of calls 83.5% repeat consistency
NO Is the word "flexibility" or "flexible" used at least once? Insurance · seen in 44.4% of calls
How to read this NO

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

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

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

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

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

Transcript-only check Detected in 17.4% of calls 80.3% repeat consistency
NO Does any speaker use "we're" where "we are" could substitute, more than twenty times overall? Interrogator · seen in 61.9% of calls
How to read this NO

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

Transcript-only check Detected in 61.9% of calls 83.8% repeat consistency
YES Does any analyst reference the CEO or CFO by first name? Interrogator · seen in 79.6% of calls
How to read this YES

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

Transcript-only check Detected in 79.6% of calls 93.8% repeat consistency
YES Does anyone say "obviously" at least three times? Interrogator · seen in 43.3% 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 43.3% of calls 86.9% repeat consistency
NO Does anyone use the word "pipeline" at least twice? Interrogator · seen in 37.8% of calls
How to read this NO

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

Transcript-only check Detected in 37.8% of calls 98.3% repeat consistency
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
NO Does anyone say "headwind" or "headwinds" more than once? Linguist · seen in 27.7% of calls
How to read this NO

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

Transcript-only check Detected in 27.7% of calls 97.6% repeat consistency
NO Does an analyst use the phrase "to clarify"? Linguist · seen in 17.1% of calls
How to read this NO

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

Transcript-only check Detected in 17.1% of calls 92.4% repeat consistency
YES Does any executive use the phrase "year over year" at least three times? Linguist · seen in 41.8% of calls
How to read this YES

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

Transcript-only check Detected in 41.8% of calls 91.8% repeat consistency
YES Does an executive cite a conversation with a customer, partner, or employee as evidence? Military · seen in 53% of calls
How to read this YES

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

Transcript-only check Detected in 53% of calls 84.3% repeat consistency
NO Does any question go to a named executive other than the CEO or CFO? Military · seen in 32.5% of calls
How to read this NO

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

Transcript-only check Detected in 32.5% of calls 85.7% repeat consistency
YES Does an executive say "to be clear" or "let me be clear"? Military · seen in 13.8% of calls
How to read this YES

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

Transcript-only check Detected in 13.8% of calls 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
YES Does the word "guidance" appear in the prepared remarks (not just Q&A)? Negotiation · seen in 64% of calls
How to read this YES

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

Transcript-only check Detected in 64% of calls 98.7% repeat consistency
YES Is the word "margin" used with a number attached (e.g., "400 basis points")? Negotiation · seen in 66.7% of calls
How to read this YES

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

Transcript-only check Detected in 66.7% of calls 93.3% repeat consistency
YES Does the transcript contain the word "record" preceding a noun (e.g., "record margin")? Negotiation · seen in 40.6% of calls
How to read this YES

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

Transcript-only check Detected in 40.6% of calls 97.3% repeat consistency
YES Does an executive answer a question by citing a competitor's actions? Negotiation · seen in 36.3% of calls
How to read this YES

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

Transcript-only check Detected in 36.3% of calls 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
NO Does the CEO begin an answer with "look" or "listen"? Negotiation · seen in 21.3% of calls
How to read this NO

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

Transcript-only check Detected in 21.3% of calls 94.7% repeat consistency
NO Does the word "inflation" appear anywhere in the transcript? Negotiation · seen in 36.9% of calls
How to read this NO

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

Transcript-only check Detected in 36.9% of calls 98% repeat consistency
NO Is there a pause or silence acknowledged on the call ("I think we lost you")? Negotiation · seen in 19.2% of calls
How to read this NO

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

Transcript-only check Detected in 19.2% of calls 87.7% repeat consistency
YES Does an executive name a specific competitor during the call? Negotiation · seen in 24.5% 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 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
YES 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 YES

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

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
YES 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 YES

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

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
YES Does anyone say "we're excited" or "we are excited"? Private Credit · seen in 49.5% of calls
How to read this YES

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

Transcript-only check Detected in 49.5% of calls 93.7% repeat consistency
NO Does the word "dividend" appear? Private Credit · seen in 45.5% of calls
How to read this NO

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

Transcript-only check Detected in 45.5% of calls 98.7% repeat consistency
YES Is the word "invest" or "investment" used more than twice? Private Credit · seen in 75% of calls
How to read this YES

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

Transcript-only check Detected in 75% of calls 95.3% repeat consistency
YES Does the word "invest" or "investment" appear at least twice? Private Credit · seen in 85.8% of calls
How to read this YES

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

Transcript-only check Detected in 85.8% of calls 96.7% repeat consistency
NO Does anyone cite a percentage of revenue from a specific segment? Private Credit · seen in 40.3% 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 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
YES Does the phrase "year over year" appear? Private Credit · seen in 72.9% of calls
How to read this YES

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

Transcript-only check Detected in 72.9% of calls 96% repeat consistency
NO Does the word "liquidity" appear at least once? Private Credit · seen in 34.7% of calls
How to read this NO

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

Transcript-only check Detected in 34.7% of calls 99.7% repeat consistency
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
NO Does anyone mention selling assets, real estate, or equipment to raise cash? Private Credit · seen in 24.2% of calls
How to read this NO

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

Transcript-only check Detected in 24.2% of calls 90.7% repeat consistency
YES Does anyone reference "the macro" or "macro environment"? Private Credit · seen in 26.5% of calls
How to read this YES

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

Transcript-only check Detected in 26.5% of calls 91% repeat consistency
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
YES Does anyone use the phrase "our customers" rather than naming a customer? Private Credit · seen in 60.7% of calls
How to read this YES

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

Transcript-only check Detected in 60.7% of calls 95% repeat consistency
NO Does the transcript include a question about interest expense or debt service? Private Credit · seen in 10.7% of calls
How to read this NO

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

Transcript-only check Detected in 10.7% of calls 95.3% repeat consistency
NO Does the phrase "working capital" appear in a context other than a seasonality excuse? Private Credit · seen in 25.7% of calls
How to read this NO

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

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

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

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

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

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

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

Transcript-only check Detected in 23.8% of calls 85.3% repeat consistency
NO Does an executive say "we remain confident" or similar? Private Credit · seen in 35.8% of calls
How to read this NO

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

Transcript-only check Detected in 35.8% of calls 82.6% repeat consistency
NO Does anyone mention covenants, amendments to loan documents, or lender conversations? Private Credit · seen in 11.6% of calls
How to read this NO

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

Transcript-only check Detected in 11.6% of calls 95.7% repeat consistency
NO Does anyone say "with that" or "that said" to pivot? Private Credit · seen in 81.4% 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 81.4% of calls 96.7% repeat consistency
YES Does an executive open their first answer by thanking the analyst? Private Credit · seen in 37.1% of calls
How to read this YES

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

Transcript-only check Detected in 37.1% of calls 94.6% repeat consistency
NO Does any analyst's question include the word "capex" or "cash flow"? Procurement · seen in 38.5% of calls
How to read this NO

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

Transcript-only check Detected in 38.5% of calls 94.5% repeat consistency
NO Does the word "headline" or "headwinds" appear at least once? Procurement · seen in 43.1% of calls
How to read this NO

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

Transcript-only check Detected in 43.1% of calls 95.9% repeat consistency
NO Does the word "core" appear at least twice? Procurement · seen in 44% of calls
How to read this NO

The model did not 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% 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
NO Does any analyst's question contain the word "guidance"? Project · seen in 54.3% 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 54.3% of calls 92.4% repeat consistency
NO Does the CFO's prepared remarks exceed 1,000 words? Project · seen in 40.9% of calls
How to read this NO

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

Transcript-only check Detected in 40.9% of calls 89.3% repeat consistency
NO Does any speaker say "if you look at"? Project · seen in 54.1% of calls
How to read this NO

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

Transcript-only check Detected in 54.1% of calls 89.3% repeat consistency
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
NO Does management use the phrase "balance sheet" at least twice? Project · seen in 41.1% of calls
How to read this NO

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

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

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

Transcript-only check Detected in 64.8% of calls 96.2% repeat consistency
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
NO Does the operator say "our next question" two or more times? Scientist · seen in 73.5% of calls
How to read this NO

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

Transcript-only check Detected in 73.5% of calls 85.6% repeat consistency
NO Does the final questioner get an explicit closing acknowledgment from the operator ("last question" or similar)? Scientist · seen in 25.7% of calls
How to read this NO

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

Transcript-only check Detected in 25.7% of calls 95.2% repeat consistency
YES 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 YES

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

Transcript-only check Detected in 23.9% of calls 94.2% repeat consistency
YES Does an analyst preface a question with "quick" or "quickly"? Screenwriter · seen in 56% of calls
How to read this YES

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

Transcript-only check Detected in 56% of calls 99% repeat consistency
YES Does an executive state a specific numeric percentage when answering a question? Screenwriter · seen in 86.7% of calls
How to read this YES

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

Transcript-only check Detected in 86.7% of calls 97.9% repeat consistency
YES Does anyone say "in terms of" at least twice? Screenwriter · seen in 84.8% of calls
How to read this YES

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

Transcript-only check Detected in 84.8% of calls 94% repeat consistency
NO Is there a question that clearly annoyed the executive, visible in the reply's abruptness? Screenwriter · seen in 27.1% of calls
How to read this NO

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

Transcript-only check Detected in 27.1% of calls 85.3% repeat consistency
NO Does the word "guidance" appear in the Q&A section? Screenwriter · seen in 66.6% 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 66.6% of calls 93.1% repeat consistency
YES Does the word "strong" appear more than five times? Screenwriter · seen in 64.9% of calls
How to read this YES

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

Transcript-only check Detected in 64.9% of calls 91.3% repeat consistency
YES Does the phrase "thank you" appear more than ten times? Screenwriter · seen in 62.8% of calls
How to read this YES

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

Transcript-only check Detected in 62.8% of calls 80.9% repeat consistency
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
YES Does the phrase "thank you" appear at least ten times anywhere in the transcript? Screenwriter · seen in 72.8% of calls
How to read this YES

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

Transcript-only check Detected in 72.8% of calls 83.2% repeat consistency
YES Does an executive begin an answer by restating the analyst's name? Screenwriter · seen in 85.3% of calls
How to read this YES

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

Transcript-only check Detected in 85.3% of calls 97% repeat consistency
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
YES Does the word "opportunity" or "opportunities" appear more than three times? Screenwriter · seen in 66.5% of calls
How to read this YES

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

Transcript-only check Detected in 66.5% of calls 93.3% repeat consistency
YES Is there a villain—market conditions, regulation, currency—that behaves consistently across the call? Screenwriter · seen in 83.3% of calls
How to read this YES

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

Transcript-only check Detected in 83.3% of calls 86.3% repeat consistency
NO Does the word "challenging" appear? Screenwriter · seen in 41.6% of calls
How to read this NO

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

Transcript-only check Detected in 41.6% of calls 98.3% repeat consistency
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
NO Does the phrase "capital" appear at least five times? Screenwriter · seen in 50.3% 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 50.3% of calls 92.1% repeat consistency
YES Does an analyst ask a question the prepared remarks already answered? Screenwriter · seen in 86.1% of calls
How to read this YES

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

Transcript-only check Detected in 86.1% of calls 82.7% repeat consistency
YES Does the word "quarter" appear at least twenty times? Screenwriter · seen in 84.4% of calls
How to read this YES

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

Transcript-only check Detected in 84.4% of calls 90.4% repeat consistency
YES Does any single analyst ask more than two questions during the whole call? Screenwriter · seen in 86.6% of calls
How to read this YES

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

Transcript-only check Detected in 86.6% of calls 89.7% repeat consistency
YES Does the phrase "on a year-over-year basis" or "year over year" appear at least twice? Screenwriter · seen in 60.1% of calls
How to read this YES

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

Transcript-only check Detected in 60.1% of calls 89.3% repeat consistency
YES Is the word "headwinds" or "tailwinds" used? Screenwriter · seen in 41.8% of calls
How to read this YES

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

Transcript-only check Detected in 41.8% of calls 97.3% repeat consistency
YES Does the word "margin" appear at least three times? Screenwriter · seen in 73.6% of calls
How to read this YES

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

Transcript-only check Detected in 73.6% of calls 98% repeat consistency
YES Is the word "confidence" or "confident" spoken by any executive? Screenwriter · seen in 73.2% of calls
How to read this YES

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

Transcript-only check Detected in 73.2% of calls 97.7% repeat consistency
NO Does anyone use the phrase "call it" or "let's call it" before an estimate? Screenwriter · seen in 24.7% of calls
How to read this NO

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

Transcript-only check Detected in 24.7% of calls 96.7% repeat consistency
NO Does the phrase "going forward" appear? Screenwriter · seen in 62.9% of calls
How to read this NO

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

Transcript-only check Detected in 62.9% of calls 87.6% repeat consistency
NO Does anyone say "coming back" or "circling back" to take a follow-up? Screenwriter · seen in 11% of calls
How to read this NO

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

Transcript-only check Detected in 11% of calls 94.3% repeat consistency
NO Does the word "inflation" appear at least twice? Screenwriter · seen in 25.3% of calls
How to read this NO

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

Transcript-only check Detected in 25.3% of calls 97.3% repeat consistency
YES Does any executive say "we believe" at least twice? Screenwriter · seen in 65.8% of calls
How to read this YES

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

Transcript-only check Detected in 65.8% of calls 92.8% repeat consistency
NO Does management use the phrase "going forward"? Screenwriter · seen in 56.2% of calls
How to read this NO

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

Transcript-only check Detected in 56.2% of calls 85.6% repeat consistency
NO Does anyone use the word "robust"? Screenwriter · seen in 46% of calls
How to read this NO

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

Transcript-only check Detected in 46% of calls 99% repeat consistency
NO Does any speaker use the phrase "if you will" or "so to speak"? Screenwriter · seen in 23.2% of calls
How to read this NO

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

Transcript-only check Detected in 23.2% of calls 97.7% repeat consistency
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
NO Does any executive say "we're pleased" or "I'm pleased"? Screenwriter · seen in 68.3% of calls
How to read this NO

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

Transcript-only check Detected in 68.3% of calls 92.8% repeat consistency
YES Is there a moment of modesty—someone crediting luck or timing? Screenwriter · seen in 12.5% 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 12.5% of calls 92.3% repeat consistency
NO Does anyone use the phrase "on a year-over-year basis"? Screenwriter · seen in 18.9% of calls
How to read this NO

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

Transcript-only check Detected in 18.9% of calls 93.6% repeat consistency
YES Is the word "excited" or "exciting" used by management at least twice? Semiotician · seen in 45.8% of calls
How to read this YES

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

Transcript-only check Detected in 45.8% of calls 97.3% repeat consistency
YES Does any speaker say "just" five or more times? Semiotician · seen in 83.3% of calls
How to read this YES

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

Transcript-only check Detected in 83.3% of calls 82.2% repeat consistency
NO Does any question begin with "Can you" or "Could you"? Semiotician · seen in 84.8% of calls
How to read this NO

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

Transcript-only check Detected in 84.8% of calls 85.2% repeat consistency
NO Does the word "quick" or "quickly" appear in three or more analyst questions? Semiotician · seen in 13.2% of calls
How to read this NO

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

Transcript-only check Detected in 13.2% of calls 91.6% repeat consistency
YES 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 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 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
NO Does anyone use the word "actually" at least three times? Semiotician · seen in 46.2% of calls
How to read this NO

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

Transcript-only check Detected in 46.2% of calls 85.5% repeat consistency
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
NO Does any analyst apologize or preface with "sorry" before asking? Semiotician · seen in 32.8% of calls
How to read this NO

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

Transcript-only check Detected in 32.8% of calls 92.9% repeat consistency
YES Is the word "excited" used by the CEO more than the word "confident"? Semiotician · seen in 33.1% of calls
How to read this YES

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

Transcript-only check Detected in 33.1% of calls 92% repeat consistency
NO Does any speaker use the phrase "the right" before a noun ("the right team," "the right decisions")? Semiotician · seen in 57.8% of calls
How to read this NO

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

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

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

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

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

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

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

Transcript-only check Detected in 41.5% of calls 88.3% repeat consistency
NO Does an analyst apologize before or during their question? Semiotician · seen in 32.8% of calls
How to read this NO

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

Transcript-only check Detected in 32.8% of calls 96.6% repeat consistency
YES Are there more questions about revenue than about costs? Semiotician · seen in 69.8% of calls
How to read this YES

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

Transcript-only check Detected in 69.8% of calls 85.2% repeat consistency
NO Does the word "challenging" appear at least twice? Semiotician · seen in 20.1% of calls
How to read this NO

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

Transcript-only check Detected in 20.1% of calls 97% repeat consistency
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
YES 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 YES

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

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

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

Transcript-only check Detected in 87.7% of calls 93.3% repeat consistency
NO Is there a mention of "FX," "currency," or "foreign exchange"? Semiotician · seen in 39.5% of calls
How to read this NO

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

Transcript-only check Detected in 39.5% of calls 98.7% repeat consistency
NO Does any executive say "that's right" or "that's correct" to an analyst? Semiotician · seen in 23.6% of calls
How to read this NO

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

Transcript-only check Detected in 23.6% of calls 96.2% repeat consistency
YES Does the word "leverage" appear at least twice? Semiotician · seen in 52.1% of calls
How to read this YES

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

Transcript-only check Detected in 52.1% of calls 94.5% repeat consistency
NO Is the word "leverage" used at least three times? Semiotician · seen in 37.8% of calls
How to read this NO

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

Transcript-only check Detected in 37.8% of calls 90% repeat consistency
NO Does management use the word "headwinds" at least once? Semiotician · seen in 33.6% of calls
How to read this NO

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

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

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

Transcript-only check Detected in 51.8% of calls 84% repeat consistency
NO Does anyone attribute results to "the team" rather than to strategy? Semiotician · seen in 61.6% of calls
How to read this NO

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

Transcript-only check Detected in 61.6% of calls 90.7% repeat consistency
NO Does any speaker say "going forward"? Semiotician · seen in 61.4% of calls
How to read this NO

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

Transcript-only check Detected in 61.4% of calls 85.6% repeat consistency
NO Does any analyst begin their question with "congratulations"? Semiotician · seen in 17.8% of calls
How to read this NO

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

Transcript-only check Detected in 17.8% of calls 92.6% repeat consistency
NO Does an analyst thank management at the end of their turn? Semiotician · seen in 77.2% of calls
How to read this NO

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

Transcript-only check Detected in 77.2% of calls 94.7% repeat consistency
NO Does anyone describe the future with "We believe" more than "We expect"? Semiotician · seen in 30.2% of calls
How to read this NO

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

Transcript-only check Detected in 30.2% of calls 87.3% repeat consistency
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
NO Is the word "momentum" used without a stated metric attached to it? Semiotician · seen in 41.4% of calls
How to read this NO

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

Transcript-only check Detected in 41.4% of calls 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
YES Does management use the word "solid" at least once? Semiotician · seen in 57.7% of calls
How to read this YES

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

Transcript-only check Detected in 57.7% of calls 97% repeat consistency
NO Is there an analogy to a machine, engine, or flywheel? Semiotician · seen in 29.2% of calls
How to read this NO

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

Transcript-only check Detected in 29.2% of calls 88% repeat consistency
YES Is the word "visibility" used at least once? Semiotician · seen in 34.1% of calls
How to read this YES

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

Transcript-only check Detected in 34.1% of calls 100% repeat consistency
YES Is the phrase "base case" or "scenario" used at least once? Semiotician · seen in 19.1% 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 19.1% of calls 96.9% repeat consistency
NO Does anyone say "we take that seriously" or "we're very focused on"? Semiotician · seen in 18% of calls
How to read this NO

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

Transcript-only check Detected in 18% of calls 92% repeat consistency
NO Is the phrase "to your point" or "as you mentioned" used at least once? Semiotician · seen in 32.8% of calls
How to read this NO

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

Transcript-only check Detected in 32.8% of calls 83.5% repeat consistency
NO Does the operator say "thank you" more than three times? Semiotician · seen in 30% of calls
How to read this NO

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

Transcript-only check Detected in 30% of calls 94.3% repeat consistency
YES Does management mention a specific competitor by name? Semiotician · 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 93.1% repeat consistency
YES Does management say "the team" at least twice? Semiotician · seen in 31.9% 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 31.9% of calls 85.9% repeat consistency
NO Does the word "fundamentally" appear at least once? Semiotician · seen in 12.3% of calls
How to read this NO

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

Transcript-only check Detected in 12.3% of calls 98.3% repeat consistency
NO Does the phrase "ahead of" precede any mention of guidance or expectations? Semiotician · seen in 14.1% of calls
How to read this NO

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

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

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

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

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

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

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

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

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

Transcript-only check Detected in 10.5% of calls 92.7% repeat consistency
NO Does management use the phrase "strategic" at least twice? Semiotician · seen in 46% of calls
How to read this NO

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

Transcript-only check Detected in 46% of calls 97.3% repeat consistency
NO Does any speaker describe a business unit as "healthy"? Semiotician · seen in 13.3% of calls
How to read this NO

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

Transcript-only check Detected in 13.3% of calls 92.7% repeat consistency
NO Does any speaker use the word "fundamentals"? Semiotician · seen in 17.8% of calls
How to read this NO

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

Transcript-only check Detected in 17.8% of calls 100% repeat consistency
NO Does the word "resilient" or "resilience" appear? Semiotician · seen in 24.7% of calls
How to read this NO

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

Transcript-only check Detected in 24.7% of calls 98% repeat consistency
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
NO Does the word "headwind" or "headwinds" appear at least twice? Simultaneous · seen in 28.5% of calls
How to read this NO

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

Transcript-only check Detected in 28.5% of calls 97% repeat consistency
YES Does the CFO mention a specific percentage greater than ten? Simultaneous · seen in 89.1% of calls
How to read this YES

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

Transcript-only check Detected in 89.1% of calls 96.6% repeat consistency
NO Does the phrase "going forward" appear at least once? Simultaneous · seen in 63.4% of calls
How to read this NO

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

Transcript-only check Detected in 63.4% of calls 86.5% repeat consistency
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
YES Does the CEO use the word "incredibly" at any point? Simultaneous · 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 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
NO Does any executive say "with that" to transition between speakers or topics? Simultaneous · seen in 75% of calls
How to read this NO

The model did not 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% 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
YES Does any speaker use the word "hedging" or say "to hedge"? Simultaneous · 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 96.3% repeat consistency
YES Does any analyst identify themselves with a two-part introduction (name and firm)? Simultaneous · seen in 10.2% of calls
How to read this YES

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

Transcript-only check Detected in 10.2% of calls 85.9% repeat consistency
NO Does the word "talent" appear at least once? Simultaneous · seen in 20.8% of calls
How to read this NO

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

Transcript-only check Detected in 20.8% of calls 98% repeat consistency
YES Is the word "capacity" used more often about factories than about people? Supply Chain · seen in 26.2% 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 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
YES Is a supplier or vendor mentioned by name at any point? Supply Chain · 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 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 PI calls. Open a question to read the model's original reasoning.

212 saved explanations · 209 questions
NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — compa Q1 2024 · 4 archived calls

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

NOQ1 2024 · 2024-04-24

We need answer only YES or NO. Need evaluate both gates. We need parse transcript. Need identify positive current development, Q&A adds concrete operating detail beyond prepared remarks. And improvement filter: engine company-controlled vs external. Let's analyze. Company: Impinj. Q1 2024. Prepared remarks: revenue up, endpoint IC strength, M800 ramp, solutions, DPP, food, NXP settlement. Positive current developments: endpoint IC revenue exceeded expectations, retail demand improving, M800 volumes doubling in Q2, enterprise solutions rollouts, etc. Q&A probes: general merchandise large North American retailer, logistics second customer, food, DPP, licensing, gross margins, OpEx, M800. Gate 1: Is there a positive current development where Q&A produces more concrete operating detail than prepared remarks? Need see if management answers add new specifics. Prepared remarks already detailed: endpoint IC revenue exceeded expectations, retail apparel and general merchandise, M800 doubling, E-family shipments, European retailer rollout, large NA retailer RAIN tag usage accelerated, second logistics end user label consumption increase, DPP, food. Q&A: Harsh asks about general merchandise large NA retailer. Jeff says tagging ecosystem partners signal steady gains in tagging additional categories, modest uptick in consumer demand, some categories progressing more quickly. Chris adds historical bellwether. That's somewhat additive but not much new specifics? It mentions "tagging ecosystem partners" and "additional general merchandise categories" but no names, no volumes. It is general. Then logistics second customer: Jeff says prefer customers speak, but platform opportunities and multiple silicon touch points. Not much. Food: Chris says food moving faster than expected, fast food chains talking openly about inventory, shelf life, freshness. That's in prepared remarks? Prepared remarks: "demand is growing at a faster pace than I had expected, with several quick-service food chains talking openly about using RAIN for inventory, shelf life and freshness." Q&A repeats same. No new. DPP: Chris elaborates on DPP, mobile phones, but that's more opportunity, not current operating detail. Licensing: NXP settlement details in prepared remarks. Q&A asks about additional licensing opportunities, Chris says additional opportunities but no specifics.

NOQ4 2022 · 2023-02-08

We need answer only YES or NO. Need evaluate both gates. Need use transcript. Gate 1: positive current development with Q&A adding more concrete operating detail than prepared remarks. Need identify development. Likely endpoint IC demand/volume growth, wafer supply improving, systems? Prepared remarks already detailed. Q&A: analysts ask about full year supply/demand, pricing, systems, authenticity, M700, logistics. Need see if Q&A adds specifics. For example, Chris says demand exceeds supply >50% for seventh quarter, but says will stop using metric. That's new detail. Systems: Cary says Q2 systems flat, components. Authenticity: Jeff says pipeline growing, no specifics. M700 no specifics. Logistics: no specifics. The main positive current development: endpoint IC volume growth driven by supply chain/logistics and retail, wafer supply improving. Q&A: Toshiya asks about supply/demand, pricing. Chris gives general, no new specifics. Cary gives pricing pass-through, post-processing cost details. Harsh asks about end markets, Chris general. Mike asks systems, Jeff general, Cary gives Q1/Q2 systems. Scott asks under-shipping, Chris confirms >50% for seventh quarter, new metric. Also asks market growth, no. Authenticity: Jeff says pipeline growing, no specifics. M700: no. Logistics: no. So Q&A mostly repeats or general. There is some new detail: demand >50% for seventh quarter, Q2 systems flat, gross margin details, but those are financial/guidance. Gate 1 likely NO because no development where Q&A adds substantive operational detail beyond prepared remarks. Prepared remarks already had strong results, backlog, wafer supply, projects. Q&A doesn't add much concrete about operations. So Gate 1 NO. Then answer NO. Need final only YES/NO.

NOQ3 2022 · 2022-10-26

We need to evaluate both gates based on the transcript. Gate 1: Is there a positive current development with Q&A adding more concrete operating detail than prepared remarks? The call highlights strong demand, supply constraints, record revenue, etc. The main positive development is the strong demand and supply situation, but also the launch of Impinj Authenticity. However, the Q&A about Authenticity is early, no concrete details. The Q&A about supply and demand: analysts ask about supply, inventory, pricing. Management gives some specifics about wafer supply, foundry partner, but mostly repeats that demand exceeds supply, they are working with foundry, etc. They add some detail about inventory build possibility, but not much new operational specifics. The Q&A about gross margins and guidance is financial housekeeping. The Q&A about 2023 pipeline gives some color but not concrete new specifics beyond what was said. The Q&A about Authenticity is vague. The Q&A about supply diversification is general. Gate 1 requires that across multiple exchanges, management adds fresh concrete specifics about a positive current development. The most positive current development is the strong demand and supply situation, but management's answers mostly reiterate that demand exceeds supply, they are working with foundry, etc. They do add some specifics like "we entered Q4 with record backlog", "wafer upsides gradually improve", "demand exceeds supply by more than 50% for sixth consecutive quarter" - but these were in prepared remarks. In Q&A, they add that they would build inventory if possible, but that's hypothetical. They also mention that they are seeing systems supply free up earlier, but that's an expectation. They don't provide new concrete operational details like specific customer names, volumes, timing beyond what was said. The Authenticity discussion is early, no specifics. So Gate 1 likely NO. Gate 2: Is the development chiefly company-created? The strong demand is driven by external factors like supply shortage, industry demand, etc. Management says demand exceeds supply due to supply constraints, not because of their own actions. The growth is supply-limited, not demand-limited. So the engine is external environment (shortage, industry demand). Also they mention "unprecedented" demand? They say "demand exceeds supply by more than 50%" - that's a shortage.

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NO Deliberate concentration of the whole company onto one bet that is already being built Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need answer YES/NO based on transcript. Need determine if management conveys deliberate concentration on one primary undertaking already being built/staffed/executed. Let's analyze. Company Impinj, RAIN RFID. Transcript: Q4 2022. Management discusses endpoint ICs, systems, M700, 300mm post-processing, supply chain, retail self-checkout, authenticity, etc. Is there one focal undertaking? Need identify. They have record revenue, endpoint IC volume growth, wafer supply improving, 300mm post-processing ramp. They mention "ramp our expanded 300 millimeter post-processing to volume production." Is that the one thing? They are expanding 300mm post-processing capacity. But also systems, reader ICs, E-family, Indy, M780/M781, authenticity. Management seems broad. Question asks: "does management convey that the company has DELIBERATELY CONCENTRATED ITSELF — its capital, its capacity, its best people, and its management attention — ONTO ONE PRIMARY UNDERTAKING that it treats as the thing that will determine what the company becomes, AND is that undertaking already being physically built, staffed, or executed right now rather than merely chosen?" Need answer YES only if all three. Likely NO. Let's examine. Transcript: Chris: "2022 was a banner year... record revenue... record adjusted EBITDA... record backlog... strong support for enterprise end-users... As we look into 2023, we see significant end-user opportunities for our platform, and we expect those opportunities to pay further dividends in the form of continued strong endpoint IC volume growth." Multiple priorities: endpoint ICs, systems, reader ICs, product launches, authenticity, ESG, etc. They discuss "expanded 300 millimeter post-processing to volume production" as a constraint. But is that the main event? It is capacity expansion, not necessarily a new undertaking. They also have "Impinj M780 and M781, latest 300mm endpoint ICs" and "Impinj Core3D Antenna reference-design portfolio." They have "Impinj authenticity" as emerging. They have "visionary European retailer" deployment, "Asia based global retailer's self-checkout", "second large North American end user" supply chain. This is multiple. Question's essence: one coherent posture with single focal undertaking. Management does not say "we are staking company on X." They describe broad growth across endpoint IC and systems, multiple verticals.

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NO Fresh evidence outrunning the reported numbers Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management repeatedly grounds its case for the future in operating facts that are both fresh and early. The key is: (a) began/occurred/visible only within last quarter or two, (b) already real today (actual orders, customers, shipments, etc.), (c) explicitly described as only the beginning, with most effect still ahead. Look for management's own words. They mention: record backlog entering 2023, improved wafer supply, ramping 300mm post-processing, visionary European retailer deployment continuing, Asia-based global retailer self-checkout generating revenue, second large North American end user expected to drive large volumes in 2023 and beyond. They also mention new products M780/M781, Core3D antenna. They talk about demand exceeding supply for seven quarters. They say "we anticipate significant endpoint IC volume growth in 2023" but that's forward-looking. They also say "we can and will ramp shipments into that strong demand" but that's future. They mention "record backlog" which is a current fact, but is that fresh? They say "we have record backlog entering 2023" - that's a current state. But is it described as only the beginning? They say "we expect those opportunities to pay further dividends in the form of continued strong endpoint IC volume growth." That's more general. They also mention "we are seeing improved supply" and "we can and will ramp shipments" - that's a recent development (improved supply) but they say "shipment volumes will remain constrained at least into second-half 2023" so the effect is still ahead. They also mention "we entered first quarter with significant reader backlog" - that's a current fact. But the question asks: does management repeatedly ground its case in fresh and early operating facts? They do mention specific developments: the visionary European retailer deployment, the Asia-based global retailer, the second large North American end user. But are these described as "only the beginning"? For the visionary European retailer, they say "We expect this project to deliver a strong first-quarter revenue and step down as this deployment phase approaches completion. We anticipate future self-checkout and loss-prevention opportunities with this retailer at other brands and in new geographies." That suggests the current phase is ending, but future opportunities are anticipated, not yet real.

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NO Demand has broadened across independent fronts: growth is now coming from several distinct, currently-producing sources Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management describes current growth being carried by several distinct, independent sources at the same time—at least three genuinely different engines—each already producing real current business, and that this breadth is recent or building, with several sources having most contribution ahead. The answer must be YES only if management's own words convey this. Let's analyze the transcript. Management discusses various growth drivers: endpoint ICs, systems (readers/gateways), reader ICs, E-family vs Indy, specific deployments like visionary European retailer, Asia-based global retailer, supply chain logistics with second large North American end user, authenticity, etc. But we need to see if they explicitly describe multiple independent engines currently driving growth, and that this breadth is new. Chris Diorio: "Our strong support for, and shipments to, enterprise end-users drove those results, despite persistent wafer and component shortfalls." He mentions endpoint ICs, systems, reader ICs. He talks about "supply chain and logistics package tracking as well as retail self-checkout and loss prevention." He mentions specific projects: visionary European retailer, Asia-based global retailer, second large North American end user. He also mentions authenticity as a new opportunity but that's more future. He says "2022 demand held strong, with program expansions and new programs more-than-offsetting retail inventory headwinds." He says "We anticipate significant endpoint IC volume growth in 2023, despite macroeconomic crosscurrents and retailers' ongoing inventory reductions. The bulk of that growth is rooted in our platform focus on supply chain and logistics package tracking as well as retail self-checkout and loss prevention." So he identifies two main verticals: supply chain/logistics and retail (self-checkout/loss prevention). But are these distinct engines? They are different end markets. Also he mentions "other verticals" but not specific. Cary Baker: "We delivered record revenue and adjusted EBITDA while launching new products, investing in our team and unlocking new opportunities." He talks about endpoint IC revenue, systems revenue, reader IC revenue. He mentions "E-family reader IC strength, the loss prevention deployment with the visionary European retailer, and broad-based reader demand." So multiple drivers.

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NO Nobody is coming: management describes a market it must build itself, and the first buyers have started paying Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management describes creating a market that does not yet properly exist, with conversion work succeeding. The transcript shows management discussing strong demand, but also mentions "pent-up demand" and "programs that were either delayed or that we couldn't fully get going in 2022." They talk about "digital transformation" and "changing how they run their business." They mention that customers are adopting RAIN RFID, but is there a sense that they are teaching/convincing buyers? They talk about "enterprise end-users" and "program expansions." They mention "self-checkout and loss prevention" deployments. They also mention "authenticity" as a new opportunity. However, the core question: does management convey that the main obstacle is not competition but that buyers must be taught/converted? They do mention that "the technology wasn't ready" in the past, but now programs are returning. They talk about "digital transformation" as a driver. They also mention "inertia" perhaps? Not explicitly. They talk about "supply chain and logistics" as a growth area. They don't explicitly say they are educating customers or changing habits. They talk about "program expansions" and "new programs." They also mention "retailers' ongoing inventory reductions" as a headwind. The conversion work seems to be about getting customers to adopt RAIN RFID, but is that described as a barrier? They say "demand held strong" and "program expansions and new programs more-than-offsetting retail inventory headwinds." They also say "we see significant end-user opportunities" and "we expect those opportunities to pay further dividends." They don't describe a need to educate or convert. They talk about "pent-up demand" meaning demand exists but supply constrained. So the main obstacle is supply, not market creation. They also mention "component shortfalls" and "wafer shortfalls." So the company is not describing a market-creation problem; they are describing a supply problem. They also mention "we anticipate significant endpoint IC volume growth in 2023, despite macroeconomic crosscurrents and retailers' ongoing inventory reductions." That suggests demand is there. They don't talk about teaching customers. They talk about "digital transformation" but that's a general trend. They also mention "authenticity" as a new product, but that's not yet converting.

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NO Better business coming in than going out: management describes the quality of new intake visibly exceeding what it is re Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management conveys that the business being taken in now is of visibly higher quality than the business it is replacing, with both halves: (1) an in-versus-out quality contrast stated by management, and (2) the turnover is real, current, and already in the numbers' future. We need to examine the transcript for any such contrast. The call discusses strong demand, record revenue, supply constraints, etc. Management talks about growth in endpoint ICs, systems, etc. They mention product mix, but is there a contrast between incoming business being better than outgoing? They mention that they are prioritizing production volumes over costs in Q1, and that gross margin will dip but return to 53-54% in Q2. They mention that they have cost increases from foundry and they will pass those on to customers. That is about cost pass-through, not necessarily a quality contrast. They also mention that they expect E-family to outpace and replace Indy family. But is that a quality contrast? They say "we expect our E-family to significantly outpace and rapidly replace our Indy family." That is about product mix, but do they say E-family is higher quality or better economics? They don't explicitly say that. They mention that E-family reader ICs had strength, but they expect lower E-family volumes in Q1 due to product cadence, and then strength later. They also say that they expect first-quarter strength in Indy to more-than-offset E-family decline. That doesn't indicate a quality contrast. They also talk about new products like M780, M781, and Core3D, but not about them being better economics. They talk about authenticity as a new opportunity, but that's future. They talk about gross margin dip due to costs, and they expect to return to target range. That is not about incoming business being better. They also mention that they have record backlog, but they don't say that backlog is at better margins. They mention that they are hand-to-mouth on finished endpoint ICs, but that's about supply. They also mention that they are seeing improved supply, and they will ramp shipments into strong demand. But no contrast between incoming and outgoing business quality. They also mention that they are prioritizing production volumes over costs in Q1, which suggests they are accepting lower margins to meet demand, not that incoming business is better.

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NO Winning is getting easier: management describes the effort needed to land each new piece of business visibly falling, wi Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management conveys that it has recently become easier to win business compared to its own past, with real recent proof and still in effect. Let's examine the transcript. Key points: Chris Diorio mentions "we see significant end-user opportunities for our platform, and we expect those opportunities to pay further dividends in the form of continued strong endpoint IC volume growth." That's about demand, not ease of winning. He also says: "We have record backlog entering 2023." That's about demand. He mentions "our strong support for, and shipments to, enterprise end-users drove those results, despite persistent wafer and component shortfalls." That's about execution. He talks about "program expansions and new programs more-than-offsetting retail inventory headwinds." That's about growth. He mentions "the visionary European retailer continued deploying, contributing strong fourth-quarter gateway revenue." That's a specific project. He says "we anticipate future self-checkout and loss-prevention opportunities with this retailer at other brands and in new geographies." That's future opportunity. He mentions "The Asia based global retailer's self-checkout deployment also generated meaningful fourth-quarter revenue." That's a win. He says "in supply chain and logistics, we continue to expect the second large North American end user to both continue their system deployment and drive large endpoint IC volumes in 2023 and beyond." That's a continuation. Now, is there any statement that winning business has become easier than before? Look for comparisons to past difficulty. I don't see any explicit statement like "sales cycles have shortened" or "customers are now coming to us without persuasion." The closest might be when Chris talks about "back when we first started at RAIN RFID 15 years ago, I remember a lot of programs that were potentially going to ramp at that time... Back at that time, the technology wasn't ready, the products weren't ready. And quite frankly, the RAIN RFID wasn't far enough along for that kind of broad-based adoption. What we're seeing right now is those programs starting to return." That is a comparison to the past, but it's about market readiness, not about the company's own sales effort. It's about the technology being ready now, not about the company's reputation or references making it easier.

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NO Their own money on the line: insiders are personally buying or holding through a self-funded push the reported numbers d Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

1. **Analyze the User's Request**: * Input: An earnings call transcript from Impinj, Inc. (NASDAQ: PI) Q4 2022. * Task: Determine if management makes visible that the people running/controlling the company have their own personal money exposed to a specific effort the company is currently executing, and that the effort is already producing real business whose contribution has barely reached the reported results. * Conditions for YES: 1. Personal financial exposure made visible on this call (not just boilerplate). 2. The stake is attached to something specific and already in motion (real, underway, money spent, capacity built, etc.). 3. The undertaking is already producing, and the numbers do not yet show it (real current evidence, large relative to company, results reported contain little of it). * Conditions for NO: conventional report, boilerplate alignment, only company-level buyback, founder control without personal stake conveyed, undertaking only planned, undertaking unproven, undertaking mature, insider exposure being reduced, analyst flattery only. * Constraint: Use ONLY the supplied transcript. Answer only YES or NO. 2. **Scan the Transcript for Relevant Keywords and Concepts**: * Personal financial exposure: Search for "shares", "stock", "buy", "sell", "net worth", "wealth", "compensation", "bonus", "defer", "pay", "insider", "founder", "family", "capital". * Specific undertaking: Search for "300 millimeter", "post-processing", "wafer", "capacity", "ramp", "expansion", "authenticity", "M700", "M780", "M781". * Producing but not yet in results: Search for "backlog", "hand-to-mouth", "constrained", "ramp", "teething issues", "volume growth", "record backlog". 3. **Analyze the Transcript Content**: * *Chris Diorio (CEO)*: Mentions "record backlog entering 2023", "wafer and component shortfalls", "improved supply", "ramp our expanded 300 millimeter post-processing to volume production", "teething issues", "hand-to-mouth on finished endpoint ICs at least until second-half 2023". * *Cary Baker (CFO)*: Mentions "record backlog", "inventory growth, comprising primarily endpoint IC work-in-process", "unanticipated costs in both 300 millimeter endpoint IC post-processing and reader components", "we expect to be hand-to-mouth on finished endpoint ICs at least until second-half 2023", "we anticipate growing endpoint IC shipment volumes".

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NO Proven engine, fuel already in the tank: a working growth driver plus already-held means to multiply it Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to answer YES or NO based on the transcript. The question asks: Does management describe BOTH of the following about the SAME part of the business, as one connected present-tense story? (1) A PROVEN, ALREADY-PRODUCING GROWTH ENGINE THAT IS STILL SMALL RELATIVE TO ITS ROOM. Management identifies a specific driver of growth that is ALREADY generating real business today, and conveys that this driver has so far captured only a small part of what it can reach. (2) THE MEANS TO MULTIPLY IT ARE ALREADY IN THE COMPANY'S HANDS. Management describes resources the company ALREADY possesses or has ALREADY secured that it is now using to scale that same driver up. We need to find a specific driver that is already producing, has room to grow, and the company has the means to scale it. Looking at the transcript, there are several potential drivers: endpoint ICs, systems, authenticity, etc. But we need to see if management explicitly connects both halves. Let's examine the transcript for any such description. Chris Diorio mentions: "We delivered record revenue in both the fourth quarter and for the full year. We delivered sequential double-digit revenue growth in second, third, and fourth quarters. We delivered record adjusted EBITDA in the third and fourth quarters. We delivered our 75 billionth endpoint IC, another milestone on our journey to connect every item in our everyday world. And we have record backlog entering 2023. Our strong support for, and shipments to, enterprise end-users drove those results, despite persistent wafer and component shortfalls. As we look into 2023, we see significant end-user opportunities for our platform, and we expect those opportunities to pay further dividends in the form of continued strong endpoint IC volume growth." He talks about endpoint IC volume growth, but does he say it's small relative to its room? He says "significant end-user opportunities" but not specifically that it's small relative to its room. He also mentions "we anticipate significant endpoint IC volume growth in 2023, despite macroeconomic crosscurrents and retailers' ongoing inventory reductions. The bulk of that growth is rooted in our platform focus on supply chain and logistics package tracking as well as retail self-checkout and loss prevention." That's about growth, but not necessarily about being small relative to its room.

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NO Questions aim low, answers land high: the dialogue keeps correcting expectations upward with facts already in hand Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if there is a clear, recurring mismatch in level between questioners' assumptions and management's reports, with the mismatch running upward. The questions should be more modest/cautious/troubled than what management reports, and management corrects upward with concrete already-real facts. Let's analyze the Q&A exchanges. First question: Toshiya Hari asks about supply constraints, visibility, demand, pricing. He asks about constraints and how they think about full year. Management responds with strong demand, record backlog, increased supply, but still hand-to-mouth. They talk about long-term tailwinds. They don't exactly correct upward with concrete facts? They mention strong backlog, but the question is not necessarily cautious? It's asking for visibility. Management says they have strong backlog and demand. That's somewhat upward. Second question: Harsh Kumar asks about Q2 growth clarification and end markets. Management gives growth rates and says demand from retail and supply chain. Not a mismatch. Third question: Mike Walkley asks about systems business pipeline and second half. Management says pipeline strong, but they are still constrained. They mention that they have better visibility for Q2. Not a clear upward correction. Fourth question: Scott Searle asks about under-shipping demand, systems outlook, and then asks about authenticity and market growth. Management says demand exceeds supply by more than 50% for seventh quarter, but they will stop using that metric. That is an upward correction: the questioner asks about under-shipping, management confirms it's still happening. Then Scott asks about market growth, management says historical 25-30% but doesn't predict higher. That's not upward. Fifth question: Unidentified (Chris) asks about M700 mix and new chips. Management says M700 volumes growing, but no specifics. Not a mismatch. Sixth question: Troy Jensen asks about logistics pipeline and third customer. Management says pipeline builds nicely, but no specifics. Not a clear upward correction. Seventh question: Harsh Kumar follow-up asks about taxes and Japan convenience store. Management says no tax bill, and discusses cost and Japan. Not a mismatch. So the questioners are generally asking about constraints, pipeline, growth, but they are not necessarily framing a more modest or troubled version.

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NO New chapter with early proof: a decisive recent break in what the company is or does, already producing, oversized versu Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management describes a decisive recent break in the company's own story, with early results and proportionality. The question asks for a "decisive recent break" that separates future from past, with real early results and large relative to company. Look at the transcript. Key points: They mention record revenue, backlog, new products (M780/M781), Impinj Authenticity, supply chain improvements, etc. But is there a single transformative event? They mention Cathal Phelan as Chief Innovation Officer, but that's not a business break. They mention 300mm post-processing expansion, but that's incremental. They mention Impinj Authenticity as a new product/service, but it's in early stages, no real revenue yet. They also mention new leadership? No. They mention record backlog, but that's not a break. The question asks if management treats something as a hinge of the story. I don't see a specific event like a major acquisition, a new business model, a pivot. They talk about growth and demand, but that's ongoing. They also mention a new "Core3D" antenna design, but that's a product. The question requires a nameable recent discontinuity. There isn't one. They talk about improved supply, but that's not a break. They also mention "entering 2023 with record backlog" but that's not a break. The answer likely NO. But let's check: The question says "YES when management's own words convey this ONE phenomenon in whatever form fits the industry: (1) a nameable, recent discontinuity that management treats as the hinge of the company's story — not incremental progress, not a routine initiative; (2) early proof already real — actual customers, orders, output, revenue, or operations from the new element in the recent period, however small; and (3) proportionality — management conveys the new element could meaningfully reset the company's size or earnings power, so the reported numbers describe the pre-break company." There is no such discontinuity. They talk about Authenticity as an emerging opportunity, but it's not yet producing real revenue. They say "we are shipping or we will ship units on our endpoint IC authentic and extreme endpoint IC some as early as Q1" but that's future. They also say it's too early to model. So no real early results yet. Also no mention of large relative to company. So answer NO. Thus final answer: NO.

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NO Conversion calendar in hand: management narrates the coming year as dated deliveries of business already secured Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

The question asks whether management lays out a timetable of specific conversions—identified business already secured or in motion, each with timing—so the forward story reads as a schedule of things turning on. Let me examine the transcript for specific, secured items with timing: 1. The visionary European retailer's self-checkout and loss-prevention deployment: "We expect this project to deliver a strong first-quarter revenue and step down as this deployment phase approaches completion." This is an existing deployment continuing, with Q1 revenue expected, then stepping down. This is already in motion, already ramping, and the timing is Q1. 2. The Asia-based global retailer's self-checkout deployment: "generated meaningful fourth-quarter revenue" - this is already contributing, not a future conversion. 3. The second large North American end user in supply chain/logistics: "we continue to expect the second large North American end user to both continue their system deployment and drive large endpoint IC volumes in 2023 and beyond." This is already in motion, continuing deployment, driving volumes in 2023. 4. Wafer supply improvements: "we are seeing improved supply... we can and will ramp shipments into that strong demand. That said, our shipment volumes will remain constrained at least into second-half 2023 to wafer-delivery timing and teething issues as we ramp our expanded 300 millimeter post-processing to volume production." This is about supply ramp, not demand conversion. 5. E-family reader ICs: "We expect first-quarter strength in our Indy reader ICs to more-than-offset the E-family decline. Looking further into 2023, we expect our E-family to significantly outpace and rapidly replace our Indy family." This is product mix, not a secured conversion. 6. The M780/M781 products launched in November - new products, but no specific secured customer attached with timing. Now, the question is whether management presents a timetable of secured conversions. The European retailer deployment is already in motion and will contribute in Q1, then step down. The North American end user is continuing deployment and driving volumes in 2023. These are existing, already-secured programs continuing—not new conversions turning on. The forward story seems to rest on: strong demand, backlog, wafer supply improving, component shortfalls abating.

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NO Paid-in full, payoff just starting: the hard part of a major undertaking is behind the company, and the benefit is only Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management conveys that the hardest, costliest, or most uncertain phase of a major undertaking is now substantially behind the company, and that they are crossing from paying to getting paid, with reported results still reflecting the paying phase. Let's analyze the transcript. Key points: - Chris Diorio: "We delivered record revenue in both the fourth quarter and for the full year. We delivered sequential double-digit revenue growth in second, third, and fourth quarters. We delivered record adjusted EBITDA in the third and fourth quarters. We delivered our 75 billionth endpoint IC, another milestone on our journey to connect every item in our everyday world. And we have record backlog entering 2023. Our strong support for, and shipments to, enterprise end-users drove those results, despite persistent wafer and component shortfalls." - "As we look into 2023, we see significant end-user opportunities for our platform, and we expect those opportunities to pay further dividends in the form of continued strong endpoint IC volume growth." - "Starting with endpoint ICs, 2022 demand held strong, with program expansions and new programs more-than-offsetting retail inventory headwinds. Fourth-quarter endpoint IC revenue exceeded our expectations, setting a record for the fifth consecutive quarter. We anticipate significant endpoint IC volume growth in 2023, despite macroeconomic crosscurrents and retailers' ongoing inventory reductions. The bulk of that growth is rooted in our platform focus on supply chain and logistics package tracking as well as retail self-checkout and loss prevention." - "On the wafer front, we are seeing improved supply. As anticipated, our inlay partners layered on additional bookings as our wafer visibility improved, creating record year-end backlog. With that improved supply, we can and will ramp shipments into that strong demand. That said, our shipment volumes will remain constrained at least into second-half 2023 to wafer-delivery timing and teething issues as we ramp our expanded 300 millimeter post-processing to volume production." - "Turning now to systems, fourth-quarter reader and gateway revenue exceeded our expectations, led by deliveries to the visionary European retailer's self-checkout and loss-prevention deployment and despite component shortfalls constraining shipments.

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NO Someone else's clock has started running against them: the company is being paid to solve a problem that is already cost Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to answer YES or NO based solely on the transcript. The question asks whether management describes that counterparties are already losing something real and ongoing, and that this is visible in their behavior. The essence is a running meter on the other side, and counterparties acting accordingly. Also need that this dynamic is generating meaningful business. Let's examine the transcript. Management discusses strong demand, record backlog, pent-up demand, programs delayed or couldn't fully get going due to supply constraints. They talk about "pent-up demand" and "program expansions and new programs more-than-offsetting retail inventory headwinds." They mention "record backlog entering 2023" and "significant end-user opportunities." They talk about "hand-to-mouth" on finished endpoint ICs, and that they are constrained by supply. But do they describe that counterparties are losing something real and ongoing? They mention "persistent wafer and component shortfalls" preventing them from capitalizing on demand. They talk about "pent-up demand" but the loss is on the company's side? Actually the customers are waiting. Do they describe what customers are losing? They mention "retailers' ongoing inventory reductions" as a headwind, but that's not a customer losing. They talk about "enterprise end-users" driving results. They mention the "visionary European retailer's self-checkout and loss-prevention deployment" and that they expect it to step down as phase completes. They mention "supply chain and logistics package tracking" and "retail self-checkout and loss prevention" as drivers. The question is specific: Does management describe that counterparties are already losing something real and ongoing for as long as they do not have what the company provides? That means the customers are losing money or output or opportunity because they don't have the company's product. Is there any description of that? They mention "pent-up demand" but that doesn't necessarily mean the customers are losing money. They mention "demand exceeds supply by more than 50%" for seven quarters. But that is about demand being higher than supply, not about what customers are losing. They also say "we expect to be hand-to-mouth on finished endpoint ICs at least until second-half 2023." That implies customers are waiting, but not what they are losing.

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NO Earnings outrunning the activity: results are now improving disproportionately faster than the business is growing, and Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management conveys that profitability, cash generation, or per-unit results are improving meaningfully faster than the underlying volume of business, and that this is a structural feature with more to come. Let's analyze the transcript. The company reported record revenue, record adjusted EBITDA, etc. But the question is about a disproportion: results growing faster than activity, and that being structural. Key points from the call: - Revenue growth: Q4 revenue $76.6M, up 12% sequentially, up 46% YoY. Full year revenue up 35%. - Endpoint IC revenue up 53% YoY, systems up 26% YoY. - Gross margin: Q4 53.8%, down from 56.9% in Q3 and 58.2% in Q4 2021. Full year gross margin 55.5% vs 54.2% in 2021. - Operating expenses: Q4 $29.5M vs $29M in Q3, $25.3M in Q4 2021. Full year $114.2M vs $94.1M. - Adjusted EBITDA: Q4 $11.8M vs $9.8M in Q3, $5.3M in Q4 2021. Full year $28.9M vs $9.1M in 2021. Adjusted EBITDA margin 15.3% in Q4, 11.2% for full year. - Non-GAAP net income: Q4 $11.6M, full year $26.3M. So revenue grew 46% YoY in Q4, but adjusted EBITDA grew from $5.3M to $11.8M, more than double. That's a disproportion: EBITDA grew faster than revenue. But is that described as structural? Let's see. Management talks about operating leverage. In the prepared remarks, Chris Diorio says: "Our strong support for, and shipments to, enterprise end-users drove those results, despite persistent wafer and component shortfalls." He also says "we anticipate significant endpoint IC volume growth in 2023" and "we expect those opportunities to pay further dividends in the form of continued strong endpoint IC volume growth." But that's about volume growth. Cary Baker says: "our business model demonstrated significant 2022 operating leverage. And while we expect a step down in first-quarter 2023 adjusted EBITDA margin, our goals remain operating margin expansion and then consistent free cash flow." That's a statement about operating leverage, but is it structural? He says "our business model demonstrated significant 2022 operating leverage." That suggests that as revenue grew, EBITDA grew faster. But is that a structural feature? He also mentions "we expect a step down in first-quarter 2023 adjusted EBITDA margin" due to costs, but then "our goals remain operating margin expansion." So they expect margin expansion over time.

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NO Second engine igniting off the first: an unplanned-for adjacent revenue stream has started paying, and management is now Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if management describes a second, distinct way of making money that emerged from existing operations, is already generating real paying business, and is being deliberately grown. Looking at the transcript, there is discussion of "Impinj authenticity" - a solution engine for cryptographic product authentication. Jeff Dossett says: "I'm very encouraged by the growing level of interest among our solution partners and an increasing number of enterprise end customers who are guiding Impinj authenticity solution engine. Recall that it's an innovative differentiated Impinj platform solution engine that delivers cryptographic product authentication that protects brands and consumers. The pipeline is growing nicely. Of course, the time and pacing -- or the pace and timing of those opportunities is challenging to predict. But I am even more optimistic today than when we had this conversation last quarter regarding the opportunity not only to build endpoint IC recurring revenue, but also to establish a new services revenue opportunity in the longer term." Chris Diorio adds: "think about any technology. It does matter of [indiscernible] think of any early successful technology that hasn't rolled out security, you'd be hard-pressed to find one. And here, we're the first ones to truly launch and endpoint IC design for broad-based adoption that has a cryptographic engine and the key in it. And that cryptographic engine and the key allows us to authenticate the item to which the IC is attached. We believe that capability for the future will be essential and that at some point in the distant future, as you know, because we get better and better at doing this, there will be a key in every single IC, there needs to be. It’s just how technology goes. So, we're excited about where we stand today. We're excited about our pipeline, and I personally I'm excited about the long-term opportunities, not just a year or two out, but further out in time as well." Later, Cary Baker says: "And Scott, unfortunately, my answer on the authentication model is going to be roughly similar. It's a little too early to model authentication revenue in 2023. We are shipping or we will ship units on our endpoint IC authentic and extreme endpoint IC some as early as Q1, but very small quantities at this stage. So it won't really hit the radar.

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NO Growing out of the old self: management itself says the company has quietly become a different business, and the numbers Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to answer YES or NO based on the transcript. The question asks whether management conveys that the company today is running on a different basis than its reported results and reputation were built on, with both halves: (1) a change of basis already real, and (2) management says the record and perception lag the change. We need to examine the transcript for such a posture. The company is Impinj, a RAIN RFID company. They sell endpoint ICs (tags) and systems (readers, gateways). Historically, they've been known for item-level tagging in retail, etc. The call discusses strong results, supply constraints, etc. Look for any indication that the company has fundamentally changed its business model, what it sells, who pays, etc. For example, they mention "Impinj authenticity" as a new solution engine for product authentication, which could be a new services revenue opportunity. But is that described as already real and changing the basis? They say "pipeline is growing nicely" and "we are even more optimistic today than when we had this conversation last quarter regarding the opportunity not only to build endpoint IC recurring revenue, but also to establish a new services revenue opportunity in the longer term." That sounds like future opportunity, not already real. Also, they say "it's a little too early to model authentication revenue in 2023." So that's not a present-tense change. What about the shift to 300mm post-processing? That's a manufacturing change, not a business basis change. What about the mix of products? They mention E-family reader ICs and Indy, but that's product refresh. The question asks: "does management itself describe the company as having crossed, recently and substantially, into being a different kind of business than it was, while making clear that this change is not yet what the reported numbers or the outside picture of the company reflect?" Look for any statement like "we are now a software company" or "we now sell services" or "our business model has changed." I don't see that. They talk about strong demand, supply constraints, record backlog, etc. They talk about new products like M780/M781, but that's a line extension. They mention "our platform focus on supply chain and logistics package tracking as well as retail self-checkout and loss prevention." That's a focus, not a change of basis.

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NO Fresh order-of-magnitude reference change: management has started describing the business in units it did not use to nee Q4 2022 · archived research check

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

NOQ4 2022 · 2023-02-08

We need to determine if the company's own unit of account has visibly changed. The transcript is about Impinj, a company that makes RAIN RFID chips and systems. The question asks if management now routinely describes its business in a larger denomination than it used to, and if this change happened recently due to real business. Let's analyze the transcript. The company talks about record revenue, record backlog, and growth. But does it change the unit of account? For example, does it talk about "billions" of chips? It mentions "75 billionth endpoint IC" - that's a large number, but is that a new unit? The company has been shipping billions of chips for years. The phrase "75 billionth" is a milestone, not a change in denomination. The question is about the vocabulary used to describe everyday business. For instance, if a company used to talk about individual orders and now talks about "programs" or "deployments" at a larger scale. In the transcript, they talk about "enterprise deployments", "visionary European retailer", "Asia based global retailer", "second large North American end user". They talk about "program expansions" and "new programs". But is that a shift? They have always talked about such things. The key is whether management indicates that the way they describe things has changed recently because of real activity. For example, they might say "we used to count individual customers, now we count large enterprises" or "we used to talk about thousands of units, now we talk about millions". But I don't see that in the transcript. They do mention "we anticipate significant endpoint IC volume growth" and "we expect to be hand-to-mouth on finished endpoint ICs at least until second-half 2023". That's about supply constraints, not a change in denomination. They also talk about "we delivered our 75 billionth endpoint IC" - that's a cumulative number, not a unit of account for current operations. The question asks: "has the COMPANY'S OWN UNIT OF ACCOUNT VISIBLY CHANGED — that is, does management now routinely describe its business, its operations, or its counterparties in a LARGER DENOMINATION than the one this company evidently used to work in, and does management indicate this change happened RECENTLY, driven by real business it is already doing?" I need to look for evidence that management now uses bigger units.

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Showing the latest 18 of 209 archived research questions.

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

Past calls

PI call history

Open a quarter only when you want its detailed evidence.

F Q4 2024 · Very weak call · 2026-04-22Management lowered guidance against slowing demand and contracting margins. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: slowingMargins: contractingPricing: under pressure⚑ Critic ammunition⚑ Question left hanging✓ Volume step-up ahead✓ Early product, fast growthFounder-ledDirection beats results
Candor 8/9
Specificity 7/9
Evasion 5/9
Confidence 6/9
Uncertainty 7/9
Promotion 5/9
Stress 5/9
Complexity 6/9
View the 20 core call-quality checks
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
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?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
D Q4 2025 · Weak call · 2026-02-05Management lowered guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: mixedMargins: contractingBacklog: stablePricing: under pressureCapex: flat⚑ Critic ammunition⚑ Question left hangingFounder-ledDirection beats results
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 7/9
Uncertainty 4/9
Promotion 6/9
Stress 3/9
Complexity 6/9
View the 20 core call-quality checks
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C Q3 2025 · Caution · 2025-10-30Management lowered guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: loweredDemand: mixedMargins: expandingPricing: stableHeadcount: growingCapex: flat⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 5/9
Promotion 6/9
Stress 2/9
Complexity 6/9
View the 20 core call-quality checks
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
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?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?
C+ Q1 2025 · Mixed call · 2025-04-23Management raised guidance against mixed demand signals. The delivery was unusually candid, rich in specifics.
Guidance: raisedDemand: mixedMargins: stableBacklog: growingPricing: stableCapex: flat⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growth
Candor 7/9
Specificity 7/9
Evasion 4/9
Confidence 7/9
Uncertainty 6/9
Promotion 5/9
Stress 3/9
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?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
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?
YES 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?
F Q4 2024 · Very weak call · 2025-02-05Management lowered guidance against slowing demand and contracting margins. The delivery was unusually candid.
Guidance: loweredDemand: slowingMargins: contractingBacklog: shrinkingPricing: under pressure⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growthFounder-ledDirection beats results
Candor 7/9
Specificity 6/9
Evasion 4/9
Confidence 6/9
Uncertainty 6/9
Promotion 6/9
Stress 4/9
Complexity 5/9
View the 20 core call-quality checks
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
YES 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 2024 · Solid call · 2024-10-23Management held guidance steady against accelerating demand and expanding margins. The delivery was rich in specifics, promotional in tone.
Guidance: maintainedDemand: acceleratingMargins: expandingPricing: stableCapex: flat✓ Clean call✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth
Candor 6/9
Specificity 7/9
Evasion 4/9
Confidence 8/9
Uncertainty 3/9
Promotion 7/9
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?
NO Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
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?
YES 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 · 2024-07-24Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: raisedDemand: acceleratingMargins: expandingPricing: stableCapex: flat⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growth
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 8/9
Uncertainty 3/9
Promotion 5/9
Stress 2/9
Complexity 4/9
View the 20 core call-quality checks
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
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?
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?
YES Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?
View 32 earlier calls
CallDateGradeGuidanceDemandMarginsCandorEvasion
Q1 2024 2024-04-24 A raisedacceleratingexpanding 7/9 3/9
Q4 2023 2024-02-08 B raisedmixedcontracting 7/9 4/9
Q3 2023 2023-10-25 D maintainedmixedcontracting 7/9 5/9
Q2 2023 2023-07-26 C loweredslowingcontracting 7/9 2/9
Q1 2023 2023-04-26 C+ maintainedstablecontracting 7/9 2/9
Q4 2022 2023-02-08 B+ raisedacceleratingcontracting 7/9 3/9
Q3 2022 2022-10-26 B+ raisedacceleratingexpanding 8/9 3/9
Q2 2022 2022-07-27 B+ raisedacceleratingstable 8/9 2/9
Q1 2022 2022-04-27 C+ maintainedacceleratingcontracting 7/9 4/9
Q4 2021 2022-02-09 D noneacceleratingexpanding 8/9 5/9
Q3 2021 2021-10-27 B+ raisedacceleratingexpanding 8/9 2/9
Q2 2021 2021-07-28 C loweredacceleratingstable 8/9 2/9
Q1 2021 2021-04-28 D loweredacceleratingstable 8/9 3/9
Q4 2020 2021-02-10 B raisedacceleratingstable 7/9 2/9
Q3 2020 2020-10-28 C maintainedmixedcontracting 7/9 3/9
Q2 2020 2020-07-29 F withdrawnmixedexpanding 7/9 5/9
Q1 2020 2020-04-27 D withdrawnslowingcontracting 8/9 2/9
Q4 2019 2020-03-02 D maintainedacceleratingexpanding 7/9 4/9
Q3 2019 2019-11-04 D maintainedacceleratingstable 5/9 5/9
Q2 2019 2019-07-29 C maintainedacceleratingstable 6/9 5/9
Q1 2019 2019-04-29 C raisedacceleratingexpanding 5/9 5/9
Q4 2018 2019-02-20 C noneacceleratingcontracting 6/9 5/9
Q3 2018 2018-10-29 D loweredacceleratingstable 6/9 4/9
Q2 2018 2018-09-13 C raisedacceleratingexpanding 6/9 6/9
Q1 2018 2018-05-07 F maintainedmixedcontracting 6/9 5/9
Q4 2017 2018-02-15 D raisedmixedcontracting 7/9 4/9
Q3 2017 2017-11-01 F loweredmixedcontracting 7/9 3/9
Q2 2017 2017-08-03 F loweredmixedexpanding 7/9 4/9
Q1 2017 2017-05-04 C+ maintainedacceleratingexpanding 6/9 3/9
Q4 2016 2017-02-16 C maintainedacceleratingexpanding 6/9 5/9
Q3 2016 2016-11-03 B+ raisedacceleratingexpanding 6/9 4/9
Q2 2016 2016-09-01 A raisedacceleratingstable 6/9 2/9
Keep exploring

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PUBL
Swedbank AB
DE
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LLY
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DLTH
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SIG
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BIIB
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