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

Gartner, Inc. (IT) — this company's answers

NO on the Q2 2022 call 2022-08-02 A
The model's full reasoning — Q2 2022 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近期过去的比率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真实事件,同时表明这种改善仍在持续。 在记录中,Gene Hall 和 Craig Safian 多次提到“新业务接近历史最高水平”、“保留率非常强劲”、“新业务创纪录”等。例如,Gene Hall 说:“新业务接近历史最高水平。” Craig Safian 说:“新业务接近历史最高水平。” 以及“GTS 新业务同比下降 1%,但对比的是非常艰难的去年同期,两年复合增长率约为 16%。” 这些表述表明当前的新业务水平与公司自身近期相比处于高位,但这是否明确对比了“转换率”的改善?他们提到“保留率非常强劲”、“新业务接近历史最高水平”,但并没有明确说“我们现在的转换率比过去几个季度更高”或“我们赢得业务的比例提高了”。他们更多是在描述结果,而不是对比转换率。 此外,他们提到“我们继续增长销售团队”,但这是关于投入,不是关于转换率。关于“新业务”的表述,如“接近历史最高水平”,可能暗示比过去好,但并没有明确说“我们正在以更高的比率赢得业务”。而且,他们提到“对比非常艰难的去年同期”,说明增长部分是由于低基数,而不是转换率改善。 关于“仍然持续”,他们提到“需求依然强劲”,但需求不等于转换。他们没有明确说“这种改善的转换率仍在继续”。 因此,我认为管理层没有明确传达“转换率改善”这一概念。他们报告了强劲的结果,但没有对比自身过去的转换率。所以答案应为 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.