Running hot in customers' hands: existing deployments are being used harder than they were sized for
The model's full reasoning — Q2 2017 call → NOWe need to determine if management describes existing customers using the product more intensively than originally planned, with observable current usage. The transcript mentions various products and ramps. Key points: DOCSIS 3.1 initial volume production ramp for a major US cable operator. That's a new product ramp, not necessarily heavier usage of existing. MOCA 2.5 shipments, G.hn deployments. But the question is about existing customers using more than planned. There is mention of "commenced shipments" and "initial ramp" - these are new deployments, not increased usage. Also "strength in cable data" but that's overall revenue. No explicit statement about existing customers consuming more than expected. The closest might be "we have begun deleveraging" but that's financial. No. So answer NO.
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|---|---|---|---|---|
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| WES | Western Midstream Partners, LP | Q3 2018 | 2018-10-31 | D |
| HOLX | Hologic, Inc. | Q4 2017 | 2017-11-08 | D |
| BCE | BCE Inc. | Q2 2017 | 2017-08-05 | B+ |
| CCOI | Cogent Communications Holdings, Inc. | Q2 2017 | 2017-08-03 | B |
| GEO | The GEO Group, Inc. | Q2 2016 | 2016-08-02 | B+ |
TJX · Q2 2021 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...
WES · Q3 2018 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...
BCE · Q2 2017 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...