Two-sided intensity: both new counterparties arriving and existing ones enlarging in the same recent period
The model's full reasoning — Q2 2017 call → NOWe need to determine if the transcript shows both: (1) new paying counterparties arrived in the recent period as real events, and (2) existing counterparties enlarged what they take in the same recent period, with management presenting this as an observed, current pattern meaningful to the company's direction. Let's analyze the transcript. The call is Q2 2017. Management discusses various initiatives and progress. Look for evidence of new customers, accounts, partners, programs that actually signed/ordered/transacted in the recent period. Also evidence of existing accounts stepping up orders/scope/volumes/usage. From the transcript: - Mike Durney discusses "Open Web First" and says: "The bucket-view model has driven up active Open Web clients two-fold from a year ago, and today, over a third of Dice annual customers are Open Web clients." That suggests new clients adopting Open Web? Actually it says "active Open Web clients two-fold from a year ago" - that indicates growth in that product adoption, likely new clients signing up. But it's not clear if it's new customers or existing customers adding Open Web. The phrase "over a third of Dice annual customers are Open Web clients" – this could be existing customers adding the product? Or new customers? It might be both, but not explicitly stated as new arrivals. - Lengo: "eFinancialCareers is broadening Lengo in its sales offering, and as an example, business schools in the U.K. appreciate the benefit of targeting candidates through social media. Financial services companies and large defense contractors have also launched Lengo campaigns to get in front of professional." That indicates new customers? They "have also launched Lengo campaigns" - that's actual activity, but not necessarily new paying counterparties? It says "business schools in the U.K." and "financial services companies and large defense contractors" - these sound like new customers or new engagements. But is it described as a pattern? It's more like examples. - "ClearanceJobs has over 25,000 posted jobs today, up 67% year-over-year." That's increase in job postings, which could be from existing customers posting more jobs, or new customers. But not explicitly. - "Employers using ClearanceJobs are having tougher time finding... And budgets are tight. The supply/demand imbalance...
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PFIE · Q1 2023 → YESThe question is about whether management describes intensification from BOTH new paying counterparties AND existing ones enlarging what they take, in the recent period, as observed facts. YES Management describes both new arrivals ("new customers," "new opportunities," "several project opportunities," "notable customers" including specific ones like Equitrans Midstream and Enterprise Products) and existing-customer expansion ("repeat orders," "repeat business," "repeat orders from one of the United States’ largest producers," " 85,000 burner management solutions," "large uptick... on retrofits") as already-completed facts in the recent period. They present the combination—widening the customer base while deepening relationships—as the current observed pattern driving the business forward.
EPAM · Q4 2017 → YESThe question is about whether management describes that in the recent period the company's business intensified from BOTH directions at once: new paying counterparties arrived AND existing ones enlarg...YES Management describes both sides occurring together in the recent period: new engagements with clients (including specific examples like the European multinational and Global Health Services Company that started less than 12 months ago) alongside growth within the top 20 existing accounts (more than 18% year-over-year) and even stronger growth outside those 20 (34%). They frame this as an observed pattern of widening and deepening the business now, with continued diversification and expansion across both new and existing relationships.
UNH · Q4 2017 → YESThe question is about whether management describes that in the recent period the company's business intensified from BOTH directions at once: new paying counterparties arrived AND existing ones enlarg...YES Management describes both new paying counterparties (e.g., new states like West Virginia, hospitals using Rally, healthcare transformation alliance with 10 companies, acquisitions like Banmedica and DaVita) and existing ones enlarging (e.g., serving nearly 1 million more seniors in Medicare, 465,000 more in commercial group, strong growth with existing client base for PBM, doubled Rally IDs, 7% same-store growth for SCA, highest Q4 script growth).