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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

Backblaze, Inc. (BLZE) — this company's answers

NO on the Q3 2022 call 2022-11-11 D
The model's full reasoning — Q3 2022 call → NOWe need answer YES or NO. Need analyze transcript. Question asks: Does management describe that a growing share of revenue now arrives without new selling event — self-arriving revenue — and that this share has recently and visibly grown as proportion, grounded in observed current behavior, changing quality of revenue? Need use only transcript. Need determine if management conveys both halves. Transcript: Backblaze has B2 Cloud Storage and Computer Backup. Computer Backup is subscription recurring. B2 is usage-based. They discuss revenue growth, NRR, retention. They mention B2 now 40% of total revenue, growing faster. They mention NRR total 114%, B2 123%, Computer Backup 108%. Gross customer retention 91%. They discuss price increase in Computer Backup phasing in. They discuss B2 Reserve capacity-based pricing with committed contracts. They discuss partners. But question specifically about self-arriving revenue without new selling event, and recently grown proportion. Need see if management describes such shift. Management says: "Our computer backup business grew a healthy 17%." "Computer Backup continued to benefit from price increase... vast majority of subscriptions have transitioned to new pricing." "By year-end, we expect approximately 10% of currently active computer backup subscriptions to be on pre-increased pricing." That's about renewals at higher price, but not necessarily self-arriving? Computer backup is recurring subscription. But has it always been recurring? Yes. No recent shift in proportion? They mention B2 growing faster, so B2 share increasing. B2 is usage-driven billing, customers' usage grows. NRR B2 123% indicates existing customers spend more. But is that described as self-arriving revenue without new selling event? They talk about data growth from existing customers. They mention "data stored by developers with us growing by 80% over prior year." They mention "B2 Cloud Storage business grew 48%" and "B2 now represents 40% of total revenue." But is that self-arriving? B2 is usage-based, so existing customers' usage grows. They mention NRR. But do they explicitly say a growing share of revenue now arrives without new selling event? They don't use that language. They discuss "net revenue retention" which measures growth of recurring revenue for initial set of customers.

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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.