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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

scPharmaceuticals Inc. (SCPH) — this company's answers

NO on the Q3 2023 call 2023-11-08 B
The model's full reasoning — Q3 2023 call → NO我们根据提供的财报电话会议记录来判断。问题问的是管理层是否描述了现有客户/账户/合作伙伴等已经主动采取或承诺比之前更多的行动（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），并且管理层是否传达这些关系仍然渗透不足，即他们目前所采取的行动仍只占其可能采取的一小部分，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： - 新增了12个销售区域，但这是公司自己的扩张，不是现有客户的行为。 - 与一个大型IDN达成协议，提供无限制访问，覆盖800万生命，固定共付额。这是新客户吗？还是现有客户？看起来是新的协议，但可能不是现有客户深化。 - 与政府退休人员处方集达成协议，增加110万生命。也是新协议。 - 关于处方量、处方者数量、每张处方剂量等指标，但这些都是整体增长，没有明确说现有客户在增加使用量。 - 管理层提到“我们继续与许多其他健康计划进行讨论”，但这是未来计划。 - 关于IDN，管理层说“我们确实在本季度有来自IDN的直接购买”，但“并不代表很多”，并且“我们预计这将是我们业务的重要组成部分”。这暗示IDN是新的，而不是现有客户深化。 - 关于处方者，管理层说“我们已经有1,119个独特处方者，几乎是从6月30日的631个翻倍”，但这是新处方者，不是现有处方者增加使用量。 - 管理层提到“我们正在看到医生们更积极地治疗患者”，但这是整体趋势，没有具体说现有客户。 关键点：问题要求的是“现有客户、账户、合作伙伴、成员或项目”已经主动采取更多行动。在记录中，没有明确提到现有客户在增加订单或扩大使用范围。增长主要来自新客户（新处方者、新IDN协议、新处方集）。管理层没有说现有关系仍然渗透不足，而是说他们正在增加销售区域和获得新协议。 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 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

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CARS Cars.com Inc. Q1 2023 2023-05-06 B
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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
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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.