Question Bank › Customers paying to switch away from the incumbe

Customers paying to switch away from the incumbent

Calls Tested
500
Answered YES
6
Hit Rate
1.2%
rare by design

ADS-TEC Energy PLC (ADSE) — this company's answers

NO on the Q4 2021 call 2022-04-28 D

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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 state that customers are actively switching to this company AWAY FROM a named or clearly identified incumbent/competitor, legacy vendor, or entrenched alternative — and that this switching is now happening at meaningful scale or accelerating, not just one anecdote? Answer YES only if BOTH of the following are clearly present in management's own words (including management's direct answers to analysts): (1) DISPLACEMENT, NOT JUST ADOPTION: Management explicitly frames new customer wins as taking share from, replacing, displacing, or winning against a specific competitor, incumbent vendor, legacy system, or status-quo alternative (e.g., "customers are leaving [X] for us," "we replaced [X] at these accounts," "we are displacing the legacy providers," "these wins came out of [X]'s installed base," "customers are consolidating off [X] onto us"). Merely winning new customers, adding logos, or growing in a greenfield market with no incumbent being displaced does NOT count. AND (2) SCALE OR ACCELERATION: Management indicates this switching is recurring, broad-based, or accelerating — e.g., citing multiple such wins, a rising win rate against the incumbent, a wave/stream of migrations, or displacement showing up across segments or geographies. A single isolated competitive win mentioned once does NOT count. Answer NO if: the wins are described only as new demand, category creation, or greenfield expansion with no incumbent being displaced; management mentions competitors only to say the market is competitive or to dismiss them, without claiming actual customer migration; the only displacement claim comes from an analyst's question that management does not itself confirm; or the "switching" is the company's own customers switching between the company's own products. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
NICE NICE Ltd. Q4 2023 2024-02-22 B+
SPT Sprout Social, Inc. Q2 2023 2023-08-04 B+
TACT TransAct Technologies Incorporated Q4 2022 2023-03-08 A
INST Instructure's Q4 2017 2018-02-12 B+
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
EVBN Evans Bancorp, Inc. Q4 2016 2017-02-06 B+

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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.