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Amedisys, Inc. (AMED) — Earnings Call X-Ray

Our AI read all 29 of AMED's earnings calls (2016–2023) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.

Latest Call Grade
🔒
Q4 2022 · sign up to see
Previous Call Grade
D
Q3 2022
Expected Move
🔒
next 45 days · members
Calls Analyzed
29
2016–2023
Avg Candor
7.1/9
evasion 2.1/9
Guidance LoweredHigh CandorCritic AmmunitionEarly Product, Fast GrowthUnderused Fixed CostsPricing Under PressureMargins ContractingBacklog Growing

Call-by-call analysis

🔒 Q4 2022 earnings call 2023-02-16 NEWEST

Guidance: ■■■■■Demand: ■■■■■■ Margins: ■■■■Backlog: ■■■■ ■ analysts, ■■ questionsexpected move ±■■%
Candor /9
Specificity /9
Evasion /9
Stress /9

Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.

🔒 The Q4 2022 call grade is ready
The full 37-point AI read of AMED's newest earnings call — grade, expected move, and every question answered — is free with an account.
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D Q3 2022 earnings call 2022-10-27

Management lowered guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: contractingBacklog: growingPricing: under pressureHeadcount: flat 13 analysts · 21 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growthHidden segmentDirection beats results
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 7/9
Uncertainty 5/9
Promotion 6/9
Stress 4/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

D Q2 2022 earnings call 2022-07-28

Management lowered guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: contractingPricing: under pressure 13 analysts · 19 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growthDirection beats results
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 6/9
Uncertainty 5/9
Promotion 4/9
Stress 4/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

C+ Q1 2022 earnings call 2022-04-28

Management held guidance steady against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: mixedMargins: contractingPricing: stableHeadcount: growing 10 analysts · 20 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubtsDirection beats results
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 6/9
Uncertainty 5/9
Promotion 4/9
Stress 3/9
Complexity 5/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

C Q4 2021 earnings call 2022-02-24

Management lowered guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: contractingBacklog: growingPricing: under pressureHeadcount: growing 11 analysts · 20 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growthDirection beats results
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 7/9
Uncertainty 4/9
Promotion 4/9
Stress 3/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
YES Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

C Q3 2021 earnings call 2021-11-03

Management lowered guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: contractingBacklog: growingPricing: raisingHeadcount: growing 11 analysts · 16 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Resolves doubts✓ Early product, fast growthDirection beats results
Candor 8/9
Specificity 9/9
Evasion 2/9
Confidence 7/9
Uncertainty 6/9
Promotion 5/9
Stress 5/9
Complexity 7/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

C Q2 2021 earnings call 2021-08-08

Management lowered guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: expandingPricing: stableHeadcount: growing 7 analysts · 17 questions
⚑ Critic ammunition✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growthHidden segmentDirection beats results
Candor 8/9
Specificity 8/9
Evasion 2/9
Confidence 7/9
Uncertainty 5/9
Promotion 4/9
Stress 4/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

B+ Q1 2021 earnings call 2021-05-02

Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: raisedDemand: acceleratingMargins: expandingPricing: raisingHeadcount: growingCapex: increasing 8 analysts · 14 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 8/9
Uncertainty 3/9
Promotion 5/9
Stress 2/9
Complexity 4/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
YES Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

Earlier calls

CallDateGradeGuidanceDemandMarginsCandorEvasion
Q4 2020 2021-02-26 B maintainedmixedexpanding 7/9 2/9
Q3 2020 2020-10-31 A raisedacceleratingexpanding 7/9 2/9
Q3 2020 2020-10-29 A raisedacceleratingexpanding 7/9 2/9
Q2 2020 2020-07-29 A raisedacceleratingexpanding 7/9 1/9
Q1 2020 2020-05-10 C withdrawnmixedcontracting 7/9 2/9
Q4 2019 2020-02-19 B raisedstableexpanding 6/9 3/9
Q3 2019 2019-10-30 B+ raisedacceleratingexpanding 7/9 1/9
Q2 2019 2019-08-01 A raisedacceleratingexpanding 8/9 2/9
Q1 2019 2019-05-02 B+ maintainedacceleratingexpanding 7/9 1/9
Q4 2018 2019-03-01 B+ raisedacceleratingexpanding 7/9 1/9
Q3 2018 2018-10-30 B+ raisedacceleratingexpanding 7/9 2/9
Q2 2018 2018-08-01 B+ raisedacceleratingexpanding 7/9 2/9
Q1 2018 2018-05-12 B maintainedacceleratingexpanding 7/9 2/9
Q4 2017 2018-02-28 A raisedacceleratingexpanding 8/9 1/9
Q3 2017 2017-11-11 C+ noneacceleratingexpanding 7/9 2/9
Q2 2017 2017-07-27 D maintainedmixedexpanding 7/9 5/9
Q1 2017 2017-05-06 B nonemixedexpanding 8/9 2/9
Q3 2016 2016-11-04 F loweredmixedcontracting 7/9 3/9
Q2 2016 2016-08-03 C+ maintainedacceleratingcontracting 7/9 2/9
Q1 2016 2016-05-08 B maintainedacceleratingstable 7/9 2/9
Q4 2015 2016-03-09 B maintainedacceleratingexpanding 7/9 2/9

How to read this page

The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.

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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.