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Avid Technology, Inc. (AVID) — Earnings Call X-Ray

Our AI read all 30 of AVID'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
🔒
Q1 2023 · sign up to see
Previous Call Grade
B
Q4 2022
Expected Move
🔒
next 45 days · members
Calls Analyzed
30
2016–2023
Avg Candor
6.6/9
evasion 2.8/9
High CandorSkeptic ReassuredCritic AmmunitionDeferred Revenue GrowingVolume Step-UpEarly Product, Fast GrowthRaising PricesMargins Expanding

Call-by-call analysis

🔒 Q1 2023 earnings call 2023-05-04 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 Q1 2023 call grade is ready
The full 37-point AI read of AVID's newest earnings call — grade, expected move, and every question answered — is free with an account.
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B Q4 2022 earnings call 2023-03-04

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

Guidance: maintainedDemand: stableMargins: expandingBacklog: shrinkingPricing: raisingHeadcount: cuttingCapex: increasing 5 analysts · 10 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Volume step-up ahead
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 3/9
Promotion 4/9
Stress 2/9
Complexity 6/9
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?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
NO 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?
YES Are deferred revenue or customer prepayments growing?
NO 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?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

C Q3 2022 earnings call 2022-11-08

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

Guidance: loweredDemand: stableMargins: expandingBacklog: growingPricing: raising 6 analysts · 12 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growth
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
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?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
NO 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?
NO 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?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?

C+ Q2 2022 earnings call 2022-08-03

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

Guidance: maintainedDemand: acceleratingMargins: expandingBacklog: growingPricing: raisingCapex: increasing 6 analysts · 19 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growth
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 7/9
Uncertainty 5/9
Promotion 6/9
Stress 2/9
Complexity 6/9
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?
YES 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?
NO 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?
NO 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?

C+ Q1 2022 earnings call 2022-05-04

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

Guidance: maintainedDemand: stableMargins: expandingBacklog: growingPricing: raisingCapex: increasing 4 analysts · 12 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growthDirection beats results
Candor 7/9
Specificity 7/9
Evasion 2/9
Confidence 8/9
Uncertainty 5/9
Promotion 6/9
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?
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?
NO 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?
NO 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?

B+ Q4 2021 earnings call 2022-03-01

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

Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: raisingCapex: increasing 5 analysts · 15 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Early product, fast growth
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 3/9
Promotion 5/9
Stress 1/9
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?
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?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
YES Are deferred revenue or customer prepayments growing?
NO 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?

B Q3 2021 earnings call 2021-11-09

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

Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: raisingHeadcount: growingCapex: increasing 4 analysts · 11 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Early product, fast growth
Candor 6/9
Specificity 7/9
Evasion 3/9
Confidence 8/9
Uncertainty 2/9
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?
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?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
YES Are deferred revenue or customer prepayments growing?
NO 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?
YES Does the call read rehearsed rather than lived?

A Q2 2021 earnings call 2021-08-03

Management raised guidance against accelerating demand. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: acceleratingMargins: stablePricing: stableHeadcount: growingCapex: increasing 5 analysts · 17 questions
✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Early product, fast growth
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 4/9
Promotion 5/9
Stress 1/9
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?
NO 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?
NO 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?
YES Are deferred revenue or customer prepayments growing?
NO 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
Q1 2021 2021-05-05 A raisedacceleratingexpanding 7/9 2/9
Q4 2020 2021-03-09 B+ raisedacceleratingexpanding 7/9 2/9
Q3 2020 2020-10-28 B+ maintainedacceleratingexpanding 7/9 2/9
Q2 2020 2020-08-03 C withdrawnmixedexpanding 7/9 2/9
Q1 2020 2020-05-09 D withdrawnmixedcontracting 7/9 4/9
Q4 2019 2020-03-09 B maintainedacceleratingexpanding 7/9 2/9
Q3 2019 2019-11-10 C+ maintainedmixedexpanding 7/9 2/9
Q2 2019 2019-08-05 B maintainedmixedexpanding 7/9 2/9
Q1 2019 2019-05-06 C+ maintainedacceleratingexpanding 6/9 3/9
Q4 2018 2019-03-14 D maintainedacceleratingexpanding 6/9 4/9
Q3 2018 2018-11-07 C maintainedstableexpanding 7/9 2/9
Q2 2018 2018-08-09 D maintainedstablestable 7/9 4/9
Q1 2018 2018-05-10 D maintainedmixedexpanding 6/9 3/9
Q4 2017 2018-03-15 D maintainedmixedcontracting 7/9 4/9
Q3 2017 2017-11-09 D maintainedmixedexpanding 6/9 3/9
Q2 2017 2017-08-03 D maintainedstablestable 6/9 3/9
Q1 2017 2017-05-10 D maintainedmixedcontracting 6/9 3/9
Q4 2016 2017-03-23 F maintainedmixedcontracting 6/9 5/9
Q3 2016 2016-11-09 F loweredmixedstable 7/9 3/9
Q2 2016 2016-08-03 C raisedmixedexpanding 6/9 3/9
Q1 2016 2016-05-04 F maintainedmixedexpanding 6/9 3/9
Q4 2015 2016-03-16 D maintainedacceleratingexpanding 6/9 4/9

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.