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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

Tuniu Corporation (TOUR) — this company's answers

NO on the Q4 2017 call 2018-03-14 D
The model's full reasoning — Q4 2017 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/合作伙伴已经主动增加业务量，并且这些关系仍有很大渗透空间。 关键点： - 管理层提到“重复客户贡献率”从2016年Q4的不到50%上升到2017年Q4的超过68%，这表明现有客户在增加消费。 - 还提到“忠诚度计划”改进，以及“企业客户收入增长超过200%”，但这是否是现有客户扩大？需要看具体描述。 - 管理层说“我们继续多样化销售渠道”，但重点在于现有客户的行为。 - 关于“本地旅行社”和“直接采购”，这些是公司自身运营，不是客户行为。 - 管理层没有明确说“现有客户主动增加订单”的具体例子，但重复客户贡献率上升是一个指标。 - 关于渗透空间：管理层说“中国休闲旅游市场远未达到潜力”，但这是整体市场，不是针对现有客户。没有明确说现有客户还有多少未开发空间。 - 管理层提到“我们预计2018年将继续执行战略”，但这是未来计划。 仔细看：重复客户贡献率上升，说明现有客户在增加消费，这是“现有客户主动增加”的证据。但管理层是否说这些关系仍“轻度渗透”？没有直接说。他们提到“我们正在看到重复客户贡献率上升”，但未说“还有很大空间”。不过，他们提到“我们相信这些长期战略将让Tuniu建立竞争优势”，但未具体说现有客户还有多少潜力。 另外，管理层提到“企业客户收入增长超过200%”，但未说明是现有客户扩大还是新客户。没有明确。 因此，可能不符合“现有关系仍轻度渗透”的条件。管理层没有明确说现有客户还有多少未开发空间。他们提到“我们正在扩大销售网络”，但那是新客户获取。 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

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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.