🔒 Q2 2020 earnings call 2020-08-05 NEWEST
Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.
Our AI read all 14 of MGEN's earnings calls (2017–2020) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.
Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.
Management withdrew guidance against expanding margins. The delivery was unusually candid.
Management held guidance steady against contracting margins. The delivery was rich in specifics.
Management lowered guidance against slowing demand.
Management lowered guidance against contracting margins.
Management gave no formal guidance against contracting margins. The delivery was rich in specifics.
Management held guidance steady against contracting margins.
Management gave no formal guidance against contracting margins. The delivery was rich in specifics.
| Call | Date | Grade | Guidance | Demand | Margins | Candor | Evasion |
|---|---|---|---|---|---|---|---|
| Q2 2018 | 2018-08-07 | C | none | unclear | contracting | 6/9 | 2/9 |
| Q1 2018 | 2018-05-09 | C+ | maintained | unclear | unclear | 6/9 | 2/9 |
| Q4 2017 | 2018-03-14 | C | none | unclear | contracting | 6/9 | 2/9 |
| Q3 2017 | 2017-11-10 | C | none | unclear | contracting | 6/9 | 2/9 |
| Q2 2017 | 2017-08-11 | C+ | maintained | unclear | contracting | 7/9 | 1/9 |
| Q1 2017 | 2017-05-10 | C+ | maintained | unclear | contracting | 6/9 | 2/9 |
The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.
← MGDDY All “M” companies MGI →