Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q4 2017 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 validating their position. Scan the transcript for relevant statements. Management discusses their products, wins, partnerships, and market position. They mention being a leader? They talk about winning deals against competitors like Blackboard, Cornerstone. They mention that they have a high win rate. But do they describe others adopting their approach? They mention that they are winning more against Cornerstone, but that's not about others copying them. They mention that they have a strong product and are expanding. They mention that they are the standard? Not really. They talk about international expansion, partnerships like Paychex, but that's about their own growth. They don't describe competitors or new entrants following their lead. They don't mention industry standards converging on their design. They don't mention that others are trying to replicate what they do. They do mention that they are winning deals, but that's not imitation. One possible point: They mention that they are winning against Blackboard and that Blackboard has delayed their cloud product, but that's not about copying. They mention that they have a high win rate, but that's not about others adopting their way. They also mention that they are investing in R&D and have a product cadence, but no mention of others following. Thus, the answer is NO. The transcript does not contain management describing that others are adopting or moving toward their approach. They claim leadership and differentiation, but not imitation by others. Therefore, 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?