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 to determine if management describes that its way of doing things is being adopted, copied, or moved toward by others in its market. The transcript includes statements about AI, cloud, platform, etc. Management often says they are leading, have superior win rates, etc. But do they explicitly say others are following their lead? For example, Barak says "We are defining how AI is adopted for CX" - that's a claim of leadership, not necessarily that others are copying. He also says "the conversation in its market has shifted" - but not explicitly that competitors are adopting their approach. There is mention of competitors being displaced, but not that they are copying. The question requires that management describes others following the company's way. I see no explicit statement like "competitors are now doing what we did" or "industry is converging on our model." Management talks about their own success, but not about imitation. So 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?