Small company, disproportionate current wins
Small company, disproportionate current wins: the period's actual events are big relative to the enterprise
Hit Rate
2.4%
rare by design
NO
on the Q1 2022 call
2022-05-10
C
The model's full reasoning — Q1 2022 call → NOWe need to determine if management describes specific business events that actually occurred, are large relative to company size, and have most effect still ahead. The transcript discusses sales, but they are ordinary. No specific large contracts or events. Answer 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 SPECIFIC BUSINESS EVENTS THAT ACTUALLY OCCURRED IN OR AROUND THE RECENT PERIOD — such as contracts or orders won, customers or programs signed, volumes shipped, facilities or offerings gone live, or commitments received — that are LARGE RELATIVE TO THE COMPANY'S OWN CURRENT SIZE, with management itself conveying the disproportion (for example by calling them the largest or most significant of their kind for this company, comparing them to the scale of the existing business, or describing how the company must now stretch, expand, or reorganize to handle them), AND does management indicate that these events have contributed only partially to the reported results, with most of their effect still ahead? Answer YES when management's own words convey this ONE phenomenon, in whatever form fits the industry: real, already-occurred events out of proportion to a still-small enterprise, narrated by operators now working to absorb them, so the reported numbers describe the company before the events land. One dominant event or several together both count, so long as the disproportion is management's own framing grounded in the specific events rather than in market-size claims. Answer NO if the events described are the company's ordinary rhythm of wins at its usual scale. NO if the 'big' items are pipeline, bids, negotiations, letters of intent, market opportunity, or anything contingent on approvals, financing, or decisions not yet made. NO if the events are already substantially delivered and reflected in the reported results. NO if the company is large or diversified enough that the events would not visibly change its scale. NO if management attributes the events chiefly to one-time conditions it expects to reverse. NO if the disproportion appears only in an analyst's question or model that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.
Companies that answered YES
| Ticker | Company | Call | Date | Call grade |
| KOPN |
Kopin Corporation |
Q4 2023 |
2024-03-14 |
C+ |
| NBTX |
Nanobiotix S.A. |
Q2 2023 |
2023-09-27 |
D |
| GVP |
GSE Systems, Inc. |
Q1 2023 |
2023-05-15 |
D |
| EVGO |
EVgo, Inc. |
Q2 2022 |
2022-08-09 |
C+ |
| SYM |
Symbotic Inc. |
Q3 2022 |
2022-08-01 |
B+ |
| VNRX |
VolitionRx Limited |
Q1 2022 |
2022-05-12 |
F |
| FAT |
FAT Brands Inc. |
Q4 2021 |
2022-03-21 |
F |
| FLUX |
Flux Power Holdings, Inc. |
Q2 2022 |
2022-02-10 |
D |
| BFI |
BurgerFi International, Inc. |
Q3 2021 |
2021-11-12 |
C |
| LIND |
Lindblad Expeditions Holdings, Inc. |
Q2 2017 |
2017-08-06 |
C |
| ARAY |
Accuray Incorporated |
Q4 2016 |
2016-08-17 |
B |
| GOGO |
Gogo Inc. |
Q1 2016 |
2016-05-06 |
C+ |
How the model reasoned
LIND · Q2 2017 → YESThe question is about whether management describes specific business events that actually occurred recently, that are large relative to the company's size, with most of their effect still ahead. YES The transcript shows management describing the recent launch of the National Geographic Quest (first guests July 29, just after quarter-end) as a major milestone: "the next leg of that growth strategy is now firmly underway," "the most advanced passenger ship built in the U.S. in decades," and "we are now on the precipice of delivering on the investment thesis from 2015.
GVP · Q1 2023 → YESThe question is about whether management describes specific business events that actually occurred, large relative to the company's size, with most effect still ahead. YES The transcript shows management describing specific, already-awarded contracts and orders ($19.1 million in new awards, including a $28 million five-year renewal with U.S. government labs) that are framed as the highest in nearly three years and the highest backlog in over a year.
GOGO · Q1 2016 → YESThe question is about whether management describes specific business events that actually occurred, large relative to the company's size, with most effect still ahead. YES The transcript shows management describing the 2Ku awards exceeding 1000 aircraft as a major milestone that has taken flight, with the company now needing to accelerate deployment, increase production rates, and potentially secure additional capital to absorb the scale.
More from the question bank
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.