Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q1 2016 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 validation. Scan the transcript for relevant statements. Mike Fries mentions various initiatives: new build, mobile, Liberty Go, etc. He says "we think this deal is a game changer" etc. But does he say others are following? He mentions competitors like KPN raising prices, but that's not copying. He mentions Deutsche Telekom being a tough competitor, but not copying. He mentions "we are all-in" on mobile, but not that others are following. He says "we're not AT&T" but that's about scale. Look for any explicit statement about others adopting their approach. There is a mention of "industry standards" but not in that context. The transcript does not contain any statement from management that competitors or others are copying their methods, products, or business model. They talk about their own innovations and plans, but not about others following. 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?