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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

Clarivate Plc (CLVT) — this company's answers

NO on the Q2 2021 call 2021-07-31 B+
The model's full reasoning — Q2 2021 call → NO我们根据提供的财报电话会议记录，判断管理层是否描述了现有客户/账户/合作伙伴正在主动采取更多行动（扩大规模、增加范围等），并且这些关系仍未被充分渗透，还有很大增长空间。 关键点： - 管理层提到“inside sales”和“global business centers”的过渡，以及“One Clarivate”战略，旨在提高客户保留率。 - 提到“professional services”和“transactional revenue”的增长，但这是否是现有客户主动扩大？ - 具体提到DRG（现HDS）增长18%，但这是否是现有客户扩大？还是新客户？ - 提到“renewal rate”为91%，下降不到2%，但这是保留率，不是扩张。 - 管理层提到“we are optimistic that we’ll be able to serve this particular client through other channels”关于一个客户取消，但这是流失。 - 关于ProQuest，是收购，不是现有客户扩张。 - 管理层提到“we have identified an additional $25 million in cost synergies”等，但这是成本，不是收入扩张。 - 关于“organic revenue growth”和“transactional revenue”增长，但未明确说现有客户主动扩大规模。 - 管理层提到“we are seeing a subtle shift in the growth profile of transactional business compared to subscriptions, with transactional revenue growing at a faster rate and we believe this is sustainable.” 但这是整体趋势，未明确说现有客户。 - 在回答分析师问题时，提到“professional services sells products”等，但未具体说现有客户扩大。 - 关于“inside sales”过渡，提到“we are nearing completion of the first phase with 80% of accounts, 20% of our revenue being served by these centers”但这是内部销售模式，不是客户主动扩大。 - 管理层提到“we will benefit from a full quarter of organic growth from CPA Global”等，但这是收购后的整合。 仔细看，是否有任何地方明确说现有客户正在主动增加购买量？例如，提到“renewal rate”下降，但未说现有客户扩大。提到“transactional revenue”增长，但可能来自新客户或现有客户，但未明确。 在回答Toni Kaplan的问题时，Richard提到“HDS grew 18% in the second quarter”但未说这是现有客户扩大。Mukhtar提到“real-world solutions”等，但未明确。 在回答George Tong的问题时，提到“price realization”和“inside sales”将推动增长，但这是未来计划，不是当前行为。 在回答Manav Patnaik的问题时，提到“DRG”和“CPA”的增长，但未明确现有客户扩大。 在回答Shlomo Rosenbaum关于EBITDA的问题时，提到成本协同效应，不是收入。 在回答关于合同续约的问题时，提到“annual contracts”和“multiyear”但未说现有客户扩大。 在回答关于客户流失的问题时，提到一个客户取消，但未说其他客户扩大。 在回答关于ProQuest和China的问题时，未涉及。 因此，管理层没有明确描述现有客户正在主动扩大规模。他们谈论的是整体增长、新客户、收购、成本协同等。没有提到“existing customers are taking more”的具体行为。也没有提到“lightly penetrated”的关系。 所以答案应为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 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.

Companies that answered YES

TickerCompanyCallDateCall grade
PPC Pilgrim's Pride Corporation Q1 2024 2024-05-03 A
DUOT Duos Technologies Group, Inc. Q4 2023 2024-04-01 F
GIII G-III Apparel Group, Ltd. Q4 2024 2024-03-14 C
KOPN Kopin Corporation Q4 2023 2024-03-14 C+
DASH DoorDash, Inc. Q3 2023 2023-11-01 C+
SPT Sprout Social, Inc. Q2 2023 2023-08-04 B+
AFL Aflac Incorporated Q2 2023 2023-08-02 C+
CARS Cars.com Inc. Q1 2023 2023-05-06 B
CALX Calix, Inc. Q1 2023 2023-04-20 C+
TOST Toast, Inc. Q4 2022 2023-02-16 C+
ADPT Adaptive Biotechnologies Corporation Q4 2022 2023-02-14 C+
PI Impinj, Inc. Q4 2022 2023-02-08 B+
DM Desktop Metal, Inc. Q2 2022 2022-08-08 F
FLYW Flywire Corporation Q1 2022 2022-05-14 B+
ZVIA Zevia PBC Q1 2022 2022-05-12 B
FARM Farmer Bros. Co. Q3 2022 2022-05-07 D
FAT FAT Brands Inc. Q4 2021 2022-03-21 F
SOPH SOPHiA GENETICS SA Q4 2021 2022-03-15 C
CYBR CyberArk Software Ltd. Q3 2021 2021-11-04 B+
ASAN Asana, Inc. Q2 2022 2021-09-01 B+
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
DGX Quest Diagnostics Incorporated Q2 2021 2021-07-22 B+
ADSK Autodesk, Inc. Q3 2019 2018-11-20 A
YUM Yum! Brands, Inc. Q2 2018 2018-08-02 C
ORAN Orange SA Q2 2018 2018-07-26 B
MKC McCormick & Company, Incorporated Q2 2018 2018-06-28 C+
CVS CVS Health Corporation Q1 2018 2018-05-02 B+
BCOV Brightcove Inc. Q1 2018 2018-04-26 B+
ILMN Illumina, Inc. Q1 2018 2018-04-24 A
ATI Allegheny Technologies Incorporated Q1 2018 2018-04-24 B
UPLD Upland Software, Inc. Q4 2017 2018-03-08 C+
HOLX Hologic, Inc. Q4 2017 2017-11-08 D
CCOI Cogent Communications Holdings, Inc. Q2 2017 2017-08-03 B
PTC PTC Inc. Q3 2017 2017-07-19 C+
WYY WidePoint Corporation Q3 2016 2016-11-09 D
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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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.