Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q2 2022 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/moved toward by others in market, validating company's lead? Need find evidence. Transcript: EVgo earnings call. Management discusses EVgo eXtend, partnerships, NEVI, technology, Autocharge+, PlugShare, etc. Need see if they say others following their lead. They mention "best practices" published for state DOTs, "EVgo has developed strong relationships... trusted resource." They mention "competitive solicitations tend to explicitly recognize importance of established track record." That's not necessarily others adopting their way. They mention "EVgo's history and track record in operating complex public fast charging networks with higher liability positions EVgo as ideal partner." They mention "we have a history of working collaboratively... believe expertise helpful." They mention "EVgo is now part of managed charging pilot program..." Not about copying. Need look for specific: "we are skating ahead of the puck" etc. They say "we are skating to where puck is going" not others following. Question asks: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS? Need find any instance. Management mentions "Autocharge+ ... another example of homegrown innovation enhancing driver experience." Not others adopting. "PlugShare premium" not. Maybe "EVgo eXtend" model? They say "This GM-Pilot partnership represents the first major announcement of the EVgo eXtend offering we highlighted earlier this year." Not others copying. They mention "EVgo has been busy preparing... believe well-positioned, thanks in part to Connect the Watts initiative... EVgo has developed strong relationships... trusted resource." Not. They mention "EVgo published best practices for state DOTs for administering NEVI program." That could be others adopting? But not explicit that states are adopting EVgo's way. They say "we have a history of working collaboratively... believe expertise helpful." No. They mention "EVgo's Innovation Lab... central repository... test all chargers... ecosystem party." Not others copying. They mention "EVgo conducted study... 95% plus functioning... industry leading reliability." Not. They mention "EVgo is now Form S-3 eligible" 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?