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Fifth Street Senior Floating Rate's (FSFR) — Earnings Call X-Ray

Our AI read all 7 of FSFR's earnings calls (2015–2017) 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
🔒
Q2 2017 · sign up to see
Previous Call Grade
F
Q1 2017
Expected Move
🔒
next 45 days · members
Calls Analyzed
7
2015–2017
Avg Candor
6.4/9
evasion 2.7/9
Guidance LoweredHigh CandorCritic AmmunitionMargins ContractingDemand SlowingReads RehearsedQuestion Left HangingResults Worse Than Direction

Call-by-call analysis

🔒 Q2 2017 earnings call 2017-05-11 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 Q2 2017 call grade is ready
The full 37-point AI read of FSFR's newest earnings call — grade, expected move, and every question answered — is free with an account.
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F Q1 2017 earnings call 2017-02-10

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

Guidance: loweredDemand: slowingMargins: contractingPricing: stableHeadcount: growing
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 7/9
Specificity 7/9
Evasion 3/9
Confidence 5/9
Uncertainty 6/9
Promotion 4/9
Stress 5/9
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?
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?
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?
YES Does the call read rehearsed rather than lived?

D Q4 2016 earnings call 2016-12-14

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

Guidance: maintainedDemand: slowingMargins: contractingBacklog: shrinkingPricing: under pressure
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 7/9
Specificity 8/9
Evasion 0/9
Confidence 5/9
Uncertainty 6/9
Promotion 4/9
Stress 4/9
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?
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?
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?
YES Does the call read rehearsed rather than lived?

D Q3 2016 earnings call 2016-08-10

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

Guidance: maintainedDemand: stableMargins: contractingPricing: stable
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 6/9
Uncertainty 4/9
Promotion 4/9
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?
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?
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?
YES Does the call read rehearsed rather than lived?

D Q2 2016 earnings call 2016-05-11

Management held guidance steady against slowing demand. The delivery was rich in specifics.

Guidance: maintainedDemand: slowingMargins: stablePricing: stable
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedDirection beats results
Candor 6/9
Specificity 7/9
Evasion 2/9
Confidence 6/9
Uncertainty 4/9
Promotion 5/9
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?
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?
YES Does the call read rehearsed rather than lived?

D Q1 2016 earnings call 2016-02-10

Management held guidance steady against slowing demand. The delivery was rich in specifics.

Guidance: maintainedDemand: slowingMargins: stablePricing: under pressure
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable⚑ Reads rehearsed
Candor 6/9
Specificity 7/9
Evasion 3/9
Confidence 6/9
Uncertainty 4/9
Promotion 4/9
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?
YES 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?
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?
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?
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?
YES Does the call read rehearsed rather than lived?

F Q4 2015 earnings call 2015-12-15

Management held guidance steady against steady demand. The delivery was frequently evasive, visibly under pressure.

Guidance: maintainedDemand: stablePricing: stable 1 analysts · 8 questions
⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedCFO dominatesDirection beats results
Candor 5/9
Specificity 6/9
Evasion 6/9
Confidence 5/9
Uncertainty 4/9
Promotion 4/9
Stress 7/9
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?
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?
YES Does the CFO speak more than the CEO?
YES 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.