Recruit Holdings Co., Ltd. (RCRRF) — Earnings Call X-Ray
Our AI read all 20 of RCRRF's earnings calls (2020–2025) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.
Previous Call Grade
D
Q3 2024
Calls Analyzed
20
2020–2025
Avg Candor
6.9/9
evasion 4/9
Call-by-call analysis
🔒 Q4 2024 earnings call
2025-05-09
NEWEST
Guidance: ■■■■■Demand: ■■■■■■
Margins: ■■■■Backlog: ■■■■
■ analysts, ■■ questionsexpected move ±■■%
Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.
🔒 The Q4 2024 call grade is ready
The full 37-point AI read of RCRRF's newest earnings call — grade, expected move, and every question answered — is free with an account.
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D
Q3 2024 earnings call
2025-02-12
move ±11.9%
Management raised guidance against slowing demand.
Guidance: raisedDemand: slowingMargins: stablePricing: raisingHeadcount: flat 7 analysts · 15 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritableHidden segmentCFO dominates
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
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?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
F
Q2 2024 earnings call
2024-11-11
move ±18.5%
Management raised guidance against slowing demand. The delivery was light on specifics, frequently evasive.
Guidance: raisedDemand: slowingMargins: stablePricing: raisingHeadcount: flat 5 analysts · 16 questions
⚑ Critic ammunition⚑ Question left hangingHidden segmentDirection beats results
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
F
Q1 2024 earnings call
2024-08-09
move ±25.8%
Management held guidance steady against slowing demand and contracting margins.
Guidance: maintainedDemand: slowingMargins: contractingPricing: raisingHeadcount: cutting 8 analysts · 15 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Early product, fast growthHidden segmentDirection beats results
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
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?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
D
Q4 2023 earnings call
2024-05-15
move ±19.5%
Management held guidance steady against slowing demand and contracting margins. The delivery was unusually candid.
Guidance: maintainedDemand: slowingMargins: contractingPricing: under pressureHeadcount: cutting 7 analysts · 9 questions
⚑ Critic ammunition⚑ Question left hangingHidden segmentDirection beats results
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
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?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
D
Q3 2024 earnings call
2024-02-09
move ±14.8%
Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.
Guidance: maintainedDemand: mixedMargins: expandingPricing: stableHeadcount: flat 5 analysts · 11 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubtsHidden segmentDirection beats results
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
C+
Q2 2023 earnings call
2023-11-12
move ±13.4%
Management held guidance steady against slowing demand and expanding margins. The delivery was unusually candid.
Guidance: maintainedDemand: slowingMargins: expandingPricing: stableHeadcount: cuttingCapex: flat 9 analysts · 22 questions
✓ Clean call✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubtsFounder-led
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
NO Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
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?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
F
Q1 2023 earnings call
2023-08-11
move ±13.1%
Management withdrew guidance against slowing demand and contracting margins. The delivery was unusually candid.
Guidance: withdrawnDemand: slowingMargins: contractingPricing: stableHeadcount: cutting 8 analysts · 16 questions
⚑ Critic ammunition⚑ Question left hanging✓ Resolves doubtsCFO dominatesDirection beats results
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
Earlier calls
| Call | Date | Grade | Guidance | Demand | Margins | Candor | Evasion |
|---|
| Q4 2023 |
2023-05-15 |
D |
withdrawn | slowing | contracting |
8/9 |
3/9 |
| Q3 2022 |
2023-02-13 |
C+ |
raised | mixed | contracting |
8/9 |
2/9 |
| Q2 2022 |
2022-11-14 |
D |
maintained | slowing | contracting |
7/9 |
4/9 |
| Q1 2022 |
2022-08-12 |
C |
lowered | slowing | contracting |
8/9 |
2/9 |
| Q4 2021 |
2022-05-16 |
C+ |
maintained | accelerating | unclear |
7/9 |
3/9 |
| Q3 2021 |
2022-02-14 |
C+ |
maintained | accelerating | expanding |
7/9 |
3/9 |
| Q2 2021 |
2021-11-15 |
C+ |
raised | accelerating | expanding |
6/9 |
4/9 |
| Q1 2022 |
2021-08-13 |
B |
raised | accelerating | expanding |
7/9 |
3/9 |
| Q4 2020 |
2021-05-17 |
D |
maintained | accelerating | unclear |
7/9 |
4/9 |
| Q3 2021 |
2021-02-15 |
D |
lowered | mixed | contracting |
7/9 |
4/9 |
| Q2 2020 |
2020-11-16 |
C+ |
maintained | mixed | contracting |
7/9 |
3/9 |
| Q1 2020 |
2020-08-26 |
F |
withdrawn | mixed | contracting |
6/9 |
7/9 |
Research question bank — earlier calls
During our 1,600-question research program, batches of experimental hypotheses were tested directly against some of RCRRF's earlier calls. The YES answers — the rare hits — are shown; click any question to see every company that matched it. Full list: the question bank.
C+
Q2 2021 earnings call
2021-11-15
11 more research questions answered NO
How to read this page
The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.
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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our
methodology.