Question Bank › Winning more per swing than they used to — and t

Winning more per swing than they used to — and the change is recent, real, and still playing out

Calls Tested
482
Answered YES
6
Hit Rate
1.2%
rare by design

Avnet, Inc. (AVT) — this company's answers

NO on the Q2 2018 call 2018-01-25 B
The model's full reasoning — Q2 2018 call → NO我们根据提供的财报电话会议记录,判断管理层是否传达了公司最近开始以明显高于自身过去的速度或规模将机会转化为实际赢得的业务,并且这种改善是基于已经发生的事件,且目前仍在持续。 分析关键点: 1. 管理层是否对比了当前转化率与自身过去的转化率? 2. 是否有实际已发生的胜利(如订单、设计注册等)作为证据? 3. 是否表明这种改善仍在持续? 在记录中,Bill Amelio提到: - "Demand and creation metrics continue to improve as design registrations were up both sequentially and year-over-year, and the cumulative design registration have now offset this August we loss due to supplier program changes in a relatively short period of time." - "We've also begun to achieve some of the financial target as supplier built incentives around which partially contributed to 35 basis points sequential improvement in gross profit margin in the Americas regions of electronics component." - "With an improving book-to-bill and an improving confidence of our suppliers and customers, we expect to continue to strength as we enter into the second half of fiscal 2018." Phil Gallagher提到: - "we've added six new franchises in electronics component this quarter and we experienced this regional coverage of additional four suppliers and at Premier Farnell we added nine new franchises." - "we are gaining momentum when it comes to the suppliers." 关于转化率,管理层提到设计注册(design registrations)上升,并已抵消了供应商计划变化造成的损失。这暗示了机会转化为实际业务的能力在提高。但管理层没有明确对比“当前转化率”与“自身过去的转化率”,而是提到了设计注册的增长和抵消损失。此外,他们提到“book-to-bill”改善,但book-to-bill是订单与出货比,反映需求,不一定直接反映转化率。 关键点:管理层是否明确说“我们现在比过去更频繁地赢得业务”?他们提到设计注册上升,但设计注册是机会,不是已赢得的业务。他们提到“cumulative design registration have now offset this August we loss”,这表示设计注册数量已弥补损失,但设计注册本身是潜在机会,不是实际订单。他们提到“we expect to continue to strength”,但这是预期。 另外,他们提到“we've begun to achieve some of the financial target as supplier built incentives”,这可能是实际财务改善,但未明确说转化率提高。 整体上,管理层报告了增长和改善,但没有明确对比自身过去的转化率。他们提到设计注册上升,但设计注册是机会,不是已赢得的业务。他们提到“book-to-bill”改善,但book-to-bill是需求指标。没有明确说“我们现在赢得更多订单”或“我们的成功率提高了”。 因此,答案应为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 convey that the company has RECENTLY BEGUN CONVERTING ITS OPPORTUNITIES INTO ACTUAL WON BUSINESS AT A CLEARLY HIGHER RATE OR SCALE THAN ITS OWN RECENT PAST — that when the company goes after orders, customers, contracts, projects, approvals, placements, or engagements, it is now landing them more often, faster, or bigger than it was landing them several quarters ago — AND does management ground this improvement in real events that already happened while indicating that the same improved conversion is still continuing right now? Answer YES when management's own words convey, in whatever form fits the business, ONE coherent phenomenon with all three parts present: (1) A SELF-COMPARISON SHOWING IMPROVED CONVERSION. Management contrasts how the company is currently converting opportunities into won business against how it converted them before — for example: win rates, success rates, close rates, or hit rates described as visibly higher than the company's own recent norm; a much larger share of pursuits, bids, evaluations, trials, or discussions now ending in the company's favor; wins now arriving at a frequency, pace, or size the company was not achieving several quarters ago; business the company used to lose, miss, or fail to land now being captured; or management plainly saying that its efforts are producing more than the same efforts used to produce. The comparison must be against the company's OWN prior experience — not against competitors, the industry, or last year's market conditions. (2) THE EVIDENCE IS REAL AND ALREADY BANKED. The improved conversion must be demonstrated by things that actually happened in the recent period — actual wins, signings, orders, awards, placements, openings, or customers landed and identifiable in management's account — not by pipeline, interest, proposals outstanding, or management's confidence about future closings. (3) THE IMPROVEMENT IS PRESENTED AS STILL IN FORCE. Management conveys, directly or plainly in substance, that this improved conversion is not a finished episode: further wins of the same kind are continuing to arrive, are in late stages, or are expected from the same drivers already at work — so the recent wins read as the early stretch of a changed trajectory rather than a completed burst, with reasons for the improvement attached to the company itself (its offering, capability, reputation, positioning, or execution) rather than to a one-time external event. Answer NO if management reports strong demand, growth, or good results without contrasting current conversion against the company's own prior rate of converting. NO if the claimed improvement rests on pipeline, quotes, proposals, or hoped-for closings rather than on business actually landed. NO if the improvement is attributed mainly to a one-time event, a single unusual deal, an easy comparison, seasonality, or a temporary condition management expects to fade. NO if management describes the run of wins as concluded, slowing, or unlikely to continue. NO if winning at this rate is simply normal for this company and nothing about its conversion has recently changed. NO if the idea appears only in an analyst's question or characterization that management does not itself affirm. Use only the supplied transcript. Answer only YES or NO.

Companies that answered YES

TickerCompanyCallDateCall grade
NICE NICE Ltd. Q4 2023 2024-02-22 B+
IMAX IMAX Corporation Q2 2023 2023-07-26 B+
GVP GSE Systems, Inc. Q1 2023 2023-05-15 D
FAT FAT Brands Inc. Q4 2021 2022-03-21 F
TENB Tenable Holdings, Inc. Q2 2021 2021-07-27 A
LBTYK Liberty Global's Q1 2016 2016-05-10 C+

How the model reasoned

FAT · Q4 2021 → YESThe question is about whether management conveys that the company has recently begun converting its opportunities into actual won business at a clearly higher rate or scale than its own recent past. ...**YES** Management conveys an improved conversion rate through the statement that new construction and franchise sales are "stronger than we've seen in many years, if not ever," directly contrasting current performance against their own historical experience.
IMAX · Q2 2023 → YESThe question is about whether management conveys that the company has recently begun converting its opportunities into actual won business at a clearly higher rate or scale than its own recent past. ...YES Management explicitly contrasts current signings performance against its own recent past (84 YTD vs. 47 in all of 2022; 46 in Q2 vs. 13 in Q2 2022; 68 new systems vs.
LBTYK · Q1 2016 → YESThe question is about whether management conveys that the company has recently begun converting its opportunities into actual won business at a clearly higher rate or scale than its own recent past. ...**YES** Management conveys exactly this three-part phenomenon. (1) Self-comparison: They repeatedly contrast current conversion against their own recent past.

More from the question bank

This quarter could not have been described lBetting on a customer they cannot yet nameConversion calendar in handSecond wave already orderingGround-level proof points accumulatingInsiders still discovering the upsideAll questions →
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.