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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

Mobileye Global Inc. (MBLY) — this company's answers

NO on the Q2 2023 call 2023-07-28 B+
The model's full reasoning — Q2 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/合作伙伴已经主动采取或承诺更多业务，并且这些关系仍有很大渗透空间。 关键点： - 管理层提到与大众集团的关系：自2018年起所有新车使用Mobileye ADAS，2021年加入REM，最近设计赢得Cascade REM覆盖大部分集团。这是现有关系的扩展。 - 保时捷的SuperVision设计胜利，并预期其他大众集团品牌（奥迪、宾利）采用，扩大规模。 - ZEEKR的SuperVision持续部署，地图覆盖快速建设，功能逐步推出。 - 管理层提到九个大型OEM处于高级阶段，但这是新客户机会，不是现有关系深化。 - 关于现有关系深化：大众集团从ADAS扩展到REM，保时捷从无到有，但保时捷是新客户？实际上保时捷是大众集团旗下，但之前没有SuperVision，所以是新的产品线。但大众集团整体是现有客户，扩展了产品范围。 - 管理层说“我们与大众集团的关系……延伸到2030年代”，并提到“最近设计赢得Cascade REM覆盖大部分集团”，这是现有关系的扩展。 - 关于渗透程度：管理层没有明确说这些关系还有多少空间，但提到“我们预计SuperVision将被其他高端品牌采用以增加规模经济”，暗示还有更多品牌可以加入。 - 但问题要求“同一关系仍轻渗透”，即这些现有客户还能带来更多。管理层提到大众集团旗下多个品牌，但尚未全部采用SuperVision，所以有空间。 - 然而，管理层主要强调新客户（九个OEM）的进展，而不是现有关系的深化。现有关系深化主要是大众集团从ADAS到REM，以及保时捷的SuperVision，但保时捷是大众集团的一部分，所以是同一集团内的扩展。 - 管理层没有明确说“这些关系仍轻渗透”，但暗示了扩展空间。 - 另外，ZEEKR是现有客户，但管理层提到地图覆盖在建设，功能逐步推出，但这是产品部署，不是客户主动增加订单。 - 整体上，管理层描述了现有关系（大众集团）的扩展，但更多是产品线扩展，而非客户主动增加采购量。而且没有明确说这些关系还有多少空间。 根据严格标准，需要“真实扩展行为已经发生，且由客户主动选择”，以及“管理层表明这些关系仍有大量空间”。管理层提到大众集团扩展REM，但这是基于产品成功，不是客户主动？实际上客户选择了扩展。但渗透程度未明确。 我认为答案应为NO，因为管理层主要强调新客户机会，现有关系深化描述有限，且未明确说轻渗透。

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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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