Running hot in customers' hands: existing deployments are being used harder than they were sized for
The model's full reasoning — Q2 2021 call → NOWe need to determine if management describes that the company's product/service is being used more intensively by existing customers than originally planned, with observable current usage behavior. Key points from transcript: - Amit mentions "strong growth in our core VM offerings" and "cloud platform Tenable.io" but not specifically about usage intensity. - Steve mentions "net dollar renewal rate" expansion, cross-sell of additional modules. That's about expansion, not necessarily usage intensity. - They talk about "higher attach rates" and "expansion rates" but that's about selling more products, not usage. - They mention "Tenable.ep" driving higher deal sizes, but that's about new sales. - No mention of customers consuming more than planned, usage-based metrics, or existing base running hot in terms of usage. - They mention "frictionless assessment" but not usage. - The only possible is "net dollar renewal rate" which is about renewals and expansion, but not specifically usage intensity. The question asks about usage intensity within existing relationships. The transcript focuses on new customers, cross-sell, and larger deals, but not on existing customers using more of the product than planned. There is no mention of consumption-based metrics or utilization. Thus answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| APYX | Apyx Medical Corporation | Q4 2023 | 2024-03-21 | C |
| HP | Helmerich & Payne, Inc. | Q1 2024 | 2024-01-30 | C |
| SCPH | scPharmaceuticals Inc. | Q3 2023 | 2023-11-08 | B |
| DASH | DoorDash, Inc. | Q3 2023 | 2023-11-01 | C+ |
| ADPT | Adaptive Biotechnologies Corporation | Q4 2022 | 2023-02-14 | C+ |
| UPWK | Upwork Inc. | Q2 2022 | 2022-07-27 | C+ |
| FLYW | Flywire Corporation | Q1 2022 | 2022-05-14 | B+ |
| SOPH | SOPHiA GENETICS SA | Q4 2021 | 2022-03-15 | C |
| RELY | Remitly Global, Inc. | Q4 2021 | 2022-03-02 | B |
| ASAN | Asana, Inc. | Q2 2022 | 2021-09-01 | B+ |
| TJX | The TJX Companies, Inc. | Q2 2021 | 2021-08-18 | C |
| 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...