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LEE · Earnings-call lab · 41 calls graded · 2015–2026

Lee Enterprises, Incorporated

The call grade, management's tone measured against 177,437 other calls, what changed since the quarter before, and every one of the 500 checks.

500checks per call

41calls analyzed

2015–2026coverage

NEWESTQ3 2026 call

2026-08-13 · 500 / 500 checks · members only

LockedStarter · $1 first week

AI call read

Grade locked

Grade and plain-English verdict

Expected 45-day move

Locked

Move size estimate, not direction

AI checks completed

500/ 500

Every check answered YES or NO

This is the current report. Unlock its call read, expected move size, and all 500 answers.

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OPENQ2 2026 call

2026-05-07 · 0 analysts · 1 questions · 500 / 500 checks

Free · full reportThe quarter before the newest

Call grade · Bottom 26% of 177,437 calls

Weak call. Management held guidance steady against mixed demand signals and expanding margins. The delivery was rich in specifics, promotional in tone.

Management toneResultTypical range · middle half of all callsFlag

Candor6 /9

—

Evasion2 /9

—

Specificity7 /9

—

Confidence8 /9

—

Uncertainty2 /9

—

Promotion7 /9

Stress2 /9

—

Complexity4 /9

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Since the quarter before · Q1 2026 → Q2 2026

Guidance maintainedDemand mixedMargins expandingPricing ~~raising~~stableHeadcount cutting⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedHidden segmentDirection beats results

Notable checks detected

Does the word "growth" appear at least ten times?
Does any speaker say "just" five or more times?
Does the word "strong" appear more than five times?
Is the CFO the speaker for at least one analyst question?

ScreenersPromotional Tone Critic Ammunition Margins Expanding Cutting Headcount Hidden Segment Reads Rehearsed Question Left Hanging Results Worse Than Direction

Lab panel · Q2 2026 call

30 markers, measured against 177,437 calls

Language counted straight from the transcript, behaviour read by the 500 checks, tone above. The band is the middle half of every call we have graded; a flag means this call sits outside it.

5 flags on this call

LanguageResultTypical range · middle half of all callsFlag

AI mentionsTimes management said AI, generative, LLM or agentic.2 mentions

typical 0–0

"Great question"Management praising a question before answering it.0 times

typical 0–1

—

Thank-yousEvery thanks on the call, in both directions.15 times

typical 13–31

—

BuzzwordsSynergies, headwinds, flywheels, best-in-class and friends.1.6 /1k words

typical 0.6–1.8

—

HedgesSort of, kind of, roughly, I think, probably.1.6 /1k words

typical 5.5–10.5

—

SuperlativesRecord, unprecedented, tremendous, incredible.0.6 /1k words

typical 0.3–1.2

—

Outside forcesMacro, weather, currency, tariffs, supply chain.2 mentions

typical 1–9

—

Stonewalls"Not going to comment", "we don't break that out".0 times

typical 0–0

—

NumbersFigures per thousand words of management speech. Low means vague.17.0 /1k words

typical 21.2–35.3

"Excited"Excited, exciting, thrilled.2 times

typical 0–3

—

Script shareShare of the call spent on prepared remarks rather than questions.92% % of call

typical 35%–55%

CEO shareHow much of the talking the CEO did.23% % of mgmt words

typical 29%–68%

Longest answerThe longest single management answer in the Q&A.87 words

typical 249–461

—

Reading levelFlesch–Kincaid grade level of management answers.13.0 US grade

typical 7.6–9.6

Behaviour · from the 500 checksDetectedTypical range · middle half of all callsFlag

FlatteryCompliments, thank-yous and first names between analysts and management.14 of 49

typical 16–30

—

DodgingQuestions declined, deferred or answered with a different question.0 of 15

typical 5–9

—

BlameResults attributed to weather, macro, currency or other outside forces.0 of 27

typical 3–12

—

HypeSuperlatives and excitement in management language.2 of 11

typical 2–8

—

Analyst pushbackHow hard the analysts pressed: follow-ups, two-part questions, challenges.5 of 22

typical 5–10

—

ConfessionAdmissions, apologies and self-corrections.0 of 11

typical 1–5

—

Call theaterStage management: operator mechanics, scripted cues, "color".5 of 33

typical 12–19

—

Capital returns talkAttention paid to buybacks, dividends, M&A and the balance sheet.4 of 7

typical 1–5

—

Counts are literal: "AI mentions" is the number of times management said it. Behaviour indices count how many checks in a themed group came back YES. Rankings across all companies →

Full transparency

All 500 AI checks

Q2 2026 · 500 checks

Every answer is below. Open any check to see what its YES or NO means.

Choose a past call

500checked

128detected

372not detected

NO Does an executive answer a question by describing a process rather than an outcome? Activist · seen in 86.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 86.8% of calls 85.3% repeat consistency

NO Is there a question the executive answers with a question back to the analyst? Activist · seen in 31.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.3% of calls 88.3% repeat consistency

NO Does anyone compare the company to an unnamed "competitor" or "peer" rather than naming it? Activist · seen in 63.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 63.3% of calls 83% repeat consistency

NO Does anyone use "historically" or "traditionally" while defending a current practice? Activist · seen in 28.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.6% of calls 83.7% repeat consistency

NO Is a departure, transition, or role change mentioned only in passing without a thank-you or tribute? Activist · seen in 10% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10% of calls 91% repeat consistency

NO Does anyone reference a private conversation ("as I told...", "as we discussed offline")? Activist · seen in 18% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18% of calls 85% repeat consistency

NO Does the transcript contain the phrase "next question" at least twice? Air Traffic · seen in 83.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 83.8% of calls 97.3% repeat consistency

NO Does an analyst ask a question spanning more than five sentences? Air Traffic · seen in 75.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.4% of calls 88.6% repeat consistency

NO Does any analyst ask a question containing multiple sub-questions (three or more)? Air Traffic · seen in 89.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 89.5% of calls 94% repeat consistency

NO Does the CEO answer a question personally after another executive initially responds? Air Traffic · seen in 58% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 58% of calls 90% repeat consistency

NO Does any speaker use the phrase "if you look at" at least twice? Air Traffic · seen in 35.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.1% of calls 90% repeat consistency

NO Does any analyst preface a question by summarizing the company's stated results? Air Traffic · seen in 75.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.4% of calls 80.6% repeat consistency

NO Does any speaker use the word "obviously" at least twice? Air Traffic · seen in 55.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 55.8% of calls 83.8% repeat consistency

NO Does anyone say "guidance" in the same sentence as a specific number? Air Traffic · seen in 56.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 56.4% of calls 90.3% repeat consistency

NO Does any analyst say "congrats" or "congratulations" to management? Air Traffic · seen in 35.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.8% of calls 99.7% repeat consistency

YES Is the word "scale" or "scaling" used as a verb? Air Traffic · seen in 22.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 22.7% of calls 97.7% repeat consistency

NO Does an analyst ask a question beginning with a number ("two questions", "three quick ones")? Air Traffic · seen in 32.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.8% of calls 88.7% repeat consistency

NO Does any analyst say "thank you" before asking their question? Air Traffic · seen in 71.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 71.4% of calls 90.4% repeat consistency

NO Does any analyst name two or more executives when asking their question? Air Traffic · seen in 35.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.1% of calls 86.9% repeat consistency

NO Does the word "outperform," "outperformance," or "beat" appear? Air Traffic · seen in 31.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.7% of calls 95.7% repeat consistency

NO Does anyone say "the environment" when describing market conditions? Air Traffic · seen in 51.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 51.5% of calls 83.9% repeat consistency

YES Does any executive use the word "momentum" at least twice? Air Traffic · seen in 29.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 29.5% of calls 97.3% repeat consistency

YES Does an executive begin an answer with "Great question," "Thanks," or "Appreciate"? Air Traffic · seen in 46% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 46% of calls 88.3% repeat consistency

NO Does the CFO use the phrase "adjusted" or "non-GAAP" at least three times? Air Traffic · seen in 51.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 51.6% of calls 96.9% repeat consistency

YES Does any speaker say "thank you" more than three times? Air Traffic · seen in 78.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 78.4% of calls 80.1% repeat consistency

YES Does any speaker say "with that" as a transition phrase? Air Traffic · seen in 76.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 76.4% of calls 99% repeat consistency

YES Does anyone use the phrase "on a comparable basis" or "adjusted for"? Air Traffic · seen in 17.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 17.6% of calls 92.6% repeat consistency

YES Does any speaker say "moving to" or "turning to" when changing topics? Air Traffic · seen in 74.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 74.8% of calls 93.8% repeat consistency

YES Does any speaker say "over to you" or "I'll turn it over"? Air Traffic · seen in 79.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 79.9% of calls 81.1% repeat consistency

NO Does any speaker say "operator" aloud during the call? Air Traffic · seen in 43.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 43.9% of calls 87.6% repeat consistency

NO Does anyone repeat the same stock phrase three or more times? Anthropologist · seen in 85.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 85.4% of calls 82.7% repeat consistency

NO Does anyone use the phrase "as you know" to introduce a claim? Anthropologist · seen in 49% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 49% of calls 90.7% repeat consistency

NO Does any speaker apologize without attaching a fix to the apology? Anthropologist · seen in 21.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.2% of calls 85.3% repeat consistency

NO Does the call end without any closing statement from the CEO? Anthropologist · seen in 24.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.4% of calls 93% repeat consistency

NO Is there a request to move the call along or to the last question? Bankruptcy · seen in 20% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20% of calls 86.3% repeat consistency

NO Does an executive answer a question with another question? Bankruptcy · seen in 36.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.2% of calls 84.3% repeat consistency

NO Does an executive mention the weather? Bankruptcy · seen in 26.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 26.1% of calls 96% repeat consistency

NO Does anyone describe a negotiation currently in progress? Bankruptcy · seen in 31.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.5% of calls 90% repeat consistency

NO Does an executive describe a competitor with anything resembling respect? Bankruptcy · seen in 13.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.2% of calls 90% repeat consistency

NO Does the operator announce more than ten questioners in the Q&A? Clinical Trial · seen in 21.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.8% of calls 98% repeat consistency

NO Does anyone use the phrase "kind of" at least twice? Clinical Trial · seen in 75.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.9% of calls 87.5% repeat consistency

NO Does any question include the word "color"? Clinical Trial · seen in 59.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 59.8% of calls 92.3% repeat consistency

NO Does the CEO deliver the opening remarks rather than the CFO or IR head? Clinical Trial · seen in 87% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 87% of calls 91.6% repeat consistency

NO Does anyone say "if I may" or "if you don't mind"? Clinical Trial · seen in 16.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.3% of calls 99.7% repeat consistency

YES Does any executive's first sentence include the word "revenue"? Clinical Trial · seen in 11.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 11.4% of calls 84.8% repeat consistency

NO Does an analyst use the word "clarification" or "clarify" in a question? Compliance · seen in 29.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 29.5% of calls 97.3% repeat consistency

NO Does any question contain the phrase "color on" or "some color"? Compliance · seen in 53.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 53.1% of calls 86.6% repeat consistency

NO Does the operator use the phrase "our final question" before closing? Compliance · seen in 12.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.9% of calls 92.8% repeat consistency

NO Does anyone say "let me" at least three times? Compliance · seen in 32.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.5% of calls 94.8% repeat consistency

NO Does the word "aggressive" or "aggressively" appear at least once? Compliance · seen in 35.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.4% of calls 99.7% repeat consistency

NO Does an analyst ask a question referencing "the puts and takes"? Compliance · seen in 10.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.7% of calls 97.6% repeat consistency

NO Does anyone use the phrase "to be clear"? Compliance · seen in 16.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.3% of calls 97.3% repeat consistency

NO Does an analyst's question include a compliment followed by "but"? Compliance · seen in 14.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 14.1% of calls 85.6% repeat consistency

NO Does the CFO use the word "sequential" or "sequentially" at least once? Compliance · seen in 31.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.5% of calls 98.3% repeat consistency

YES Does any speaker say "with that" at least twice? Compliance · seen in 51.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 51.5% of calls 91.8% repeat consistency

NO Does anyone say "for the benefit of" or "just to remind" when restating context? Compliance · seen in 10.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.7% of calls 91.8% repeat consistency

NO Does anyone use the phrase "early days"? Con Artist · seen in 12.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.8% of calls 96.7% repeat consistency

NO Does the word "journey" appear? Con Artist · seen in 19.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.8% of calls 99.7% repeat consistency

NO Does the speaker describe a strategy as "disciplined" without describing any trade-off? Con Artist · seen in 23.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.1% of calls 84% repeat consistency

NO Is there an apology offered to a specific analyst by name? Con Artist · seen in 11.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.2% of calls 94.3% repeat consistency

NO Does anyone use the phrase "to be honest" or "frankly"? Couples · seen in 33.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.8% of calls 97% repeat consistency

NO Does anyone promise to "follow up" or "take that offline" and fail to commit to when? Couples · seen in 15.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.6% of calls 85.3% repeat consistency

NO Does anyone on the call interrupt a colleague mid-sentence? Couples · seen in 13.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.4% of calls 91% repeat consistency

YES Does someone use a personal anecdote rather than a metric to justify confidence? Couples · seen in 20.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 20.8% of calls 81.3% repeat consistency

NO Does the word "question" appear in the operator's speech more than three times? Courtroom · seen in 88.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 88.1% of calls 97.3% repeat consistency

YES Does the word "growth" appear at least ten times? Courtroom · seen in 69.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 69.4% of calls 94.3% repeat consistency

NO Does anyone use the phrase "a couple of"? Courtroom · seen in 81% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 81% of calls 93.6% repeat consistency

YES Does an analyst ask about capital allocation or buybacks? Courtroom · seen in 46.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 46.3% of calls 90.9% repeat consistency

YES Does management use the word "strong" at least three times? Courtroom · seen in 83.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.2% of calls 98.3% repeat consistency

NO Does an executive use the phrase "we're seeing" at least twice? Courtroom · seen in 53.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 53.4% of calls 87.5% repeat consistency

YES Does the word "opportunity" appear at least three times? Courtroom · seen in 77.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 77.2% of calls 93.3% repeat consistency

YES Does management use the word "confident" or "confidence" at least twice? Courtroom · seen in 53.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 53.4% of calls 96.3% repeat consistency

NO Does the phrase "record" appear at least twice in the transcript? Courtroom · seen in 34.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.9% of calls 93.3% repeat consistency

YES Does the word "team" appear at least twice? Courtroom · seen in 72% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72% of calls 93.9% repeat consistency

NO Does management promise to follow up or take a question offline? Courtroom · seen in 18.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.2% of calls 85.5% repeat consistency

YES Does any speaker say "we're excited about" or "we're pleased with"? Courtroom · seen in 62% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 62% of calls 82.3% repeat consistency

NO Do two or more analysts from the same firm ask questions? Courtroom · seen in 11.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.5% of calls 96.3% repeat consistency

NO Does anyone use the phrase "moving forward" or "go forward"? Courtroom · seen in 40.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.7% of calls 85.5% repeat consistency

YES Does management mention a specific number of stores, locations, or markets? Courtroom · seen in 48% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 48% of calls 88.9% repeat consistency

NO Does anyone use the word "folks"? Courtroom · seen in 23.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.5% of calls 96.3% repeat consistency

YES Does anyone say "thank you" more than five times in total? Courtroom · seen in 87.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.2% of calls 88.2% repeat consistency

YES Does an executive use the phrase "we believe"? Courtroom · seen in 83.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.6% of calls 94.9% repeat consistency

NO Does the operator use the phrase "next question" at least three times? Debate · seen in 75.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.2% of calls 97.3% repeat consistency

NO Does any analyst mention a specific percentage figure in their question? Debate · seen in 66.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 66.3% of calls 93.3% repeat consistency

NO Does the word "quarter" appear in at least ten questions or answers during the Q&A? Debate · seen in 75.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.7% of calls 91.2% repeat consistency

NO Does at least one analyst ask a question about margins or costs? Debate · seen in 88.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 88.5% of calls 95.6% repeat consistency

NO Does the CEO answer the majority of analyst questions personally? Debate · seen in 66.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 66.9% of calls 91.6% repeat consistency

NO Does any analyst ask a question phrased as "Can you talk about" or "Can you speak to"? Debate · seen in 60% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60% of calls 89.6% repeat consistency

NO Does the CFO speak during the Q&A portion at least twice? Debate · seen in 80.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 80.6% of calls 98.3% repeat consistency

NO Does any question reference a specific quarter (e.g., "fourth quarter") by name? Debate · seen in 76.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 76.2% of calls 92.3% repeat consistency

NO Does the operator interrupt the Q&A to announce time is limited or that this will be the last question? Debate · seen in 24% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24% of calls 91.2% repeat consistency

NO Does any analyst ask a question beginning with "just" (e.g., "just curious")? Debate · seen in 77.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 77.8% of calls 82.8% repeat consistency

NO Does any analyst ask about a specific dollar amount or number stated in the prepared remarks? Debate · seen in 86.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 86.4% of calls 84.9% repeat consistency

NO Does any question begin with the words "can you" or "could you"? Debate · seen in 83.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 83.3% of calls 86.2% repeat consistency

NO Does any executive use the phrase "if you look at" during the Q&A? Debate · seen in 52.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 52.9% of calls 93.3% repeat consistency

YES Does the CFO answer at least one question without the CEO speaking first? Debate · seen in 77.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 77.5% of calls 95.3% repeat consistency

NO Does any analyst ask a question containing an explicit comparison to a competitor company? Debate · seen in 31.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.7% of calls 91.6% repeat consistency

NO Does the phrase "moving on" or "next question" come from the operator? Debate · seen in 88.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 88.4% of calls 98.3% repeat consistency

NO Does an analyst ask about capital allocation (capex, buybacks, M&A, or dividends) in one question? Debate · seen in 60.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60.4% of calls 92% repeat consistency

NO Does the phrase "color" appear (e.g., "add some color") in the transcript? Debate · seen in 75.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.2% of calls 98.6% repeat consistency

NO Does the word "guidance" appear at least five times in the transcript? Debate · seen in 47.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 47.3% of calls 93.3% repeat consistency

NO Does any question contain the word "why"? Debate · seen in 36.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.3% of calls 96.9% repeat consistency

NO Does any speaker say "I think" at least three times within a single answer? Debate · seen in 65.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 65.8% of calls 93% repeat consistency

NO Does any executive begin an answer by restating the analyst's name? Debate · seen in 85.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 85.1% of calls 93.6% repeat consistency

NO Does any executive's answer exceed 300 words in the transcript? Debate · seen in 68% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 68% of calls 85.5% repeat consistency

NO Does the CEO answer the first analyst question personally? Debate · seen in 65.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 65.9% of calls 97% repeat consistency

NO Does the word "obviously" appear in the transcript? Debate · seen in 74.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 74.1% of calls 89.7% repeat consistency

YES Does the transcript contain the word "margin" more than ten times? Debate · seen in 44.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 44.3% of calls 91.3% repeat consistency

NO Does an executive begin an answer with "So" as the first word? Debate · seen in 68.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 68.4% of calls 83.6% repeat consistency

NO Does the phrase "if I may" or "if I could" appear? Debate · seen in 32% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32% of calls 95.3% repeat consistency

YES Does any executive say "let me" at least once? Debate · seen in 66.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.1% of calls 94.5% repeat consistency

NO Does any question contain the word "specifically"? Debate · seen in 28.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.6% of calls 90% repeat consistency

YES Does management use the word "momentum" at least twice? Debate · seen in 31.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 31.7% of calls 96.6% repeat consistency

YES Does management mention "margin" or "margins" in prepared remarks? Debate · seen in 75.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75.1% of calls 96.6% repeat consistency

NO Is the word "definitely" used by any speaker? Debate · seen in 41.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 41.6% of calls 98.7% repeat consistency

NO Does the word "seasonality" appear? Debate · seen in 27.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.1% of calls 99.7% repeat consistency

NO Does anyone use the word "robust" to describe demand, growth, or the pipeline? Debate · seen in 33% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33% of calls 94% repeat consistency

YES Does anyone use the word "leverage" as a verb at least once? Debate · seen in 48.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 48.9% of calls 97.3% repeat consistency

YES Does any executive use the word "team" when referring to employees? Debate · seen in 80.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 80.8% of calls 95.2% repeat consistency

NO Does any executive say "that said" or "having said that" to introduce a caveat? Debate · seen in 29.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 29.3% of calls 95.3% repeat consistency

NO Does an analyst's question include the phrase "going forward"? Debate · seen in 20.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.6% of calls 83.5% repeat consistency

YES Does an executive say "great question" at any point? Debate · seen in 20.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 20.2% of calls 99.7% repeat consistency

YES Does anyone say "we remain confident" or "we are confident"? Debate · seen in 42.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 42.2% of calls 93% repeat consistency

NO Does any executive say "thank you" immediately after finishing an answer? Debate · seen in 47.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 47.4% of calls 85.2% repeat consistency

NO Does an executive cite a specific dollar figure greater than one billion? Discovery · seen in 71% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 71% of calls 97.6% repeat consistency

NO Does any analyst's question contain the word "curious"? Discovery · seen in 57.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 57.5% of calls 99% repeat consistency

NO Does an analyst reference a specific prior quarter by name (e.g., "last quarter")? Discovery · seen in 63% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 63% of calls 82.5% repeat consistency

NO Does any speaker say "obviously" two or more times? Discovery · seen in 61.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 61.8% of calls 88.7% repeat consistency

NO Does any analyst ask a follow-up in the same turn after their first answer? Discovery · seen in 86.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 86.2% of calls 91.9% repeat consistency

NO Does any analyst ask about a specific geographic region or market? Discovery · seen in 70.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 70.6% of calls 91.4% repeat consistency

NO Does any analyst ask a question that includes the phrase "long term" or "long-term"? Discovery · seen in 34.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.7% of calls 82.5% repeat consistency

YES Does the word "margin" or "margins" appear at least five times? Discovery · seen in 63.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 63.4% of calls 94.3% repeat consistency

YES Does the word "opportunity" or "opportunities" appear at least three times? Discovery · seen in 76.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 76.7% of calls 95.2% repeat consistency

NO Does an executive say "we'll come back to that" or defer an answer to a follow-up? Discovery · seen in 37.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.3% of calls 86.5% repeat consistency

YES Does anyone say "thank you" three or more times in the Q&A section? Discovery · seen in 82.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 82.3% of calls 85.2% repeat consistency

NO Does the CFO use the phrase "free cash flow" at least once? Discovery · seen in 34.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.4% of calls 98% repeat consistency

YES Does any executive use the word "momentum"? Discovery · seen in 51.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 51.2% of calls 97.6% repeat consistency

NO Does the CEO mention at least one specific customer segment by name (e.g., "enterprise")? Discovery · seen in 70.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 70.6% of calls 86.2% repeat consistency

NO Does the phrase "take your question" or "take the question" appear? Discovery · seen in 23.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.7% of calls 81.5% repeat consistency

NO Does any analyst introduce themselves by name before asking their first question? Discovery · seen in 27.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.2% of calls 95.5% repeat consistency

NO Does anyone say "including" at least three times? Discovery · seen in 68.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 68.3% of calls 85.6% repeat consistency

NO Does management reference "the macro environment" or "macroeconomic" at least once? Discovery · seen in 25.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.5% of calls 97.6% repeat consistency

YES Does any executive reference "our team" or "the team" at least twice? Discovery · seen in 59.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 59.5% of calls 88.7% repeat consistency

NO Does the operator announce more than one analyst from the same firm? Discovery · seen in 15% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15% of calls 98.3% repeat consistency

NO Does any prepared remark mention "headwinds" or "tailwinds"? Discovery · seen in 33.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.1% of calls 94.8% repeat consistency

YES Does any speaker say "with that, I'll turn it over"? Discovery · seen in 55.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 55.8% of calls 83.5% repeat consistency

NO Does the CFO use the phrase "capital allocation"? Discovery · seen in 15.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.3% of calls 99% repeat consistency

NO Does an executive decline to answer, citing that something will come later or is not disclosed? Editor · seen in 77.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 77.3% of calls 92.9% repeat consistency

NO Does an analyst ask a two-part question containing the word "but"? Editor · seen in 74.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 74.2% of calls 83.3% repeat consistency

NO Does anyone ask a follow-up question in the same turn after their first question is answered? Editor · seen in 87.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 87.8% of calls 92.9% repeat consistency

NO Does anyone answer "yes" or "no" as the first word of a response? Editor · seen in 83.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 83.2% of calls 90.3% repeat consistency

NO Does anyone say "thank you" at least ten times in the transcript? Editor · seen in 73.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 73.2% of calls 81.8% repeat consistency

NO Does an executive use the phrase "if you look at" at least twice? Editor · seen in 36.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.2% of calls 89.9% repeat consistency

NO Does any analyst begin their question with "Hi" or "Hello" as a greeting? Editor · seen in 60.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60.1% of calls 95.6% repeat consistency

NO Does anyone say "we are excited about" without naming a number? Editor · seen in 38.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 38.7% of calls 92.3% repeat consistency

NO Does an analyst reference a peer company's results or valuation? Editor · seen in 21.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.4% of calls 88% repeat consistency

NO Does any speaker use the phrase "just to clarify" or "just to be clear"? Editor · seen in 20.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.3% of calls 95.3% repeat consistency

NO Does management use the word "headwind" or "headwinds"? Editor · seen in 42.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 42.1% of calls 97.6% repeat consistency

NO Does any speaker use the word "tailwind" or "tailwinds"? Editor · seen in 27.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.3% of calls 99.7% repeat consistency

YES Does any speaker use the word "momentum"? Editor · seen in 52.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 52.8% of calls 98.7% repeat consistency

YES Does the word "investments" appear in the context of margins or costs? Editor · seen in 40.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 40.8% of calls 88% repeat consistency

NO Does anyone mention "FX" or "foreign exchange"? Editor · seen in 27.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.4% of calls 98.7% repeat consistency

YES Does the word "efficiency" or "productivity" appear at least twice? Editor · seen in 47.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 47.4% of calls 96% repeat consistency

NO Does an analyst thank the executives or congratulate them before asking a question? Editor · seen in 74.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 74.7% of calls 91.9% repeat consistency

YES Does an executive say "great question" or "thanks for the question"? Editor · seen in 40.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 40.2% of calls 89.9% repeat consistency

YES Does an executive say "as we said last quarter" or reference a prior call? Editor · seen in 72.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72.2% of calls 83.3% repeat consistency

NO Does the phrase "going forward" appear at least twice? Editor · seen in 30.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 30.1% of calls 88.2% repeat consistency

NO Does management use the word "levers" when discussing actions? Editor · seen in 13% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13% of calls 95% repeat consistency

NO Does management thank analysts by name at any point after a question? Editor · seen in 58.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 58.8% of calls 87.5% repeat consistency

NO Does anyone say "we'll take that offline" or offer to follow up after the call? Editor · seen in 15.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.3% of calls 86.5% repeat consistency

YES Does management use the word "committed" regarding a target? Editor · seen in 33.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 33.2% of calls 91% repeat consistency

NO Does the CEO's prepared remarks mention "macro" or "macroeconomic"? Editor · seen in 19.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.5% of calls 98.3% repeat consistency

NO Does anyone use the phrase "the vast majority"? Editor · seen in 16.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.3% of calls 99.7% repeat consistency

NO Does the word "temporary" or "transitory" appear? Editor · seen in 18.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.6% of calls 97.3% repeat consistency

YES Is an analyst's question answered with "great question" or similar? Editor · seen in 28.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 28.9% of calls 88.6% repeat consistency

NO Is there a questioner from an investment bank other than the first three analysts who ask questions? Fact Checker · seen in 80.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 80.1% of calls 98% repeat consistency

NO Does any analyst ask a question that includes a reference to a specific dollar figure? Fact Checker · seen in 64.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 64.9% of calls 93.6% repeat consistency

NO Does anyone say "thank you" at least ten times across the call? Fact Checker · seen in 67.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 67.1% of calls 81.1% repeat consistency

NO Does the phrase "thank you for taking my question" or "thanks for taking my question" appear? Fact Checker · seen in 50.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 50.4% of calls 94.9% repeat consistency

NO Does any analyst's first sentence contain a compliment or thanks before asking their question? Fact Checker · seen in 81.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 81.3% of calls 97.3% repeat consistency

YES Does the CFO present in both the prepared remarks and the Q&A portion of the call? Fact Checker · seen in 84.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 84.1% of calls 98% repeat consistency

YES Does the CEO personally deliver the closing remarks of the call? Fact Checker · seen in 68.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68.9% of calls 95.3% repeat consistency

YES Does the CEO's prepared remarks contain the word "team" at least twice? Fact Checker · seen in 40.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 40.9% of calls 91.6% repeat consistency

YES Does any speaker use the phrase "moving on" or "with that" to transition between topics? Fact Checker · seen in 80.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 80.9% of calls 95.3% repeat consistency

NO Does the phrase "in terms of" appear at least twice? Forensic · seen in 84.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 84.8% of calls 94% repeat consistency

NO First-person singular ("I believe," "I think") used more by the CFO than the CEO. Forensic · seen in 13.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.5% of calls 89% repeat consistency

NO A single question receives answers from two different executives. Forensic · seen in 83.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 83.4% of calls 97.7% repeat consistency

NO A hedge word ("maybe," "sort of") appears inside a direct quantitative claim. Forensic · seen in 78.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 78.4% of calls 81% repeat consistency

NO Does any speaker use the word "obviously"? Forensic · seen in 81.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 81.7% of calls 95% repeat consistency

NO Does the word "guidance" appear in both prepared remarks and the Q&A section? Forensic · seen in 50% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 50% of calls 93% repeat consistency

NO Does any executive defer a question to another executive by name? Forensic · seen in 61.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 61.6% of calls 95.3% repeat consistency

NO Someone uses the word "honestly," "frankly," or "to be clear." Forensic · seen in 44.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 44.9% of calls 96% repeat consistency

NO Does anyone use the word "ecosystem" or "platform" without a number attached? Forensic · seen in 60.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60.6% of calls 98.7% repeat consistency

NO Does the transcript contain the word "certainly" three or more times? Forensic · seen in 34.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.5% of calls 93% repeat consistency

NO Does anyone begin an answer by restating or paraphrasing the analyst's name? Forensic · seen in 76.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 76.6% of calls 89% repeat consistency

NO Does an analyst reference a competitor by name during their question? Forensic · seen in 24.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.2% of calls 92.3% repeat consistency

NO Does a speaker say "let me" at least twice in the transcript? Forensic · seen in 49.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 49.3% of calls 93.7% repeat consistency

NO The transcript contains an apology unrelated to financial results. Forensic · seen in 39.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 39.5% of calls 86% repeat consistency

NO The word "challenge" is spoken more often than "opportunity." Forensic · seen in 14.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 14.7% of calls 93% repeat consistency

NO Does the word "seasonality" or "seasonal" appear? Forensic · seen in 44.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 44.7% of calls 99.3% repeat consistency

NO The phrase "as you know" appears at least twice. Forensic · seen in 27.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.8% of calls 89% repeat consistency

YES Does any speaker use the word "challenge" or "challenges" at least three times? Forensic · seen in 18.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 18.3% of calls 86% repeat consistency

NO Does anyone mention "weather" as a factor affecting results? Forensic · seen in 19.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.1% of calls 95.7% repeat consistency

YES Does an executive say "thank you" to the analyst before answering a question? Forensic · seen in 46.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 46.7% of calls 81.9% repeat consistency

YES Does any speaker say "great question" or similar praise of a question? Forensic · seen in 37.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 37.4% of calls 96.3% repeat consistency

YES The final question is answered noticeably shorter than the opening ones. Forensic · seen in 37.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 37.3% of calls 81% repeat consistency

YES Does anyone say "we remain" followed by a verb (e.g., "we remain committed")? Forensic · seen in 36% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 36% of calls 82.6% repeat consistency

YES Does an executive cite a conversation with a customer that has no verifiable specificity (unnamed, undated, unquantified)? Historian · seen in 48.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 48.9% of calls 82% repeat consistency

NO Does the transcript contain a sentence that begins with "What I would say is"? Historian · seen in 10.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.3% of calls 95.3% repeat consistency

NO Does any question mention a specific percentage or dollar figure? Hostage · seen in 88.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 88.5% of calls 93.9% repeat consistency

NO Does the CEO personally answer more questions than any other executive? Hostage · seen in 72.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 72.7% of calls 93.9% repeat consistency

NO Does the operator say "our final question" or similar? Hostage · seen in 18.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.1% of calls 92.3% repeat consistency

YES Does the word "opportunity" or "opportunities" appear at least five times? Hostage · seen in 58.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 58.7% of calls 92.3% repeat consistency

NO Does the word "clearly" appear at least twice? Hostage · seen in 24.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.8% of calls 92.3% repeat consistency

NO Does the word "leverage" appear as a verb at least twice? Hostage · seen in 26.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 26.5% of calls 94.3% repeat consistency

NO Does any analyst's first name get used by an executive when thanking them? Hostage · seen in 57.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 57.8% of calls 85.2% repeat consistency

NO Does the operator announce more than five questioners? Insurance · seen in 64.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 64.7% of calls 99% repeat consistency

NO Are there more than ten analyst questions in total? Insurance · seen in 79.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 79.4% of calls 92.9% repeat consistency

NO Does the operator use the phrase "our next question comes from" more than three times? Insurance · seen in 52.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 52.3% of calls 80.4% repeat consistency

NO Are the CEO's prepared remarks longer than the CFO's, judged by speaker turns on the transcript page? Insurance · seen in 68.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 68.2% of calls 84.5% repeat consistency

NO Does management say "we are not going to comment on" or equivalent refusal language? Insurance · seen in 40.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.6% of calls 83.3% repeat consistency

NO Executive corrects an analyst's premise. Insurance · seen in 60% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60% of calls 80.3% repeat consistency

NO Does the CFO's prepared section exceed the CEO's in number of paragraphs? Insurance · seen in 38% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 38% of calls 86.5% repeat consistency

NO Does the CEO personally answer more than half of the analyst questions? Insurance · seen in 64.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 64.9% of calls 92.1% repeat consistency

NO Does any analyst mention the word "margin" in their first question? Insurance · seen in 39.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 39.4% of calls 93.8% repeat consistency

NO Executive uses the word "excited" more than twice. Insurance · seen in 27.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.7% of calls 92.3% repeat consistency

NO Does any analyst ask a multi-part question containing three or more distinct questions? Insurance · seen in 82% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 82% of calls 87.3% repeat consistency

NO Does the word "guidance" appear at least three times? Insurance · seen in 58.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 58.2% of calls 94% repeat consistency

NO Does any analyst ask a two-part question signaled by "and also" or "and secondly"? Insurance · seen in 46.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46.5% of calls 84.2% repeat consistency

NO Does an analyst begin with a compliment, such as "great quarter" or "congrats"? Insurance · seen in 41.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 41.4% of calls 93.9% repeat consistency

NO Does an executive say "we said" when recalling prior statements? Insurance · seen in 47.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 47.7% of calls 89.7% repeat consistency

NO Does any analyst begin their turn with "thanks" or "thank you"? Insurance · seen in 71.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 71.8% of calls 89.9% repeat consistency

NO Does the word "headwind" or "tailwind" appear at least twice? Insurance · seen in 36.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.1% of calls 98.3% repeat consistency

NO Does the word "synergies" appear? Insurance · seen in 19.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.8% of calls 99% repeat consistency

NO Does any analyst address a question to two or more executives by name? Insurance · seen in 33.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.6% of calls 86.6% repeat consistency

NO Does the word "capital" appear at least five times? Insurance · seen in 53.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 53.8% of calls 93.3% repeat consistency

NO Does any executive say "we feel" rather than "we believe" or "we think"? Insurance · seen in 58.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 58.2% of calls 95.7% repeat consistency

NO Does the word "capital" appear in at least three different speakers' turns? Insurance · seen in 37.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.7% of calls 90.4% repeat consistency

NO Does an executive use the phrase "over time" at least twice? Insurance · seen in 24.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.7% of calls 94.3% repeat consistency

NO Does an executive say "as I mentioned" or "as we said" at least once? Insurance · seen in 75.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75.9% of calls 87.2% repeat consistency

NO Does the CEO open the call before any analyst questions by mentioning the macro environment? Insurance · seen in 32% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32% of calls 87% repeat consistency

NO Does anyone say "we are pleased" or "we're excited"? Insurance · seen in 75% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 75% of calls 94.3% repeat consistency

NO Does anyone use the word "leverage" (financial or metaphorical)? Insurance · seen in 72.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 72.8% of calls 95.7% repeat consistency

NO Does an analyst thank management before asking their question? Insurance · seen in 60.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60.9% of calls 82.3% repeat consistency

NO Is the word "automation" or "productivity" used at least once? Insurance · seen in 37.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.9% of calls 99% repeat consistency

NO Does the word "uncertainty" or "uncertainties" appear at least twice? Insurance · seen in 37.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.8% of calls 95% repeat consistency

YES Does the phrase "year over year" appear at least three times? Insurance · seen in 46% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 46% of calls 90.6% repeat consistency

NO Does management use the word "leverage" or "leveraging" at least twice? Insurance · seen in 51.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 51.1% of calls 94.6% repeat consistency

NO Currency headwinds mentioned unprompted. Insurance · seen in 29.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 29.3% of calls 97% repeat consistency

NO Is the phrase "a number of" used at least once? Insurance · seen in 67.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 67.1% of calls 94.6% repeat consistency

NO Does anyone use the phrase "best-in-class" or "industry-leading"? Insurance · seen in 27.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.3% of calls 100% repeat consistency

YES Does the word "momentum" appear at least twice in prepared remarks? Insurance · seen in 21.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 21.7% of calls 94.3% repeat consistency

NO Is the phrase "on a constant currency basis" or similar currency adjustment used? Insurance · seen in 20.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.6% of calls 97% repeat consistency

NO Does an analyst's question include the phrase "just to clarify"? Insurance · seen in 10.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.1% of calls 94.3% repeat consistency

NO Does the phrase "the team" appear at least twice in management remarks? Insurance · seen in 41.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 41.2% of calls 80.5% repeat consistency

NO Does any speaker say "so clearly" or "quite frankly"? Insurance · seen in 18% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18% of calls 90.2% repeat consistency

YES Does management use the phrase "we believe" at least three times? Insurance · seen in 54% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 54% of calls 92.3% repeat consistency

NO Speaker says "we don't guide" on anything. Insurance · seen in 16.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.5% of calls 91.7% repeat consistency

NO Does the CFO use the word "quarter" at least ten times? Insurance · seen in 74.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 74.6% of calls 90.7% repeat consistency

YES Does any speaker say "thank you" more than five times in total? Insurance · seen in 81.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 81.2% of calls 83.8% repeat consistency

NO Does the word "macro" or "macroeconomic" appear at least twice in the call? Insurance · seen in 23.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.1% of calls 99.3% repeat consistency

NO Does the transcript contain the word "typically" at least twice? Insurance · seen in 17.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.4% of calls 92.6% repeat consistency

NO Does an executive state they will "come back to" a question or follow up later? Insurance · seen in 13.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.4% of calls 89.7% repeat consistency

YES Does management thank analysts for their questions at any point during Q&A? Insurance · seen in 59.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 59.8% of calls 82.5% repeat consistency

NO Speaker admits being surprised by anything. Insurance · seen in 28.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.1% of calls 86% repeat consistency

YES Does any speaker use the phrase "going forward"? Insurance · seen in 61.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 61.4% of calls 88% repeat consistency

NO Does management use the phrase "going forward" at least twice? Insurance · seen in 24.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.9% of calls 84.2% repeat consistency

YES Does anyone say "stability" or "stable" when describing demand? Insurance · seen in 23.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 23.6% of calls 89.6% repeat consistency

NO Word "normal" used about demand. Insurance · seen in 29.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 29.3% of calls 86.3% repeat consistency

NO Does an executive say "stay tuned" or "more to come"? Insurance · seen in 11.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.7% of calls 99% repeat consistency

NO Does management describe a cost program, restructuring, or efficiency initiative by a proper name? Insurance · seen in 16.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.8% of calls 94% repeat consistency

YES Does the CFO's prepared section mention interest expense by name or figure? Insurance · seen in 31.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 31.7% of calls 97.7% repeat consistency

NO Does the word "volatility" appear? Insurance · seen in 28.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.6% of calls 99.3% repeat consistency

YES Executive mentions a hobby or personal anecdote. Insurance · seen in 16.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 16.7% of calls 88% repeat consistency

NO Does the word "pipeline" appear without a dollar figure attached? Insurance · seen in 55.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 55.3% of calls 99% repeat consistency

NO Does the phrase "the macro" or "macro environment" appear? Insurance · seen in 19.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.7% of calls 93.6% repeat consistency

YES Does the phrase "our team" appear at least twice? Insurance · seen in 32.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 32.9% of calls 85.5% repeat consistency

NO Does an executive say "great question" or "good question" at least twice? Insurance · seen in 15% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15% of calls 97% repeat consistency

YES Does any speaker say "we remain" followed by an adjective? Insurance · seen in 53.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 53.5% of calls 93.3% repeat consistency

NO Does management thank analysts by name when responding? Insurance · seen in 52.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 52.9% of calls 83.5% repeat consistency

YES Is the word "flexibility" or "flexible" used at least once? Insurance · seen in 44.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 44.4% of calls 99.7% repeat consistency

NO Does anyone say "takeaway," "take out," or "take rate"? Insurance · seen in 17.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.8% of calls 95% repeat consistency

NO Analyst compliments the team before asking a question. Insurance · seen in 17.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.4% of calls 80.3% repeat consistency

NO Does any speaker use "we're" where "we are" could substitute, more than twenty times overall? Interrogator · seen in 61.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 61.9% of calls 83.8% repeat consistency

NO Does any analyst reference the CEO or CFO by first name? Interrogator · seen in 79.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 79.6% of calls 93.8% repeat consistency

NO Does anyone say "obviously" at least three times? Interrogator · seen in 43.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 43.3% of calls 86.9% repeat consistency

NO Does anyone use the word "pipeline" at least twice? Interrogator · seen in 37.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.8% of calls 98.3% repeat consistency

YES Does anyone say "moving on" or "let me turn it over" during prepared remarks? Interrogator · seen in 36% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 36% of calls 88.3% repeat consistency

NO Does an analyst ask a question starting with "just"? Linguist · seen in 72.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 72.9% of calls 81.8% repeat consistency

NO Does anyone say "headwind" or "headwinds" more than once? Linguist · seen in 27.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.7% of calls 97.6% repeat consistency

NO Does an analyst use the phrase "to clarify"? Linguist · seen in 17.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.1% of calls 92.4% repeat consistency

YES Does any executive use the phrase "year over year" at least three times? Linguist · seen in 41.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.8% of calls 91.8% repeat consistency

YES Does an executive cite a conversation with a customer, partner, or employee as evidence? Military · seen in 53% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 53% of calls 84.3% repeat consistency

NO Does any question go to a named executive other than the CEO or CFO? Military · seen in 32.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.5% of calls 85.7% repeat consistency

NO Does an executive say "to be clear" or "let me be clear"? Military · seen in 13.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.8% of calls 96% repeat consistency

NO Does anyone mention a competitor by name without being prompted? Military · seen in 17% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17% of calls 91.7% repeat consistency

NO Is there a question that management declines to answer directly, citing timing or disclosure constraints? Negotiation · seen in 71.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 71.2% of calls 88% repeat consistency

NO Does any question explicitly reference the company's prior guidance or outlook? Negotiation · seen in 80% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 80% of calls 91.7% repeat consistency

NO Does any speaker say "next question" or does the operator use the word "final" before the last question? Negotiation · seen in 76.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 76.1% of calls 81.7% repeat consistency

YES Does the word "invest" or "investment" appear at least five times in the transcript? Negotiation · seen in 62% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 62% of calls 92% repeat consistency

NO Does the CFO handle a strategic question instead of a financial one? Negotiation · seen in 58.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 58.9% of calls 86.3% repeat consistency

NO Does an analyst flatter management within their first sentence of speaking? Negotiation · seen in 46.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46.6% of calls 90.7% repeat consistency

NO Does an analyst ask two questions when told to ask only one? Negotiation · seen in 15.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.2% of calls 88.3% repeat consistency

YES Does anyone use the phrase "underlying" to modify a business metric? Negotiation · seen in 38.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 38.3% of calls 94.7% repeat consistency

NO Does anyone say "excited" or "pleased" at least twice in the transcript? Negotiation · seen in 70.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 70.6% of calls 97% repeat consistency

NO Does the word "guidance" appear in the prepared remarks (not just Q&A)? Negotiation · seen in 64% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 64% of calls 98.7% repeat consistency

YES Is the word "margin" used with a number attached (e.g., "400 basis points")? Negotiation · seen in 66.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.7% of calls 93.3% repeat consistency

NO Does the transcript contain the word "record" preceding a noun (e.g., "record margin")? Negotiation · seen in 40.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.6% of calls 97.3% repeat consistency

NO Does an executive answer a question by citing a competitor's actions? Negotiation · seen in 36.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.3% of calls 88% repeat consistency

NO Does the word "macro" or "macroeconomic" appear in the transcript? Negotiation · seen in 39.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 39.9% of calls 99.3% repeat consistency

YES Does the word "challenges" appear more than once? Negotiation · seen in 21.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 21.8% of calls 92.7% repeat consistency

NO Does the CEO begin an answer with "look" or "listen"? Negotiation · seen in 21.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.3% of calls 94.7% repeat consistency

NO Does the word "inflation" appear anywhere in the transcript? Negotiation · seen in 36.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.9% of calls 98% repeat consistency

NO Is there a pause or silence acknowledged on the call ("I think we lost you")? Negotiation · seen in 19.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.2% of calls 87.7% repeat consistency

NO Does an executive name a specific competitor during the call? Negotiation · seen in 24.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.5% of calls 90.7% repeat consistency

NO Does the word "challenges" appear at least three times in the transcript? Negotiation · seen in 12.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.3% of calls 93.3% repeat consistency

NO Does anyone say "we don't break that out" in response to a question? Negotiation · seen in 10.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.7% of calls 94.3% repeat consistency

NO Does anyone describe a metric as "noisy" or "lumpy"? Negotiation · seen in 15.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.6% of calls 95.7% repeat consistency

NO Does an executive mention a specific number of percentage points when discussing market share? Negotiation · seen in 14.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 14.7% of calls 96.7% repeat consistency

NO Does a speaker correct a figure they themselves just stated? Negotiation · seen in 23.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.8% of calls 84% repeat consistency

NO Does the CEO refer to a competitor by name rather than "competition" or "peers"? Negotiation · seen in 18.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.8% of calls 91.3% repeat consistency

NO Does the CEO mention their own tenure or years of experience unprompted? Negotiation · seen in 19.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.9% of calls 97% repeat consistency

NO Does anyone use the phrase "the team" when taking ownership would be natural? Poker · seen in 42.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 42.5% of calls 81% repeat consistency

NO Does anyone blame weather, holidays, or calendar quirks unprompted? Poker · seen in 35.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 35.6% of calls 83% repeat consistency

YES Does anyone cite a personal anecdote involving a customer conversation? Poker · seen in 16.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 16.6% of calls 81.7% repeat consistency

NO Does anyone use the phrase "a little bit"? Private Credit · seen in 87.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 87.3% of calls 96% repeat consistency

YES Is the CFO the speaker for at least one analyst question? Private Credit · seen in 87.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.8% of calls 99% repeat consistency

NO Does the word "guidance" appear in the transcript? Private Credit · seen in 78.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 78.7% of calls 97.3% repeat consistency

NO Does anyone say "we're excited" or "we are excited"? Private Credit · seen in 49.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 49.5% of calls 93.7% repeat consistency

NO Does the word "dividend" appear? Private Credit · seen in 45.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 45.5% of calls 98.7% repeat consistency

YES Is the word "invest" or "investment" used more than twice? Private Credit · seen in 75% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75% of calls 95.3% repeat consistency

YES Does the word "invest" or "investment" appear at least twice? Private Credit · seen in 85.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 85.8% of calls 96.7% repeat consistency

YES Does anyone cite a percentage of revenue from a specific segment? Private Credit · seen in 40.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 40.3% of calls 92.6% repeat consistency

YES Does the word "challenge" or "challenging" appear at least once? Private Credit · seen in 68.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68.6% of calls 97.3% repeat consistency

NO Does anyone describe cutting discretionary spending like travel or hiring? Private Credit · seen in 13.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.8% of calls 94.3% repeat consistency

YES Does the phrase "year over year" appear? Private Credit · seen in 72.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 72.9% of calls 96% repeat consistency

YES Does the word "liquidity" appear at least once? Private Credit · seen in 34.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 34.7% of calls 99.7% repeat consistency

YES Does the transcript mention refinancing, maturity dates, or debt coming due? Private Credit · seen in 32% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 32% of calls 95% repeat consistency

YES Does anyone mention selling assets, real estate, or equipment to raise cash? Private Credit · seen in 24.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 24.2% of calls 90.7% repeat consistency

NO Does anyone reference "the macro" or "macro environment"? Private Credit · seen in 26.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 26.5% of calls 91% repeat consistency

NO Is the word "capacity" mentioned? Private Credit · seen in 55.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 55.7% of calls 100% repeat consistency

YES Does anyone use the phrase "our customers" rather than naming a customer? Private Credit · seen in 60.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 60.7% of calls 95% repeat consistency

YES Does the transcript include a question about interest expense or debt service? Private Credit · seen in 10.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 10.7% of calls 95.3% repeat consistency

NO Does the phrase "working capital" appear in a context other than a seasonality excuse? Private Credit · seen in 25.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.7% of calls 98% repeat consistency

YES Does management thank analysts at any point? Private Credit · seen in 84.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 84.9% of calls 84.3% repeat consistency

NO Does anyone reference borrowing from a bank or drawing on a credit facility? Private Credit · seen in 32.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.6% of calls 87.7% repeat consistency

NO Does the word "cost" appear in the first ten sentences of prepared remarks? Private Credit · seen in 23.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.8% of calls 85.3% repeat consistency

YES Does an executive say "we remain confident" or similar? Private Credit · seen in 35.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 35.8% of calls 82.6% repeat consistency

NO Does anyone mention covenants, amendments to loan documents, or lender conversations? Private Credit · seen in 11.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.6% of calls 95.7% repeat consistency

YES Does anyone say "with that" or "that said" to pivot? Private Credit · seen in 81.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 81.4% of calls 96.7% repeat consistency

YES Does an executive open their first answer by thanking the analyst? Private Credit · seen in 37.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 37.1% of calls 94.6% repeat consistency

NO Does any analyst's question include the word "capex" or "cash flow"? Procurement · seen in 38.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 38.5% of calls 94.5% repeat consistency

NO Does the word "headline" or "headwinds" appear at least once? Procurement · seen in 43.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 43.1% of calls 95.9% repeat consistency

YES Does the word "core" appear at least twice? Procurement · seen in 44% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 44% of calls 97.6% repeat consistency

NO Does an analyst's turn contain the word "congratulations"? Procurement · seen in 20.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.2% of calls 97.6% repeat consistency

NO Does any analyst ask a question containing "how" and also "why"? Procurement · seen in 11.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.3% of calls 94.5% repeat consistency

NO Does any executive say "as we mentioned" or "as I mentioned" at least once? Procurement · seen in 66.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 66.3% of calls 89.7% repeat consistency

NO Are there more than eight analyst questioners? Project · seen in 37.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.5% of calls 99.7% repeat consistency

NO Does any analyst's question include a percentage figure? Project · seen in 69.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 69.1% of calls 91.1% repeat consistency

NO Does any analyst's question contain the word "guidance"? Project · seen in 54.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 54.3% of calls 92.4% repeat consistency

NO Does the CFO's prepared remarks exceed 1,000 words? Project · seen in 40.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 40.9% of calls 89.3% repeat consistency

NO Does any speaker say "if you look at"? Project · seen in 54.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 54.1% of calls 89.3% repeat consistency

NO Does the CEO personally answer the first question? Project · seen in 69.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 69.3% of calls 92.4% repeat consistency

NO Does any speaker use the phrase "tailwind" or "tailwinds"? Project · seen in 27.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.3% of calls 99.7% repeat consistency

YES Does management use the phrase "balance sheet" at least twice? Project · seen in 41.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.1% of calls 96.6% repeat consistency

YES Does the CEO make closing remarks after the Q&A ends? Project · seen in 64.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 64.8% of calls 96.2% repeat consistency

NO Does any speaker say "structurally" or "secular"? Project · seen in 13% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13% of calls 97.9% repeat consistency

NO Does the operator say "our next question" two or more times? Scientist · seen in 73.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 73.5% of calls 85.6% repeat consistency

NO Does the final questioner get an explicit closing acknowledgment from the operator ("last question" or similar)? Scientist · seen in 25.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.7% of calls 95.2% repeat consistency

NO Does management use the phrase "business as usual" or "as expected" at least once? Scientist · seen in 23.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.9% of calls 94.2% repeat consistency

NO Does an analyst preface a question with "quick" or "quickly"? Screenwriter · seen in 56% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 56% of calls 99% repeat consistency

NO Does an executive state a specific numeric percentage when answering a question? Screenwriter · seen in 86.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 86.7% of calls 97.9% repeat consistency

NO Does anyone say "in terms of" at least twice? Screenwriter · seen in 84.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 84.8% of calls 94% repeat consistency

NO Is there a question that clearly annoyed the executive, visible in the reply's abruptness? Screenwriter · seen in 27.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.1% of calls 85.3% repeat consistency

NO Does the word "guidance" appear in the Q&A section? Screenwriter · seen in 66.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 66.6% of calls 93.1% repeat consistency

YES Does the word "strong" appear more than five times? Screenwriter · seen in 64.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 64.9% of calls 91.3% repeat consistency

NO Does the phrase "thank you" appear more than ten times? Screenwriter · seen in 62.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 62.8% of calls 80.9% repeat consistency

NO Does an analyst ask a question containing the word "margin"? Screenwriter · seen in 60.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 60.2% of calls 93.6% repeat consistency

NO Does management use the word "guidance" at least twice? Screenwriter · seen in 65.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 65.8% of calls 95.5% repeat consistency

NO Does the phrase "thank you" appear at least ten times anywhere in the transcript? Screenwriter · seen in 72.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 72.8% of calls 83.2% repeat consistency

NO Does an executive begin an answer by restating the analyst's name? Screenwriter · seen in 85.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 85.3% of calls 97% repeat consistency

YES Does any analyst ask about capital allocation or share repurchases? Screenwriter · seen in 42.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 42.2% of calls 93.1% repeat consistency

NO Does the word "challenge" or "challenging" appear at least twice? Screenwriter · seen in 47.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 47.8% of calls 95.2% repeat consistency

YES Does the word "opportunity" or "opportunities" appear more than three times? Screenwriter · seen in 66.5% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 66.5% of calls 93.3% repeat consistency

NO Is there a villain—market conditions, regulation, currency—that behaves consistently across the call? Screenwriter · seen in 83.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 83.3% of calls 86.3% repeat consistency

YES Does the word "challenging" appear? Screenwriter · seen in 41.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.6% of calls 98.3% repeat consistency

NO Does the word "certainly" appear at least once in management's answers? Screenwriter · seen in 59.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 59.3% of calls 95.9% repeat consistency

NO Does any analyst ask a personal, warm, or congratulatory question? Screenwriter · seen in 49.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 49.4% of calls 92.3% repeat consistency

NO Does the phrase "capital" appear at least five times? Screenwriter · seen in 50.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 50.3% of calls 92.1% repeat consistency

NO Does an analyst ask a question the prepared remarks already answered? Screenwriter · seen in 86.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 86.1% of calls 82.7% repeat consistency

YES Does the word "quarter" appear at least twenty times? Screenwriter · seen in 84.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 84.4% of calls 90.4% repeat consistency

NO Does any single analyst ask more than two questions during the whole call? Screenwriter · seen in 86.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 86.6% of calls 89.7% repeat consistency

YES Does the phrase "on a year-over-year basis" or "year over year" appear at least twice? Screenwriter · seen in 60.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 60.1% of calls 89.3% repeat consistency

NO Is the word "headwinds" or "tailwinds" used? Screenwriter · seen in 41.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 41.8% of calls 97.3% repeat consistency

YES Does the word "margin" appear at least three times? Screenwriter · seen in 73.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 73.6% of calls 98% repeat consistency

YES Is the word "confidence" or "confident" spoken by any executive? Screenwriter · seen in 73.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 73.2% of calls 97.7% repeat consistency

NO Does anyone use the phrase "call it" or "let's call it" before an estimate? Screenwriter · seen in 24.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 24.7% of calls 96.7% repeat consistency

YES Does the phrase "going forward" appear? Screenwriter · seen in 62.9% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 62.9% of calls 87.6% repeat consistency

YES Does anyone say "coming back" or "circling back" to take a follow-up? Screenwriter · seen in 11% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 11% of calls 94.3% repeat consistency

NO Does the word "inflation" appear at least twice? Screenwriter · seen in 25.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.3% of calls 97.3% repeat consistency

YES Does any executive say "we believe" at least twice? Screenwriter · seen in 65.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 65.8% of calls 92.8% repeat consistency

YES Does management use the phrase "going forward"? Screenwriter · seen in 56.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 56.2% of calls 85.6% repeat consistency

NO Does anyone use the word "robust"? Screenwriter · seen in 46% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46% of calls 99% repeat consistency

NO Does any speaker use the phrase "if you will" or "so to speak"? Screenwriter · seen in 23.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.2% of calls 97.7% repeat consistency

NO Does any speaker say "appreciate" at least once? Screenwriter · seen in 63.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 63.9% of calls 94.2% repeat consistency

NO Does anyone use the phrase "at the end of the day"? Screenwriter · seen in 12.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.5% of calls 99.7% repeat consistency

YES Does anyone tell a self-contained anecdote with a beginning, middle, and end? Screenwriter · seen in 27.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 27.7% of calls 82% repeat consistency

YES Does any executive use the phrase "our team"? Screenwriter · seen in 50.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 50.8% of calls 88.7% repeat consistency

NO Does the transcript contain a silence, pause, or "we'll come back to that" that never resolves? Screenwriter · seen in 15.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15.8% of calls 85.7% repeat consistency

NO Does anyone describe a customer, employee, or competitor as a named character with a motive? Screenwriter · seen in 11.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 11.4% of calls 87.3% repeat consistency

YES Does any executive say "we're pleased" or "I'm pleased"? Screenwriter · seen in 68.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 68.3% of calls 92.8% repeat consistency

NO Is there a moment of modesty—someone crediting luck or timing? Screenwriter · seen in 12.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.5% of calls 92.3% repeat consistency

NO Does anyone use the phrase "on a year-over-year basis"? Screenwriter · seen in 18.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18.9% of calls 93.6% repeat consistency

NO Is the word "excited" or "exciting" used by management at least twice? Semiotician · seen in 45.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 45.8% of calls 97.3% repeat consistency

YES Does any speaker say "just" five or more times? Semiotician · seen in 83.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.3% of calls 82.2% repeat consistency

NO Does any question begin with "Can you" or "Could you"? Semiotician · seen in 84.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 84.8% of calls 85.2% repeat consistency

NO Does the word "quick" or "quickly" appear in three or more analyst questions? Semiotician · seen in 13.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.2% of calls 91.6% repeat consistency

NO Does an analyst ask for guidance on a metric management did not offer unprompted? Semiotician · seen in 87.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 87.3% of calls 89.7% repeat consistency

YES Is there a question about capital allocation (buybacks, M&A, debt, or dividends)? Semiotician · seen in 67.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 67.7% of calls 91.7% repeat consistency

NO Does any analyst use the word "clarify" or "clarification"? Semiotician · seen in 32.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.9% of calls 98.7% repeat consistency

NO Does the word "obviously" appear at least twice? Semiotician · seen in 57.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 57.9% of calls 87.2% repeat consistency

NO Does management refer to a prior call or prior quarter's commentary when answering? Semiotician · seen in 87.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 87.9% of calls 90% repeat consistency

NO Does anyone use the word "actually" at least three times? Semiotician · seen in 46.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 46.2% of calls 85.5% repeat consistency

NO Does any executive begin an answer with "Look," or "So,"? Semiotician · seen in 85.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 85.7% of calls 85% repeat consistency

NO Does the word "challenging" or "challenges" appear at least three times? Semiotician · seen in 32.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.2% of calls 90.6% repeat consistency

NO Does the operator run out of queued questions and close early? Semiotician · seen in 34.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.3% of calls 83.5% repeat consistency

NO Does any analyst apologize or preface with "sorry" before asking? Semiotician · seen in 32.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.8% of calls 92.9% repeat consistency

NO Is the word "excited" used by the CEO more than the word "confident"? Semiotician · seen in 33.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.1% of calls 92% repeat consistency

NO Does any speaker use the phrase "the right" before a noun ("the right team," "the right decisions")? Semiotician · seen in 57.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 57.8% of calls 94% repeat consistency

NO Does the word "guidance" appear more than five times in the transcript? Semiotician · seen in 31.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.8% of calls 93% repeat consistency

NO Does the word "tailwind" or "headwind" appear? Semiotician · seen in 52.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 52.2% of calls 98.7% repeat consistency

NO Does any analyst's question begin with a compliment or congratulation? Semiotician · seen in 41.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 41.5% of calls 88.3% repeat consistency

NO Does an analyst apologize before or during their question? Semiotician · seen in 32.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.8% of calls 96.6% repeat consistency

NO Are there more questions about revenue than about costs? Semiotician · seen in 69.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 69.8% of calls 85.2% repeat consistency

NO Does the word "challenging" appear at least twice? Semiotician · seen in 20.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.1% of calls 97% repeat consistency

NO Does any speaker use the phrase "on a" four or more times total (e.g., "on a constant currency basis")? Semiotician · seen in 54.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 54.8% of calls 82.8% repeat consistency

NO Does any executive answer begin with "Sure" or "Yes" followed by a comma? Semiotician · seen in 71.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 71.4% of calls 83.2% repeat consistency

NO Does anyone say "from a ... perspective" (e.g., "from a margin perspective")? Semiotician · seen in 56.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 56.9% of calls 87.2% repeat consistency

NO Does an executive say "we're not going to" in response to a question? Semiotician · seen in 25% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25% of calls 92% repeat consistency

NO Does management decline to answer by citing a future event ("we'll address that in..." or "at our upcoming...")? Semiotician · seen in 34.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.6% of calls 82% repeat consistency

YES Does the word "quarter" appear at least 20 times? Semiotician · seen in 87.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 87.7% of calls 93.3% repeat consistency

NO Is there a mention of "FX," "currency," or "foreign exchange"? Semiotician · seen in 39.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 39.5% of calls 98.7% repeat consistency

NO Does any executive say "that's right" or "that's correct" to an analyst? Semiotician · seen in 23.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 23.6% of calls 96.2% repeat consistency

NO Does the word "leverage" appear at least twice? Semiotician · seen in 52.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 52.1% of calls 94.5% repeat consistency

NO Is the word "leverage" used at least three times? Semiotician · seen in 37.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 37.8% of calls 90% repeat consistency

NO Does management use the word "headwinds" at least once? Semiotician · seen in 33.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.6% of calls 97.3% repeat consistency

YES Does any speaker say "great question" or thank the analyst before answering? Semiotician · seen in 51.8% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 51.8% of calls 84% repeat consistency

YES Does anyone attribute results to "the team" rather than to strategy? Semiotician · seen in 61.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 61.6% of calls 90.7% repeat consistency

YES Does any speaker say "going forward"? Semiotician · seen in 61.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 61.4% of calls 85.6% repeat consistency

NO Does any analyst begin their question with "congratulations"? Semiotician · seen in 17.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.8% of calls 92.6% repeat consistency

NO Does an analyst thank management at the end of their turn? Semiotician · seen in 77.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 77.2% of calls 94.7% repeat consistency

YES Does anyone describe the future with "We believe" more than "We expect"? Semiotician · seen in 30.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 30.2% of calls 87.3% repeat consistency

NO Does a speaker say "normal" or "normalized" about conditions that predate any disruption mentioned? Semiotician · seen in 33.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 33.7% of calls 81% repeat consistency

YES Is the word "momentum" used without a stated metric attached to it? Semiotician · seen in 41.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 41.4% of calls 92.7% repeat consistency

NO Does the word "macro" appear at least twice? Semiotician · seen in 21.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 21.9% of calls 95.9% repeat consistency

YES Does management use the word "solid" at least once? Semiotician · seen in 57.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 57.7% of calls 97% repeat consistency

YES Is there an analogy to a machine, engine, or flywheel? Semiotician · seen in 29.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 29.2% of calls 88% repeat consistency

NO Is the word "visibility" used at least once? Semiotician · seen in 34.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34.1% of calls 100% repeat consistency

NO Is the phrase "base case" or "scenario" used at least once? Semiotician · seen in 19.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 19.1% of calls 96.9% repeat consistency

NO Does anyone say "we take that seriously" or "we're very focused on"? Semiotician · seen in 18% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 18% of calls 92% repeat consistency

NO Is the phrase "to your point" or "as you mentioned" used at least once? Semiotician · seen in 32.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 32.8% of calls 83.5% repeat consistency

NO Does the operator say "thank you" more than three times? Semiotician · seen in 30% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 30% of calls 94.3% repeat consistency

NO Does management mention a specific competitor by name? Semiotician · seen in 20.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.8% of calls 93.1% repeat consistency

NO Does management say "the team" at least twice? Semiotician · seen in 31.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 31.9% of calls 85.9% repeat consistency

YES Does the word "fundamentally" appear at least once? Semiotician · seen in 12.3% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 12.3% of calls 98.3% repeat consistency

NO Does the phrase "ahead of" precede any mention of guidance or expectations? Semiotician · seen in 14.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 14.1% of calls 96.6% repeat consistency

NO Does management use the phrase "on a year-over-year basis"? Semiotician · seen in 16.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 16.9% of calls 96.6% repeat consistency

NO Does any single speaker say "right?" as a tag question at least once? Semiotician · seen in 34% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 34% of calls 87.5% repeat consistency

NO Does management use the phrase "on a consistent basis" or "consistently"? Semiotician · seen in 27.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 27.8% of calls 95.3% repeat consistency

NO Does a speaker begin a sentence with "To be honest" or "To be clear"? Semiotician · seen in 10.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.5% of calls 92.7% repeat consistency

YES Does management use the phrase "strategic" at least twice? Semiotician · seen in 46% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 46% of calls 97.3% repeat consistency

NO Does any speaker describe a business unit as "healthy"? Semiotician · seen in 13.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.3% of calls 92.7% repeat consistency

NO Does any speaker use the word "fundamentals"? Semiotician · seen in 17.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 17.8% of calls 100% repeat consistency

YES Does the word "resilient" or "resilience" appear? Semiotician · seen in 24.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 24.7% of calls 98% repeat consistency

NO Does the operator mention a queue or "next question" more than three times? Simultaneous · seen in 74.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 74.2% of calls 91.6% repeat consistency

NO Does any analyst ask a follow-up after their initial answer ("follow-up", "second one", "just one more")? Simultaneous · seen in 88.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 88.5% of calls 92.3% repeat consistency

NO Does any analyst ask a question containing the word "why"? Simultaneous · seen in 36.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 36.1% of calls 96.3% repeat consistency

NO Does anyone say "if you look at" before citing a number? Simultaneous · seen in 47.7% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 47.7% of calls 81.6% repeat consistency

NO Does the phrase "last question" or "final question" appear? Simultaneous · seen in 50.4% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 50.4% of calls 91.6% repeat consistency

NO Does the word "clearly" appear anywhere in the transcript? Simultaneous · seen in 50.9% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 50.9% of calls 96.3% repeat consistency

NO Does the CEO speak first among named executives in the Q&A? Simultaneous · seen in 68.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 68.3% of calls 94.6% repeat consistency

NO Does the word "headwind" or "headwinds" appear at least twice? Simultaneous · seen in 28.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 28.5% of calls 97% repeat consistency

YES Does the CFO mention a specific percentage greater than ten? Simultaneous · seen in 89.1% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 89.1% of calls 96.6% repeat consistency

YES Does the phrase "going forward" appear at least once? Simultaneous · seen in 63.4% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 63.4% of calls 86.5% repeat consistency

YES Does the word "team" appear at least three times? Simultaneous · seen in 59% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 59% of calls 91.6% repeat consistency

YES Does the word "confident" appear in any executive's remarks? Simultaneous · seen in 60.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 60.7% of calls 97.7% repeat consistency

NO Does an analyst thank management at the start or end of their turn? Simultaneous · seen in 81.6% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 81.6% of calls 95.7% repeat consistency

NO Does the CEO use the word "incredibly" at any point? Simultaneous · seen in 15% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 15% of calls 99.7% repeat consistency

YES Does any executive use the word "team" to refer to company personnel? Simultaneous · seen in 83.6% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 83.6% of calls 98.7% repeat consistency

NO Does anyone say "to your point" when answering a question? Simultaneous · seen in 10.3% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.3% of calls 98% repeat consistency

YES Does any executive say "with that" to transition between speakers or topics? Simultaneous · seen in 75% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 75% of calls 97.3% repeat consistency

YES Does the word "transformation" or "transformational" appear? Simultaneous · seen in 24.2% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 24.2% of calls 99.7% repeat consistency

NO Does any speaker say "moving on" or "next question" themselves? Simultaneous · seen in 25.1% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 25.1% of calls 92.3% repeat consistency

NO Does any speaker use the word "hedging" or say "to hedge"? Simultaneous · seen in 13.5% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 13.5% of calls 96.3% repeat consistency

NO Does any analyst identify themselves with a two-part introduction (name and firm)? Simultaneous · seen in 10.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.2% of calls 85.9% repeat consistency

NO Does the word "talent" appear at least once? Simultaneous · seen in 20.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 20.8% of calls 98% repeat consistency

NO Is the word "capacity" used more often about factories than about people? Supply Chain · seen in 26.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 26.2% of calls 92.3% repeat consistency

NO Does an executive confess to having too much of something physical somewhere? Supply Chain · seen in 12.2% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 12.2% of calls 89.3% repeat consistency

YES Is a supplier or vendor mentioned by name at any point? Supply Chain · seen in 33.7% of calls

How to read this YES

The model found enough evidence in the earnings transcript to mark this exact condition as present.

Transcript-only check Detected in 33.7% of calls 85.3% repeat consistency

NO Does any executive blame weather, season, or geography for a shipment or delivery issue? Supply Chain · seen in 10.8% of calls

How to read this NO

The model did not find enough evidence in the earnings transcript to confirm this exact condition. NO means “not detected,” not necessarily “disproved.”

Transcript-only check Detected in 10.8% of calls 91% repeat consistency

No checks match those filters.

500 checks shown · YES means detected; it is not automatically positive or negative.

Real saved model output

Archived AI reasoning

Earlier Artul research experiments on LEE calls. Open a question to read the model's original reasoning.

229 saved explanations · 228 questions

NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — compa Q4 2021 · 2 archived calls

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2021 · 2021-12-09

The transcript shows a positive current development: digital revenue growth, digital-only subscriptions up 65%, Amplified Digital revenue up 43% (71% in Q4). The Q&A has only one analyst questioner (Michael Kupinski) with a few questions, plus web questions. The Q&A does not produce more concrete operating detail than the prepared remarks. The prepared remarks already contain the specifics (65% growth, 420,000 subscribers, Amplified revenue up 43%, etc.). The Q&A answers are general — e.g., about paywall adjustments, FTE counts, digital O&O revenue ($16.5M), leverage targets. The analyst asks about paywall opportunities, and management says they reduced paywalls and will leverage technology — no new concrete specifics. The digital O&O revenue figure is a small addition but not substantial operational detail. The Q&A does not add substantially more about the development than the prepared remarks. So Gate 1 is NO. Even if Gate 1 were YES, Gate 2: the digital growth is driven by the company's own strategy (Three Pillar Digital Growth Strategy), so it's internally created. But since Gate 1 fails, the answer is NO.

NOQ4 2016 · 2016-12-09

The transcript shows a positive development: digital revenue growth, particularly TownNews.com and digital advertising. Management highlights this in prepared remarks. In Q&A, analysts ask about digital business acceleration, and management says "we have many plans in place to accelerate our digital growth" — this is not concrete detail, just a plan. Another question about digital revenue growth being softer, management lists initiatives (digital native, video, lead-gen, directory) but no specifics on current performance. The Q&A does not add substantial new operating detail about the digital growth beyond prepared remarks. The subscription revenue growth is mentioned but Q&A only says price is driving it, no new specifics. The positive development (digital revenue growth) is not probed with additive concrete details in Q&A. Management responses are general. Therefore Gate 1 fails. Also, the digital growth engine — is it company-created? It's their own digital products, but the Q&A doesn't provide enough detail to assess. Since Gate 1 fails, answer NO.

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NO Relationships widening on the customers' initiative, with the numbers still catching up Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to determine if management describes multiple existing commercial relationships recently getting bigger, and that the reported results reflect only early part of these widenings with most contribution still ahead. Let's analyze the transcript. The call covers Q4 2016 results. Key points: digital revenue growth, TownNews.com, digital services, etc. But we need to see if they mention existing relationships expanding. Search for phrases like "existing", "customers", "accounts", "partners", "programs", "widen", "expand", "grow", "deeper", "more". In the transcript, Kevin Mowbray says: "Our programs such as The Big Pitch, Edison and our Lee Local Sales group are all aim directly at driving this category of business local controllable revenues." That's about driving local revenue, not necessarily existing relationships widening. They mention digital revenue growth, but that could be from new customers or existing. They say "Total digital revenue, including digital advertising and digital services, totaled $25.9 million for the quarter, up 6.7% compared to a year ago, driven by the strong performance of TownNews.com and by digital retail and digital national revenue." That doesn't specify existing relationships. Later, Kevin says: "Our focus is on local controllable revenue. Those are the mom and pop decision makers we have in our market. One of the things we’ve done recently with all of our publishers to really highlight the difference of the stratification of those accounts. So we’ve got programs that are aimed at in our largest accounts, and then different programs aimed at customers based on their size." That's about segmentation, not necessarily widening. There is no mention of existing customers expanding their commitments, adding locations, etc. The discussion is about overall revenue trends, cost reductions, debt reduction. The question asks specifically about "SEVERAL of the company's EXISTING commercial relationships have RECENTLY GOTTEN BIGGER" and that the reported results reflect only early part. I don't see any such description. The management talks about digital growth, but not about specific existing relationships expanding. They talk about new initiatives, but not about existing customers taking more. Also, they mention "We expect a strong performance in 2017" for subscription revenue, but that's not about existing relationships widening.

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NO Buying its own future output: the company is spending now to own more of the value it already helps create Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to determine if management describes the company currently moving itself up or down its own value chain, taking ownership of a step previously done by others, and that this move is already being executed and changing what the company earns or can do. Let's review the transcript. The call discusses cost reductions, outsourcing, consolidation, debt reduction, digital revenue growth, etc. There is mention of "outsourced or consolidated many of our print operations" - that is outsourcing, not taking over. They talk about "monetize numerous real-estate assets" - not value chain integration. They talk about digital revenue growth, but that's not taking over a step from others. They mention "TownNews.com" as a digital service, but that's a product they offer, not internalizing a step. They talk about "The Big Pitch, Edison and our Lee Local Sales group" - these are sales initiatives, not value chain moves. They mention "self-insured medical plan" - that's internalizing insurance? But that's not a core value chain step, and it's not described as a strategic move to capture margin; it's just a cost management measure. They also mention "we will no longer include separate Lee legacy and future financial data" - not relevant. The question asks: does management describe that the company is CURRENTLY MOVING ITSELF FURTHER UP OR DOWN ITS OWN VALUE CHAIN — taking ownership or direct control of a step in the chain that someone else used to perform, own, or capture the margin on — and does management convey that this move is ALREADY BEING EXECUTED and is already changing what the company earns or can do? Looking for any such description. The transcript mentions "outsourced or consolidated many of our print operations" - that's the opposite (outsourcing). They also mention "centralized services, consolidation and outsourcing" - again, outsourcing. They talk about "monetize real-estate assets" - not value chain. They talk about "digital revenue" growth, but that's not taking over a step from others; it's growing their existing digital business. They mention "TownNews.com" as a digital service that increased revenue - but that's a product they sell, not internalizing a step. There is no mention of taking over a step from a supplier, distributor, or customer. No mention of bringing manufacturing in-house, selling directly to consumers, acquiring a distributor, etc.

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NO The streak is alive: management narrates back-to-back quarters of the same improvement and shows this quarter extended i Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to determine if management presents the just-reported period as the latest step in an unbroken, still-running sequence of quarter-after-quarter improvement in the same part of the business, explicitly connecting this period to the immediately preceding period or periods as one continuing climb, with real current-period evidence. Let's analyze the transcript. The call is for Q4 2016 earnings. Management discusses results. They talk about revenue declines, digital growth, cost reductions, debt reduction. They mention "fiscal year 2016 marked another strong performance" and "we successfully implemented a number of new revenue initiatives" but they don't specifically say "another quarter of growth" or "fourth consecutive quarter" for any metric. They talk about digital revenue growth: "Total digital revenue, including digital advertising and digital services, totaled $25.9 million for the quarter, up 6.7% compared to a year ago" and "In 2016, total digital revenue exceeded $100 million." They also say "Digital services revenue, primarily TownNews.com, increased 22% in the quarter and 13.7% in the fiscal year." But these are year-over-year comparisons, not sequential quarter-over-quarter. They don't say "this is the third consecutive quarter of growth" or "we improved again from last quarter." They mention "We’re positive on advertising revenue going forward" but that's forward-looking. They talk about cost reductions: "Cash costs, excluding workforce adjustments, decreased 4.3% in the September quarter and 4.8% for the fiscal year." Again, year-over-year. They mention debt reduction: "we paid down $108.7 million in debt in fiscal year 2016" and "we have aggressively paid down debt in each of the last 10 years" but that's annual, not quarterly. The question asks: "On this call, does management present the just-reported period as THE LATEST STEP IN AN UNBROKEN, STILL-RUNNING SEQUENCE OF QUARTER-AFTER-QUARTER IMPROVEMENT IN THE SAME PART OF THE BUSINESS — explicitly connecting this period to the immediately preceding period or periods as one continuing climb — with real, current-period evidence that the sequence extended again?" We need to find if management explicitly connects this quarter to previous quarters as a sequence. They don't say "another quarter of growth" or "we've seen sequential improvement." They talk about year-over-year comparisons.

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NO Second proving already underway: the company is deliberately running its own playbook a second time, and the repeat is v Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need answer YES/NO based on transcript. Need identify if management describes repeating something already succeeded at once, with new instance showing signs working. Let's examine transcript. Management discusses many things: debt reduction, cost reductions, digital revenue growth, TownNews.com, etc. Need find specific "repeating" of proven undertaking. They mention "The Big Pitch, Edison and Lee Local Sales group" aimed at driving local revenue. But no detail of first success and repeat. They mention "business transformation plans are ongoing" and "we have significantly exceeded our expected cost reductions in 2016." Not a repeat. They mention "we have outsourced or consolidated many print operations, providing opportunities to monetize real-estate assets." Not repeat. They mention "Our programs such as The Big Pitch, Edison and our Lee Local Sales group are all aim directly at driving this category of business local controllable revenues." No evidence of repeat. They mention "digital services revenue, primarily TownNews.com, increased 22%..." TownNews.com is a product? It's a digital services business. Is there a repeat? No. They mention "We continue to transform the business and improve efficiencies resulting in significant cost reductions through centralized services, consolidation and outsourcing." Not a repeat of a specific proven thing. They mention "In 2016, as in many past years, we not only produced significant cost reductions we also exceeded our cost guidance." That's routine. They mention "We've outsourced or consolidated many of our print operations, providing the opportunities to monetize numerous real-estate assets." Not. Question asks: "does management describe that the company is CURRENTLY REPEATING, ON PURPOSE, SOMETHING IT HAS ALREADY SUCCEEDED AT ONCE" - e.g., building a site, launching product, entering market, etc. Need find any such. Maybe "The Big Pitch" is a program? They mention "Our programs such as The Big Pitch, Edison and our Lee Local Sales group are all aim directly at driving this category of business local controllable revenues." But no mention of first success and repeat. Maybe "TownNews.com" is a digital services platform that they are growing. They say "Digital services revenue, primarily TownNews.com, increased 22% in the quarter and 13.7% in the fiscal year." That's growth of existing business, not a repeat.

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NO Q&A has flipped from problems to possibilities, and management answers with the present tense Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to determine if the Q&A is predominantly forward-tilted and if management's answers are grounded in present-tense operating reality. Let's analyze the Q&A section. The Q&A starts with Steven Isenberg asking about un-levered free cash flow, real estate, and top line inflection. He asks about peers targeting top line growth and if Lee has a similar view. This is forward-looking (inflection point). Mary responds with goals and working hard, but not specific present-tense operations. She says "we're working pretty hard" and "aspirational goal" - that's more hope/plan. Barry Lucas asks about retail categories and Christmas selling season, whether clients are upbeat. Kevin responds about focus on local controllable revenue, programs, and says largest retailers are "fair to upbeat" - that's present-tense reality (current sentiment). But it's not about growth/expansion per se. Then webcast questions: digital business ahead/behind expectations? Kevin says pleased, plans to accelerate. That's forward but answer is vague. Print revenue decline slowing? Mary repeats earlier comment. Insider sales - housekeeping. Dividends/repurchases - no, debt reduction. Prepayment restrictions - Ron explains, forward-looking about debt reduction. Bond repurchases - evaluation. Subscription revenue growth breakdown - price vs volume, Kevin says price driving, volumes down. That's present reality. Interest costs and capex - Ron gives expectations. Subscription growth rate - Kevin says strong performance but doesn't reveal. Election impact - Mary says modest revenue, but audience growth, single copy up 40%. That's present-tense reality. Political environment changes - Mary says no change in coverage. Forward guidance - Ron says only cost guidance. Margin differential - Ron explains integrated business. Digital revenue growth initiatives - Kevin lists initiatives. First-lien term loan retirement - Ron explains timeline. Pension contribution - zero. Corporate tax cuts - Mary and Ron discuss NOLs, future tax payer. Overall, the Q&A covers a mix: some forward-looking questions (inflection, digital acceleration, tax cuts) but also many housekeeping and modeling questions (free cash flow, real estate, insider sales, debt prepayment, interest, capex, pension). The tone is not predominantly forward-tilted; it's a mix of routine financial questions and some forward-looking ones.

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NO Outside commitment landed before the results show it: a counterparty has put real weight on the company while reported n Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need answer YES/NO. Need analyze transcript. Need determine if management describes outside counterparty materially larger/consequential has recently made concrete committed decision to put real weight on company, and reported results do not yet meaningfully reflect commitment, contribution ahead/beginning/ramping. We need use only transcript. Let's parse. Question asks: "On this call, does management describe that an OUTSIDE COUNTERPARTY — a customer, partner, distributor, payer, government body, or similar third party materially larger or more consequential than the company itself — has RECENTLY made a concrete, committed decision to put real weight on this company (for example, awarding it significant business, standardizing on or designating its product, signing a major agreement, placing a large order, or committing its own resources to work with the company), AND does the transcript make clear that the reported results being discussed do NOT yet meaningfully reflect that commitment — the contribution is still ahead, beginning, or only starting to ramp?" Need answer YES only if both halves in management's own words as one coherent situation. Let's review transcript. It's Lee Enterprises Q4 2016 earnings call. Management discusses results, digital revenue, debt reduction, cost guidance. No mention of a specific outside counterparty making a major commitment? Let's scan. Mary: fiscal 2016 strong performance, debt reduction. "two of our largest newspapers, Tucson and Madison, are not included in our consolidated operating revenues and expenses. However, we report our 50% share of EBITDA from these operations in adjusted EBITDA." That's not outside counterparty. Kevin: total revenue decreased, digital revenue, TownNews.com, digital services. No specific customer. Q&A: Steven asks about un-levered free cash flow, real estate, top line inflection. Mary says goal flat/positive revenue, not predicting. Barry asks retail categories, Christmas. Kevin says focus local controllable revenue, programs. No specific commitment. Webcast questions: digital business ahead/behind; print decline; insider sales; dividends; prepayment restrictions; bonds; subscription revenue; interest/capex; election impact; political environment; forward guidance; margin differential; digital growth initiatives; first-lien term loan; pension contribution; corporate tax cuts.

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NO Promise already turning into fact: management shows the thing it told investors was coming is now measurably arriving, a Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to answer YES or NO based on the transcript. The question asks: Does management point to a growth-bearing development in its business that IT HAD PREVIOUSLY TOLD INVESTORS TO EXPECT — and demonstrate, with real current-period activity, that this development is NOW ACTUALLY ARRIVING at or beyond the pace management had indicated, while ALSO conveying that the development is still early, with most of its contribution ahead? We need to find if management refers back to a prior expectation about growth, confirms it with current activity, and says it's still early. Let's scan the transcript. Management discusses digital revenue growth, subscription revenue, cost reductions, debt reduction. They mention digital revenue exceeding $100 million, digital services up 22%, etc. But do they refer back to a prior expectation? They say "As you've heard us say before, we believe debt reduction contributes directly to shareholder value" - that's about debt, not growth. They talk about cost guidance, but that's cost reduction. They mention "We continue to transform the business and improve efficiencies" - that's cost. They talk about digital revenue growth, but do they say "as we previously said" about a specific growth development? They mention "Our programs such as The Big Pitch, Edison and our Lee Local Sales group" - but no prior expectation. They say "We expect a strong performance in 2017" for subscription revenue, but that's forward-looking, not confirming a prior expectation. They talk about digital revenue growth, but no reference to a prior expectation that it would arrive at a certain pace. They also say "we have many plans in place to accelerate our digital growth" - that's future, not confirming. The question requires three parts: (1) prior expectation set by management, (2) current reality confirming it, (3) still early. I don't see any explicit reference to a prior expectation about a specific growth development. They mention "as we've heard you say before" about debt reduction, but that's not growth. They mention "as previously discussed" about cost reductions, but that's cost. They also mention "As Mary noted, through improved efficiencies in production and other areas, we have significantly exceeded our expected cost reductions in 2016." That's cost, not growth. They talk about digital revenue growth, but no prior expectation mentioned.

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NO New business is being written on visibly better terms than the company's own recent norm, and the mix shift has just beg Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

1. The user asks to determine if management indicates that the economic terms of the company's newest business have stepped up meaningfully above the company's own recent norm, and that this improvement has only begun to flow into reported results. 2. I need to analyze the transcript for evidence of both halves of this phenomenon. 3. Let's scan the transcript for relevant statements about pricing, rates, terms, contracts, renewals, profitability, etc. 4. Key areas to check: - Subscription revenue: "Subscription revenue increased 2.4% in the quarter and was virtually flat in the fiscal year due to strategic marketing and pricing initiatives. We expect a strong performance in 2017." - This mentions pricing initiatives, but does it say the new terms are meaningfully better than the recent norm? It says "increased 2.4% in the quarter" and "virtually flat in the fiscal year". It doesn't explicitly say the new pricing is a step-up, and it doesn't say the reported results still reflect old terms. It just says "expect a strong performance in 2017" which is future. - Advertising revenue: "We’re positive on advertising revenue going forward, we’re totally focused on creatively and aggressively driving local revenue." - This is about future, not current terms. - Digital revenue: "Total digital revenue... increased 6.7%... driven by the strong performance of TownNews.com and by digital retail and digital national revenue." - This is growth, but not necessarily a step-up in terms of new business vs. old business. - Cost guidance: "we expect cash costs, excluding unusual matter, will decrease between 2.5% and 3.5%." - This is costs, not revenue terms. - Debt reduction: Not relevant to business terms. - Real estate: "we have some transactions that are likely to close here in the next six to nine months." - Not about current business terms. - On subscription revenue growth: "The price increase is driving the subscription revenue, and our volumes are down industry averages." - This indicates price increases are driving revenue, but does it say the new price is meaningfully above the company's own recent norm? It says "price increase" but doesn't quantify or compare to recent norm. Also, it doesn't say the reported results still reflect old terms. - On top line inflection: Mary Junck says "Our goal is to, once again, have either flat revenue or positive revenue.

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NO Caught under-prepared by good news: the recent period outran what management had set up for, and they are visibly adjust Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to determine if the transcript shows that the recent period's business came in stronger than the company had prepared for, and if management is adjusting in response. The question asks for a YES if both halves are present: (1) the business outran the company's own preparations, and (2) management is adjusting in response now. Let's examine the transcript. The company discusses results for fiscal year 2016 and Q4. They talk about cost reductions, debt reduction, digital revenue growth, etc. They mention that they exceeded cost guidance. They talk about digital revenue growth, but do they indicate that demand or activity outran their preparations? They mention that they have initiatives to drive digital revenue, but they don't say that they were surprised by the level of demand or that they had to catch up. They talk about cost reductions being exceeded, but that's about cost, not about demand outrunning capacity. They mention that they are confident about future performance, but no explicit statement about a favorable surprise in terms of activity. The question specifically asks: "does management convey that the recent period's business CAME IN STRONGER, FASTER, OR BIGGER THAN WHAT THE COMPANY HAD SET ITSELF UP FOR — and is management now visibly ADJUSTING THE COMPANY IN RESPONSE to catch up with that favorable surprise?" Looking for phrases like "stronger than anticipated," "faster than we planned," "we didn't expect this level," etc. In the transcript, there is no such language. They talk about exceeding cost guidance, but that's about cost reduction, not about business activity outrunning preparations. They talk about digital revenue growth, but they don't say it was unexpected. They talk about subscription revenue growth due to price increases, but again, no surprise. Management does mention that they are implementing new revenue initiatives and executing on business transformation, but that seems planned. They also mention that they have plans to accelerate digital growth, but that's forward-looking, not a response to an unexpected surge. There is no indication that they were caught off guard by demand. They talk about cost reductions being exceeded, but that's a positive on the cost side, not on the revenue side. The question is about business activity (demand, orders, etc.) outrunning preparations. There is no such statement.

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NO Demand has broadened across independent fronts: growth is now coming from several distinct, currently-producing sources Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need answer YES/NO. Need analyze transcript. Question asks: Does management describe current growth carried by several distinct independent sources at same time, at least three genuinely different engines, each already producing real current business, and management conveys breadth is recent/building, until recently narrower, several sources still have most contribution ahead? Need answer only YES or NO. Let's parse transcript. Lee Enterprises Q4 2016. Revenue declines overall, digital revenue growing. They mention total digital revenue including digital advertising and digital services. Digital services revenue primarily TownNews.com increased 22% in quarter, 13.7% fiscal year. Digital advertising increased 4.4% quarter, 5.6% fiscal year. Mobile advertising increased 25.1% quarter, 19.6% fiscal year. Subscription revenue increased 2.4% quarter. Also local/regional advertising focus. But overall advertising revenue decreased. They mention initiatives: The Big Pitch, Edison, Lee Local Sales group. Digital initiatives: digital native, digital video, digital lead-generation, digital connect. But are these described as already producing real current business? They mention digital revenue growth driven by TownNews.com and digital retail and digital national revenue. Digital services revenue increased. Mobile advertising revenue increased. Subscription revenue increased. So multiple digital sub-segments: digital services (TownNews), digital advertising (retail, national), mobile advertising, subscription. But are these genuinely different engines? Digital advertising and mobile advertising are overlapping (mobile included in digital advertising). TownNews is separate. Subscription is separate. Also local/regional advertising? But overall advertising down. Need see if management conveys breadth is recent/building, until recently narrower, several sources still have most contribution ahead? They say "We continue to transform business" and "In 2016, total digital revenue exceeded $100 million." "We're positive on advertising revenue going forward, totally focused on creatively and aggressively driving local revenue." "Our programs such as The Big Pitch, Edison and Lee Local Sales group are all aim directly at driving this category of business local controllable revenues." But not necessarily multiple independent growth engines already producing.

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NO Bought the ticket, hasn't taken the ride: the company has already paid for its next stage and is now waiting to be paid Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to determine if management describes a situation where the company has already paid for a stage of business it has not yet been paid back for. The key elements: spending done, return outstanding, and management treats payback as a matter of time. Also, the amount is large relative to company. Looking at the transcript, management discusses various initiatives. They mention digital revenue growth, cost reductions, debt reduction. They talk about "business transformation" and "outsourcing" and "consolidation" but that's cost cutting, not investment for future return. They mention "ongoing investment in growing digital revenue" but that's generic. They mention "we have many plans in place to accelerate our digital growth" but that's future. They mention "we are using all of our free cash flow to reduce debt" - that's not an investment. They mention "we expect cash costs will decrease" - that's cost cutting. They mention "we have significantly exceeded our expected cost reductions" - that's cost cutting. They mention "we are confident we can produce strong adjusted EBITDA going forward" - generic. They mention "we have a number of revenue initiatives" but not specific. They mention "we have outsourced or consolidated many of our print operations" - that's cost cutting, not investment. They mention "we have a large number of real estate assets" but that's for sale. They mention "we have many initiatives in place to drive digital revenue" - but that's not a specific outlay already made. They mention "we have a number of new revenue initiatives" - but no detail. They mention "we have a number of things that are currently in place" regarding real estate. They mention "we have a number of initiatives" but no specific spending. The question asks: does management describe money, capacity, people, or effort the company has ALREADY SPENT OR IRREVERSIBLY COMMITTED to reach a materially larger level of operation, while the revenue, volume, or earnings from that spending has NOT YET ARRIVED and is described as coming? Looking for a specific outlay. For example, they might have built a new digital platform, hired salespeople, etc. But the transcript doesn't mention any specific large investment. They talk about "ongoing investment in growing digital revenue" but that's vague. They talk about "we have many plans" but not that they've already spent.

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NO New audience on the call: management says a different kind of buyer has recently arrived and is now paying real money Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need answer question based only transcript. Need determine if management describes new kind of paying counterparty recently begun real business, meaningful new leg. Need answer YES or NO. Need analyze transcript. We need identify any mention of new type of customer/market/buyer. Transcript includes Q&A. Management discusses digital revenue, TownNews, local/regional advertisers, subscription, etc. No explicit new kind of counterparty? Let's scan. Mary: "two of our largest newspapers, Tucson and Madison, are not included in our consolidated operating revenues and expenses. However, we report our 50% share of EBITDA from these operations in adjusted EBITDA." That's not new counterparty. Kevin: "80% of our advertising revenue now comes from local and regional businesses" existing. Digital revenue includes digital advertising and digital services, TownNews.com. TownNews provides services to other newspapers? That's a business line, but is it new? It existed. "Digital services revenue, primarily TownNews.com, increased 22%..." Could be a second distinct source of revenue emerging alongside historical one? But is it a new kind of paying counterparty recently begun? TownNews.com likely provides web services to other media companies. But management doesn't describe as new kind of buyer recently begun; it's existing digital services. No. Question asks "On this call, does management describe that a NEW KIND of paying counterparty has RECENTLY begun doing real business with the company — a type of customer, market, or buyer that was not part of how this company historically earned its money — and does management treat this arrival as a meaningful new leg of the business rather than a curiosity?" Need answer YES only if management's own words convey. There is no such description. They talk about local/regional advertisers, digital revenue, subscription, etc. No new counterparty. So answer NO. Need ensure no hidden: "The Big Pitch, Edison and Lee Local Sales" aim at local controllable revenues. Not new. "digital native, digital video, digital lead-generation and digital connect" initiatives to drive digital revenue. Not new counterparty. "TownNews.com" maybe digital services to external clients? But not described as new. "election" brought audiences, not paying counterparty. "government" no. "incoming administration tax cuts" not customer. So NO.

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NO Fresh order-of-magnitude reference change: management has started describing the business in units it did not use to nee Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to determine if the company's own unit of account has visibly changed—i.e., management now routinely describes its business in a larger denomination than before, and this change is recent and driven by real business already happening. Look for evidence in the transcript. The company is Lee Enterprises, a newspaper publisher. They discuss revenue, digital growth, debt reduction, cost management. They talk about "digital revenue exceeding $100 million", "digital services revenue", "mobile advertising", "subscription revenue". They mention "total digital revenue exceeded $100 million" and "digital advertising account for more than 25.3% of all advertising revenue". They talk about "debt reduction" and "adjusted EBITDA". They mention "we paid down $108.7 million in debt" and "net of cash, it was $600.2 million". They talk about "leverage, net of cash, is now 3.9 times". They discuss "real-estate assets" and "selling real-estate". They talk about "cost reductions" and "outsourcing". They mention "we expect cash costs will decrease between 2.5% and 3.5%". They talk about "pension contributions" and "NOLs". They discuss "tax cuts" and "corporate taxes". Is there any indication that the company's unit of account has changed? For example, do they now talk about "digital revenue" in a larger scale? They say "total digital revenue exceeded $100 million" – that's a milestone, but is that a change in denomination? They also say "digital advertising account for more than 25.3% of all advertising revenue" – that's a proportion. They talk about "mobile advertising revenue increased 25.1%". They talk about "subscription revenue increased 2.4%". They talk about "debt reduction" – they've been doing that for years. They talk about "real-estate" – they say "we have several things that are currently in place and we have some transactions that are likely to close here in the next six to nine months" – that's not a change in unit. The question is about the company's own unit of account – meaning the scale at which they measure their business. For example, if they used to talk about individual newspapers, now they talk about "markets" or "regions"? They talk about "our largest markets" and "our communities". They talk about "Lee Enterprises" as a whole. They talk about "we have 11 months of results of the Daily Herald" – that's a specific newspaper.

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NO Profit machinery upgraded while volume still arriving: realized structural margin step-up with growth flowing onto it Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to answer YES or NO based on the transcript. The question asks: does management convey that the company has ALREADY ACHIEVED A STRUCTURAL IMPROVEMENT IN HOW MUCH IT KEEPS FROM EACH UNIT OF BUSINESS — through changes the company itself made that are now visible in the recent period's actual results — AND that business volume is SIMULTANEOUSLY GROWING onto that improved structure, so each arriving increment converts to profit at the new, better rate with most of that arriving volume still ahead of the reported results? We need to check both halves. First half: Realized, company-made step-up in per-unit economics. Management describes the business now earning meaningfully more per sale, unit, customer, or transaction than it recently did — via a rebuilt cost structure, a changed delivery model, a richer mix actually being sold, pricing genuinely achieved and sticking, or removal of a structural drag — presented as an observed fact of the recent period and attributed mainly to the company's own actions. In the transcript, management talks about cost reductions, transformation, outsourcing, etc. They mention "We continue to transform the business and improve efficiencies resulting in significant cost reductions through centralized services, consolidation and outsourcing." They also mention "we not only produced significant cost reductions we also exceeded our cost guidance." That is cost-cutting. But is that a structural improvement in per-unit economics? They talk about cost reductions, but the question specifically asks about "how much it keeps from each unit of business" — i.e., margin per unit. They mention subscription revenue increased 2.4% in the quarter due to strategic marketing and pricing initiatives. That suggests pricing achieved. But is that a structural improvement? They also mention digital revenue growth, but that's volume. Second half: Volume arriving now and early. Real growth in orders, customers, volumes, or activity is already occurring or already committed, with management conveying that most of it has not yet flowed across the improved structure. In the transcript, they talk about digital revenue growth, but that's already flowing. They talk about subscription revenue growth, but that's already in results. They talk about "We expect a strong performance in 2017" for subscription revenue, but that's future.

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NO Free option on their own operations: management describes a real capability it already owns that could serve a second, m Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need answer YES/NO based on transcript. Need identify if management describes existing capability being used for second larger purpose and recently begun converting. Need examine transcript. They discuss digital revenue, TownNews.com, real estate, etc. Need find coherent situation. Transcript: Lee Enterprises. They have print newspapers. They transformed, outsourced print operations, monetized real estate. Digital revenue growing. TownNews.com digital services increased 22% in quarter. Total digital revenue exceeded $100 million. Digital services primarily TownNews.com. Is TownNews.com an existing capability? It's a digital services business. What is second use? Maybe TownNews.com provides digital services to other newspapers? Lee owns and operates TownNews.com, which is a digital platform/services provider for news organizations? It was originally for Lee's own websites? Now serves external customers? Need see transcript. They mention "Total digital revenue, including digital advertising and digital services, totaled $25.9 million for the quarter, up 6.7% compared to a year ago, driven by strong performance of TownNews.com and by digital retail and digital national revenue." Digital services primarily TownNews.com increased 22%. That could be second use: Lee developed digital platform for its own newspapers, now sells services to other publishers. Is that larger than original use? Not stated. Need look for something about existing capability turned to bigger purpose. Another possibility: They have print production facilities, real estate monetization. They outsourced/consolidated print operations, providing opportunities to monetize real estate. That is selling assets, not second use. They have audience reach: "digital product and print publications combined to reach almost 74% of adults in largest markets." Used for advertising. Not second use. They have "digital lead-generation" etc. But not described as existing capability. Question asks: "does management describe that SOMETHING THE COMPANY ALREADY OWNS AND ALREADY OPERATES FOR ITS EXISTING BUSINESS HAS TURNED OUT TO BE USEFUL FOR A SECOND, MUCH LARGER PURPOSE — and that the company has recently BEGUN turning that second use into real business, without having had to build a new company to do it?" Need answer based solely on transcript. We need find if any statement matches.

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NO Exit rate above the print: management says the business is already running hotter than the reported period shows Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need to determine if management conveys that the pace of business as the company exits the reported period is meaningfully higher than the average pace the reported results show. The question asks: does management describe how activity strengthened during the period or has continued strengthening just after it, such that the just-reported numbers understate the level the business is already operating at right now? We need to look for evidence in the transcript. The reported period is Q4 2016 (fiscal year ending September 2016). The call is in December 2016, so after the period. Key points from the call: - Revenue decreased 5.1% in the quarter, an improvement in the annual trend (down 5.3% for the year). So the quarter was slightly better than the year average, but that's not necessarily a strong exit pace. - Digital revenue growth: total digital revenue up 6.7% in the quarter, digital services up 22% in the quarter, digital advertising up 4.4% in the quarter. They mention fiscal year numbers as well. - Subscription revenue increased 2.4% in the quarter, virtually flat for the year. - They talk about cost reductions and debt reduction. Do they mention any intra-period strengthening or exit run-rate? They don't seem to describe month-by-month trends. They mention that the quarter's revenue decline was an improvement over the annual trend, but that's just a comparison of the quarter to the year, not necessarily a sequential improvement within the quarter. They also talk about expectations for 2017: "We expect a strong performance in 2017" for subscription revenue. But that's forward-looking, not observed current pace. They mention that they are working on revenue initiatives, but no specific evidence of current pace exceeding the period's average. They also mention that the election had a positive impact on audiences, but that was a one-time event? They said "the impact of election was fairly modest" on revenue, but on audience side it was good, single copy up 40%. But that's a one-time event, not a sustained trend. They don't describe any ramp or inflection that began partway through the period. They also mention that they expect cash costs to decrease 2.5-3.5% in 2017, but that's cost guidance. No mention of exit run-rate, sequential improvement, or current activity being above the period's average. Thus, the answer is NO.

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NO Position doing the winning: current wins credited to a standing already held, with more arriving over it Q4 2016 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ4 2016 · 2016-12-09

We need answer YES/NO. Need analyze transcript. Question: On this call, when management explains why company is CURRENTLY winning business, does it credit a STANDING THE COMPANY ALREADY HOLDS as operative cause of wins actually happening now, AND convey further business already arriving over same standing without proportional new push? Need parse. Management discusses digital revenue growth, TownNews.com, local revenue, subscription revenue. They mention "Our programs such as The Big Pitch, Edison and our Lee Local Sales group are all aim directly at driving this category of business local controllable revenues." That's effort. They mention "we’re totally focused on creatively and aggressively driving local revenue." That's effort. They mention "we have many initiatives in place to drive digital revenue. Some of the new things are digital native, digital video, digital lead-generation and digital connect" - effort/new initiatives. They mention "Our focus is on local controllable revenue. Those are the mom and pop decision makers we have in our market. One of the things we’ve done recently with all of our publishers to really highlight the difference of the stratification of those accounts." That's effort. Do they credit a standing already held? They mention "our digital product and print publications combined to reach almost 74% of the adults in our largest markets, confirming our position by far as a leading source of news information and advertising in the markets we serve." That's a standing/position. But do they explain current wins as flowing from that? They say "We believe that what we do matters for readers and advertisers in our communities as shown by the huge audiences that use our digital and print products." But not specifically "customers choose us because of this standing" for current wins. They mention "Based on our latest research, our digital product and print publications combined to reach almost 74% of the adults in our largest markets, confirming our position by far as a leading source of news information and advertising in the markets we serve." That's a standing, but not tied to current wins as cause. They mention "we have many initiatives" for digital growth. No. Also continuation? They say "We expect a strong performance in 2017" for subscription revenue, but that's expectation, not already arriving.

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Showing the latest 18 of 228 archived research questions.

These archived questions are separate from the newer 500-check scan above.

Past calls

LEE call history

Open a quarter only when you want its detailed evidence.

D Q1 2026 · Weak call · 2026-02-10Management held guidance steady against mixed demand signals and expanding margins. The delivery was rich in specifics, promotional in tone.

Guidance: maintainedDemand: mixedMargins: expandingPricing: raisingHeadcount: cutting⚑ Critic ammunition⚑ Question left hanging⚑ Reads rehearsedHidden segment

Candor 5/9

Specificity 7/9

Evasion 0/9

Confidence 8/9

Uncertainty 2/9

Promotion 8/9

Stress 3/9

Complexity 4/9

View the 20 core call-quality checks

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?

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?

YES 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?

YES Does the call read rehearsed rather than lived?

F Q2 2025 · Very weak call · 2025-05-11Management lowered guidance against mixed demand signals and contracting margins. The delivery was unusually candid.

Guidance: loweredDemand: mixedMargins: contractingPricing: stableHeadcount: cuttingCapex: decreasing⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedHidden segmentCFO dominates

Candor 7/9

Specificity 6/9

Evasion 3/9

Confidence 5/9

Uncertainty 4/9

Promotion 6/9

Stress 5/9

Complexity 6/9

View the 20 core call-quality checks

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?

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?

YES Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

F Q1 2025 · Very weak call · 2025-02-06Management held guidance steady against mixed demand signals and expanding margins. The delivery was rich in specifics, promotional in tone.

Guidance: maintainedDemand: mixedMargins: expandingHeadcount: cutting⚑ Critic ammunition⚑ Question left hanging✓ Volume step-up ahead✓ Early product, fast growth⚑ Reads rehearsedHidden segment

Candor 5/9

Specificity 7/9

Evasion 3/9

Confidence 7/9

Uncertainty 3/9

Promotion 8/9

Stress 3/9

Complexity 6/9

View the 20 core call-quality checks

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?

YES Does the call read rehearsed rather than lived?

D Q4 2024 · Weak call · 2024-12-12Management held guidance steady against mixed demand signals and expanding margins. The delivery was rich in specifics, promotional in tone.

Guidance: maintainedDemand: mixedMargins: expandingPricing: stable⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedHidden segmentDirection beats results

Candor 6/9

Specificity 7/9

Evasion 2/9

Confidence 8/9

Uncertainty 4/9

Promotion 8/9

Stress 3/9

Complexity 5/9

View the 20 core call-quality checks

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?

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?

YES Does the call read rehearsed rather than lived?

D Q3 2024 · Weak call · 2024-08-03Management lowered guidance against mixed demand signals and contracting margins. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: contractingPricing: raisingHeadcount: cutting⚑ Critic ammunition✓ Guidance underwritable✓ Early product, fast growth⚑ Reads rehearsedHidden segmentDirection beats results

Candor 7/9

Specificity 8/9

Evasion 1/9

Confidence 7/9

Uncertainty 4/9

Promotion 6/9

Stress 3/9

Complexity 5/9

View the 20 core call-quality checks

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?

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?

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?

YES Does the call read rehearsed rather than lived?

C Q2 2024 · Caution · 2024-05-04Management held guidance steady against mixed demand signals and expanding margins. The delivery was rich in specifics, promotional in tone.

Guidance: maintainedDemand: mixedMargins: expandingPricing: raisingHeadcount: cutting⚑ Critic ammunition✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsedHidden segmentDirection beats results

Candor 6/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 3/9

Promotion 7/9

Stress 2/9

Complexity 5/9

View the 20 core call-quality checks

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?

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?

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?

YES Does the call read rehearsed rather than lived?

C Q1 2024 · Caution · 2024-02-01Management held guidance steady against mixed demand signals. The delivery was rich in specifics, promotional in tone.

Guidance: maintainedDemand: mixedMargins: stablePricing: raisingHeadcount: cuttingCapex: increasing⚑ Critic ammunition⚑ Question left hanging✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsedHidden segment

Candor 6/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 4/9

Promotion 7/9

Stress 2/9

Complexity 5/9

View the 20 core call-quality checks

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?

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?

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?

YES Does the call read rehearsed rather than lived?

View 32 earlier calls

Call	Date	Grade	Guidance	Demand	Margins	Candor	Evasion
Q4 2023	2023-12-07	C	maintained	mixed	contracting	7/9	1/9
Q3 2023	2023-08-06	C	lowered	mixed	contracting	7/9	2/9
Q2 2023	2023-05-07	D	maintained	mixed	expanding	7/9	1/9
Q1 2023	2023-03-03	C	maintained	slowing	contracting	6/9	2/9
Q4 2022	2022-12-08	B	maintained	mixed	expanding	7/9	2/9
Q3 2022	2022-08-05	C+	maintained	mixed	contracting	7/9	2/9
Q2 2022	2022-05-07	C	maintained	mixed	contracting	7/9	2/9
Q1 2022	2022-02-03	D	maintained	mixed	stable	5/9	3/9
Q4 2021	2021-12-09	C	maintained	accelerating	stable	6/9	3/9
Q3 2021	2021-08-07	C+	none	accelerating	expanding	6/9	2/9
Q2 2021	2021-05-09	C	none	accelerating	expanding	6/9	2/9
Q1 2021	2021-02-04	C+	none	accelerating	expanding	6/9	2/9
Q4 2020	2020-12-10	C	maintained	mixed	contracting	6/9	2/9
Q3 2020	2020-08-08	C	maintained	slowing	contracting	7/9	2/9
Q2 2020	2020-06-18	C	none	slowing	contracting	7/9	1/9
Q4 2019	2019-12-12	C	maintained	slowing	contracting	6/9	2/9
Q3 2019	2019-08-08	C+	raised	slowing	stable	6/9	3/9
Q2 2019	2019-05-10	D	maintained	mixed	stable	6/9	3/9
Q1 2019	2019-02-07	C	none	slowing	stable	6/9	2/9
Q4 2018	2018-12-14	D	maintained	slowing	stable	6/9	3/9
Q3 2018	2018-08-04	B	maintained	stable	expanding	7/9	2/9
Q2 2018	2018-05-05	C	maintained	mixed	stable	7/9	2/9
Q1 2018	2018-02-01	D	maintained	mixed	stable	6/9	3/9
Q4 2017	2017-12-06	C	maintained	slowing	stable	7/9	2/9
Q3 2017	2017-08-05	C	maintained	mixed	stable	7/9	2/9
Q2 2017	2017-05-08	B	raised	mixed	expanding	7/9	2/9
Q1 2017	2017-02-03	C	raised	mixed	expanding	6/9	3/9
Q4 2016	2016-12-09	C	maintained	slowing	expanding	6/9	5/9
Q3 2016	2016-08-05	C+	raised	mixed	stable	6/9	2/9
Q2 2016	2016-05-05	C	maintained	slowing	stable	6/9	3/9
Q1 2016	2016-02-04	D	maintained	slowing	contracting	6/9	4/9
Q4 2015	2015-12-10	D	maintained	slowing	stable	6/9	3/9

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