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DragonWave's (DRWI) — Earnings Call X-Ray

Our AI read all 7 of DRWI's earnings calls (2016–2017) 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 2018 · sign up to see
Previous Call Grade
F
Q4 2017
Expected Move
🔒
next 45 days · members
Calls Analyzed
7
2016–2017
Avg Candor
6.6/9
evasion 5/9
Guidance WithdrawnHigh CandorSigns of StressCritic AmmunitionUnderused Fixed CostsMargins ContractingCutting HeadcountQuestion Left Hanging

Call-by-call analysis

🔒 Q1 2018 earnings call 2017-07-13 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 2018 call grade is ready
The full 37-point AI read of DRWI's newest earnings call — grade, expected move, and every question answered — is free with an account.
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F Q4 2017 earnings call 2017-05-29

Management withdrew guidance against mixed demand signals and contracting margins. The delivery was unusually candid, visibly under pressure.

Guidance: withdrawnDemand: mixedMargins: contractingHeadcount: cutting 2 analysts · 17 questions
⚑ Critic ammunition⚑ Question left hangingDirection beats results
Candor 8/9
Specificity 6/9
Evasion 4/9
Confidence 3/9
Uncertainty 7/9
Promotion 4/9
Stress 6/9
Complexity 5/9
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?
YES Is a claimed advantage dependent on scale they lack?
YES 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?
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?

F Q3 2017 earnings call 2017-01-12

Management held guidance steady against mixed demand signals and contracting margins. The delivery was unusually candid, frequently evasive, visibly under pressure.

Guidance: maintainedDemand: mixedMargins: contractingBacklog: growingPricing: stable 4 analysts · 21 questions
⚑ Critic ammunition⚑ Question left hangingDirection beats results
Candor 7/9
Specificity 5/9
Evasion 6/9
Confidence 5/9
Uncertainty 6/9
Promotion 4/9
Stress 6/9
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?
NO 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?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO 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?
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?

F Q2 2017 earnings call 2016-10-13

Management gave no formal guidance against mixed demand signals and expanding margins.

Demand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: cutting 2 analysts · 7 questions
⚑ Critic ammunition⚑ Question left hangingHidden segmentDirection beats results
Candor 6/9
Specificity 6/9
Evasion 4/9
Confidence 6/9
Uncertainty 5/9
Promotion 4/9
Stress 3/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO 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?
YES Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
NO 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?
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?

F Q1 2017 earnings call 2016-07-14

Management gave no formal guidance against mixed demand signals and expanding margins. The delivery was frequently evasive.

Demand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: cutting 4 analysts · 14 questions
⚑ Critic ammunition⚑ Question left hanging✓ Volume step-up ahead✓ Early product, fast growthDirection beats results
Candor 6/9
Specificity 6/9
Evasion 6/9
Confidence 7/9
Uncertainty 5/9
Promotion 5/9
Stress 5/9
Complexity 5/9
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?
NO 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?
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?
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?

F Q4 2016 earnings call 2016-05-19

Management gave no formal guidance against slowing demand and contracting margins. The delivery was visibly under pressure.

Demand: slowingMargins: contractingHeadcount: cuttingCapex: decreasing 3 analysts · 14 questions
⚑ Critic ammunition⚑ Question left hanging✓ Volume step-up ahead✓ Early product, fast growthHidden segmentDirection beats results
Candor 6/9
Specificity 6/9
Evasion 5/9
Confidence 5/9
Uncertainty 7/9
Promotion 6/9
Stress 7/9
Complexity 7/9
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?
NO 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?
YES 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?
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?
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?

F Q3 2016 earnings call 2016-01-14

Management gave no formal guidance against mixed demand signals and expanding margins. The delivery was visibly under pressure.

Demand: mixedMargins: expandingHeadcount: cutting 1 analysts · 8 questions
⚑ Critic ammunition⚑ Question left hangingDirection beats results
Candor 6/9
Specificity 6/9
Evasion 5/9
Confidence 4/9
Uncertainty 6/9
Promotion 3/9
Stress 6/9
Complexity 7/9
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?
NO 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?
YES Is a claimed advantage dependent on scale they lack?
YES 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?

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.