Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q4 2023 call → NOWe need answer YES or NO. Need analyze transcript. Question: Does management describe that the company's way of doing things is now being adopted, copied, or moved toward by others in its market, so that company's way is becoming market's way? Need management's own words convey one coherent phenomenon: others following company's lead, management treats as validation. Examples. Transcript: Chuck Ferry says "We continue to be told by our current customers, potential customers, regulators, and labor unions that our railcar inspection portal is best in class in terms of performance, reliability, and standardization of the hardware, software, IT infrastructure, and artificial intelligence." That's claim best in class, not necessarily adoption. "We have shown the technology to a significant number of car manufacturers, owners, and shippers, and the audience is at first stunned by the capability, and then the conversation turns how to use this data..." Not adoption. "Recently, I met with a senior leadership team for our large passenger customer, where they’ve been using the data from a subscription from several portals and are very excited by the excellent results they’ve received thus far. We anticipate this customer will continue to expand the use of this technology in the future." That's customer expansion, not others copying. "In 2023, we were requested to show the technology to more than 30 congressmen and senators on Capitol Hill and several state legislators and governors. We have also demonstrated the technology to the national leadership of Mechanical Carmen, who strongly believe this tool would greatly benefit rail safety when used by qualified mechanical personnel. We have also demonstrated our technology to the Customs and Border Patrol Agency and have shown them where we can discover suspected illegal riders with our machine vision and artificial intelligence detections. They are keen to use this solution to assist with the challenges at the border..." This is interest, not adoption. "Our challenge is to turn that positive reaction into contracts that grow revenue and profits." So not yet. "Over the last three and a half years, Duos has significantly improved our technical reliability, installation speed, and responsiveness to our customers.
| 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?