Question Bank › Physical throughput records at the operating lev

Physical throughput records at the operating level, told in operating units

Calls Tested
500
Answered YES
23
Hit Rate
4.6%
rare by design

Precision Drilling Corporation (PDS) — this company's answers

NO on the Q1 2024 call 2024-04-25 B
The model's full reasoning — Q1 2024 call → NO我们根据提供的财报电话会议记录,判断管理层是否报告了公司物理或运营产出达到历史最高水平或明显超过先前运营范围,并且管理层是否基于近期实际达到的具体运营数量或里程碑,并表明由于驱动因素仍在增强,产出预计将继续上升。 在记录中,Kevin Neveu提到加拿大活动显著增加,例如:“今天我们有48台钻机在运行,而去年同期是38台。增加的10台钻机中有9台是Super Singles,针对重油。”他还提到:“我们预计这一势头将在整个夏季持续,并超过我们之前对加拿大钻机需求的看法。”此外,关于加拿大钻机数量:“我们目前有48台钻机在运行,预计到6月底将趋向60多台,7月达到70多台,远超去年的步伐。”这表明加拿大活动水平显著高于去年,且预计继续上升。 然而,这是否是公司历史上的最高水平?记录中没有明确说这是历史最高,但提到“远超去年的步伐”和“我们预计这一势头将持续”。此外,关于Super Singles:“在冬季钻井季节,我们达到了43台Super Singles的峰值,并且令人惊讶的是,预计在夏季中旬会回到这个范围。”这暗示了接近峰值,但未明确说历史最高。 另外,关于加拿大Well Service:“在第一季度,Precision Well Servicing平均每天有2台活跃钻机,峰值利用率多次超过100台钻机。”但这是峰值,不是平均。 管理层是否明确表示这是历史最高或明显超过先前范围?记录中Kevin说:“我们目前有48台钻机在运行,而去年同期是38台。”这增加了10台,但未说历史最高。他还说:“我们预计这一势头将持续。”但未明确说这是记录。 此外,关于国际业务,没有提到记录。 因此,虽然加拿大活动显著增加,但管理层没有明确说这是公司历史上的最高水平,只是说“远超去年的步伐”。而且,没有提到这是“记录”或“最高”。所以,可能不符合“最高水平”的条件。 另外,关于“明确超过先前运营范围”,可能算,但需要管理层明确说这是最高或记录。记录中没有这样的表述。 因此,答案应为NO。

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Show the exact prompt the model was given
Using ONLY the supplied earnings call transcript and no outside information: On this call, does management report that the company's PHYSICAL OR OPERATIONAL OUTPUT — units produced, shipped, delivered, installed, processed, treated, transported, opened, served, or performed, in whatever operating unit fits the industry — has JUST REACHED THE HIGHEST LEVEL IN THE COMPANY'S OWN HISTORY OR A CLEAR STEP ABOVE ITS PRIOR OPERATING RANGE, and does management BOTH ground this in specific operating quantities or milestones actually achieved in the recent period AND indicate that output is expected to continue rising from here because the drivers behind it (capacity, customers, or committed work already in place) are still building? Answer YES when management's own words convey this one phenomenon: a record or step-change level of real physical activity, described in operating terms rather than only in revenue or financial terms, achieved in the just-reported period, with management conveying — directly or plainly in substance — that this level is a waypoint rather than a peak because the same already-existing drivers continue. The output measure may take any form native to the business. Answer NO if the only records cited are financial (revenue, EPS, margins) with no operating quantity behind them. NO if the record output is attributed by management chiefly to a one-time event, catch-up, pull-forward, or condition it expects to unwind. NO if management presents the level as a peak, describes output flattening or declining, or hedges that it cannot be sustained. NO if higher output is only forecast or targeted rather than already achieved. NO if the record framing appears only in an analyst's summary that management does not itself state. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
CRGO Freightos Limited Q1 2024 2024-05-20 C+
PBR Petróleo Brasileiro S.A. - Petrobras Q4 2023 2024-03-08 D
MNKD MannKind Corporation Q4 2023 2024-02-27 C
DXCM DexCom, Inc. Q4 2023 2024-02-08 B+
GPRE Green Plains Inc. Q4 2023 2024-02-07 F
AKYA Akoya Biosciences, Inc. Q2 2023 2023-08-07 C+
ET Energy Transfer LP Q2 2023 2023-08-02 C+
BRX Brixmor Property Group Inc. Q1 2023 2023-05-02 A
BKH Black Hills Corporation Q4 2022 2023-02-08 D
SIBN SI-BONE, Inc. Q3 2022 2022-11-07 C+
EXFY Expensify, Inc. Q2 2022 2022-08-12 D
EVGO EVgo, Inc. Q2 2022 2022-08-09 C+
CCRN Cross Country Healthcare, Inc. Q1 2022 2022-05-04 B
ZH Zhihu Inc. Q3 2021 2021-11-22 D
RNW ReNew Energy Global Plc Q2 2022 2021-11-18 C
OWL Blue Owl Capital Inc. Q2 2021 2021-08-10 B+
OGE OGE Energy Corp. Q3 2018 2018-11-08 A
CP Canadian Pacific Railway Limited Q2 2018 2018-07-19 B+
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
ABR Arbor Realty Trust, Inc. Q4 2016 2017-03-03 B+
GOGO Gogo Inc. Q1 2016 2016-05-06 C+
HD The Home Depot, Inc. Q4 2015 2016-02-23 A

How the model reasoned

SIBN · Q3 2022 → YESThe question is about whether management reports that the company's physical or operational output has just reached the highest level in the company's history or a clear step above its prior operating...YES The transcript explicitly states "25% growth in procedure volumes versus the prior year period" and "record active surgeon base of over 800 surgeons," framing these as achieved milestones in the just-reported quarter. Management ties the growth to ongoing demand drivers ("continued acceleration in procedure demand"), indicating the level is a waypoint rather than a peak, with output expected to continue rising as the same drivers persist. This constitutes a clear step above prior operating range in physical activity (procedures performed), grounded in recent operating quantities and sustained by building capacity/customers.
BRX · Q1 2023 → YESThe question is about whether management reports that the company's PHYSICAL OR OPERATIONAL OUTPUT has just reached the highest level in the company's history or a clear step above its prior operating...NO The transcript shows management highlighting record occupancy levels (94% overall and 89.3% for small shops) as well as leasing activity and signed leases, but these are framed as utilization or pipeline metrics rather than a record level of physical output such as units produced, shipped, delivered, opened, or performed.
CRGO · Q1 2024 → YESThe question is about whether management reports that the company's physical or operational output has just reached the highest level in the company's history or a clear step above its prior operating...

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Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.