Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q3 2022 call → NOWe need to determine if management describes that their way of doing things is being adopted, copied, or moved toward by others in the market, and that this is seen as validation. Scanning the transcript: Gleb talks about their strategy, partnerships, and growth. He mentions that they have a low-cost solution, and that they are seeing interest from customers. But does he say that others are copying their approach? He mentions that they open-sourced their storage pod design, and that the industry has provided hardware that is easy to use and inexpensive, which they now leverage. That is about them adopting industry hardware, not others copying them. He also says "we've grown through multiple economic cycles" and "our low-cost solutions can thrive in every economic cycle." No mention of competitors following. Frank talks about investments and calibration. No mention of others adopting their methods. The question is about whether the company's way is being adopted by others. There is no such statement. The closest is about open-sourcing the storage pod, but that is about them influencing the industry, but they don't say that others are now doing what they do. They say they moved away from building their own servers to using third-party components, which is them adopting others' approaches, not the reverse. Thus, answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| AES | The AES Corporation | Q1 2024 | 2024-05-03 | C+ |
| GGR | Gogoro Inc. | Q1 2023 | 2023-05-11 | D |
| TGT | Target Corporation | Q4 2022 | 2023-02-28 | C |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| USFD | US Foods Holding Corp. | Q1 2018 | 2018-05-12 | C |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
AES · Q1 2024 → YESThe question is: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is ...
GGR · Q1 2023 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?
TGT · Q4 2022 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?