Two-sided intensity: both new counterparties arriving and existing ones enlarging in the same recent period
The model's full reasoning — Q3 2017 call → NO我们根据提供的财报电话会议记录来判断。问题问的是：管理层是否描述了近期业务从两个方向同时加强：(1)新的付费客户/账户/合作伙伴/项目实际到来；(2)现有客户/关系扩大了他们的订单/范围/数量等。并且管理层将这种双向增长视为当前观察到的模式。 在记录中，Scott Wine提到：“The highlight to the quarter was certainly our return to double-digit retail growth and much needed market share expansion. With overall North American retail up 13% and RZR and NDN ahead of this mark consumer demand was encouraging throughout the quarter.” 这提到了零售增长，但这是整体零售，没有明确区分新客户和现有客户。后来提到：“International sales were strong in every region of the world and we maintain momentum in global adjacent markets with solid performances from Axum, [Indiscernible] Polaris Government and Defense.” 这提到了国际销售和相邻市场，但也没有明确区分新老客户。 关于新客户，有提到“we continue to transition to RFM and reach the benefits of customer and dealer pool”但这不是具体的新客户到来。关于现有客户扩大，有提到“we also saw increased growth in PG&A and our aftermarket portfolio.” 但PG&A可能是现有客户购买配件。没有明确说现有客户扩大了订单。 管理层提到了“factory authorized clearance event”带来了更高的单位销量，但这是促销活动，可能吸引新客户也可能现有客户。但问题要求的是“new paying counterparties actually arrived”和“existing counterparties enlarged what they take”作为已发生的事实。记录中似乎没有明确区分这两类。管理层提到“we gained significant market share”但这是市场份额，不是具体的新客户或现有客户扩大。 另外，有提到“India generated all of their 16% retail growth for market share gains”但同样没有区分。 因此，记录中没有明确描述“新客户到来”和“现有客户扩大”这两个方面同时发生。管理层主要谈论整体零售增长、市场份额提升、促销活动等，但没有具体说明新客户和现有客户分别的情况。所以答案应为NO。 注意：问题要求“Using ONLY the supplied earnings call transcript”，并且要严格判断。因此，我们只能基于记录内容。记录中没有明确的两方面描述。所以回答NO。
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| CRGO | Freightos Limited | Q1 2024 | 2024-05-20 | C+ |
| WRBY | Warby Parker Inc. | Q1 2024 | 2024-05-09 | A |
| LINC | Lincoln Educational Services Corporation | Q1 2024 | 2024-05-06 | B+ |
| SNV | Synovus Financial Corp. | Q1 2024 | 2024-04-18 | B |
| PBR | Petróleo Brasileiro S.A. - Petrobras | Q4 2023 | 2024-03-08 | D |
| NICE | NICE Ltd. | Q4 2023 | 2024-02-22 | B+ |
| SBS | Companhia de Saneamento Básico do Estado | Q3 2023 | 2023-11-10 | C+ |
| DASH | DoorDash, Inc. | Q3 2023 | 2023-11-01 | C+ |
| BZUN | Baozun Inc. | Q2 2023 | 2023-08-28 | D |
| VIPS | Vipshop Holdings Limited | Q2 2023 | 2023-08-18 | C+ |
| SPT | Sprout Social, Inc. | Q2 2023 | 2023-08-04 | B+ |
| PERI | Perion Network Ltd. | Q2 2023 | 2023-08-02 | A |
| IMAX | IMAX Corporation | Q2 2023 | 2023-07-26 | B+ |
| PFIE | Profire Energy, Inc. | Q1 2023 | 2023-05-13 | B |
| SPIR | Spire Global, Inc. | Q1 2023 | 2023-05-10 | B |
| CALX | Calix, Inc. | Q1 2023 | 2023-04-20 | C+ |
| TACT | TransAct Technologies Incorporated | Q4 2022 | 2023-03-08 | A |
| DKS | DICK'S Sporting Goods, Inc. | Q4 2022 | 2023-03-07 | B |
| TOST | Toast, Inc. | Q4 2022 | 2023-02-16 | C+ |
| ADPT | Adaptive Biotechnologies Corporation | Q4 2022 | 2023-02-14 | C+ |
| HIW | Highwoods Properties, Inc. | Q4 2022 | 2023-02-08 | B |
| CNA | CNA Financial Corporation | Q4 2022 | 2023-02-06 | B |
| SIBN | SI-BONE, Inc. | Q3 2022 | 2022-11-07 | C+ |
| MEC | Mayville Engineering Company, Inc. | Q3 2022 | 2022-11-05 | B+ |
| SYY | Sysco Corporation | Q1 2023 | 2022-11-01 | C+ |
| KEY | KeyCorp | Q3 2022 | 2022-10-20 | B+ |
| TMCI | Treace Medical Concepts, Inc. | Q2 2022 | 2022-08-13 | B+ |
| EVGO | EVgo, Inc. | Q2 2022 | 2022-08-09 | C+ |
| DM | Desktop Metal, Inc. | Q2 2022 | 2022-08-08 | F |
| FLR | Fluor Corporation | Q2 2022 | 2022-08-05 | D |
| IT | Gartner, Inc. | Q2 2022 | 2022-08-02 | A |
| UPWK | Upwork Inc. | Q2 2022 | 2022-07-27 | C+ |
| CME | CME Group Inc. | Q2 2022 | 2022-07-27 | B |
| OGI | OrganiGram Holdings Inc. | Q3 2022 | 2022-07-14 | B+ |
| SE | Sea Limited | Q1 2022 | 2022-05-17 | F |
| FLYW | Flywire Corporation | Q1 2022 | 2022-05-14 | B+ |
| ZVIA | Zevia PBC | Q1 2022 | 2022-05-12 | B |
| OPK | OPKO Health, Inc. | Q1 2022 | 2022-05-09 | D |
| BXP | Boston Properties, Inc. | Q1 2022 | 2022-05-03 | A |
| CNXC | Concentrix Corporation | Q1 2022 | 2022-03-30 | B |
| ZENV | Zenvia Inc. | Q4 2021 | 2022-03-17 | C+ |
| SOPH | SOPHiA GENETICS SA | Q4 2021 | 2022-03-15 | C |
| RELY | Remitly Global, Inc. | Q4 2021 | 2022-03-02 | B |
| FLUX | Flux Power Holdings, Inc. | Q2 2022 | 2022-02-10 | D |
| GTES | Gates Industrial Corporation plc | Q4 2021 | 2022-02-07 | C+ |
| OOMA | Ooma, Inc. | Q3 2022 | 2021-12-02 | B+ |
| KTB | Kontoor Brands, Inc. | Q3 2021 | 2021-11-04 | A |
| CYBR | CyberArk Software Ltd. | Q3 2021 | 2021-11-04 | B+ |
| IRBT | iRobot Corporation | Q3 2021 | 2021-10-28 | D |
| ASAN | Asana, Inc. | Q2 2022 | 2021-09-01 | B+ |
| TJX | The TJX Companies, Inc. | Q2 2021 | 2021-08-18 | C |
| UFI | Unifi, Inc. | Q4 2021 | 2021-08-07 | B |
| TENB | Tenable Holdings, Inc. | Q2 2021 | 2021-07-27 | A |
| TCBI | Texas Capital Bancshares, Inc. | Q2 2021 | 2021-07-21 | F |
| CMTL | Comtech Telecommunications Corp. | Q1 2019 | 2018-12-07 | B+ |
| ADSK | Autodesk, Inc. | Q3 2019 | 2018-11-20 | A |
| OGE | OGE Energy Corp. | Q3 2018 | 2018-11-08 | A |
| ROP | Roper Technologies, Inc. | Q2 2018 | 2018-07-26 | A |
| CP | Canadian Pacific Railway Limited | Q2 2018 | 2018-07-19 | B+ |
| MKC | McCormick & Company, Incorporated | Q2 2018 | 2018-06-28 | C+ |
| SATS | EchoStar Corporation | Q1 2018 | 2018-05-10 | C+ |
| BCOV | Brightcove Inc. | Q1 2018 | 2018-04-26 | B+ |
| ALLY | Ally Financial Inc. | Q1 2018 | 2018-04-26 | B+ |
| ILMN | Illumina, Inc. | Q1 2018 | 2018-04-24 | A |
| UPLD | Upland Software, Inc. | Q4 2017 | 2018-03-08 | C+ |
| EPAM | EPAM Systems, Inc. | Q4 2017 | 2018-02-16 | B |
| DLHC | DLH Holdings Corp. | Q1 2018 | 2018-02-06 | C+ |
| UNH | UnitedHealth Group Incorporated | Q4 2017 | 2018-01-16 | A |
| MITK | Mitek Systems, Inc. | Q4 2017 | 2017-11-07 | C+ |
| MKTX | MarketAxess Holdings Inc. | Q3 2017 | 2017-10-25 | C+ |
| SBFG | SB Financial Group, Inc. | Q3 2017 | 2017-10-20 | A |
| GNTX | Gentex Corporation | Q3 2017 | 2017-10-20 | B |
| BCE | BCE Inc. | Q2 2017 | 2017-08-05 | B+ |
| CCOI | Cogent Communications Holdings, Inc. | Q2 2017 | 2017-08-03 | B |
| FLEX | Flex Ltd. | Q1 2018 | 2017-07-28 | F |
| ABM | ABM Industries Incorporated | Q2 2017 | 2017-06-08 | B |
| IONS | Ionis Pharmaceuticals, Inc. | Q1 2017 | 2017-05-09 | C |
| ICFI | ICF International, Inc. | Q1 2017 | 2017-05-06 | B+ |
| ATO | Atmos Energy Corporation | Q1 2017 | 2017-02-08 | A |
| EFSC | Enterprise Financial Services Corp | Q4 2016 | 2017-01-24 | B+ |
| WYY | WidePoint Corporation | Q3 2016 | 2016-11-09 | D |
| BCH | Banco de Chile | Q3 2016 | 2016-10-30 | B+ |
| ULBI | Ultralife Corporation | Q3 2016 | 2016-10-29 | C+ |
| MAT | Mattel, Inc. | Q3 2016 | 2016-10-19 | C |
| VRNS | Varonis Systems, Inc. | Q2 2016 | 2016-08-09 | B+ |
| GOGO | Gogo Inc. | Q1 2016 | 2016-05-06 | C+ |
| WK | Workiva Inc. | Q4 2015 | 2016-03-01 | B |
| HPP | Hudson Pacific Properties, Inc. | Q4 2015 | 2016-02-25 | C |
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).