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Relationships widening on the customers' initiative, with the numbers still catching up

Calls Tested
449
Answered YES
5
Hit Rate
1.1%
rare by design

Toast, Inc. (TOST) — this company's answers

NO on the Q4 2022 call 2023-02-16 C+
The model's full reasoning — Q4 2022 call → NO我们根据要求分析。管理层是否描述了多个现有关系最近扩大,并且这些扩大的贡献尚未完全反映在结果中? 从转录中,Chris提到了一些客户例子:Cameron Mitchell restaurants 从单个地点扩展到所有品牌;Michael's Harborside 从旧POS转向Toast;Teaspoon 选择Toast作为45个地点的技术合作伙伴。这些是新的客户关系还是现有关系的扩大?Cameron Mitchell 之前有“bud dairy food hall location”,现在扩展到所有品牌,这是现有关系扩大。Michael's Harborside 是“enduring another busy season...looked to Toast”,似乎是新客户。Teaspoon 是“selected Toast”,也是新客户。所以只有Cameron Mitchell是现有关系扩大,但只有一个。另外,Chris提到“customers like Teaspoon continue to attach more products”,但那是新客户。还有“over 5,000 customers have already used our invoicing product”是新产品采用,但那是新功能,不是现有关系扩大。还有“our order with Google integration”是新产品,不是现有关系扩大。 关于现有关系扩大,还有“customers that use our partner integrations have over 30% higher total ARPU”但那是统计,不是具体扩大。另外,Elena提到“SaaS NRR increased 5 points to 128%”这反映了现有客户增加使用,但那是整体指标,不是具体描述多个关系扩大。 管理层是否明确说多个现有关系最近扩大了?似乎只有Cameron Mitchell一个例子。另外,可能还有“Silver Diner”是“rolled out Toast to 21 locations”但那是新部署,不是扩大?Silver Diner 之前可能没有Toast?从上下文看,Silver Diner 是“rolled out Toast to 21 locations”可能是新客户。所以没有多个现有关系扩大。 关于第二部分,管理层是否说这些扩大的贡献尚未完全反映?对于Cameron Mitchell,没有明确说还在进行中。对于其他,没有。 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 describe that SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER — counterparties the company had already won (customers, accounts, partners, distributors, members, or programs) that have, in the recent period, chosen to take a wider or deeper commitment than they had before — AND does management convey that the reported results reflect only the early part of these widenings, with most of their contribution still ahead? Answer YES when management's own words convey BOTH halves of this one phenomenon, in whatever form fits the business: (1) MULTIPLE EXISTING RELATIONSHIPS HAVE RECENTLY WIDENED, BY THE COUNTERPARTY'S OWN CHOICE. Management recounts that more than one already-established counterparty has stepped up its commitment in the recent period — in whatever form fits the industry, such as: existing customers adding locations, sites, users, lines, units, or departments; accounts that started with one product or use now taking additional ones; partners or distributors extending the relationship into new territories, categories, or scope; early deployments being broadened by the same counterparty; repeat orders arriving meaningfully larger than the initial ones; or relationships moving from an initial phase into a bigger committed phase. The widenings must be described as real and recent — decisions the counterparties actually made, with the resulting business signed, ordered, begun, or already flowing — not hoped for, in negotiation, or merely a pipeline. The pattern should span more than one relationship rather than a single large deal, and the growth should come from the counterparties choosing to take more, not merely from price increases pushed onto the same volumes. (2) THE NUMBERS ARE STILL CATCHING UP, AND MANAGEMENT SAYS SO. Management conveys, directly or plainly in substance, that these widened commitments have contributed only partially to the results being reported — because the expansions began recently, are still ramping toward their intended level, or have most of their delivery, rollout, or volume scheduled ahead — so the just-reported numbers understate the level of business these relationships have already committed to. Management should treat this widening pattern as meaningful to where the company is heading, discussing it as part of the company's trajectory rather than as a passing detail. Answer NO if the growth discussed comes mainly from winning brand-new customers, new markets, or new logos rather than from existing relationships getting bigger. NO if only one relationship is described as widening, however large. NO if the widenings are only hoped for, proposed, in pilot with no commitment, or contingent on decisions not yet made. NO if the increase is chiefly price increases on unchanged volumes, ordinary reorders at the usual size, or routine fluctuations in order timing. NO if the widened business is already fully reflected in the reported results, with no meaningful contribution still ahead. NO if management attributes the step-ups mainly to a one-time event, catch-up, pull-forward, or temporary condition it expects to fade. NO if the pattern appears only in an analyst's question or model that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
DUOT Duos Technologies Group, Inc. Q4 2023 2024-04-01 F
ZVIA Zevia PBC Q1 2022 2022-05-12 B
ATI Allegheny Technologies Incorporated Q1 2018 2018-04-24 B
PTC PTC Inc. Q3 2017 2017-07-19 C+
GOGO Gogo Inc. Q1 2016 2016-05-06 C+

How the model reasoned

ATI · Q1 2018 → YESThe question is: Does management describe that SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER — counterparties the company had already won that have chosen to t...YES The transcript shows management describing multiple existing relationships (major engine OEM customers, Pratt & Whitney/UTC, Boeing, Airbus, and other aerospace/defense customers) that have recently widened commitments through production ramps, emergent demand above contractual share, and long-term agreements. It also conveys that these widenings are still ramping 2018 as an early phase of multi-year expansion, with most of the contribution ahead in 2019–2020.
GOGO · Q1 2016 → YESThe question is: Does management describe that SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER — counterparties the company had already won that have chosen to t...YES The transcript shows management describing multiple existing relationships that recently widened: Delta increased its commitment to more than 600 2Ku aircraft (bringing total awarded over 1,000), and Air Canada extended its relationship to the entire wide-body international fleet. These are presented as recent decisions by established counterparties.
ZVIA · Q1 2022 → YESThe question is: Does management describe that SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER — counterparties the company had already won that have chosen to t...

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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.