Question Bank › Customers changing how they buy

Customers changing how they buy

Calls Tested
427
Answered YES
72
Hit Rate
16.9%
rare by design

Empire State Realty Trust, Inc. (ESRT) — this company's answers

YES on the Q2 2021 call 2021-07-29 C+

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Show the exact prompt the model was given
Using ONLY the supplied earnings call transcript and no outside information: On this call, does management describe that customers are materially changing how they buy from or use the company — for example, switching to a different product or service tier, adopting a new purchasing or consumption model, consolidating more of their spending with this company, expanding from a pilot or single use case into broader deployment, or otherwise deepening their commitment in a way that is different from how they historically transacted? Answer YES when management presents this shift in customer behavior as something already happening and observable now, not merely hoped for, and frames it as a meaningful change in the relationship rather than routine fluctuations in order size or timing. Answer NO if the only customer discussion is about demand being strong or weak in the usual way; NO if the described change is just normal seasonality, one large deal, or macro-driven timing; NO if management only speculates that customers might change behavior in the future; and NO if the shift is described only by an analyst and not confirmed by management. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
IFS Intercorp Financial Services Inc. Q1 2024 2024-05-14 C+
WRBY Warby Parker Inc. Q1 2024 2024-05-09 A
ROCK Gibraltar Industries, Inc. Q1 2024 2024-05-01 B+
LTRX Lantronix, Inc. Q3 2024 2024-04-29 C
ASB Associated Banc-Corp Q1 2024 2024-04-25 A
PDS Precision Drilling Corporation Q1 2024 2024-04-25 B
DUOT Duos Technologies Group, Inc. Q4 2023 2024-04-01 F
KOPN Kopin Corporation Q4 2023 2024-03-14 C+
NICE NICE Ltd. Q4 2023 2024-02-22 B+
PUMP ProPetro Holding Corp. Q4 2023 2024-02-21 C+
CHT Chunghwa Telecom Co., Ltd. Q4 2023 2024-01-30 C
OPAD Offerpad Solutions Inc. Q3 2023 2023-11-01 C
DASH DoorDash, Inc. Q3 2023 2023-11-01 C+
BZUN Baozun Inc. Q2 2023 2023-08-28 D
VIPS Vipshop Holdings Limited Q2 2023 2023-08-18 C+
AKYA Akoya Biosciences, Inc. Q2 2023 2023-08-07 C+
SPT Sprout Social, Inc. Q2 2023 2023-08-04 B+
MBLY Mobileye Global Inc. Q2 2023 2023-07-28 B+
IMAX IMAX Corporation Q2 2023 2023-07-26 B+
ULCC Frontier Group Holdings, Inc. Q1 2023 2023-05-07 C+
CALX Calix, Inc. Q1 2023 2023-04-20 C+
TACT TransAct Technologies Incorporated Q4 2022 2023-03-08 A
DKS DICK'S Sporting Goods, Inc. Q4 2022 2023-03-07 B
TGT Target Corporation Q4 2022 2023-02-28 C
OEC Orion Engineered Carbons S.A. Q4 2022 2023-02-17 B+
TOST Toast, Inc. Q4 2022 2023-02-16 C+
ALGN Align Technology, Inc. Q4 2022 2023-02-01 F
CIG Companhia Energética de Minas Gerais Q3 2022 2022-11-16 C+
SIBN SI-BONE, Inc. Q3 2022 2022-11-07 C+
SYY Sysco Corporation Q1 2023 2022-11-01 C+
AWRE Aware, Inc. Q3 2022 2022-10-30 F
YMM Full Truck Alliance Co. Ltd. Q2 2022 2022-08-25 C+
TMCI Treace Medical Concepts, Inc. Q2 2022 2022-08-13 B+
CRL Charles River Laboratories International Q2 2022 2022-08-03 C
SGRY Surgery Partners, Inc. Q2 2022 2022-08-02 B+
CME CME Group Inc. Q2 2022 2022-07-27 B
JBHT J.B. Hunt Transport Services, Inc. Q2 2022 2022-07-19 C+
KFY Korn Ferry Q4 2022 2022-06-22 B
FLYW Flywire Corporation Q1 2022 2022-05-14 B+
ZVIA Zevia PBC Q1 2022 2022-05-12 B
OPK OPKO Health, Inc. Q1 2022 2022-05-09 D
CNXC Concentrix Corporation Q1 2022 2022-03-30 B
ZENV Zenvia Inc. Q4 2021 2022-03-17 C+
NGVT Ingevity Corporation Q4 2021 2022-02-25 B
FLUX Flux Power Holdings, Inc. Q2 2022 2022-02-10 D
OOMA Ooma, Inc. Q3 2022 2021-12-02 B+
GFS GLOBALFOUNDRIES Inc. Q3 2021 2021-11-30 A
LOW Lowe's Companies, Inc. Q3 2021 2021-11-17 B+
BFI BurgerFi International, Inc. Q3 2021 2021-11-12 C
KTB Kontoor Brands, Inc. Q3 2021 2021-11-04 A
CYBR CyberArk Software Ltd. Q3 2021 2021-11-04 B+
IRBT iRobot Corporation Q3 2021 2021-10-28 D
LPTH LightPath Technologies, Inc. Q4 2021 2021-09-09 D
ASAN Asana, Inc. Q2 2022 2021-09-01 B+
AMC AMC Entertainment Holdings, Inc. Q2 2021 2021-08-09 D
LOPE Grand Canyon Education, Inc. Q2 2021 2021-08-08 C
EHTH eHealth, Inc. Q2 2021 2021-07-29 F
ESRT Empire State Realty Trust, Inc. Q2 2021 2021-07-29 C+
DGX Quest Diagnostics Incorporated Q2 2021 2021-07-22 B+
ADSK Autodesk, Inc. Q3 2019 2018-11-20 A
ALB Albemarle Corporation Q3 2018 2018-11-08 B
T AT&T Inc. Q3 2018 2018-10-24 C+
ORAN Orange SA Q2 2018 2018-07-26 B
FOSL Fossil Group, Inc. Q1 2018 2018-05-08 C
ILMN Illumina, Inc. Q1 2018 2018-04-24 A
ROK Rockwell Automation, Inc. Q4 2017 2017-11-08 C
MKTX MarketAxess Holdings Inc. Q3 2017 2017-10-25 C+
SHOO Steven Madden, Ltd. Q1 2017 2017-04-21 C
MRIN Marin Software Incorporated Q4 2016 2017-02-28 D
SXT Sensient Technologies Corporation Q4 2016 2017-02-10 A
NWSA News Corporation Q2 2016 2016-08-08 C+
CHDN Churchill Downs Incorporated Q2 2016 2016-08-04 C+

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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.