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Repeat pull from proven relationships plus room left

Repeat pull from proven relationships plus room left: the installed base is expanding on its own initiative and is still

Calls Tested
499
Answered YES
37
Hit Rate
7.4%
rare by design

Airgain, Inc. (AIRG) — this company's answers

NO on the Q3 2023 call 2023-11-09 F
The model's full reasoning — Q3 2023 call → NOThe question asks whether management describes that existing customers/partners are currently taking more from the company on their own initiative, and whether these relationships remain lightly penetrated. Let me scan the transcript for evidence of existing relationships deepening: 1. "we recently secured a design win from a Tier 1 cable operator for its next generation Wi-Fi 7 CPE" - this is a new design win, not necessarily an existing relationship deepening. 2. "we recently secured a large design win with a Tier 1 mobile network operator, or MNO, for the antenna design in their indoor FWA router" - again, new design win. 3. "we signed a new system integrator in the public safety and municipality market" - new partner. 4. "By the end of 2023, we expect to have added five new distribution partners and a major system integration partner" - new partners. 5. "we have secured early purchase orders for the Lantern FWA products" - new product, early orders. 6. "Our Q1 backlog is currently higher than that of our Q4 backlog" - this is about backlog, not necessarily existing customers expanding. The transcript mostly discusses new design wins, new partners, new products. I don't see management describing existing customers/partners who have been served and proven themselves, now voluntarily taking more (larger reorders, broader deployments, added scope). The asset tracker business is mentioned as "continues to show significant growth potential" and "represented a bright spot in our Q3 revenue" - but this seems to be about the product line generally, not specifically about existing relationships deepening. The enterprise market: "one of our lead customers is going through a technically complex platform refresh" - this is a delay, not expansion. I don't see management describing existing relationships where counterparties are voluntarily expanding their commitments. The growth seems attributed to new customer wins, new design wins, new products, and new partners. Also, there's no clear statement about these relationships being "lightly penetrated" with substantial room remaining within the same relationships. The answer appears to be 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 counterparties the company has ALREADY SERVED AND PROVEN ITSELF WITH — existing customers, accounts, partners, members, or programs — are CURRENTLY, ON THEIR OWN INITIATIVE, TAKING OR COMMITTING TO MEANINGFULLY MORE from the company than they previously did (larger or earlier reorders, broader deployments, added sites, products, or scope, relationships stepped up to bigger phases), AND does management convey that these same relationships remain LIGHTLY PENETRATED — that what these counterparties have taken so far is still a small share of what they could take — so that the expansion now visible is early? Answer YES when both halves come through in management's own words as one coherent, present-tense story, in whatever form fits the business: (1) real expansion behavior already occurring in the recent period across more than an isolated account — driven by the counterparties' own choice after direct experience, not by price increases pushed onto unchanged volumes, and not merely contractual auto-renewal; and (2) management conveying, directly or plainly in substance, that substantial room remains inside these same relationships — more sites, volume, scope, or usage those counterparties could still take — with the fuller contribution ahead of the reported results. Answer NO if growth is attributed mainly to new-customer wins with nothing about existing relationships deepening. NO if the expansion is only hoped for, in pipeline, or projected. NO if the deepening rests on a single account or a one-time bulge management expects to fade. NO if management indicates the relationships are already substantially penetrated with little room left. NO if retention or loyalty language is generic with no observed expansion behavior described. NO if the pattern appears only in an analyst's question that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

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GOGO Gogo Inc. Q1 2016 2016-05-06 C+
WK Workiva Inc. Q4 2015 2016-03-01 B

How the model reasoned

ZVIA · Q1 2022 → YESThe question is about whether management describes existing customers taking more from the company on their own initiative, and that these relationships are still lightly penetrated. YES Management describes existing customers (households and Club channel buyers) already taking meaningfully more through velocity (51% of growth), higher buy rates (+9%), and heavier consumption in the food channel, while conveying that these relationships remain lightly penetrated with substantial room ahead (new households, expanded flavors, broader deployments). This is 100% present-tense, driven by counterparties’ own choice after direct experience, not price hikes or auto-renewal, and the expansion is already occurring across multiple accounts rather than isolated or projected.
PI · Q4 2022 → YESThe question is about whether management describes existing customers expanding their business with the company, and that these relationships are still lightly penetrated. YES The transcript shows management describing existing customers expanding through program expansions, broader deployments, and continued system deployments that are already occurring and expected to drive large volumes in 2023 and beyond, while conveying that these relationships remain lightly penetrated with substantial room for further growth in scope, sites, and usage.
CVS · Q1 2018 → YESThe question is about whether management describes existing customers taking more from the company on their own initiative, and that these relationships are still lightly penetrated. YES The transcript shows management describing existing partnerships (Optum and Cigna clients) already taking more programs through an uptick in CVS Pharmacy and MinuteClinic offerings, driven by the companies' own adoption after experience, with continued opportunities for 2020 and beyond indicating substantial room remains in those relationships.

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