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The product is disappearing into reorder rhythm

The product is disappearing into reorder rhythm: revenue is shifting from won-each-time to arriving-on-its-own, and the

Calls Tested
500
Answered YES
5
Hit Rate
1%
rare by design

Autodesk, Inc. (ADSK) — this company's answers

NO on the Q3 2019 call 2018-11-20 A
The model's full reasoning — Q3 2019 call → NOWe need answer YES/NO based on transcript. Need determine if management describes growing share of revenue arrives without new selling event (renewals, repeat purchases, etc.) and that this share has recently and visibly grown as proportion, grounded in observed current behavior, changing quality of revenue. Let's parse transcript. Management discusses ARR, subscriptions, renewals. Scott mentions renewal rates for maintenance and product subscriptions picked up slightly from Q2 and in line with planning assumptions. M2S related subs have high renewal rates. Product subscription renewal rates expected to increase as mix shifts. Also mentions eStore growth, etc. But does management explicitly describe that a growing share of revenue now arrives without new selling event? They talk about recurring revenue model, ARR, subscriptions. But question asks specifically "self-arriving revenue" through renewals, repeat purchases, etc. Management mentions renewal rates picked up slightly. But is there a statement that this self-arriving share has recently and visibly grown as proportion? They mention renewal base growing, ARPS increasing due to renewal base. But not necessarily "growing share of revenue arrives without new selling event" as a shift. They discuss business model transition to subscriptions, which is recurring. But the question wants "recently and visibly grown as proportion" with concrete grounding. Management says "renewal rates for both maintenance and product subscriptions picked up slightly from Q2" - that's a recent change but small. Also "We expect renewal rates for product subscriptions to continue to increase as product mix shifts." That's future. Also "M2S related subs have as expected very high renewal rates" - that's current but not necessarily a growing share. The overall business is subscription-based, so revenue is recurring by design. But the question asks if management describes that a growing share of revenue now arrives without a new selling event. They might be talking about ARR growth driven by renewals. However, the transcript doesn't explicitly frame it as "self-arriving revenue" or "quality of revenue" shift. It's more about transition to subscription model, which is already known. The question's criteria: "Answer YES when management's own words convey...

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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 a GROWING SHARE OF THE COMPANY'S REVENUE NOW ARRIVES WITHOUT A NEW SELLING EVENT — through reorders, refills, renewals, repeat purchases, usage-driven billing, aftermarket or consumable pull-through, or customers' own standing routines — AND that this self-arriving share has RECENTLY AND VISIBLY GROWN as a proportion of the business, with management grounding the shift in observed current behavior and treating it as changing the company's quality of revenue? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent recent shift with both halves present: (1) SELF-ARRIVING REVENUE, OBSERVED NOW: management points to real, current repeat-mechanism revenue — reorder rates, renewal behavior, consumable or aftermarket attach, usage growth from installed product, or customers reordering on their own schedule — described with concrete grounding in the recent period, not asserted through generic 'recurring revenue' or 'loyal customers' language; and (2) THE PROPORTION HAS RECENTLY MOVED: management conveys that this self-arriving component is a visibly LARGER share of the business than it recently was — through an installed base that has recently scaled, a consumable or service stream now compounding on top of equipment already placed, or repeat behavior recently strengthening — so the company's revenue is becoming progressively less dependent on winning each sale, with the mix still early in its shift. Answer NO if the business has always been overwhelmingly recurring or contractual with nothing recently shifted. NO if repeat language is boilerplate with no observed behavior or recent change. NO if the repeat revenue is forced by contract lock-in with no customer choice described. NO if the shift is only planned or hoped for. NO if the pattern rests on one anecdote, or appears only in an analyst's question management does not affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
DUOT Duos Technologies Group, Inc. Q4 2023 2024-04-01 F
QTRX Quanterix Corporation Q3 2023 2023-11-07 B
CYBR CyberArk Software Ltd. Q3 2021 2021-11-04 B+
IRBT iRobot Corporation Q3 2021 2021-10-28 D
TOUR Tuniu Corporation Q4 2017 2018-03-14 D

How the model reasoned

DUOT · Q4 2023 → YESThe question is about whether management describes a growing share of revenue arriving without a new selling event, through reorders, renewals, etc., and that this has recently and visibly grown as a ...
QTRX · Q3 2023 → YESThe question is about whether management describes a growing share of revenue arriving without a new selling event, like through reorders, consumables, etc., and that this share has recently grown.
CYBR · Q3 2021 → YESThe question is about whether management describes a growing share of revenue arriving without a new selling event, like through renewals, and that this has recently grown as a proportion.

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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.