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PCOR · Earnings-call lab · 19 calls graded · 2021–2026

Procore Technologies, Inc.

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

19calls analyzed

2021–2026coverage

NEWESTQ1 2026 call

2026-05-05 · 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 2025 call

2026-05-04 · 9 analysts · 18 questions · 500 / 500 checks

Free · full reportThe quarter before the newest

B+

Call grade · Better than 75% of 177,437 calls

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

Management toneResultTypical range · middle half of all callsFlag

Candor7 /9

—

Evasion2 /9

—

Specificity7 /9

—

Confidence7 /9

—

Uncertainty4 /9

—

Promotion6 /9

—

Stress2 /9

—

Complexity4 /9

—

Since the quarter before · Q4 2025 → Q2 2025

Guidance ~~maintained~~raisedDemand ~~accelerating~~stableMargins expandingPricing stableBacklog growingHeadcount ~~growing~~flat⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Early product, fast growth

Notable checks detected

Are there more than eight analyst questioners?
Does the operator announce more than five questioners?
Is there a questioner from an investment bank other than the first three analysts who ask questions?
Are there more than ten analyst questions in total?

ScreenersGuidance Raised High Candor Skeptic Reassured Critic Ammunition Founder-Led Deferred Revenue Growing Early Product, Fast Growth Margins Expanding

Lab panel · Q2 2025 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.

7 flags on this call

LanguageResultTypical range · middle half of all callsFlag

AI mentionsTimes management said AI, generative, LLM or agentic.7 mentions

typical 0–0

"Great question"Management praising a question before answering it.2 times

typical 0–1

Thank-yousEvery thanks on the call, in both directions.14 times

typical 13–31

—

BuzzwordsSynergies, headwinds, flywheels, best-in-class and friends.1.8 /1k words

typical 0.6–1.8

HedgesSort of, kind of, roughly, I think, probably.9.5 /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.9 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.18.5 /1k words

typical 21.2–35.3

"Excited"Excited, exciting, thrilled.3 times

typical 0–3

—

Script shareShare of the call spent on prepared remarks rather than questions.35% % of call

typical 35%–55%

—

CEO shareHow much of the talking the CEO did.58% % of mgmt words

typical 29%–68%

—

Longest answerThe longest single management answer in the Q&A.305 words

typical 249–461

—

Reading levelFlesch–Kincaid grade level of management answers.7.2 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.30 of 49

typical 16–30

—

DodgingQuestions declined, deferred or answered with a different question.8 of 15

typical 5–9

—

BlameResults attributed to weather, macro, currency or other outside forces.21 of 27

typical 3–12

HypeSuperlatives and excitement in management language.4 of 11

typical 2–8

—

Analyst pushbackHow hard the analysts pressed: follow-ups, two-part questions, challenges.7 of 22

typical 5–10

—

ConfessionAdmissions, apologies and self-corrections.6 of 11

typical 1–5

Call theaterStage management: operator mechanics, scripted cues, "color".21 of 33

typical 12–19

Capital returns talkAttention paid to buybacks, dividends, M&A and the balance sheet.0 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 2025 · 500 checks

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

Choose a past call

500checked

273detected

227not detected

YES 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 YES

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

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

YES Does anyone use "historically" or "traditionally" while defending a current practice? Activist · seen in 28.6% 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 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

YES Does the transcript contain the phrase "next question" at least twice? Air Traffic · seen in 83.8% 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 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

YES 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 YES

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

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

YES Does the CEO answer a question personally after another executive initially responds? Air Traffic · seen in 58% 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% 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

YES 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 YES

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

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

YES Does anyone say "guidance" in the same sentence as a specific number? Air Traffic · seen in 56.4% 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 56.4% of calls 90.3% repeat consistency

YES Does any analyst say "congrats" or "congratulations" to management? Air Traffic · 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 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

YES Does any analyst name two or more executives when asking their question? Air Traffic · seen in 35.1% 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 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

YES Does anyone say "the environment" when describing market conditions? Air Traffic · 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 83.9% repeat consistency

NO Does any executive use the word "momentum" at least twice? Air Traffic · 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

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

YES 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 YES

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

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

NO Does anyone use the phrase "on a comparable basis" or "adjusted for"? Air Traffic · seen in 17.6% 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 17.6% of calls 92.6% repeat consistency

NO Does any speaker say "moving to" or "turning to" when changing topics? Air Traffic · seen in 74.8% 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 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

YES Does any speaker say "operator" aloud during the call? Air Traffic · seen in 43.9% 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 43.9% of calls 87.6% repeat consistency

YES Does anyone repeat the same stock phrase three or more times? Anthropologist · seen in 85.4% 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 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

YES Does any speaker apologize without attaching a fix to the apology? Anthropologist · seen in 21.2% 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 21.2% of calls 85.3% repeat consistency

YES Does the call end without any closing statement from the CEO? Anthropologist · seen in 24.4% 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 24.4% of calls 93% repeat consistency

YES Is there a request to move the call along or to the last question? Bankruptcy · seen in 20% 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% 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

YES Does anyone use the phrase "kind of" at least twice? Clinical Trial · seen in 75.9% 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 75.9% of calls 87.5% repeat consistency

YES Does any question include the word "color"? Clinical Trial · 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 92.3% repeat consistency

YES 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 YES

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

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

NO Does any executive's first sentence include the word "revenue"? Clinical Trial · 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 84.8% repeat consistency

YES Does an analyst use the word "clarification" or "clarify" in a question? Compliance · 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 any question contain the phrase "color on" or "some color"? Compliance · seen in 53.1% 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 53.1% of calls 86.6% repeat consistency

YES Does the operator use the phrase "our final question" before closing? Compliance · seen in 12.9% 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 12.9% of calls 92.8% repeat consistency

YES Does anyone say "let me" at least three times? Compliance · seen in 32.5% 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 32.5% of calls 94.8% repeat consistency

YES Does the word "aggressive" or "aggressively" appear at least once? Compliance · seen in 35.4% 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 35.4% of calls 99.7% repeat consistency

YES Does an analyst ask a question referencing "the puts and takes"? Compliance · 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 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

YES Does the CFO use the word "sequential" or "sequentially" at least once? Compliance · seen in 31.5% 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 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

YES Does the word "journey" appear? Con Artist · seen in 19.8% 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 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

YES Does anyone use the phrase "to be honest" or "frankly"? Couples · seen in 33.8% 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 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

YES 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 YES

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

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

YES Does anyone use the phrase "a couple of"? Courtroom · seen in 81% 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% of calls 93.6% repeat consistency

NO Does an analyst ask about capital allocation or buybacks? Courtroom · seen in 46.3% 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 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

YES Does anyone use the phrase "moving forward" or "go forward"? Courtroom · seen in 40.7% 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 40.7% of calls 85.5% repeat consistency

NO Does management mention a specific number of stores, locations, or markets? Courtroom · seen in 48% of calls

How to read this NO

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

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

YES Does anyone use the word "folks"? Courtroom · seen in 23.5% 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 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

YES Does the operator use the phrase "next question" at least three times? Debate · seen in 75.2% 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 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

YES 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 YES

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

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

YES Does at least one analyst ask a question about margins or costs? Debate · seen in 88.5% 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 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

YES 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 YES

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

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

YES Does the CFO speak during the Q&A portion at least twice? Debate · seen in 80.6% 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 80.6% of calls 98.3% repeat consistency

YES Does any question reference a specific quarter (e.g., "fourth quarter") by name? Debate · seen in 76.2% 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 76.2% of calls 92.3% repeat consistency

YES 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 YES

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

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

YES Does the phrase "moving on" or "next question" come from the operator? Debate · seen in 88.4% 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 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

YES Does the phrase "color" appear (e.g., "add some color") in the transcript? Debate · seen in 75.2% 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 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

YES Does any question contain the word "why"? Debate · seen in 36.3% 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 36.3% of calls 96.9% repeat consistency

YES 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 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 93% repeat consistency

YES Does any executive begin an answer by restating the analyst's name? Debate · seen in 85.1% 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 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

YES Does the CEO answer the first analyst question personally? Debate · seen in 65.9% 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 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

YES Does an executive begin an answer with "So" as the first word? Debate · seen in 68.4% 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 68.4% of calls 83.6% repeat consistency

YES Does the phrase "if I may" or "if I could" appear? Debate · 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 95.3% 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

NO Does management use the word "momentum" at least twice? 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 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

YES Does any executive say "thank you" immediately after finishing an answer? Debate · 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 85.2% repeat consistency

YES Does an executive cite a specific dollar figure greater than one billion? Discovery · seen in 71% 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 71% of calls 97.6% repeat consistency

YES Does any analyst's question contain the word "curious"? Discovery · seen in 57.5% 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 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

YES 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 YES

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

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

YES 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 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 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

YES Does the CFO use the phrase "free cash flow" at least once? Discovery · seen in 34.4% 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 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

YES 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 YES

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

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

YES Does anyone say "including" at least three times? Discovery · 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 85.6% repeat consistency

YES Does management reference "the macro environment" or "macroeconomic" at least once? Discovery · seen in 25.5% 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 25.5% of calls 97.6% repeat consistency

NO Does any executive reference "our team" or "the team" at least twice? Discovery · seen in 59.5% 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 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

YES Does any prepared remark mention "headwinds" or "tailwinds"? Discovery · seen in 33.1% 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 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

YES 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 YES

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

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

YES 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 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 92.9% repeat consistency

YES Does anyone answer "yes" or "no" as the first word of a response? Editor · 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 90.3% repeat consistency

YES Does anyone say "thank you" at least ten times in the transcript? Editor · 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 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

YES Does management use the word "headwind" or "headwinds"? Editor · seen in 42.1% 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 42.1% of calls 97.6% repeat consistency

YES Does any speaker use the word "tailwind" or "tailwinds"? Editor · seen in 27.3% 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 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

YES Does anyone mention "FX" or "foreign exchange"? Editor · seen in 27.4% 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 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

YES Does an analyst thank the executives or congratulate them before asking a question? Editor · seen in 74.7% 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 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

YES Does management thank analysts by name at any point after a question? Editor · seen in 58.8% 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 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

YES 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 YES

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

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

YES Does anyone say "thank you" at least ten times across the call? Fact Checker · seen in 67.1% 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 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

YES 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 YES

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

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

NO Does the CEO personally deliver the closing remarks of the call? Fact Checker · seen in 68.9% 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 68.9% of calls 95.3% repeat consistency

NO 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 NO

The model did not 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 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

YES Does the phrase "in terms of" appear at least twice? Forensic · seen in 84.8% 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 84.8% of calls 94% repeat consistency

YES 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 YES

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

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

YES A single question receives answers from two different executives. Forensic · seen in 83.4% 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 83.4% of calls 97.7% repeat consistency

YES A hedge word ("maybe," "sort of") appears inside a direct quantitative claim. Forensic · 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 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

YES Someone uses the word "honestly," "frankly," or "to be clear." Forensic · seen in 44.9% 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 44.9% of calls 96% repeat consistency

YES Does anyone use the word "ecosystem" or "platform" without a number attached? Forensic · seen in 60.6% 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 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

YES Does anyone begin an answer by restating or paraphrasing the analyst's name? Forensic · seen in 76.6% 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 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

YES Does a speaker say "let me" at least twice in the transcript? Forensic · seen in 49.3% 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 49.3% of calls 93.7% repeat consistency

YES The transcript contains an apology unrelated to financial results. Forensic · seen in 39.5% 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 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

YES Does the word "seasonality" or "seasonal" appear? Forensic · seen in 44.7% 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 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

NO Does any speaker use the word "challenge" or "challenges" at least three times? Forensic · seen in 18.3% 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 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

NO The final question is answered noticeably shorter than the opening ones. Forensic · 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 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

YES Does the CEO personally answer more questions than any other executive? Hostage · seen in 72.7% 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 72.7% of calls 93.9% repeat consistency

YES Does the operator say "our final question" or similar? Hostage · seen in 18.1% 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 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

YES Does the word "leverage" appear as a verb at least twice? Hostage · seen in 26.5% 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 26.5% of calls 94.3% repeat consistency

YES 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 YES

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

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

YES Does the operator announce more than five questioners? Insurance · seen in 64.7% 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 64.7% of calls 99% repeat consistency

YES Are there more than ten analyst questions in total? Insurance · seen in 79.4% 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 79.4% of calls 92.9% repeat consistency

YES 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 YES

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

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

YES 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 YES

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

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

YES 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 YES

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

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

YES Executive corrects an analyst's premise. Insurance · seen in 60% 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% 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

YES Does any analyst mention the word "margin" in their first question? Insurance · seen in 39.4% 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 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

YES Does any analyst ask a multi-part question containing three or more distinct questions? Insurance · seen in 82% 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% 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

YES 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 YES

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

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

YES Does an analyst begin with a compliment, such as "great quarter" or "congrats"? Insurance · 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 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

YES Does the word "headwind" or "tailwind" appear at least twice? Insurance · seen in 36.1% 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 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

YES Does any analyst address a question to two or more executives by name? Insurance · seen in 33.6% 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 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

YES Does any executive say "we feel" rather than "we believe" or "we think"? Insurance · seen in 58.2% 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 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

YES 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 YES

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

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

YES Does anyone say "we are pleased" or "we're excited"? Insurance · 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 94.3% repeat consistency

YES Does anyone use the word "leverage" (financial or metaphorical)? Insurance · seen in 72.8% 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 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

YES Is the word "automation" or "productivity" used at least once? Insurance · seen in 37.9% 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 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

YES Does management use the word "leverage" or "leveraging" at least twice? Insurance · seen in 51.1% 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 51.1% of calls 94.6% repeat consistency

YES Currency headwinds mentioned unprompted. Insurance · seen in 29.3% 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 29.3% of calls 97% repeat consistency

YES Is the phrase "a number of" used at least once? Insurance · seen in 67.1% 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 67.1% of calls 94.6% repeat consistency

YES Does anyone use the phrase "best-in-class" or "industry-leading"? Insurance · seen in 27.3% 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 27.3% of calls 100% repeat consistency

NO Does the word "momentum" appear at least twice in prepared remarks? Insurance · seen in 21.7% 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 21.7% of calls 94.3% repeat consistency

YES Is the phrase "on a constant currency basis" or similar currency adjustment used? Insurance · seen in 20.6% 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 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

YES Does the CFO use the word "quarter" at least ten times? Insurance · seen in 74.6% 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 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

YES Does the word "macro" or "macroeconomic" appear at least twice in the call? Insurance · seen in 23.1% 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 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

YES Speaker admits being surprised by anything. Insurance · seen in 28.1% 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 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

NO Does anyone say "stability" or "stable" when describing demand? Insurance · 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 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

NO Does the CFO's prepared section mention interest expense by name or figure? Insurance · 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 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

YES Does the word "pipeline" appear without a dollar figure attached? Insurance · seen in 55.3% 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 55.3% of calls 99% repeat consistency

YES Does the phrase "the macro" or "macro environment" appear? Insurance · seen in 19.7% 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 19.7% of calls 93.6% repeat consistency

NO Does the phrase "our team" appear at least twice? Insurance · 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 85.5% repeat consistency

YES Does an executive say "great question" or "good question" at least twice? Insurance · seen in 15% 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 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

YES Does management thank analysts by name when responding? Insurance · seen in 52.9% 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 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

YES 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 YES

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

Transcript-only check Detected in 61.9% of calls 83.8% repeat consistency

YES Does any analyst reference the CEO or CFO by first name? Interrogator · seen in 79.6% 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 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

YES Does anyone use the word "pipeline" at least twice? Interrogator · seen in 37.8% 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 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

YES Does anyone say "headwind" or "headwinds" more than once? Linguist · 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 97.6% repeat consistency

YES Does an analyst use the phrase "to clarify"? Linguist · seen in 17.1% 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 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

YES 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 YES

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

Transcript-only check Detected in 71.2% of calls 88% repeat consistency

YES Does any question explicitly reference the company's prior guidance or outlook? Negotiation · seen in 80% 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% of calls 91.7% repeat consistency

YES 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 YES

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

Transcript-only check Detected in 76.1% of calls 81.7% repeat consistency

NO Does the word "invest" or "investment" appear at least five times in the transcript? Negotiation · seen in 62% of calls

How to read this NO

The model did not 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% of calls 92% repeat consistency

YES Does the CFO handle a strategic question instead of a financial one? Negotiation · seen in 58.9% 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 58.9% of calls 86.3% repeat consistency

YES Does an analyst flatter management within their first sentence of speaking? Negotiation · seen in 46.6% 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 46.6% of calls 90.7% repeat consistency

YES Does an analyst ask two questions when told to ask only one? Negotiation · seen in 15.2% 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 15.2% of calls 88.3% repeat consistency

NO Does anyone use the phrase "underlying" to modify a business metric? Negotiation · seen in 38.3% 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 38.3% of calls 94.7% repeat consistency

YES Does anyone say "excited" or "pleased" at least twice in the transcript? Negotiation · seen in 70.6% 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 70.6% of calls 97% repeat consistency

YES Does the word "guidance" appear in the prepared remarks (not just Q&A)? Negotiation · seen in 64% 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% 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

YES Does the word "macro" or "macroeconomic" appear in the transcript? Negotiation · seen in 39.9% 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 39.9% of calls 99.3% repeat consistency

NO Does the word "challenges" appear more than once? Negotiation · 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 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

YES 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 YES

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

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

YES Does anyone use the phrase "a little bit"? Private Credit · seen in 87.3% 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 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

YES Does the word "guidance" appear in the transcript? Private Credit · seen in 78.7% 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 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

NO Is the word "invest" or "investment" used more than twice? Private Credit · 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 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

NO Does anyone cite a percentage of revenue from a specific segment? Private Credit · seen in 40.3% 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 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

NO Does the word "liquidity" appear at least once? Private Credit · 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 99.7% repeat consistency

NO Does the transcript mention refinancing, maturity dates, or debt coming due? Private Credit · 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% repeat consistency

NO Does anyone mention selling assets, real estate, or equipment to raise cash? Private Credit · 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 90.7% repeat consistency

YES Does anyone reference "the macro" or "macro environment"? Private Credit · seen in 26.5% 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 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

NO Does the transcript include a question about interest expense or debt service? Private Credit · 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 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

NO Does an executive open their first answer by thanking the analyst? Private Credit · seen in 37.1% 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 37.1% of calls 94.6% repeat consistency

YES Does any analyst's question include the word "capex" or "cash flow"? Procurement · seen in 38.5% 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 38.5% of calls 94.5% repeat consistency

YES Does the word "headline" or "headwinds" appear at least once? Procurement · seen in 43.1% 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 43.1% of calls 95.9% repeat consistency

NO Does the word "core" appear at least twice? Procurement · seen in 44% of calls

How to read this NO

The model did not 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% 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

YES Are there more than eight analyst questioners? Project · seen in 37.5% 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 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

YES Does the CEO personally answer the first question? Project · seen in 69.3% 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 69.3% of calls 92.4% repeat consistency

YES Does any speaker use the phrase "tailwind" or "tailwinds"? Project · seen in 27.3% 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 27.3% of calls 99.7% repeat consistency

NO Does management use the phrase "balance sheet" at least twice? Project · seen in 41.1% 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 41.1% of calls 96.6% repeat consistency

NO Does the CEO make closing remarks after the Q&A ends? Project · seen in 64.8% 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 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

YES Does the operator say "our next question" two or more times? Scientist · seen in 73.5% 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 73.5% of calls 85.6% repeat consistency

YES 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 YES

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

Transcript-only check Detected in 25.7% of calls 95.2% repeat consistency

YES 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 YES

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

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

YES Does an executive state a specific numeric percentage when answering a question? Screenwriter · seen in 86.7% 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 86.7% of calls 97.9% repeat consistency

YES Does anyone say "in terms of" at least twice? Screenwriter · seen in 84.8% 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 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

NO Does the word "strong" appear more than five times? Screenwriter · 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 91.3% repeat consistency

YES Does the phrase "thank you" appear more than ten times? Screenwriter · seen in 62.8% 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 62.8% of calls 80.9% repeat consistency

YES Does an analyst ask a question containing the word "margin"? Screenwriter · seen in 60.2% 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 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

YES 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 YES

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

Transcript-only check Detected in 72.8% of calls 83.2% repeat consistency

YES Does an executive begin an answer by restating the analyst's name? Screenwriter · seen in 85.3% 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 85.3% of calls 97% repeat consistency

NO Does any analyst ask about capital allocation or share repurchases? Screenwriter · seen in 42.2% 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 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

YES 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 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 86.3% repeat consistency

NO Does the word "challenging" appear? Screenwriter · 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 98.3% 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

YES Does any analyst ask a personal, warm, or congratulatory question? Screenwriter · seen in 49.4% 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 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

YES Does an analyst ask a question the prepared remarks already answered? Screenwriter · seen in 86.1% 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 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

YES Is the word "headwinds" or "tailwinds" used? Screenwriter · 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 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

NO Does anyone say "coming back" or "circling back" to take a follow-up? Screenwriter · seen in 11% of calls

How to read this NO

The model did not 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% 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

YES Does anyone use the word "robust"? Screenwriter · 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 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

YES Does any speaker say "appreciate" at least once? Screenwriter · seen in 63.9% 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 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

NO Does any executive use the phrase "our team"? Screenwriter · seen in 50.8% 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 50.8% of calls 88.7% repeat consistency

YES 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 YES

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

Transcript-only check Detected in 15.8% of calls 85.7% repeat consistency

YES 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 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 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

YES Does anyone use the phrase "on a year-over-year basis"? Screenwriter · seen in 18.9% 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 18.9% of calls 93.6% repeat consistency

YES Is the word "excited" or "exciting" used by management at least twice? Semiotician · seen in 45.8% 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 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

YES 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 YES

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

Transcript-only check Detected in 87.3% of calls 89.7% repeat consistency

NO Is there a question about capital allocation (buybacks, M&A, debt, or dividends)? Semiotician · seen in 67.7% 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 67.7% of calls 91.7% repeat consistency

YES Does any analyst use the word "clarify" or "clarification"? Semiotician · 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 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

YES 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 YES

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

Transcript-only check Detected in 87.9% of calls 90% repeat consistency

YES Does anyone use the word "actually" at least three times? Semiotician · seen in 46.2% 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 46.2% of calls 85.5% repeat consistency

YES Does any executive begin an answer with "Look," or "So,"? Semiotician · seen in 85.7% 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 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

YES 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 YES

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

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

YES Does the word "tailwind" or "headwind" appear? Semiotician · seen in 52.2% 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 52.2% of calls 98.7% repeat consistency

YES Does any analyst's question begin with a compliment or congratulation? Semiotician · seen in 41.5% 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 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

YES Are there more questions about revenue than about costs? Semiotician · seen in 69.8% 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 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

YES 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 YES

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

Transcript-only check Detected in 54.8% of calls 82.8% repeat consistency

YES Does any executive answer begin with "Sure" or "Yes" followed by a comma? Semiotician · seen in 71.4% 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 71.4% of calls 83.2% repeat consistency

YES Does anyone say "from a ... perspective" (e.g., "from a margin perspective")? Semiotician · seen in 56.9% 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 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

YES 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 YES

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

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

YES Is there a mention of "FX," "currency," or "foreign exchange"? Semiotician · seen in 39.5% 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 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

YES Does the word "leverage" appear at least twice? Semiotician · seen in 52.1% 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 52.1% of calls 94.5% repeat consistency

YES Is the word "leverage" used at least three times? Semiotician · seen in 37.8% 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 37.8% of calls 90% repeat consistency

YES Does management use the word "headwinds" at least once? Semiotician · seen in 33.6% 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 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

NO Does anyone attribute results to "the team" rather than to strategy? Semiotician · 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 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

YES Does an analyst thank management at the end of their turn? Semiotician · 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 94.7% repeat consistency

NO Does anyone describe the future with "We believe" more than "We expect"? Semiotician · seen in 30.2% 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 30.2% of calls 87.3% repeat consistency

YES 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 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 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

YES Does the word "macro" appear at least twice? Semiotician · seen in 21.9% 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 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

NO Is there an analogy to a machine, engine, or flywheel? Semiotician · seen in 29.2% 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 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

NO Does the word "fundamentally" appear at least once? Semiotician · 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 98.3% repeat consistency

YES Does the phrase "ahead of" precede any mention of guidance or expectations? Semiotician · seen in 14.1% 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 14.1% of calls 96.6% repeat consistency

YES Does management use the phrase "on a year-over-year basis"? Semiotician · seen in 16.9% 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 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

YES Does management use the phrase "on a consistent basis" or "consistently"? Semiotician · seen in 27.8% 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 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

NO Does management use the phrase "strategic" at least twice? Semiotician · 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 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

YES Does the operator mention a queue or "next question" more than three times? Simultaneous · seen in 74.2% 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 74.2% of calls 91.6% repeat consistency

YES 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 YES

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

Transcript-only check Detected in 88.5% of calls 92.3% repeat consistency

YES Does any analyst ask a question containing the word "why"? Simultaneous · seen in 36.1% 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 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

YES Does the phrase "last question" or "final question" appear? Simultaneous · seen in 50.4% 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 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

YES Does the CEO speak first among named executives in the Q&A? Simultaneous · 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 94.6% repeat consistency

YES Does the word "headwind" or "headwinds" appear at least twice? Simultaneous · seen in 28.5% 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 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

YES Does an analyst thank management at the start or end of their turn? Simultaneous · seen in 81.6% 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 81.6% of calls 95.7% repeat consistency

YES Does the CEO use the word "incredibly" at any point? Simultaneous · seen in 15% 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 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

NO Does the word "transformation" or "transformational" appear? Simultaneous · 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 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

YES Does any analyst identify themselves with a two-part introduction (name and firm)? Simultaneous · seen in 10.2% 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 10.2% of calls 85.9% repeat consistency

YES Does the word "talent" appear at least once? Simultaneous · 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 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

NO Is a supplier or vendor mentioned by name at any point? Supply Chain · 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 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 PCOR calls. Open a question to read the model's original reasoning.

16 saved explanations · 16 questions

NO Escape velocity out of a small base: management describes the business compounding at a rate its own size cannot absorb Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need answer only YES or NO. Need determine if management describes company as at point where rate of accumulation has become dominant fact, multiples/repeated doublings off small base. Need use only transcript. We need analyze. The question asks: "On this call, does management describe the company as being at a point where the RATE at which its business is accumulating has become the dominant fact about it — that is, does management convey, in its own words, that the company keeps having to describe itself in terms of MULTIPLES OR REPEATED DOUBLINGS of its own recent past rather than in terms of incremental progress, and that this compounding is happening off a base management treats as still small?" Need answer YES if both conditions: (1) management itself reaches for multiples when describing what is happening now, real already-banked activity as multiple of what it was. (2) management treats company as still small against what it is already doing. Need examine transcript. Management discusses Q2 results, revenue growth 40% y/y, organic 34%, customer count 13,403 up 20% y/y. They mention "over 60 product enhancements", "pipeline generation healthy", "specialty contractors meaningful year-over-year growth", "strong momentum in expansion across all facets... net retention." But do they frame current state as multiples/repeated doublings? They don't say "doubled", "tripled", "several times", "more in this period than all prior periods combined". They say "40% year over year" and "34% organically" and "20% growth" - these are percentages, not multiples? 40% is not multiple? It's incremental growth. They mention "over 60 product enhancements" not multiple. They mention "we released over 60 product enhancements" not multiple. They mention "we have over 400 partners" vs "20 partners" in early days? Tooey says: "I think back, DJ, to the early days of our platform where we had — I think we had 20 partners building on our platform. And today, we have over 400." That is a multiple (20x) of partners, but is that "real already-banked activity" and "current state"? It's about partners, not core business? It's a passing comment in response to M&A question. Also "60% of folks using Procore are not paying customers" - not multiple. "specialty contractors meaningful year-over-year growth" not multiple. "international team one of highest performing" not multiple.

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NO Demand has broadened across independent fronts: growth is now coming from several distinct, currently-producing sources Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to determine if management describes current growth being carried by several distinct, independent sources at the same time, each already producing real current business, and that this breadth is recent or building. The transcript mentions: specialty contractors growth, international business (though with growing pains), expansion across all facets, material financing program (early stages, small amount of capital, not material revenue), workforce management (launched recently), etc. But we need to see if management explicitly says that growth is carried by multiple engines simultaneously, each real now, and that this is recent. The transcript says: "we continue to grow our customer base with a number of notable customer wins" and mentions various customer types. Also "specialty contractors, in particular, saw meaningful year-over-year growth." Also "we saw strong momentum in expansion across all facets of the business." But does management attribute current growth to multiple distinct engines? They mention international as having growing pains, so not a strong engine now. Material financing is early and not material. So the main engines are likely core SaaS growth across customer types, but that's not necessarily multiple distinct engines. The question asks for at least three genuinely different engines. The transcript mentions: specialty contractors, owners, GCs, international, financials, preconstruction, workforce management, etc. But are these described as currently producing real business? Specialty contractors yes. Owners and GCs are customer types, but that's not necessarily different engines. The company has always served these. The breadth is not described as recent or building. Management says they have been investing in specialty contractors for a couple of years, so that's not new. International is small and having growing pains. Material financing is early. So I don't think management conveys that growth is carried by several distinct independent sources each real now and that this breadth is recent. They talk about strength in expansion, but that's not multiple engines. The answer is likely NO. We need to be careful: The question asks if management describes that current growth is being carried by several distinct independent sources at the same time.

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NO First tranche delivered, larger tranches en route: the same engine that just produced has visibly more already scheduled Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to determine if management describes one identifiable engine of new business with both: (1) a first tranche actually landed in the just-reported period (Q2 2022), and (2) larger tranches already in motion behind it, with the remainder larger than what's been recognized. The transcript discusses several things: product enhancements, customer wins, international expansion, material financing program, etc. The material financing program is described in detail. Tooey says: "we have made some early strides and started to deploy a small amount of capital." Paul says: "As of the end of Q2, we had $12 million in originations outstanding, of which we expect the vast majority to be repaid generally in approximately 120 days." They emphasize it's early, learning phase, not material revenue this year. They plan to scale with a capital partner later. So the first tranche is $12M originations. But is there a larger tranche already in motion? They say "our intent is not to scale it using our own balance sheet" and "we would expect to partner with a capital provider in the future." That future scaling is not yet committed; it's a plan. Also they say "we are comfortable with having up to approximately 10% of our cash position on the balance sheet tied to this program prior to onboarding a capital partner." That suggests they might deploy more, but it's not described as already committed or in motion. They are still learning. So the continuation is not secured; it's conditional on success and finding a partner. So that doesn't fit. Other engines: customer wins like Tampa General, J.P. Cullen, Mattamy Homes, Houle Electric. These are individual deals, not a multi-tranche engine. They are routine sales. International expansion: They mention growing pains, but no specific tranche. Product launches: e.g., Procore workforce management, but that's a product, not a business engine with tranches. The question asks for an engine where a first tranche has landed and larger tranches are already in motion. The material financing program has a first tranche ($12M) but the larger tranches are not yet in motion; they are planned. Also, the program is not expected to generate material revenue this year, so the landed portion is small and the continuation is not secured. Thus, answer NO.

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NO Identified near-term contributors not yet in the reported numbers Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to analyze the transcript for management pointing to specific, identified sources of additional business that are already secured or in motion but have contributed little or nothing to the reported results, and indicate contribution will begin or ramp within roughly the next year, so that reported numbers understate business already in place. Key candidates: material financing program. Management describes it as early stages, with $12M originations outstanding, expected to be repaid in 120 days. They say it's not expected to generate material revenue this year. They are deploying small amount of capital to learn. They mention partnering with capital provider in future if successful. Is this a specific, identified source that will ramp? They say "we are in the very early stages of this program, and our focus is to continue learning and optimizing." They do not commit to near-term ramping; they say "If the program proves to be successful, we would expect to partner with a capital provider in the future" - that's contingent and future, not near-term. Also they say not expected to generate material revenue this year. So that does not meet criteria. Other: Groundbreak and Investor Day are events, not business contributors. Workforce management product launched recently - they announced launch of Procore workforce management. Is that a new product that has just gone live? They said "we announced the launch of Procore workforce management" - it brings together field productivity and LaborChart. That is a product launch. Does management indicate it will add meaningfully in coming quarters? They mention it as part of excitement, but not specific revenue contribution. They talk about it as a solution to help customers manage people. However, they don't quantify or say it will ramp meaningfully. Also they mention "we continue to build on our estimating functionality" etc. These are product enhancements, but not necessarily secured business. International business - they mention growing pains, but that's not a source of additional secured business. Customer wins: Tampa General Hospital, J.P. Cullen, Mattamy Homes, Houle Electric. These are newly won customers that have just begun using Procore. Management indicates they selected Procore and will roll out.

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NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to determine if there is a positive, current development discussed in the Q&A that yields more concrete operating detail than the prepared remarks. The development in question is likely the material financing program. In the prepared remarks, Tooey and Paul describe the program, its mechanics, early stages, $12 million originations, etc. In the Q&A, analysts ask about it. Let's see if management adds new specifics. First question from Dylan Becker asks about how platform data enables underwriting. Tooey and Paul respond with general statements about data, vantage point, etc. They don't add new specifics beyond what was said. They mention "bidding side" but not new numbers. Second question from Saket Kalia about subcontractor segment. That's not specifically about material financing but about subs. Management talks about product mix, workforce management, etc. Not new specifics about material financing. Third question from Brent Bracelin about specialty contractors. Again, not about material financing. Fourth question from DJ Hynes asks about material financing profitability. Paul says it has potential, but early days. No new specifics. Fifth question from Adam Borg about macro and international. Not about material financing. Sixth question from Brent Thill about bottom line. Not about material financing. Seventh question from Matthew Broome about insurance and data. Tooey and Paul talk about data and insurance, but not new specifics about material financing. Eighth question from Jason Celino about recession-proof work. Not about material financing. Ninth question from Ken Yang asks about material financing driving attach of other software. Paul and Tooey respond with general synergy talk, no new specifics. So across the Q&A, there is no exchange where management adds new concrete operating details about the material financing program beyond what was in the prepared remarks. The prepared remarks already gave $12 million originations, expected repayment, fees, etc. The Q&A answers are general and repeat themes. No new numbers, no new specifics about customers, volumes, timing, etc. So the answer is NO. Also, the development is real and current, but the Q&A does not produce more concrete detail. So answer NO.

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NO Small reported base, oversized already-contracted forward commitments Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to answer YES or NO based on the transcript. The question asks: does management describe future business that counterparties have already committed to the company (signed contracts, firm orders, awarded programs, committed volumes, backlog, or agreed expansions) that management itself presents as LARGE RELATIVE TO THE COMPANY'S CURRENT REPORTED LEVEL OF BUSINESS, with conversion into actual revenue or activity expected to begin or continue within roughly the coming year? Answer YES when management's own words convey all of: (a) forward business is already secured, (b) management conveys the disproportion in its own framing, (c) contribution is near-dated and mostly still ahead of results reported. We need to check the transcript. The call discusses revenue, customers, product enhancements, material financing program, etc. Management talks about pipeline generation remaining healthy, but that's not committed. They talk about customer wins (Tampa General, J.P. Cullen, Mattamy Homes, Houle Electric) but these are just new customers, not necessarily large relative to current business. They don't quantify them as large. They talk about material financing program with $12 million in originations outstanding, but that's small and they say it's not expected to generate material revenue this year. They talk about international expansion but that's not committed business. They talk about backlog metrics (short-term RPO and deferred revenue) but they don't present them as large relative to current business or describe disproportion. They don't mention any specific large committed contracts or backlog that is disproportionate. The question specifically asks about future business that counterparties have already committed to the company, and management presents as large relative to current reported level. There is no such description. The call is mostly about current performance and guidance, with some forward-looking statements about demand and pipeline, but not about committed business that is large. So the answer is NO. Thus, answer NO.

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NO Management is buying the same thing twice: proven demand from one place is being replicated into identified new places r Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to answer YES or NO based on the transcript. The question asks: does management describe the company as currently in the middle of copying a part of its own business that is already working into additional places where the same demand is already visible? That is, a proven instance, copies being stood up now, and demand already identified at the destination. Let's examine the transcript. The main topics: revenue, growth, product enhancements, material financing program, international expansion, etc. The material financing program: Tooey describes it as "very early stages" and "we are in the learning phase". They have $12 million in originations outstanding. They are not scaling it yet, they want to partner with capital provider later. So that's not a proven instance being copied. International expansion: They have expanded into multiple countries over last 18 months. They mention "growing pains" in international, taking longer to onboard talent. They are not describing a proven instance being replicated; they are still building out initial presence. They don't point to a proven model in one country that they are now copying to others with demand already visible. They talk about opportunity but not specific demand at destinations. The core business: They are growing organically, adding customers, but that's normal growth within existing footprint. No mention of opening new offices or replicating a proven unit. The question specifically asks about "copying a part of its own business that is already working into additional places where the same demand is already visible." The transcript does not describe such a situation. The material financing is early, not proven. International is still in early stages, not a proven instance being replicated. There is no mention of a specific proven unit being stood up elsewhere with demand already there. Thus, answer NO.

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NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — compa Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need answer only YES or NO. Need evaluate both gates. Need use transcript. Gate 1: positive current development, Q&A adds more concrete operating detail than prepared remarks. Candidate: material financing program. Prepared remarks describe program, early stages, $12M originations, defaults limited, etc. Q&A: analysts ask about data/underwriting, specialty contractors, insurance, attach. Management adds some specifics? Let's examine. Prepared remarks already detailed material financing: purchases materials, lien rights, underwriting, $12M outstanding, defaults less than revenue, up to 10% cash, not material revenue. Q&A: Dylan asks about platform data and underwriting. Tooey/Paul answer general: unique vantage point, data, bidding side, audience of cash trap subs, time of need. Not much new concrete. Later Adam? No. Matthew asks insurance, management says early bets, not in models. Jason? No. Ken asks attach, management says synergies, not concrete. So Q&A does not add much new specific operating detail beyond prepared remarks. Maybe no. Other positive current development: specialty contractors growth. Prepared remarks mention meaningful year-over-year growth. Q&A Brent asks what's driving, Tooey says intentional push, collaborators, specialized features, material financing. Paul says resources. Not much new concrete. No. International? No. Thus Gate 1 likely NO. Need answer NO. But let's be thorough. Gate 2 also likely NO because material financing is company-created but early, not main? But Gate 1 fails. Answer NO.

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NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — broad Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to evaluate both gates. The positive current development is material financing program. In Q&A, analysts ask about it, and management provides additional details: underwriting data, timing of need, lien rights, etc. But is it additive? The prepared remarks already detailed the program extensively. In Q&A, Tooey and Paul add some specifics about data advantages and timing, but largely restate. However, there is some new detail: "capturing people at the time of need" and "data and time of need" for insurance. But for material financing, the Q&A adds that they have $12M originations, defaults limited, etc. That was in prepared remarks. The Q&A mostly repeats. Also, the development is real and current. But is there multiple exchanges with additive detail? There are a few questions about material financing, but answers are general. Gate 1 might be NO because answers repeat prepared remarks. Gate 2: The development is material financing for subs, which is broad base of many subs, not concentrated. But is it a positive current development? Yes. However, Gate 1 fails because no new concrete operating detail beyond prepared remarks. The Q&A adds some color but not substantial new specifics. For example, when asked about data, Tooey says "we have all of the data" but doesn't give new specifics. Paul adds "bidding side" but that's conceptual. So Gate 1 NO. Therefore answer NO.

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NO The waiting list has become the product: management describes demand accumulating faster than the company can absorb it, Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to determine if management conveys that the company is currently accumulating a queue of demand it cannot yet serve, and that management is spending energy managing that queue rather than finding demand. Looking at the transcript: Tooey mentions "pipeline generation remains healthy" and "demand still exceeds supply with labor continuing to be the primary limiting factor in meeting this demand." That suggests demand is high but labor is a constraint. However, is that about the company's own capacity to serve customers? It's about the construction industry's labor shortage, not Procore's own onboarding capacity. The question is about Procore's own queue of customers waiting to be brought on. Paul mentions "backlog metrics, specifically short-term remaining performance obligation and short-term deferred revenue, continued their strong trajectory." That's routine reporting of balances, not necessarily a queue that is outpacing ability to serve. There is no mention of customers waiting to be onboarded, or that Procore is managing a queue of demand. The discussion is about strong demand, but not about a constraint on Procore's ability to absorb it. The labor constraint is about the construction industry, not Procore's own operations. Thus, the answer is NO.

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NO Customers eating the friction: buyers are visibly absorbing cost, delay, or inconvenience to keep this specific company Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to determine if management describes customers currently putting up with real cost, delay, or inconvenience to keep doing business with Procore specifically. The transcript mentions various things: travel and entertainment spend increase, cloud hosting costs, international growing pains, material financing program. But does it describe customers absorbing friction? For example, customers waiting, accepting price increases, etc. The material financing program is about Procore providing financing to subs, not customers enduring friction. The international growing pains are about Procore's own execution, not customer friction. There is no mention of customers waiting, accepting allocations, or absorbing costs. Management talks about pipeline health, customer wins, but no specific friction. The only possible friction is maybe customers dealing with supply chain issues, but that's industry-wide, not specific to Procore. Also, management says demand remains strong, but no mention of customers tolerating delays or costs. So answer NO.

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NO Stale terms, scheduled reset: the existing book is priced for a world that has moved on Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to determine if management describes that a meaningful portion of existing business is carried at prices/rates/terms set in the past that are now below current market, and that this existing business is coming up for repricing/reset on a schedule already visible, so that economics improve as those older terms roll off, without needing new customers. Scan the transcript for any discussion of existing contracts, renewals, pricing, rates, etc. The call focuses on revenue growth, customer wins, product enhancements, material financing program, international expansion, macro environment. There is no mention of existing contracts being repriced, renewals at higher rates, or any embedded escalators. The discussion about material financing is new business, not existing book. The discussion about pricing is not present. The only mention of "pricing" is not about existing book. The transcript does not contain any such description. Therefore answer NO.

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NO Compounding order flow: the same customers keep coming back bigger, and the company is quietly widening the funnel behin Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to determine if management's account conveys that the practical work is provisioning rather than persuading. The transcript shows management discussing strong demand, but also mentions internal factors like T&E and hosting costs, international growing pains. They talk about material financing program as early stage. They emphasize demand remains strong, pipeline healthy. They don't describe a shift to provisioning. They talk about expanding internationally, but that's about growth. They don't say buyers have already decided and they are just fulfilling. They mention customers choosing them, but that's normal. No indication that the decision problem is off their plate. They are still focused on winning customers, expanding, etc. So answer NO.

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NO Demand off the charts — scarcity amplification screen Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to evaluate two gates based on the transcript. Gate 1: Is the company talking about how demand is off the charts? And do the numbers support that claim? The transcript does not say "off the charts". Management says "pipeline generation remains healthy", "demand remains strong", "positive indicators", "stable to positive". They do not claim demand is off the charts. So Gate 1 is NO. Gate 2: Management describes demand as exceptionally or unprecedentedly strong? No, they say "healthy", "strong", but not exceptional. Also, they attribute strength to internal factors, not scarcity. But since Gate 1 is NO, overall answer is NO. Thus answer NO.

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NO New leadership already changing what the company does, with early results showing Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

We need to determine if the company is led by relatively new leadership (CEO or equivalent) and if that leadership has made concrete changes with early results. The transcript is from Procore Technologies Q2 2022 earnings call. The CEO is Tooey Courtemanche, who is the founder, president, and CEO. He has been CEO since the company's founding. There is no indication of a recent leadership change. The CFO is Paul Lyandres, but the question is about the top operator. Since Tooey is the founder and has been CEO for a long time, he is not relatively new to the role. Therefore, the answer is NO.

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NO The feared thing keeps not happening: management confronts a specific live worry with current evidence running against i Q2 2022 · archived research check

Original model output from the research archive. It may be verbose or include the model's working notes.

NOQ2 2022 · 2022-08-06

The question is: Is there a SPECIFIC NEGATIVE OUTCOME that investors/analysts/market have been worried about for THIS company, live on this call, AND does management push back with CURRENT, ALREADY-OB...

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These archived questions are separate from the newer 500-check scan above.

Past calls

PCOR call history

Open a quarter only when you want its detailed evidence.

C Q4 2025 · Caution · 2026-02-12Management held guidance steady against accelerating demand and expanding margins. The delivery was rich in specifics, promotional in tone.

Guidance: maintainedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableHeadcount: growing⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing

Candor 6/9

Specificity 7/9

Evasion 3/9

Confidence 8/9

Uncertainty 3/9

Promotion 7/9

Stress 2/9

Complexity 4/9

View the 20 core call-quality checks

YES Would a skeptical short-seller find this call reassuring?

YES Would a careful investor underwrite management's guidance?

YES Is management's confidence proportionate to the evidence presented?

YES Does the call resolve more doubts than it creates?

YES Is there something a critic could fairly use against the company?

NO Is a claimed advantage dependent on scale they lack?

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?

NO Are high fixed costs currently underutilised?

NO Is pricing recovering from a depressed level?

NO Do current results look bad while the direction looks better?

YES Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

B Q3 2025 · Solid call · 2025-11-06Management raised guidance against steady demand and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: raisedDemand: stableMargins: expandingBacklog: growingPricing: stable⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing

Candor 7/9

Specificity 7/9

Evasion 3/9

Confidence 8/9

Uncertainty 3/9

Promotion 6/9

Stress 2/9

Complexity 4/9

View the 20 core call-quality checks

YES Would a skeptical short-seller find this call reassuring?

YES Would a careful investor underwrite management's guidance?

YES Is management's confidence proportionate to the evidence presented?

YES Does the call resolve more doubts than it creates?

YES Is there something a critic could fairly use against the company?

NO Is a claimed advantage dependent on scale they lack?

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?

NO Do current results look bad while the direction looks better?

YES Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

YES Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

F Q1 2025 · Very weak call · 2025-05-01Management gave no formal guidance. The delivery was guarded, light on specifics, relaxed under questioning.

✓ Clean call⚑ Question left hanging⚑ Reads rehearsedFounder-led

Candor 0/9

Specificity 0/9

Evasion 0/9

Confidence 5/9

Uncertainty 3/9

Promotion 2/9

Stress 1/9

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?

YES Is management's confidence proportionate to the evidence presented?

NO Does the call resolve more doubts than it creates?

NO Is there something a critic could fairly use against the company?

NO Is a claimed advantage dependent on scale they lack?

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?

YES Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

C Q4 2024 · Caution · 2025-02-14Management raised guidance against steady demand and expanding margins. The delivery was rich in specifics, promotional in tone.

Guidance: raisedDemand: stableMargins: expandingBacklog: growingPricing: stableHeadcount: growing⚑ Critic ammunition✓ Skeptic reassured⚑ Question left hanging✓ Resolves doubts✓ Prepayments growing✓ Early product, fast growth

Candor 6/9

Specificity 7/9

Evasion 4/9

Confidence 8/9

Uncertainty 5/9

Promotion 7/9

Stress 3/9

Complexity 4/9

View the 20 core call-quality checks

YES 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?

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?

YES Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

YES Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

D Q3 2024 · Weak call · 2024-10-31Management raised guidance against mixed demand signals and expanding margins. The delivery was promotional in tone.

Guidance: raisedDemand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: growing⚑ Critic ammunition⚑ Question left hanging✓ Prepayments growing✓ Early product, fast growth⚑ Reads rehearsedFounder-led

Candor 6/9

Specificity 5/9

Evasion 4/9

Confidence 7/9

Uncertainty 5/9

Promotion 7/9

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?

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?

YES Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

YES Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

D Q2 2024 · Weak call · 2024-08-01Management raised guidance against mixed demand signals and expanding margins. The delivery was unusually candid.

Guidance: raisedDemand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: growing⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Prepayments growing✓ Early product, fast growth⚑ Reads rehearsed

Candor 7/9

Specificity 6/9

Evasion 4/9

Confidence 7/9

Uncertainty 5/9

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?

NO Is management's confidence proportionate to the evidence presented?

NO Does the call resolve more doubts than it creates?

YES Is there something a critic could fairly use against the company?

NO Is a claimed advantage dependent on scale they lack?

YES Does an obvious question remain unanswered?

YES Is a product early in its life but growing very fast?

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?

YES Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

YES Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

C Q1 2024 · Caution · 2024-05-01Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid.

Guidance: maintainedDemand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: cutting⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growingFounder-led

Candor 7/9

Specificity 6/9

Evasion 3/9

Confidence 7/9

Uncertainty 5/9

Promotion 6/9

Stress 2/9

Complexity 3/9

View the 20 core call-quality checks

YES Would a skeptical short-seller find this call reassuring?

YES Would a careful investor underwrite management's guidance?

YES Is management's confidence proportionate to the evidence presented?

YES Does the call resolve more doubts than it creates?

YES Is there something a critic could fairly use against the company?

NO Is a claimed advantage dependent on scale they lack?

NO Does an obvious question remain unanswered?

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?

YES Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

YES Is a founder still running the company?

NO Does the final speaker sound like they are summarizing a finished story?

NO Is a fast-growing segment obscured by a declining one?

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

View 10 earlier calls

Call	Date	Grade	Guidance	Demand	Margins	Candor	Evasion
Q4 2023	2024-02-15	C	maintained	slowing	expanding	7/9	3/9
Q3 2023	2023-11-02	C	raised	slowing	expanding	8/9	3/9
Q2 2023	2023-08-02	B	raised	mixed	expanding	7/9	3/9
Q4 2022	2023-02-16	C+	maintained	stable	expanding	7/9	3/9
Q3 2022	2022-11-02	B	raised	stable	expanding	7/9	3/9
Q2 2022	2022-08-06	C+	raised	stable	expanding	7/9	3/9
Q1 2022	2022-05-07	B	raised	accelerating	contracting	6/9	3/9
Q4 2021	2022-02-23	B	maintained	accelerating	contracting	7/9	2/9
Q3 2021	2021-11-07	B+	raised	mixed	contracting	7/9	2/9
Q2 2021	2021-08-07	C+	raised	accelerating	contracting	7/9	4/9

Keep exploring

Companies with similar call quality

Eli Lilly and Company

DLTH

Duluth Holdings Inc.

SIG

Signet Jewelers Limited

BIIB

Biogen Inc.

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