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SFBS · Earnings-call lab · 42 calls graded · 2016–2026

ServisFirst Bancshares, 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

42calls analyzed

2016–2026coverage

NEWESTQ1 2026 call

2026-04-21 · 500 / 500 checks · members only

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AI call read

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Grade and plain-English verdict

Expected 45-day move

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Move size estimate, not direction

AI checks completed

500/ 500

Every check answered YES or NO

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OPENJan 2026 call

2026-01-21 · 2 analysts · 11 questions · 500 / 500 checks

Free · full reportThe quarter before the newest

Call grade · Better than 59% of 177,437 calls

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

Management toneResultTypical range · middle half of all callsFlag

Candor7 /9

—

Evasion2 /9

—

Specificity8 /9

—

Confidence7 /9

—

Uncertainty4 /9

—

Promotion4 /9

—

Stress1 /9

—

Complexity4 /9

—

Since the quarter before · Q3 2025 → Jan 2026

Guidance ~~raised~~maintainedDemand ~~mixed~~acceleratingMargins expandingPricing stableBacklog growingHeadcount growing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up ahead✓ Early product, fast growth

Notable checks detected

Are there more than ten analyst questions in total?
Does the operator use the phrase "next question" at least three times?
Does any speaker use "we're" where "we are" could substitute, more than twenty times overall?
Does the transcript contain the phrase "next question" at least twice?

ScreenersHigh Candor Skeptic Reassured Critic Ammunition Founder-Led Volume Step-Up Early Product, Fast Growth Underused Fixed Costs Margins Expanding

Lab panel · Jan 2026 call

30 markers, measured against 177,437 calls

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

3 flags on this call

LanguageResultTypical range · middle half of all callsFlag

AI mentionsTimes management said AI, generative, LLM or agentic.0 mentions

typical 0–0

—

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

typical 0–1

—

Thank-yousEvery thanks on the call, in both directions.8 times

typical 13–31

—

BuzzwordsSynergies, headwinds, flywheels, best-in-class and friends.2.0 /1k words

typical 0.6–1.8

HedgesSort of, kind of, roughly, I think, probably.7.5 /1k words

typical 5.5–10.5

—

SuperlativesRecord, unprecedented, tremendous, incredible.0.0 /1k words

typical 0.3–1.2

—

Outside forcesMacro, weather, currency, tariffs, supply chain.3 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.39.7 /1k words

typical 21.2–35.3

—

"Excited"Excited, exciting, thrilled.2 times

typical 0–3

—

Script shareShare of the call spent on prepared remarks rather than questions.33% % of call

typical 35%–55%

—

CEO shareHow much of the talking the CEO did.0% % of mgmt words

typical 29%–68%

Longest answerThe longest single management answer in the Q&A.259 words

typical 249–461

—

Reading levelFlesch–Kincaid grade level of management answers.6.4 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.10 of 49

typical 16–30

—

DodgingQuestions declined, deferred or answered with a different question.4 of 15

typical 5–9

—

BlameResults attributed to weather, macro, currency or other outside forces.7 of 27

typical 3–12

—

HypeSuperlatives and excitement in management language.9 of 11

typical 2–8

Analyst pushbackHow hard the analysts pressed: follow-ups, two-part questions, challenges.4 of 22

typical 5–10

—

ConfessionAdmissions, apologies and self-corrections.0 of 11

typical 1–5

—

Call theaterStage management: operator mechanics, scripted cues, "color".15 of 33

typical 12–19

—

Capital returns talkAttention paid to buybacks, dividends, M&A and the balance sheet.5 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

Jan 2026 · 500 checks

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

Choose a past call

500checked

186detected

314not 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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

YES Does an analyst ask a question spanning more than five sentences? 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 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

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

How to read this NO

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

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

YES 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 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 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

YES Does any speaker use the word "obviously" at least twice? Air Traffic · 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 83.8% repeat consistency

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

How to read this NO

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

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

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

How to read this NO

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

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

NO Is the word "scale" or "scaling" used as a verb? Air Traffic · seen in 22.7% 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 22.7% of calls 97.7% repeat consistency

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

NO Does an executive begin an answer with "Great question," "Thanks," or "Appreciate"? Air Traffic · 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 88.3% repeat consistency

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

How to read this NO

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

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

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

How to read this YES

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

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

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

How to read this YES

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

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

NO Does any speaker say "with that" at least twice? Compliance · seen in 51.5% of calls

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

YES 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 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 84% repeat consistency

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

NO Does someone use a personal anecdote rather than a metric to justify confidence? Couples · 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 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

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

How to read this NO

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

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

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

How to read this YES

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

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

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

How to read this YES

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

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

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

How to read this NO

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

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

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

How to read this YES

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

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

NO Does management use the word "confident" or "confidence" 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 96.3% repeat consistency

YES Does the phrase "record" appear at least twice in the transcript? Courtroom · seen in 34.9% 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 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

YES Do two or more analysts from the same firm ask questions? Courtroom · seen in 11.5% 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 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

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

How to read this YES

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

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

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

How to read this NO

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

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

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

How to read this YES

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

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

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

How to read this YES

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

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

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

YES Does the CEO answer the majority of analyst questions personally? Debate · seen in 66.9% 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 66.9% of calls 91.6% repeat consistency

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

YES 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 YES

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

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

YES 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 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 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

YES 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 YES

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

YES Does the word "obviously" appear in the transcript? Debate · seen in 74.1% 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 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

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

How to read this NO

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

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

NO Does any executive say "let me" at least once? Debate · seen in 66.1% 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 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

YES Does anyone use the word "robust" to describe demand, growth, or the pipeline? Debate · seen in 33% of calls

How to 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% of calls 94% repeat consistency

NO Does anyone use the word "leverage" as a verb at least once? Debate · seen in 48.9% 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 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

NO Does an executive say "great question" at any point? Debate · 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 99.7% repeat consistency

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

How to read this YES

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

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

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

How to read this NO

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

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

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

YES Does an analyst reference a specific prior quarter by name (e.g., "last quarter")? Discovery · seen in 63% of calls

How to 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% of calls 82.5% repeat consistency

YES Does any speaker say "obviously" two or more times? Discovery · seen in 61.8% 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 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

YES Does any analyst ask about a specific geographic region or market? 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 91.4% repeat consistency

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

How to read this NO

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

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

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

How to read this YES

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

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

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

How to read this YES

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

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

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

How to read this NO

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

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

NO 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 NO

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

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

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

How to read this NO

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

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

NO Does any executive use the word "momentum"? Discovery · seen in 51.2% 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 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

YES Does the phrase "take your question" or "take the question" appear? Discovery · seen in 23.7% 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 23.7% of calls 81.5% repeat consistency

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this YES

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

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

YES Does the operator announce more than one analyst from the same firm? Discovery · 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 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

NO Does any speaker say "with that, I'll turn it over"? Discovery · 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 83.5% repeat consistency

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

How to read this NO

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

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

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

How to read this NO

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

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

YES Does an analyst ask a two-part question containing the word "but"? Editor · 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 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

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

How to read this NO

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

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

YES Does an executive use the phrase "if you look at" at least twice? Editor · seen in 36.2% 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 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

YES Does anyone say "we are excited about" without naming a number? Editor · seen in 38.7% 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 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

NO Does any speaker use the word "momentum"? Editor · seen in 52.8% 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 52.8% of calls 98.7% repeat consistency

NO Does the word "investments" appear in the context of margins or costs? Editor · seen in 40.8% 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 40.8% of calls 88% repeat consistency

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

How to read this NO

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

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

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

How to read this YES

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

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

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

How to read this NO

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

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

NO Does an executive say "great question" or "thanks for the question"? Editor · seen in 40.2% 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 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

YES Does the phrase "going forward" appear at least twice? Editor · seen in 30.1% 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 30.1% of calls 88.2% repeat consistency

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

NO Does management use the word "committed" regarding a target? Editor · seen in 33.2% 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 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

YES Does the word "temporary" or "transitory" appear? Editor · seen in 18.6% 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 18.6% of calls 97.3% repeat consistency

NO Is an analyst's question answered with "great question" or similar? Editor · seen in 28.9% 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 28.9% of calls 88.6% repeat consistency

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

How to read this NO

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

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

YES 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 YES

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this YES

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

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

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

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

How to read this YES

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

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

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

How to read this YES

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

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

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

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

How to read this NO

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

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

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

YES Does any speaker use the word "obviously"? Forensic · seen in 81.7% 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 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

YES Does any executive defer a question to another executive by name? Forensic · seen in 61.6% of calls

How to read this YES

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

YES Does an analyst reference a competitor by name during their question? Forensic · seen in 24.2% of calls

How to read this YES

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

NO Does an executive say "thank you" to the analyst before answering a question? Forensic · seen in 46.7% 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 46.7% of calls 81.9% repeat consistency

NO Does any speaker say "great question" or similar praise of a question? Forensic · seen in 37.4% 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 37.4% of calls 96.3% repeat consistency

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

How to read this YES

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

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

NO Does anyone say "we remain" followed by a verb (e.g., "we remain committed")? Forensic · seen in 36% of calls

How to read this NO

The model did not 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% 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

YES Does any question mention a specific percentage or dollar figure? Hostage · 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 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

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

How to read this NO

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

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

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

How to read this YES

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

YES Does the CFO's prepared section exceed the CEO's in number of paragraphs? Insurance · seen in 38% of calls

How to 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% of calls 86.5% repeat consistency

YES Does the CEO personally answer more than half of the analyst questions? Insurance · seen in 64.9% of calls

How to read this YES

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

Transcript-only check Detected in 64.9% of calls 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

YES Executive uses the word "excited" more than twice. Insurance · 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 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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

NO Does the phrase "year over year" appear at least three times? Insurance · 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 90.6% repeat consistency

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

How to read this NO

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

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

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

How to read this NO

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

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

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

How to read this NO

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

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

NO Does management use the phrase "we believe" at least three times? Insurance · seen in 54% of calls

How to read this NO

The model did not 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% 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

NO Does the word "macro" or "macroeconomic" appear at least twice in the call? Insurance · seen in 23.1% of calls

How to read this NO

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

Transcript-only check Detected in 23.1% of calls 99.3% repeat consistency

NO Does the transcript contain the word "typically" at least twice? Insurance · seen in 17.4% of calls

How to read this NO

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

Transcript-only check Detected in 17.4% of calls 92.6% repeat consistency

NO Does an executive state they will "come back to" a question or follow up later? Insurance · seen in 13.4% of calls

How to read this NO

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

Transcript-only check Detected in 13.4% of calls 89.7% repeat consistency

NO Does management thank analysts for their questions at any point during Q&A? Insurance · seen in 59.8% of calls

How to read this NO

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

Transcript-only check Detected in 59.8% of calls 82.5% repeat consistency

NO Speaker admits being surprised by anything. Insurance · seen in 28.1% of calls

How to read this NO

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

Transcript-only check Detected in 28.1% of calls 86% repeat consistency

YES Does any speaker use the phrase "going forward"? Insurance · seen in 61.4% of calls

How to read this YES

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

Transcript-only check Detected in 61.4% of calls 88% repeat consistency

YES Does management use the phrase "going forward" at least twice? Insurance · seen in 24.9% 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 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

YES Does the CFO's prepared section mention interest expense by name or figure? Insurance · seen in 31.7% of calls

How to read this YES

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

Transcript-only check Detected in 31.7% of calls 97.7% repeat consistency

NO Does the word "volatility" appear? Insurance · seen in 28.6% of calls

How to read this NO

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

Transcript-only check Detected in 28.6% of calls 99.3% repeat consistency

NO Executive mentions a hobby or personal anecdote. Insurance · seen in 16.7% 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 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

NO Does the phrase "the macro" or "macro environment" appear? Insurance · seen in 19.7% of calls

How to read this NO

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

Transcript-only check Detected in 19.7% of calls 93.6% repeat consistency

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

NO Does an executive say "great question" or "good question" at least twice? Insurance · seen in 15% of calls

How to read this NO

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

Transcript-only check Detected in 15% of calls 97% repeat consistency

YES Does any speaker say "we remain" followed by an adjective? Insurance · seen in 53.5% of calls

How to read this YES

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

Transcript-only check Detected in 53.5% of calls 93.3% repeat consistency

NO Does management thank analysts by name when responding? Insurance · seen in 52.9% of calls

How to read this NO

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

Transcript-only check Detected in 52.9% of calls 83.5% repeat consistency

NO Is the word "flexibility" or "flexible" used at least once? Insurance · seen in 44.4% 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 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

YES Does anyone say "obviously" at least three times? Interrogator · seen in 43.3% 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 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

NO Does anyone say "moving on" or "let me turn it over" during prepared remarks? Interrogator · seen in 36% of calls

How to read this NO

The model did not 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% of calls 88.3% repeat consistency

NO Does an analyst ask a question starting with "just"? Linguist · seen in 72.9% of calls

How to read this NO

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

Transcript-only check Detected in 72.9% of calls 81.8% repeat consistency

NO Does anyone say "headwind" or "headwinds" more than once? Linguist · seen in 27.7% of calls

How to read this NO

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

Transcript-only check Detected in 27.7% of calls 97.6% repeat consistency

NO Does an analyst use the phrase "to clarify"? Linguist · seen in 17.1% of calls

How to read this NO

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

Transcript-only check Detected in 17.1% of calls 92.4% repeat consistency

NO Does any executive use the phrase "year over year" at least three times? Linguist · seen in 41.8% of calls

How to read this NO

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

Transcript-only check Detected in 41.8% of calls 91.8% repeat consistency

YES Does an executive cite a conversation with a customer, partner, or employee as evidence? Military · seen in 53% of calls

How to read this YES

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

Transcript-only check Detected in 53% of calls 84.3% repeat consistency

NO Does any question go to a named executive other than the CEO or CFO? Military · seen in 32.5% of calls

How to read this NO

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

Transcript-only check Detected in 32.5% of calls 85.7% repeat consistency

NO Does an executive say "to be clear" or "let me be clear"? Military · seen in 13.8% of calls

How to read this NO

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

Transcript-only check Detected in 13.8% of calls 96% repeat consistency

NO Does anyone mention a competitor by name without being prompted? Military · seen in 17% of calls

How to read this NO

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

Transcript-only check Detected in 17% of calls 91.7% repeat consistency

NO Is there a question that management declines to answer directly, citing timing or disclosure constraints? Negotiation · seen in 71.2% of calls

How to read this NO

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

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

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

NO Does the CFO handle a strategic question instead of a financial one? Negotiation · seen in 58.9% of calls

How to read this NO

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

Transcript-only check Detected in 58.9% of calls 86.3% repeat consistency

NO Does an analyst flatter management within their first sentence of speaking? Negotiation · seen in 46.6% of calls

How to read this NO

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

Transcript-only check Detected in 46.6% of calls 90.7% repeat consistency

NO Does an analyst ask two questions when told to ask only one? Negotiation · seen in 15.2% of calls

How to read this NO

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

Transcript-only check Detected in 15.2% of calls 88.3% repeat consistency

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

NO Does the word "guidance" appear in the prepared remarks (not just Q&A)? Negotiation · seen in 64% of calls

How to read this NO

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

Transcript-only check Detected in 64% of calls 98.7% repeat consistency

YES Is the word "margin" used with a number attached (e.g., "400 basis points")? Negotiation · seen in 66.7% of calls

How to read this YES

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

Transcript-only check Detected in 66.7% of calls 93.3% repeat consistency

NO Does the transcript contain the word "record" preceding a noun (e.g., "record margin")? Negotiation · seen in 40.6% of calls

How to read this NO

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

Transcript-only check Detected in 40.6% of calls 97.3% repeat consistency

NO Does an executive answer a question by citing a competitor's actions? Negotiation · seen in 36.3% of calls

How to read this NO

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

Transcript-only check Detected in 36.3% of calls 88% repeat consistency

NO Does the word "macro" or "macroeconomic" appear in the transcript? Negotiation · seen in 39.9% of calls

How to read this NO

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

Transcript-only check Detected in 39.9% of calls 99.3% repeat consistency

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

NO Is there a pause or silence acknowledged on the call ("I think we lost you")? Negotiation · seen in 19.2% of calls

How to read this NO

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

Transcript-only check Detected in 19.2% of calls 87.7% repeat consistency

NO Does an executive name a specific competitor during the call? Negotiation · seen in 24.5% of calls

How to read this NO

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

Transcript-only check Detected in 24.5% of calls 90.7% repeat consistency

NO Does the word "challenges" appear at least three times in the transcript? Negotiation · seen in 12.3% of calls

How to read this NO

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

Transcript-only check Detected in 12.3% of calls 93.3% repeat consistency

NO Does anyone say "we don't break that out" in response to a question? Negotiation · seen in 10.7% of calls

How to read this NO

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

Transcript-only check Detected in 10.7% of calls 94.3% repeat consistency

NO Does anyone describe a metric as "noisy" or "lumpy"? Negotiation · seen in 15.6% of calls

How to read this NO

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

Transcript-only check Detected in 15.6% of calls 95.7% repeat consistency

NO Does an executive mention a specific number of percentage points when discussing market share? Negotiation · seen in 14.7% of calls

How to read this NO

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

Transcript-only check Detected in 14.7% of calls 96.7% repeat consistency

NO Does a speaker correct a figure they themselves just stated? Negotiation · seen in 23.8% of calls

How to read this NO

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

Transcript-only check Detected in 23.8% of calls 84% repeat consistency

NO Does the CEO refer to a competitor by name rather than "competition" or "peers"? Negotiation · seen in 18.8% of calls

How to read this NO

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

Transcript-only check Detected in 18.8% of calls 91.3% repeat consistency

NO Does the CEO mention their own tenure or years of experience unprompted? Negotiation · seen in 19.9% of calls

How to read this NO

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

Transcript-only check Detected in 19.9% of calls 97% repeat consistency

YES Does anyone use the phrase "the team" when taking ownership would be natural? Poker · seen in 42.5% 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 42.5% of calls 81% repeat consistency

YES Does anyone blame weather, holidays, or calendar quirks unprompted? Poker · seen in 35.6% 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 35.6% of calls 83% repeat consistency

NO Does anyone cite a personal anecdote involving a customer conversation? Poker · seen in 16.6% 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 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

NO Does the word "guidance" appear in the transcript? Private Credit · seen in 78.7% of calls

How to read this NO

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

Transcript-only check Detected in 78.7% of calls 97.3% repeat consistency

YES Does anyone say "we're excited" or "we are excited"? Private Credit · seen in 49.5% 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 49.5% of calls 93.7% repeat consistency

YES Does the word "dividend" appear? Private Credit · seen in 45.5% 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 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

NO Does the word "challenge" or "challenging" appear at least once? Private Credit · seen in 68.6% 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 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

NO Does the phrase "year over year" appear? Private Credit · 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 96% repeat consistency

YES Does the word "liquidity" appear at least once? Private Credit · seen in 34.7% of calls

How to read this YES

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

Transcript-only check Detected in 34.7% of calls 99.7% repeat consistency

YES Does the transcript mention refinancing, maturity dates, or debt coming due? Private Credit · seen in 32% of calls

How to read this YES

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

Transcript-only check Detected in 32% of calls 95% repeat consistency

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

NO Does anyone reference "the macro" or "macro environment"? Private Credit · seen in 26.5% of calls

How to read this NO

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

Transcript-only check Detected in 26.5% of calls 91% repeat consistency

NO Is the word "capacity" mentioned? Private Credit · seen in 55.7% of calls

How to read this NO

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

Transcript-only check Detected in 55.7% of calls 100% repeat consistency

NO Does anyone use the phrase "our customers" rather than naming a customer? Private Credit · seen in 60.7% 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 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

NO Does management thank analysts at any point? Private Credit · seen in 84.9% 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 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

YES 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 YES

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

Transcript-only check Detected in 23.8% of calls 85.3% repeat consistency

NO Does an executive say "we remain confident" or similar? Private Credit · seen in 35.8% of calls

How to read this NO

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

Transcript-only check Detected in 35.8% of calls 82.6% repeat consistency

YES Does anyone mention covenants, amendments to loan documents, or lender conversations? Private Credit · seen in 11.6% 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 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

NO Does any analyst's question include the word "capex" or "cash flow"? Procurement · seen in 38.5% of calls

How to read this NO

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

Transcript-only check Detected in 38.5% of calls 94.5% repeat consistency

NO Does the word "headline" or "headwinds" appear at least once? Procurement · seen in 43.1% of calls

How to read this NO

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

Transcript-only check Detected in 43.1% of calls 95.9% repeat consistency

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

NO Are there more than eight analyst questioners? Project · seen in 37.5% of calls

How to read this NO

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

Transcript-only check Detected in 37.5% of calls 99.7% repeat consistency

NO Does any analyst's question include a percentage figure? Project · seen in 69.1% of calls

How to read this NO

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

Transcript-only check Detected in 69.1% of calls 91.1% repeat consistency

NO Does any analyst's question contain the word "guidance"? Project · seen in 54.3% of calls

How to read this NO

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

Transcript-only check Detected in 54.3% of calls 92.4% repeat consistency

NO Does the CFO's prepared remarks exceed 1,000 words? Project · seen in 40.9% of calls

How to read this NO

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

Transcript-only check Detected in 40.9% of calls 89.3% repeat consistency

YES Does any speaker say "if you look at"? Project · seen in 54.1% 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 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

NO Does the final questioner get an explicit closing acknowledgment from the operator ("last question" or similar)? Scientist · seen in 25.7% of calls

How to read this NO

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

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

NO Does management use the phrase "business as usual" or "as expected" at least once? Scientist · seen in 23.9% of calls

How to read this NO

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

Transcript-only check Detected in 23.9% of calls 94.2% repeat consistency

NO Does an analyst preface a question with "quick" or "quickly"? Screenwriter · seen in 56% of calls

How to read this NO

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

Transcript-only check Detected in 56% of calls 99% repeat consistency

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

NO Does the phrase "thank you" appear more than ten times? Screenwriter · seen in 62.8% of calls

How to read this NO

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

Transcript-only check Detected in 62.8% of calls 80.9% repeat consistency

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

NO Does the phrase "thank you" appear at least ten times anywhere in the transcript? Screenwriter · seen in 72.8% of calls

How to read this NO

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

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

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

YES Does any analyst ask about capital allocation or share repurchases? Screenwriter · seen in 42.2% of calls

How to read this YES

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

Transcript-only check Detected in 42.2% of calls 93.1% repeat consistency

NO Does the word "challenge" or "challenging" appear at least twice? Screenwriter · seen in 47.8% of calls

How to read this NO

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

Transcript-only check Detected in 47.8% of calls 95.2% repeat consistency

YES Does the word "opportunity" or "opportunities" appear more than three times? Screenwriter · seen in 66.5% of calls

How to read this YES

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

Transcript-only check Detected in 66.5% of calls 93.3% repeat consistency

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

YES Does the word "certainly" appear at least once in management's answers? Screenwriter · seen in 59.3% 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 59.3% of calls 95.9% repeat consistency

NO Does any analyst ask a personal, warm, or congratulatory question? Screenwriter · seen in 49.4% of calls

How to read this NO

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

Transcript-only check Detected in 49.4% of calls 92.3% repeat consistency

NO Does the phrase "capital" appear at least five times? Screenwriter · seen in 50.3% of calls

How to read this NO

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

Transcript-only check Detected in 50.3% of calls 92.1% repeat consistency

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

YES Does any single analyst ask more than two questions during the whole call? Screenwriter · seen in 86.6% 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 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

NO Does any executive say "we believe" 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 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

NO Does anyone tell a self-contained anecdote with a beginning, middle, and end? Screenwriter · 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 82% repeat consistency

YES Does any executive use the phrase "our team"? Screenwriter · seen in 50.8% of calls

How to read this YES

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

Transcript-only check Detected in 50.8% of calls 88.7% repeat consistency

NO Does the transcript contain a silence, pause, or "we'll come back to that" that never resolves? Screenwriter · seen in 15.8% of calls

How to read this NO

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

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

NO Does anyone describe a customer, employee, or competitor as a named character with a motive? Screenwriter · seen in 11.4% of calls

How to read this NO

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

Transcript-only check Detected in 11.4% of calls 87.3% repeat consistency

YES Does any executive say "we're pleased" or "I'm pleased"? Screenwriter · seen in 68.3% of calls

How to read this YES

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

Transcript-only check Detected in 68.3% of calls 92.8% repeat consistency

NO Is there a moment of modesty—someone crediting luck or timing? Screenwriter · seen in 12.5% of calls

How to read this NO

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

Transcript-only check Detected in 12.5% of calls 92.3% repeat consistency

NO Does anyone use the phrase "on a year-over-year basis"? Screenwriter · seen in 18.9% of calls

How to read this NO

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

Transcript-only check Detected in 18.9% of calls 93.6% repeat consistency

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

YES Is there a question about capital allocation (buybacks, M&A, debt, or dividends)? Semiotician · seen in 67.7% of calls

How to read this YES

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

Transcript-only check Detected in 67.7% of calls 91.7% repeat consistency

NO Does any analyst use the word "clarify" or "clarification"? Semiotician · seen in 32.9% of calls

How to read this NO

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

Transcript-only check Detected in 32.9% of calls 98.7% repeat consistency

YES Does the word "obviously" appear at least twice? Semiotician · seen in 57.9% 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 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

NO Does anyone use the word "actually" at least three times? Semiotician · seen in 46.2% of calls

How to read this NO

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

Transcript-only check Detected in 46.2% of calls 85.5% repeat consistency

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

YES Is the word "excited" used by the CEO more than the word "confident"? Semiotician · 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 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

NO Does any analyst's question begin with a compliment or congratulation? Semiotician · seen in 41.5% of calls

How to read this NO

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

Transcript-only check Detected in 41.5% of calls 88.3% repeat consistency

NO Does an analyst apologize before or during their question? Semiotician · seen in 32.8% of calls

How to read this NO

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

Transcript-only check Detected in 32.8% of calls 96.6% repeat consistency

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

NO Does any speaker use the phrase "on a" four or more times total (e.g., "on a constant currency basis")? Semiotician · seen in 54.8% of calls

How to read this NO

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

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

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

YES Does an executive say "we're not going to" in response to a question? Semiotician · seen in 25% of calls

How to 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% of calls 92% repeat consistency

NO Does management decline to answer by citing a future event ("we'll address that in..." or "at our upcoming...")? Semiotician · seen in 34.6% of calls

How to read this NO

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

Transcript-only check Detected in 34.6% of calls 82% repeat consistency

YES Does the word "quarter" appear at least 20 times? Semiotician · seen in 87.7% of calls

How to read this YES

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

Transcript-only check Detected in 87.7% of calls 93.3% repeat consistency

NO Is there a mention of "FX," "currency," or "foreign exchange"? Semiotician · seen in 39.5% of calls

How to read this NO

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

Transcript-only check Detected in 39.5% of calls 98.7% repeat consistency

YES 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 YES

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

Transcript-only check Detected in 23.6% of calls 96.2% repeat consistency

NO Does the word "leverage" appear at least twice? Semiotician · seen in 52.1% of calls

How to read this NO

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

Transcript-only check Detected in 52.1% of calls 94.5% repeat consistency

NO Is the word "leverage" used at least three times? Semiotician · seen in 37.8% of calls

How to read this NO

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

Transcript-only check Detected in 37.8% of calls 90% repeat consistency

NO Does management use the word "headwinds" at least once? Semiotician · seen in 33.6% of calls

How to read this NO

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

Transcript-only check Detected in 33.6% of calls 97.3% repeat consistency

NO Does any speaker say "great question" or thank the analyst before answering? Semiotician · seen in 51.8% 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 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

NO Is the word "momentum" used without a stated metric attached to it? Semiotician · seen in 41.4% of calls

How to read this NO

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

Transcript-only check Detected in 41.4% of calls 92.7% repeat consistency

NO Does the word "macro" appear at least twice? Semiotician · seen in 21.9% of calls

How to read this NO

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

Transcript-only check Detected in 21.9% of calls 95.9% repeat consistency

YES Does management use the word "solid" at least once? Semiotician · seen in 57.7% of calls

How to read this YES

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

Transcript-only check Detected in 57.7% of calls 97% repeat consistency

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

YES Does management say "the team" at least twice? Semiotician · seen in 31.9% 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 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

NO Does the phrase "ahead of" precede any mention of guidance or expectations? Semiotician · seen in 14.1% of calls

How to read this NO

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

Transcript-only check Detected in 14.1% of calls 96.6% repeat consistency

NO Does management use the phrase "on a year-over-year basis"? Semiotician · seen in 16.9% of calls

How to read this NO

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

Transcript-only check Detected in 16.9% of calls 96.6% repeat consistency

YES Does any single speaker say "right?" as a tag question at least once? Semiotician · seen in 34% of calls

How to 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% of calls 87.5% repeat consistency

NO Does management use the phrase "on a consistent basis" or "consistently"? Semiotician · seen in 27.8% of calls

How to read this NO

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

Transcript-only check Detected in 27.8% of calls 95.3% repeat consistency

NO Does a speaker begin a sentence with "To be honest" or "To be clear"? Semiotician · seen in 10.5% of calls

How to read this NO

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

Transcript-only check Detected in 10.5% of calls 92.7% repeat consistency

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

NO Does the word "resilient" or "resilience" appear? Semiotician · 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 98% repeat consistency

NO Does the operator mention a queue or "next question" more than three times? Simultaneous · seen in 74.2% of calls

How to read this NO

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

Transcript-only check Detected in 74.2% of calls 91.6% repeat consistency

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

NO Does any analyst ask a question containing the word "why"? Simultaneous · seen in 36.1% of calls

How to read this NO

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

Transcript-only check Detected in 36.1% of calls 96.3% repeat consistency

YES Does anyone say "if you look at" before citing a number? Simultaneous · seen in 47.7% 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 47.7% of calls 81.6% repeat consistency

NO Does the phrase "last question" or "final question" appear? Simultaneous · seen in 50.4% of calls

How to read this NO

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

Transcript-only check Detected in 50.4% of calls 91.6% repeat consistency

NO Does the word "clearly" appear anywhere in the transcript? Simultaneous · seen in 50.9% of calls

How to read this NO

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

Transcript-only check Detected in 50.9% of calls 96.3% repeat consistency

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

NO Does the word "headwind" or "headwinds" appear at least twice? Simultaneous · seen in 28.5% of calls

How to read this NO

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

Transcript-only check Detected in 28.5% of calls 97% repeat consistency

YES Does the CFO mention a specific percentage greater than ten? Simultaneous · seen in 89.1% of calls

How to read this YES

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

Transcript-only check Detected in 89.1% of calls 96.6% repeat consistency

YES Does the phrase "going forward" appear at least once? Simultaneous · seen in 63.4% of calls

How to read this YES

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

Transcript-only check Detected in 63.4% of calls 86.5% repeat consistency

YES Does the word "team" appear at least three times? Simultaneous · seen in 59% of calls

How to read this YES

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

Transcript-only check Detected in 59% of calls 91.6% repeat consistency

YES Does the word "confident" appear in any executive's remarks? Simultaneous · seen in 60.7% of calls

How to read this YES

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

Transcript-only check Detected in 60.7% of calls 97.7% repeat consistency

NO Does an analyst thank management at the start or end of their turn? Simultaneous · seen in 81.6% of calls

How to read this NO

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

Transcript-only check Detected in 81.6% of calls 95.7% repeat consistency

NO Does the CEO use the word "incredibly" at any point? Simultaneous · seen in 15% of calls

How to read this NO

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

Transcript-only check Detected in 15% of calls 99.7% repeat consistency

YES Does any executive use the word "team" to refer to company personnel? Simultaneous · seen in 83.6% of calls

How to read this YES

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

Transcript-only check Detected in 83.6% of calls 98.7% repeat consistency

NO Does anyone say "to your point" when answering a question? Simultaneous · seen in 10.3% of calls

How to read this NO

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

Transcript-only check Detected in 10.3% of calls 98% repeat consistency

NO Does any executive say "with that" to transition between speakers or topics? Simultaneous · 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 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

NO Does any analyst identify themselves with a two-part introduction (name and firm)? Simultaneous · seen in 10.2% of calls

How to read this NO

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

Transcript-only check Detected in 10.2% of calls 85.9% repeat consistency

NO Does the word "talent" appear at least once? Simultaneous · seen in 20.8% of calls

How to read this NO

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

Transcript-only check Detected in 20.8% of calls 98% repeat consistency

NO Is the word "capacity" used more often about factories than about people? Supply Chain · seen in 26.2% of calls

How to read this NO

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

Transcript-only check Detected in 26.2% of calls 92.3% repeat consistency

NO Does an executive confess to having too much of something physical somewhere? Supply Chain · seen in 12.2% of calls

How to read this NO

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

Transcript-only check Detected in 12.2% of calls 89.3% repeat consistency

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 SFBS calls. Open a question to read the model's original reasoning.

16 saved explanations · 15 questions

NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — compa Q4 2023 · 2 archived calls

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

NOQ4 2023 · 2024-01-29

We need to evaluate two gates based on the transcript. Gate 1: Is there a positive current development that management presents as going well, and in Q&A, analysts get more concrete operating detail than in prepared remarks? The development should be real and current, with multiple exchanges adding specifics. Looking at the call: Management highlights loan pipeline increase, deposit growth, correspondent banking growth, credit card conversion, Memphis expansion, loan repricing. The Q&A probes loan growth, expenses, margin, deposit costs, credit card income, Memphis. Key positive development: loan pipeline up 50%, loan growth expected, but Q&A mostly repeats prepared remarks. For example, Tom says pipeline doubled, but no new specifics. On Memphis, Tom says team added, but no details beyond prepared. On credit card, Rodney explains vendor billing issue and new issuers, but that's more explanation of weakness. The Q&A on margin and deposit costs is general. There is no clear instance where analysts extract new operational specifics beyond what was said. The prepared remarks already had details on loan repricing, deposit growth, etc. Q&A adds little new. So Gate 1 likely NO. Gate 2: Main positive development engine. If we consider loan growth, it's driven by market conditions and pipeline, but management says they are focusing on loans now. However, the engine is not clearly company-created; it's more about market demand picking up. Also, they mention external factors like rate environment. So likely NO. Thus answer NO.

NOQ1 2016 · 2016-04-18

The user wants me to evaluate two gates based on the earnings call transcript. Gate 1: Is there a positive, current development where Q&A produces more concrete operating detail than prepared remarks? Gate 2: Is the primary engine of that development something the company itself created and controls, rather than external environment? Let me analyze the transcript. The main positive development highlighted is strong loan and deposit growth in Q1 2016. Tom Broughton says "this is the best first quarter loan growth we've ever had" and deposit growth annualized 11%. In the Q&A, analysts ask about: 1. Regions that didn't see growth - Tom says growth was widespread, led by certain regions 2. Margin outlook - Bud says hard to forecast, expects improvement in Q2 3. Reserve levels - Bud discusses provision analysis 4. New regions profitability - Tom discusses Nashville, Charleston, Tampa Bay progress 5. Excess liquidity - Tom and Bud discuss correspondent funding growth 6. Margin stability - Tom discusses deposit costs, loan pricing 7. Expense levels - Bud says relatively consistent 8. Tax rate - Bud says 32.8-33% Now, does the Q&A produce MORE concrete operating detail than the prepared remarks about a positive development? The prepared remarks already covered: loan growth led by Birmingham, Nashville, Charleston, Atlanta, Mobile; deposit growth led by Dothan, Birmingham, Huntsville, Montgomery, Mobile; pipeline up $175 million; net charge-offs low. In Q&A, when analysts probe about the growth, management mostly repeats or gives generalities. For example: - Tyler asks about regions without growth - Tom says "very widespread" without specifics - Kevin asks about new regions - Tom gives some detail about Nashville being in third year, Charleston moving to permanent office, Tampa Bay in temporary office - Kevin asks about excess liquidity - Tom and Bud explain correspondent funding grew $130 million The new regions discussion does add some detail - Nashville is in its third year and becoming profitable, Charleston moved into permanent office 45 days ago, Tampa Bay is in temporary office in Pasco County. But this is somewhat general. The correspondent funding growth of $130 million in Q1 is mentioned in Q&A but not in prepared remarks - that's a new specific detail.

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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 Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if management describes a situation where a proven instance is being copied into additional places with demand already visible. The transcript mentions new markets: Nashville, Charleston, Tampa Bay. They are expanding into new regions. But are they copying a proven instance? They have existing branches/regions that work. They are opening new ones. However, the question asks if they are "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". They mention new markets like Tampa Bay, Charleston, Nashville. They are hiring, moving into offices. But do they convey that demand is already visible at those destinations? They talk about growth in those regions. For example, Nashville is doing extremely well, Charleston is becoming profitable. But are they copying a proven model? They are expanding their branch network. However, the question requires that the proven instance is demonstrably performing, copies are being stood up now, and demand is already identified at the destination. They mention that they are opportunistic in hiring, not forecasting. They don't explicitly say that demand is already waiting. They talk about pipelines but not specific committed demand at new locations. Also, the replication might be routine for a bank expanding branches. The question asks if it's a specific identifiable piece that is being multiplied. They are opening new branches in new markets, but is that a "part of its own business" that is proven? They have existing branches that work. But they are not necessarily copying a specific unit; they are just growing organically. The transcript mentions new markets like Tampa Bay, Charleston, Nashville. They are in the process of setting up. But do they say demand is already visible? They say "they are heading their strive" for Nashville, but that's after being there for years. For Charleston, they just moved into permanent office. For Tampa Bay, they are ramping up expenses. They don't mention that there is unserved demand or committed customers waiting. They talk about pipelines but that's general. Also, the question requires that the replication is large relative to the company. They are adding a few branches, but not necessarily a major multiplication. The essence is a proven unit being copied.

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NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development — broad Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to evaluate the transcript for two gates. Gate 1: positive current development with Q&A adding concrete operating detail beyond prepared remarks. Gate 2: that development rests on broad and granular demand base. Let's analyze the call. The company is ServisFirst Bancshares, a bank. Prepared remarks: Tom Broughton highlights strong loan growth in Q1, best first quarter loan growth ever, deposit growth annualized 11%. Loan growth led by certain regions. Pipeline high. Also mentions credit quality good, no trends. Bud Foshee mentions net interest margin up 1bp, excess liquidity increased, occupancy expenses due to new building, tax rate. In Q&A, analysts ask about various things: regions with no growth, margin outlook, reserve, expenses, new regions, excess liquidity, margin, expense levels, tax rate. The main positive development is loan growth and deposit growth. But does the Q&A add concrete operating detail beyond prepared remarks? Let's see. Prepared remarks already gave loan growth by region, deposit growth by region, pipeline. In Q&A, when asked about regions with no growth, Tom says it was widespread, no specific region. When asked about margin, they talk about excess liquidity, deposit costs, loan pricing. When asked about new regions, Tom gives details about Nashville, Charleston, Tampa Bay profitability and expenses. That is about new regions' progress. But is that a positive current development? Yes, new regions are growing. However, the Q&A about new regions adds specifics: Nashville is in third year, heading to profitability, Charleston losses dropping, Tampa Bay ramping expenses. That is concrete. But is that the main positive development? The main positive is overall loan growth. The Q&A about loan growth doesn't add much beyond prepared remarks. The Q&A about new regions is a sub-topic. Also, the Q&A about excess liquidity and margin doesn't add much operational detail. Gate 1 requires that the Q&A produces more concrete operating detail than prepared remarks for a positive current development. The prepared remarks already gave loan growth numbers and regions. The Q&A about new regions gives more detail about their progress, but that is a specific part. However, the question is whether the Q&A discussion as a whole adds substantially more about the real state of that development. The development is loan growth.

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NO Answers go deeper than the script: questioning keeps surfacing new concrete detail behind a positive development Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if there is a positive current development in the company's business that is probed in Q&A with more concrete operating detail than in prepared remarks. The prepared remarks mention strong loan growth, deposit growth, pipeline, credit quality, etc. In Q&A, analysts ask about loan growth regions, margin, expenses, new regions, etc. The key is whether management adds new specific details about a positive development. For example, loan growth is positive, but Q&A doesn't add much beyond what was said. New regions: Nashville, Charleston, Tampa Bay - management gives some details about their progress, but is that more concrete than prepared remarks? Prepared remarks didn't mention new regions specifically. In Q&A, Tom Broughton discusses Nashville's profitability, Charleston's progress, Tampa Bay's expenses. That is some added detail. However, is it substantial and across multiple exchanges? The question about new regions is one exchange. Also, the margin discussion is mostly about liquidity and not adding much. The credit quality discussion is positive but Q&A doesn't add much. The reserve discussion is about accounting. The expense discussion is about future. The FDIC insurance is a future cost. The most promising is the new regions discussion, but it's brief. Also, the correspondent banking growth is mentioned in Q&A - Bud says they grew funding by $530 million in Q1, which is a specific number not in prepared remarks. That is a positive development (correspondent business growing) and the Q&A adds that specific figure. But is that across multiple exchanges? The analyst asks about excess liquidity and correspondent business, and Bud gives that number. That's one exchange. Also, the prepared remarks didn't mention correspondent growth at all. So that is new. But is it substantial? It's a specific number. However, the question is whether the Q&A produces more concrete operating detail than prepared remarks for a positive development. The correspondent growth is a positive development, and the Q&A adds the $530 million figure. But is that enough? Also, the new regions discussion adds some detail. But overall, the Q&A doesn't seem to have multiple exchanges where management adds fresh specifics. The analysts ask about margin, expenses, etc., and management gives general answers.

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NO The feared thing keeps not happening: management confronts a specific live worry with current evidence running against i Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if there is a specific negative outcome that investors/analysts/market are worried about for this company, and management pushes back with current observed evidence. The transcript is from ServisFirst Bancshares Q1 2016 earnings call. The company is a bank. The call covers loan growth, deposit growth, margin, credit quality, expenses, etc. Analysts ask questions about margin, excess liquidity, expenses, new regions, etc. There is no explicit mention of a specific fear like losing a major customer, competition, etc. The questions are typical: margin outlook, expense levels, reserve levels, new region profitability. Management provides answers with data. One potential worry: excess liquidity and margin compression. Analysts ask about margin outlook and excess liquidity. Management says they expect improvement, but they don't cite specific observed evidence that the feared outcome (margin compression) is not materializing. They say they have been consistent, but that's not a specific counter-evidence. Another worry: credit quality? They mention no trends, but that's reassurance. Another worry: new regions profitability? They say Nashville is profitable, Charleston will become more profitable, etc. That's observed evidence? They say Nashville is heading toward profitability, but not specific numbers. The question asks for a specific negative outcome that analysts are worried about. The analysts probe about margin, expenses, reserve. But is there a named fear? For example, "that demand will fall off after an unusually strong stretch" - they had strong loan growth in Q1, but no one fears it will reverse? Actually, they mention pipeline is high. No fear. Management mentions "we don't see any credit trends" but that's not a specific fear. The transcript shows analysts asking about margin, excess liquidity, expenses. Management responds with explanations. But is there a specific fear that is live? Possibly the fear that excess liquidity will compress margin, but management says it will improve, but they don't cite observed evidence that it's already improving. They say "we expect improvements" - that's a forecast. Also, the fear about FDIC insurance increase? That's a future regulatory cost, but management says they will do things to mitigate, but not observed evidence.

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NO Demand has broadened across independent fronts: growth is now coming from several distinct, currently-producing sources Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

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, with newer fronts still having most contribution ahead. From transcript: Tom Broughton discusses loan growth spread throughout footprint, led by Birmingham, Nashville, Charleston, Atlanta, Mobil. Deposit growth led by Dothan, Birmingham, Huntsville, Montgomery, Mobil. That's geographic diversity. Also mentions loan types: C&I 31%, owner occupied commercial 31%, consumer negative. So multiple geographies and loan types. But is that "several distinct, independent sources"? They are all loans and deposits, but different regions. However, the question asks for genuinely different engines such as different products, customer types, end markets, geographies, channels, ways of earning. Geographies count. But is management conveying that this breadth is recent or building? He says "typically in the first quarter we have minimal loan growth and zero or negative deposit growth typically. Last year in 2015 in the first quarter we had some nice loan growth and we actually surpassed that this year, so this is the best first quarter loan growth we've ever had and as well our deposit growth was annualized 11% in the first quarter." That indicates this quarter is unusually strong across many regions. But does he say that the company was until recently narrower? He doesn't explicitly say that. He says growth was widespread. He also mentions new markets: Nashville, Charleston, Tampa Bay. He discusses those new regions and their progress. For example, Nashville is in third year, becoming profitable. Charleston moving to permanent office, will become more profitable, maybe breakeven this year. Tampa Bay just ramped up expenses. So he is describing multiple geographic engines at different stages. But are they "genuinely different in kind"? They are all banking services in different geographies. That could count as different geographies. However, the question emphasizes "at least three genuinely different engines such as different products or offerings, different customer types or end markets, different geographies or channels, or different ways of earning". So geographies count.

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NO Escape velocity out of a small base: management describes the business compounding at a rate its own size cannot absorb Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if management describes the company as being at a point where the rate of accumulation is the dominant fact, with repeated multiples and a sense of being small relative to what's happening. Let's analyze the transcript. Key points from Tom Broughton's opening: "this is the best first quarter loan growth we've ever had" and "our deposit growth was annualized 11% in the first quarter". That's strong growth but not necessarily multiples. He mentions loan growth led by various regions. Pipeline at end of March surpassed half point of last year, above last September, up $175 million from year end. That's about pipeline, not banked activity. Bud Foshee mentions over-accrual of incentives, net interest margin up 1bp, excess liquidity up $22M, credit quality good, occupancy expense due to new building, tax rate 32.8%. Tom Broughton later: "we got a little lucky with lack of charge-offs" and discusses credit trends, no energy exposure, etc. No mention of multiples like "doubled" or "tripled" in terms of actual banked activity. The growth is described as record, strong, but not as multiples of recent past. The pipeline is described as high but that's not banked. There's no sense of "we are still small relative to what's happening" or "we keep having to describe ourselves in terms of multiples". The call is a conventional results discussion. Thus answer NO.

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NO Identified near-term contributors not yet in the reported numbers Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

The question is about whether management points to specific, identified sources of additional business that are already secured or in motion but have contributed little or nothing to the results just ...NO The transcript describes new markets (Nashville, Charleston, Tampa Bay) that are ramping and becoming profitable, but these are not framed as "additional business already secured or in motion" with "little or nothing" contributed so far. Instead, they are presented as ongoing operations in new regions that have already started contributing (e.g., Nashville "heading their stride," Charleston "losses will start dropping every month this year," Tampa "just ramped up expenses"). Pipeline talk is explicitly dismissed as not predictive.

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NO New leadership already changing what the company does, with early results showing Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if the company is being led by leadership that is relatively new to its role (CEO or equivalent) within roughly the last year, and whether that leadership describes concrete changes already made with early real results. From the transcript: The call is led by Tom Broughton, CEO, and Bud Foshee, CFO. There is no indication that Tom Broughton is new to the role. He speaks as if he has been there for a while, referencing past quarters and typical patterns. No mention of a recent leadership change. Also, no mention of new leadership making changes. The transcript is about quarterly results, loan growth, deposits, margin, etc. No discussion of new CEO or operational changes. So answer NO.

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NO First tranche delivered, larger tranches en route: the same engine that just produced has visibly more already scheduled Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if management describes one identifiable engine of new business with both a first tranche landed and larger tranches in motion. The transcript discusses loan growth, deposit growth, new markets, correspondent banking. But no specific contract, program, product, facility, customer relationship, market, or expansion with concrete first delivery and larger continuation. They mention new regions like Nashville, Charleston, Tampa Bay, but no specific engine with first tranche landed and larger tranches committed. They talk about pipeline but that's not concrete. They mention correspondent funding growth but that's not a specific engine. No clear answer. So NO.

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NO Stale terms, scheduled reset: the existing book is priced for a world that has moved on Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if management describes a meaningful portion of existing business being carried at below-market terms that will reset on a known schedule, improving economics without needing new customers. The transcript discusses loan growth, deposit growth, margin, etc. There is no mention of existing contracts, leases, or repricing of existing book at higher rates. The margin discussion is about excess liquidity, deposit costs, loan pricing. No mention of repricing of existing loans or deposits. The only mention of "repricing" is not present. The discussion is about new loan growth and deposit growth. No existing book resetting. Thus answer NO.

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NO Demand off the charts — scarcity amplification screen Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to evaluate the transcript. The question asks about demand being off the charts and whether numbers support that claim. The transcript is about a bank, ServisFirst Bancshares. They discuss loan growth, deposit growth, etc. They mention record first quarter loan growth, but not "off the charts" demand. They talk about pipeline being high. But the claim of demand being off the charts is not explicitly stated. Also, the second gate asks about scarcity amplification. The transcript does not mention any scarcity conditions. The bank's growth is attributed to their own efforts, new markets, etc. So both gates likely fail. The answer should be NO.

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NO Customers eating the friction: buyers are visibly absorbing cost, delay, or inconvenience to keep this specific company Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if management describes customers currently putting up with real cost, delay, or inconvenience in order to keep doing business with this company specifically. The transcript discusses loan growth, deposit growth, pipeline, credit quality, etc. There is no mention of customers enduring friction, delays, absorbing costs, or any such behavior. Management talks about strong growth and pipeline, but no specific friction. No mention of customers waiting, accepting terms, or declining alternatives. So answer NO.

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NO Small reported base, oversized already-contracted forward commitments Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

We need to determine if management describes future business that counterparties have already committed to, large relative to current business, with conversion within a year. The transcript discusses loan growth, pipelines, but no specific committed contracts or orders. Management mentions pipeline but cautions it's not a good predictor. No mention of signed contracts or committed volumes. So 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, Q1 2016 · archived research check

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

NOQ1 2016 · 2016-04-18

我们只需要根据转录内容判断管理层是否传达了“需求排队等待处理”的状态。转录中，Tom Broughton提到贷款增长强劲，管道（pipeline）高于去年，但他说“pipeline不是未来贷款增长的准确预测器”，只是偏好高管道。没有提到需求超过处理能力，也没有提到排队、等待、积压等。管理层讨论的是增长、贷款和存款增长，以及新市场，但都是关于吸引和赢得业务，而不是处理积压。因此答案是NO。

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Past calls

SFBS call history

Open a quarter only when you want its detailed evidence.

B+ Q3 2025 · Strong call · 2025-10-21Management raised guidance against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: raisedDemand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: growing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubtsDirection beats results

Candor 7/9

Specificity 8/9

Evasion 2/9

Confidence 7/9

Uncertainty 3/9

Promotion 4/9

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?

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?

YES Do current results look bad while the direction looks better?

NO Are deferred revenue or customer prepayments growing?

YES Is consolidation happening among their peers?

NO Is a founder still running the company?

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

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 Q2 2025 · Exceptional call · 2025-07-22Management held guidance steady against steady demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: maintainedDemand: stableMargins: expandingBacklog: stablePricing: raisingHeadcount: growing✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubtsDirection beats results

Candor 8/9

Specificity 8/9

Evasion 2/9

Confidence 7/9

Uncertainty 4/9

Promotion 3/9

Stress 1/9

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?

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?

NO 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?

YES Is pricing recovering from a depressed level?

YES Do current results look bad while the direction looks better?

NO Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

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

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

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

B Q1 2025 · Solid call · 2025-04-21Management held guidance steady against steady demand. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: maintainedDemand: stableMargins: stableBacklog: growingPricing: under pressureHeadcount: growing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts

Candor 7/9

Specificity 8/9

Evasion 2/9

Confidence 7/9

Uncertainty 3/9

Promotion 4/9

Stress 1/9

Complexity 5/9

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?

NO Are deferred revenue or customer prepayments growing?

YES Is consolidation happening among their peers?

NO Is a founder still running the company?

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

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 Q4 2024 · Exceptional call · 2025-01-27Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: maintainedDemand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: growing✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubtsFounder-led

Candor 8/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 4/9

Promotion 4/9

Stress 1/9

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?

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?

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?

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?

B+ Q3 2024 · Strong call · 2024-10-21Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: maintainedDemand: mixedMargins: expandingBacklog: growingPricing: stableHeadcount: growing⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Volume step-up aheadFounder-led

Candor 8/9

Specificity 8/9

Evasion 2/9

Confidence 7/9

Uncertainty 4/9

Promotion 4/9

Stress 1/9

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?

YES Is volume about to step up rather than grow gradually?

NO Are high fixed costs currently underutilised?

NO Is pricing recovering from a depressed level?

YES Do current results look bad while the direction looks better?

NO Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

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 Q2 2024 · Exceptional call · 2024-07-15Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics, relaxed under questioning.

Guidance: raisedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableHeadcount: growingCapex: increasing✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts

Candor 8/9

Specificity 8/9

Evasion 2/9

Confidence 8/9

Uncertainty 3/9

Promotion 3/9

Stress 1/9

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?

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?

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?

YES Is pricing recovering from a depressed level?

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

NO Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

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

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

NO Does the CFO speak more than the CEO?

NO Does the call read rehearsed rather than lived?

A Q1 2024 · Exceptional call · 2024-04-22Management held guidance steady against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: acceleratingMargins: expandingBacklog: growingPricing: stableHeadcount: growing✓ Clean call✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts⚑ Reads rehearsedCFO dominates

Candor 8/9

Specificity 8/9

Evasion 1/9

Confidence 8/9

Uncertainty 3/9

Promotion 3/9

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?

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?

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?

YES Is pricing recovering from a depressed level?

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

NO Are deferred revenue or customer prepayments growing?

NO Is consolidation happening among their peers?

NO Is a founder still running the company?

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

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

YES Does the CFO speak more than the CEO?

YES Does the call read rehearsed rather than lived?

View 33 earlier calls

Call	Date	Grade	Guidance	Demand	Margins	Candor	Evasion
Q4 2023	2024-01-29	A	raised	accelerating	expanding	7/9	2/9
Q3 2023	2023-10-16	A	maintained	accelerating	stable	8/9	2/9
Q2 2023	2023-07-20	A	maintained	stable	contracting	8/9	2/9
Q1 2023	2023-04-17	A	maintained	mixed	contracting	8/9	2/9
Q4 2022	2023-01-23	C	maintained	slowing	contracting	6/9	4/9
Q3 2022	2022-10-17	B+	maintained	slowing	expanding	8/9	2/9
Q2 2022	2022-07-18	A	maintained	accelerating	expanding	8/9	2/9
Q1 2022	2022-04-18	A	maintained	accelerating	expanding	8/9	2/9
Q4 2021	2022-01-24	A	maintained	accelerating	contracting	7/9	2/9
Q3 2021	2021-10-18	A	none	accelerating	contracting	8/9	2/9
Q2 2021	2021-07-19	B+	maintained	accelerating	contracting	8/9	1/9
Q1 2021	2021-04-19	A	maintained	accelerating	contracting	8/9	2/9
Q4 2020	2021-01-25	A	none	mixed	expanding	7/9	2/9
Q3 2020	2020-10-19	A	maintained	accelerating	contracting	8/9	2/9
Q2 2020	2020-07-20	A	none	mixed	contracting	8/9	2/9
Q1 2020	2020-04-21	A	maintained	stable	expanding	8/9	1/9
Q4 2019	2020-01-21	C+	maintained	accelerating	expanding	7/9	2/9
Q3 2019	2019-10-21	C+	maintained	stable	contracting	8/9	2/9
Q2 2019	2019-07-15	C+	maintained	accelerating	contracting	7/9	3/9
Q1 2019	2019-04-15	B	maintained	accelerating	contracting	8/9	2/9
Q4 2018	2019-01-22	B+	maintained	stable	contracting	8/9	1/9
Q3 2018	2018-10-17	B+	maintained	stable	contracting	7/9	2/9
Q2 2018	2018-07-19	A	maintained	accelerating	stable	8/9	1/9
Q1 2018	2018-04-16	B+	none	mixed	expanding	7/9	2/9
Q4 2017	2018-01-22	A	maintained	stable	contracting	7/9	2/9
Q3 2017	2017-10-16	A	none	accelerating	stable	7/9	2/9
Q2 2017	2017-07-17	A	none	accelerating	expanding	8/9	1/9
Q1 2017	2017-04-17	A	raised	accelerating	expanding	7/9	2/9
Q4 2016	2017-01-30	A	none	accelerating	contracting	8/9	2/9
Q3 2016	2016-10-17	A	maintained	stable	contracting	8/9	2/9
Q2 2016	2016-07-18	A	none	stable	contracting	8/9	1/9
Q1 2016	2016-04-18	B+	maintained	accelerating	stable	7/9	3/9
Q4 2015	2016-01-26	B+	maintained	accelerating	contracting	8/9	2/9

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