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ReShape Lifesciences Inc. (RSLS) — Earnings Call X-Ray

Our AI read all 21 of RSLS's earnings calls (2017–2024) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.

Latest Call Grade
🔒
Q3 2024 · sign up to see
Previous Call Grade
F
Q2 2024
Expected Move
🔒
next 45 days · members
Calls Analyzed
21
2017–2024
Avg Candor
6.3/9
evasion 2.3/9
Promotional ToneCritic AmmunitionUnderused Fixed CostsMargins ExpandingDemand SlowingCutting HeadcountReads RehearsedQuestion Left Hanging

Call-by-call analysis

🔒 Q3 2024 earnings call 2024-11-14 NEWEST

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

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

🔒 The Q3 2024 call grade is ready
The full 37-point AI read of RSLS's newest earnings call — grade, expected move, and every question answered — is free with an account.
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F Q2 2024 earnings call 2024-08-15

Management gave no formal guidance against slowing demand and expanding margins. The delivery was rich in specifics, promotional in tone.

Demand: slowingMargins: expandingPricing: stableHeadcount: cuttingCapex: decreasing
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 6/9
Specificity 7/9
Evasion 3/9
Confidence 7/9
Uncertainty 3/9
Promotion 8/9
Stress 5/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
YES Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

D Q1 2024 earnings call 2024-05-17

Management held guidance steady against slowing demand and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: slowingMargins: expandingHeadcount: cuttingCapex: decreasing
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 6/9
Uncertainty 4/9
Promotion 6/9
Stress 5/9
Complexity 3/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
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?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

F Q3 2023 earnings call 2023-11-10

Management gave no formal guidance against slowing demand and contracting margins. The delivery was unusually candid, rich in specifics, visibly under pressure.

Demand: slowingMargins: contractingPricing: under pressureHeadcount: cuttingCapex: decreasing 1 analysts · 4 questions
⚑ Critic ammunition⚑ Question left hangingDirection beats results
Candor 7/9
Specificity 7/9
Evasion 2/9
Confidence 6/9
Uncertainty 5/9
Promotion 6/9
Stress 6/9
Complexity 4/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
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?
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 Q2 2023 earnings call 2023-08-07

Management gave no formal guidance against slowing demand and contracting margins. The delivery was unusually candid, rich in specifics.

Demand: slowingMargins: contractingHeadcount: cutting 1 analysts · 3 questions
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 6/9
Uncertainty 4/9
Promotion 6/9
Stress 5/9
Complexity 4/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
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?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

F Q1 2023 earnings call 2023-05-15

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

Demand: mixedMargins: expandingHeadcount: cutting 1 analysts · 3 questions
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 6/9
Specificity 7/9
Evasion 4/9
Confidence 7/9
Uncertainty 5/9
Promotion 7/9
Stress 3/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
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?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

F Q4 2022 earnings call 2023-04-29

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

Demand: mixedMargins: contractingPricing: stableHeadcount: cuttingCapex: decreasing 1 analysts · 3 questions
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 6/9
Specificity 7/9
Evasion 4/9
Confidence 7/9
Uncertainty 5/9
Promotion 7/9
Stress 5/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
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?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

F Q3 2022 earnings call 2022-11-14

Management gave no formal guidance against mixed demand signals and expanding margins. The delivery was promotional in tone.

Demand: mixedMargins: expandingPricing: raisingHeadcount: cutting 2 analysts · 8 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growthHidden segmentDirection beats results
Candor 6/9
Specificity 6/9
Evasion 3/9
Confidence 7/9
Uncertainty 4/9
Promotion 7/9
Stress 3/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
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?

Earlier calls

CallDateGradeGuidanceDemandMarginsCandorEvasion
Q2 2022 2022-08-15 D raisedacceleratingexpanding 5/9 3/9
Q1 2022 2022-05-23 D maintainedacceleratingcontracting 6/9 0/9
Q4 2021 2022-03-28 D noneacceleratingexpanding 6/9 4/9
Q3 2021 2021-11-12 D nonestablecontracting 5/9 0/9
Q3 2019 2019-11-14 D nonemixedcontracting 6/9 2/9
Q2 2019 2019-08-14 C noneacceleratingcontracting 6/9 2/9
Q1 2019 2019-05-20 D noneacceleratingstable 6/9 2/9
Q4 2018 2019-04-01 D noneslowingexpanding 7/9 2/9
Q3 2018 2018-11-14 D maintainedslowingcontracting 7/9 1/9
Q2 2018 2018-08-16 D noneslowingcontracting 7/9 2/9
Q1 2018 2018-05-14 C maintainedacceleratingcontracting 7/9 1/9
Q4 2017 2018-04-02 D maintainedstablecontracting 7/9 2/9
Q3 2017 2017-11-14 D noneacceleratingunclear 6/9 2/9

How to read this page

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

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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.