StocksR › REIS

Reis' (REIS) — Earnings Call X-Ray

Our AI read all 10 of REIS's earnings calls (2016–2018) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.

Latest Call Grade
🔒
Q1 2018 · sign up to see
Previous Call Grade
C
Q4 2017
Expected Move
🔒
next 45 days · members
Calls Analyzed
10
2016–2018
Avg Candor
7.1/9
evasion 2.1/9
Guidance WithdrawnHigh CandorPromotional ToneSkeptic ReassuredCritic AmmunitionFounder-LedDeferred Revenue GrowingVolume Step-Up

Call-by-call analysis

🔒 Q1 2018 earnings call 2018-05-07 NEWEST

Guidance: ■■■■■Demand: ■■■■■■ Margins: ■■■■Backlog: ■■■■ ■ analysts, ■■ questionsexpected move ±■■%
Candor /9
Specificity /9
Evasion /9
Stress /9

Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.

🔒 The Q1 2018 call grade is ready
The full 37-point AI read of REIS's newest earnings call — grade, expected move, and every question answered — is free with an account.
Sign up free to unlock

C Q4 2017 earnings call 2018-03-08

Management withdrew guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, promotional in tone.

Guidance: withdrawnDemand: acceleratingMargins: expandingBacklog: growingPricing: raisingHeadcount: growingCapex: decreasing 3 analysts · 5 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Resolves doubts✓ Prepayments growing✓ Volume step-up ahead✓ Early product, fast growth
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 3/9
Promotion 7/9
Stress 2/9
Complexity 4/9
All 20 questions our AI answered about this call
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?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
YES 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?
YES 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?

A Q3 2017 earnings call 2017-11-07

Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: raisingHeadcount: flatCapex: flat 3 analysts · 5 questions
✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Early product, fast growth
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 2/9
Promotion 6/9
Stress 1/9
Complexity 4/9
All 20 questions our AI answered about this call
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?
NO Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
YES 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 Q2 2017 earnings call 2017-08-01

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

Guidance: loweredDemand: mixedMargins: contractingBacklog: growingPricing: raisingHeadcount: flatCapex: increasing 3 analysts · 5 questions
⚑ Critic ammunition✓ Resolves doubts✓ Prepayments growing✓ Early product, fast growthFounder-ledDirection beats results
Candor 7/9
Specificity 7/9
Evasion 3/9
Confidence 7/9
Uncertainty 4/9
Promotion 6/9
Stress 3/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
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?
YES 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?

B Q1 2017 earnings call 2017-05-14

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

Guidance: maintainedDemand: acceleratingMargins: contractingBacklog: growingPricing: raisingHeadcount: growingCapex: increasing 4 analysts · 7 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing✓ Volume step-up ahead
Candor 8/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 3/9
Promotion 6/9
Stress 2/9
Complexity 4/9
All 20 questions our AI answered about this call
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?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
YES Is volume about to step up rather than grow gradually?
YES Are high fixed costs currently underutilised?
YES 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?
YES Is a fast-growing segment obscured by a declining one?
NO Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

B Q4 2016 earnings call 2017-03-09

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

Guidance: maintainedDemand: acceleratingMargins: contractingBacklog: growingPricing: raisingHeadcount: growingCapex: increasing 4 analysts · 9 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Prepayments growing⚑ Reads rehearsed
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 7/9
Uncertainty 3/9
Promotion 6/9
Stress 2/9
Complexity 5/9
All 20 questions our AI answered about this call
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?
YES Are high fixed costs currently underutilised?
YES 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?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

C Q3 2016 earnings call 2016-11-08

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

Guidance: loweredDemand: mixedMargins: contractingBacklog: growingPricing: raisingHeadcount: growingCapex: increasing 4 analysts · 9 questions
⚑ Critic ammunition⚑ Question left hanging✓ Resolves doubts✓ Early product, fast growthFounder-ledDirection beats results
Candor 8/9
Specificity 9/9
Evasion 2/9
Confidence 7/9
Uncertainty 3/9
Promotion 5/9
Stress 4/9
Complexity 3/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
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?
NO Are deferred revenue or customer prepayments growing?
YES 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 Q2 2016 earnings call 2016-08-06

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

Guidance: loweredDemand: stableMargins: contractingBacklog: shrinkingPricing: raisingHeadcount: growingCapex: increasing 3 analysts · 9 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedFounder-ledCFO dominates
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 7/9
Uncertainty 4/9
Promotion 6/9
Stress 3/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
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?
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?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

Earlier calls

CallDateGradeGuidanceDemandMarginsCandorEvasion
Q1 2016 2016-05-03 B maintainedstablecontracting 7/9 2/9
Q4 2015 2016-03-03 B maintainedacceleratingstable 6/9 2/9

How to read this page

The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.

Companies with similar call quality

AAP · Advance Auto Parts, Inc.ABCAF · Athabasca Minerals, Inc.ABDC · Alcentra Capital'sABMD · Abiomed, Inc.ABNRY · ABN AMRO Bank N.V.ABOS · Acumen Pharmaceuticals,

REI   All “R” companies    REIT

Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.