Question Bank › Repeat pull from proven relationships plus room

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

GoPro, Inc. (GPRO) — this company's answers

NO on the Q4 2023 call 2024-02-07 F
The model's full reasoning — Q4 2023 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/合作伙伴/成员等已经主动采取或承诺更多行动（如更大或更早的再订购、更广泛的部署、增加站点、产品或范围、关系升级到更大阶段），并且管理层表示这些关系仍然渗透不足，即他们目前所取得的只是他们可能取得的一小部分，因此现在可见的扩张是早期的。需要两个条件都满足。 在记录中，管理层提到了零售渠道的扩张，增加了新的零售门市（doors），但这是新客户还是现有客户？他们提到“我们正在积极扩大我们销售产品的零售门市数量。自2023年5月以来，我们增加了超过3,200个新的零售门市，这超过了我们今年的目标。”这似乎是新门市，而不是现有门市增加订单。他们还说“我们打算继续推动门市增长，目标是在未来两年内再增加7,000个新门市。”这仍然是新门市。 关于现有关系，他们提到“我们的零售渠道增长在很大程度上被我们的GoPro.com直接面向消费者渠道所抵消，我们低估了战略转变的影响。”这似乎不是现有客户增加。 他们提到“第四季度入门级相机销售，定价为199美元和249美元，占我们产品组合的28%，而去年同期为零。”这是新产品，不是现有客户。 关于订阅者，他们提到“我们以超过250万订阅者结束了2023年，同比增长12%。”但这是订阅者数量，不是现有订阅者增加使用量。他们提到“年度订阅者的保留率，占订阅者总数的90%，第一年续订率在60%到65%之间，第二年续订率在70%到75%之间。我们新的第三年群体续订率超过80%。”这是保留率，不是扩张行为。 他们提到“我们新的Quik桌面应用和Premium+订阅层级”是新产品。 关于Forcite收购，那是新业务。 管理层没有明确描述现有客户或合作伙伴主动采取更多行动。他们提到零售门市增加，但那是新门市，不是现有门市增加订单。他们提到“零售渠道单位销售增长25%”但那是从战略转变后，可能包括新门市。 他们提到“我们相信我们的零售销售增长给了我们，更重要的是给了我们的零售商和分销商信心，让他们在我们推出新产品时更加投入。”这暗示现有零售商可能增加订单，但这是预期，不是已经发生的。 他们提到“我们打算继续推动门市增长”是未来计划。 没有明确说现有关系仍然渗透不足，他们提到“我们相信我们可以推动长期收入、利润和利润率增长”但那是总体。 因此，答案是否定的。管理层没有描述现有客户已经主动采取更多行动，也没有说这些关系仍然渗透不足。他们主要谈论新门市和新产品。 所以回答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.