Home / Themes / Data Owners '25: Enterprise Workflow Data
Data Owners '25: Enterprise Workflow Data (view performance)
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Bull / Bear Details has the investment thesis and bull/bear points. Overview is monitoring guidance (hiring, forums, second-order trends, search keywords, Google Trends, datasets).
Bull / Bear DetailsThe 'Data Owners '25: Enterprise Workflow Data' theme is bullish, driven by accelerating enterprise adoption and monetization of AI-native capabilities across c
Thesis
The 'Data Owners '25: Enterprise Workflow Data' theme is bullish, driven by accelerating enterprise adoption and monetization of AI-native capabilities across core business processes. Deep data ownership fosters efficiency and consolidation. Key risks include high AI infrastructure CapEx, AI innovation outpacing customer adoption, and intense competitive bundling.
Bull case
Accelerating enterprise adoption and monetization of AI-native capabilities across diverse workflows. Constituents are reporting strong uptake of AI-driven features (e.g., Agentforce, Copilot, IAM, Snowflake Intelligence, Cortex Code), leading to new bookings, increased usage, and premium SKU adoption, validating the value proposition of embedded AI.
Deep ownership of proprietary, mission-critical workflow data provides a strong, defensible moat. Companies in this theme control vast datasets across CRM, ERP, HCM, IT, creative, and legal functions, enabling the development of highly specialized and effective AI models (e.g., DocuSign's Iris engine leveraging 200M+ agreements) that drive superior performance and cost efficiency.
The overarching enterprise drive for efficiency, automation, and vendor consolidation favors integrated workflow platforms. AI-enhanced offerings enable significant productivity gains and cost savings, leading to larger deal sizes, improved net retention, and the displacement of legacy point solutions, as seen in Datadog's consolidation wins and Workiva's growing large contracts.
Bear case
High capital intensity and potential margin pressure from the rapid build-out of AI infrastructure. Hyperscalers and data platforms are investing massively in GPUs and data centers, leading to increased CapEx and, in some cases, temporary gross margin compression (e.g., Oracle, Microsoft), raising concerns about the near-term return on these substantial investments.
The pace of AI innovation may outstrip customer adoption and readiness, leading to slower-than-expected monetization. Enterprises may struggle with the implementation, integration, and full value realization of new AI features, potentially resulting in 'agentic overhead' or 'sticker shock' from consumption-based AI pricing, tempering market enthusiasm despite technological advancements.
Intense competitive pressure from hyperscalers bundling AI and data tools, alongside emerging open-source solutions. The market for enterprise workflow data and AI is highly contested, potentially leading to pricing pressure, commoditization of certain features, and challenges for specialized players to maintain differentiation against larger, integrated platforms.
Overview
No data for this section.
Key Metrics
| Metric | Cadence | What It Signals | Update Source |
|---|---|---|---|
| Enterprise Workflow SaaS Revenue Growth | Quarterly/Annually | Accelerating growth indicates strong enterprise adoption of cloud-based workflow data solutions, supporting a bullish view. Deceleration may signal market saturation or competitive pressures. | LLM_Approved |
| Enterprise AI Workflow Augmentation Rate | Annually/Semi-annually | Increasing percentage signals successful integration and monetization of AI within enterprise workflows, driving efficiency and value. Stagnation could indicate challenges in AI implementation or ROI. | LLM_Approved |
| Enterprise Workflow Platform Net Revenue Retention (NRR) | Quarterly | Consistently high NRR (>110%) signals strong customer satisfaction, upsell, and platform stickiness, indicating durable revenue growth. Declining NRR suggests churn or spend optimization. | LLM_Approved |
Upcoming Catalysts
| Catalyst | Estimated Timing | Estimated Date Start | Estimated Date End | Why It Matters | Ticker Or Theme Specific | Source Types | Contributing Tickers | Mention Count | Base Score | Source Weight | Specificity Weight | Macro Bridge | Macro Bridge Multiplier | Theme Score | Date Aggregated | Manual Override | Bridge Mention Count | Theme Base Score | Theme Importance Score | Catalyst Source | Catalyst ID | Transcript Date | Source Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DocuSign's Q2 FY27 earnings report will provide further insights into the adoption and monetization of its AI-native Intelligent Agreement Management (IAM) platform, which represented 12.6% of ARR in Q1 FY27. | September 2026 | 2026-09-01 | 2026-09-30 | Continued strong growth and positive commentary on IAM adoption will validate DocuSign's strategic shift towards an AI-driven agreement platform, demonstrating its ability to transform contract data into automatable enterprise workflows and drive future revenue growth. | Ticker | theme_composer | DOCU | 1 | 0.0001 | 1.18 | 1.05 | 1.0 | 0.0169 | 2026-06-23 | False | 1 | 0.0015 | 0.1915 | Theme composer | ||||
| Appointment of Adobe's next permanent CEO. | Our goal is to have Adobe's next CEO in place. To put their stamp on planning for fiscal 27 and beyond. | 2026-09-01 | 2026-11-30 | This is a significant leadership transition that will shape Adobe's strategic direction for fiscal year 2027 and beyond. A strong appointment could boost investor confidence and ensure continuity in execution. | Ticker | ADBE (ticker) | ADBE_e0330604 | 2026-06-11 | earnings_transcript | ||||||||||||||
| Initial phase of compliance and market adaptation to the Colorado Artificial Intelligence Act (SB24-205). | effective on July 1, 2026 | 2026-07-01 | 2026-10-01 | This state-level AI legislation sets a precedent for US domestic AI regulation, requiring companies to adapt their agentic systems for compliance and influencing areas like data privacy and ethical AI development. | Theme | ADBE (ticker) | ADBE_7037521c | 2026-06-11 | earnings_transcript | ||||||||||||||
| Salesforce's Dreamforce event, including Investor Day and major product announcements. | next month | 2026-09-01 | 2026-09-30 | Dreamforce is a major platform for showcasing new products, strategies, and financial frameworks, generating customer and investor excitement and providing updates on key AI initiatives. | Ticker | CRM (ticker) | CRM_17f82e04 | 2026-08-26 | earnings_transcript | ||||||||||||||
| General Availability (GA) launch of Claudeforce, a new product combining Anthropic's AI with Salesforce's CRM. | in September to everyone at Dreamforce | 2026-09-01 | 2026-09-30 | This launch is expected to unlock significant value and drive new demand, especially for premium editions, impacting revenue and competitive position in the AI-driven CRM market. | Ticker | CRM (ticker) | CRM_b18913f5 | 2026-08-26 | earnings_transcript | ||||||||||||||
| Completion of the Contentful and Fin acquisitions. | in the coming weeks | 2026-08-26 | 2026-09-30 | These acquisitions are expected to contribute $200 million to FY 2027 revenue guidance, indicating a direct financial impact and strategic expansion of Salesforce's offerings. | Ticker | CRM (ticker) | CRM_2aa0aa5a | 2026-08-26 | earnings_transcript | ||||||||||||||
| The full rollout and widespread adoption of Agentforce Coworker, making autonomous agents built into all Salesforce applications available to all customers. | as we get Agentforce Coworker live for all of our customers | 2026-07-01 | 2026-09-30 | This product is expected to significantly enhance Salesforce applications, driving increased token usage, customer adoption, and potential upsell opportunities, impacting revenue and product stickiness. | Ticker | CRM (ticker) | CRM_535edcb8 | 2026-05-27 | earnings_transcript | ||||||||||||||
| Successful development and implementation of monetization strategies for the Headless 360 platform, expanding Salesforce's addressable market. | next leg of our path to FY '30 | 2026-04-01 | 2030-01-31 | This strategy aims to drive new revenue streams by allowing customers to access Salesforce capabilities through any interface. Successful monetization will positively impact long-term growth and valuation. | Ticker | CRM (ticker) | CRM_9849145f | 2026-05-27 | earnings_transcript | ||||||||||||||
| Salesforce achieving organic revenue reacceleration as guided for the second half of fiscal year 2027. | second half of FY '27 | 2026-08-01 | 2027-01-31 | This is a critical management guidance metric. Achieving reacceleration would validate their strategy and execution, positively impacting revenue growth and investor sentiment. | Ticker | CRM (ticker) | CRM_0574a23d | 2026-05-27 | earnings_transcript | ||||||||||||||
| DocuSign's MCP (Multi-Cloud Platform) server will go to General Availability (GA), making DocuSign available as the agreement layer to every agent. | at the end of this month | 2026-09-01 | 2026-09-30 | This expands DocuSign's ecosystem reach and integration capabilities with various AI agents and platforms, potentially accelerating IAM adoption and strengthening its competitive position in the 'Agentic Utilities' theme. | Ticker | DOCU (ticker) | DOCU_946a73dc | 2026-09-03 | earnings_transcript | ||||||||||||||
| DocuSign expects accelerating Annual Recurring Revenue (ARR) growth in fiscal year 2027 (8.25%-8.75% Y/Y to over $3.5B), with Intelligent Agreement Management (IAM) representing approximately 18% of total ARR (over $600M) by year-end. | accelerating growth in fiscal 2027 compared to the prior year as our efforts to transform Docusign deliver meaningful results. We continue to expect that our year-over-year growth rate range will be 8.25% to 8.75% or an 8.5% year-over-year increase to over $3.5 billion at the midpoint at the end of Q4 of fiscal 2027. We continue to expect IAM to represent approximately 18% of our total ARR at the end of Q4 of fiscal 2027, driving IAM to over $600 million in ARR by the end of this year. | 2026-02-01 | 2027-01-31 | This is a core financial target and key indicator of the success of DocuSign's transformation and IAM strategy. Achieving these targets would validate the investment thesis and signal continued growth, while falling short would be bearish. | Ticker | DOCU (ticker) | DOCU_7ffe5e0a | 2026-06-04 | earnings_transcript | ||||||||||||||
| DocuSign expects non-GAAP operating margin to reach 30.5% to 31.0% and non-GAAP gross margin to range between 81.5% to 82.0% for fiscal year 2027. | non-GAAP operating margin to reach 29.7% to 30.2% for Q2 and 30.5% to 31.0% for fiscal 2027, an increase of 0.5% at the midpoint versus prior guidance. We expect non-GAAP gross margin to be between 81.5% to 81.7% for Q2, and continue to expect to range between 81.5% to 82.0% for fiscal 2027. | 2026-02-01 | 2027-01-31 | These are key indicators of profitability and operational efficiency. Achieving or exceeding these targets would be bullish, while falling short could negatively impact investor sentiment and valuation. | Ticker | DOCU (ticker) | DOCU_20f9f04b | 2026-06-04 | earnings_transcript | ||||||||||||||
| DocuSign's achievement of its full fiscal year 2027 non-GAAP gross margin guidance of 81.5% to 82.0% and non-GAAP operating margin guidance of 30.0% to 30.5%. | for fiscal 2027 | 2026-02-01 | 2027-01-31 | Achieving these profitability targets demonstrates effective cost management and operational efficiency, which are key drivers of shareholder value and investor sentiment. | Ticker | DOCU (ticker) | DOCU_2f6f34e9 | 2026-03-17 | earnings_transcript | ||||||||||||||
| DocuSign expects non-GAAP fully diluted weighted average shares outstanding to be 190 million to 195 million for fiscal year 2027, driven by buyback activity offsetting dilution. | We expect non-GAAP fully diluted weighted average shares outstanding of 190 million to 195 million for fiscal 2027, a meaningful reduction from the prior year, as we expect that our buyback activity will be an important driver to more than offsetting dilution. | 2026-02-01 | 2027-01-31 | A reduction in share count can boost EPS and signals disciplined capital allocation. Achieving this target would be bullish for EPS and shareholder returns, while failure to offset dilution would be bearish. | Ticker | DOCU (ticker) | DOCU_5af8f566 | 2026-06-04 | earnings_transcript | ||||||||||||||
| DocuSign's share buyback activity successfully reducing non-GAAP fully diluted weighted average shares outstanding to the guided range of 190 million to 195 million for fiscal 2027. | for fiscal 2027 | 2026-02-01 | 2027-01-31 | A reduction in share count due to buybacks can boost EPS and signal management's confidence in the company's valuation, positively impacting investor sentiment. | Ticker | DOCU (ticker) | DOCU_6d2490d2 | 2026-03-17 | earnings_transcript | ||||||||||||||
| DocuSign expects total revenue to be $3.490 billion to $3.502 billion for fiscal year 2027, representing a 9% year-over-year increase at the midpoint. | For revenue, we expect $3.490 billion to $3.502 billion for fiscal 2027 or a 9% year-over-year increase at the midpoint. | 2026-02-01 | 2027-01-31 | This is a key top-line financial target. Achieving or exceeding this guidance would validate the company's growth strategy, while falling short could negatively impact investor sentiment. | Ticker | DOCU (ticker) | DOCU_85270058 | 2026-06-04 | earnings_transcript | ||||||||||||||
| DocuSign expects to complete the bulk of its cloud migration investment in fiscal year 2027. | full year gross margins to decline slightly year-over-year in fiscal 2027 as we continue and ultimately complete the bulk of our cloud migration investment. | 2026-02-01 | 2027-01-31 | This is a significant operational milestone. While it is expected to cause a slight decline in full-year gross margins in FY27, its completion should improve efficiency and scalability long-term. Bullish if completed on time and within budget, bearish if delayed or costs exceed expectations. | Ticker | DOCU (ticker) | DOCU_53d13d38 | 2026-06-04 | earnings_transcript | ||||||||||||||
| Launch of a 'super app' integrating all Copilot experiences (chat, Cowork, Autopilots, Code) across consumer and commercial. | this quarter | 2026-07-01 | 2026-09-30 | This product innovation aims to increase Copilot's utility and adoption, potentially expanding its total addressable market and driving further monetization through per-seat and usage-based models. | Ticker | MSFT (ticker) | MSFT_472a7dad | 2026-07-29 | earnings_transcript | ||||||||||||||
| General Availability (GA) launch of a new AI-native conversational service desk experience product, which is the first of many net new AI native products. | very shortly, soon will be GA, in the weeks to come | 2026-07-23 | 2026-10-23 | This new product-led motion expands ServiceNow's total addressable market (TAM) to the Fortune 500,000, potentially driving significant new customer acquisition and revenue growth from AI-native offerings. | Ticker | NOW (ticker) | NOW_37f03749 | 2026-07-22 | earnings_transcript | ||||||||||||||
| Achievement of ServiceNow's Q3 2026 financial guidance, including subscription revenues between $3.975 billion and $3.980 billion, and 20% constant currency CRPO growth. | For Q3 | 2026-07-01 | 2026-09-30 | Meeting these short-term financial targets would signal continued strong execution and demand for ServiceNow's offerings, providing positive momentum and validating management's outlook. | Ticker | NOW (ticker) | NOW_45fcb136 | 2026-07-22 | earnings_transcript | ||||||||||||||
| Workiva will share more information at its 2026 Investor Day. | 2026 Investor Day in September | 2026-09-01 | 2026-09-30 | Investor Day typically provides updates on strategic direction, financial targets, and product roadmap, which can significantly influence investor sentiment and long-term valuation. | Ticker | WK (ticker) | WK_db467f52 | 2026-08-04 | earnings_transcript | ||||||||||||||
| Completion of Snowflake's intended acquisition of Natoma. | intended acquisition of Natoma | 2026-06-01 | 2026-09-30 | This acquisition is expected to extend Snowflake's agentic control plane into everyday applications, enhancing AI governance and potentially driving new growth opportunities and customer adoption, impacting product capabilities and competitive positioning. | Ticker | SNOW (ticker) | SNOW_02751c2d | 2026-05-27 | earnings_transcript | ||||||||||||||
| Successful implementation and adoption of AI cost governance features (e.g., cost limits, token restrictions) for Snowflake Intelligence and Cortex Code. | we are creating the controls that one needs in order to keep costs manageable as things continue expanding. | 2026-05-01 | 2027-01-31 | Effective cost controls are crucial to mitigate 'sticker shock' and encourage broader enterprise adoption of AI products, directly influencing customer spending, retention, and ultimately, Snowflake's revenue and investor sentiment. | Ticker | SNOW (ticker) | SNOW_9276e08c | 2026-05-27 | earnings_transcript | ||||||||||||||
| Workiva will showcase new product innovations, including native AI capabilities, at its Amplify 2026 conference. | September 14–16, 2026 | 2026-09-14 | 2026-09-16 | This event is crucial for demonstrating Workiva's continued innovation, particularly in AI, which can drive customer adoption of advanced tiers and reinforce its competitive differentiation in a high-stakes reporting environment. | Ticker | WK (ticker) | WK_d6842b59 | 2026-08-04 | earnings_transcript | ||||||||||||||
| Key industry conferences such as Salesforce Dreamforce (September 2026), Gartner IT Symposium/Xpo (October 2026), Oracle CloudWorld (October 2026), and Microsoft Ignite (November 2026) will feature significant product announcements, strategic updates, and customer success stories related to AI-driven enterprise workflow data solutions. | September - November 2026 | 2026-09-15 | 2026-09-17 | These events serve as critical platforms for major data owners to unveil their latest innovations in AI, cloud, and workflow automation, directly influencing enterprise adoption trends and competitive dynamics across the theme. Announcements from these conferences will provide insights into the future direction of enterprise workflow data management and monetization. | Theme | theme_composer | CRM, MSFT, ORCL, NOW, SAP, WDAY, ADBE, ADSK, HUBS, PLTR, TEAM, DDOG, SNOW, DOCU, MNDY, PATH, WK, ZM, ASAN, BOX | 20 | 9.9196 | 1.18 | 1.0 | Conference/Council | 1.2 | 1404.6124 | 2026-06-23 | False | 1 | 4.8001 | 679.7002 | Theme composer | |||
| HubSpot's Annual Analyst Day at Unbound will take place in Boston. | September 17 | 2026-09-17 | 2026-09-17 | This event is expected to provide further details on HubSpot's strategic direction, AI roadmap, and financial outlook, which could influence investor sentiment and future growth expectations. | Ticker | HUBS (ticker) | HUBS_28765997 | 2026-08-05 | earnings_transcript | ||||||||||||||
| UiPath Investor Day and FUSION annual user conference in Las Vegas. | next month | 2026-09-22 | 2026-09-25 | Management will share their long-term strategy and product roadmap, which is crucial for understanding future growth drivers and competitive positioning, and could significantly impact investor sentiment. | Ticker | PATH (ticker) | PATH_1f4d6129 | 2026-09-03 | earnings_transcript | ||||||||||||||
| Achievement of ServiceNow's updated 2026 AI Annual Contract Value (ACV) target of $1.5 billion, tracking ahead of the initial target. | by the end of 2026 | 2026-10-01 | 2026-12-31 | Exceeding this raised target would signal strong adoption and successful monetization of ServiceNow's AI offerings, reinforcing the bullish investment case for its AI-native platform. | Ticker | NOW (ticker) | NOW_330b8d99 | 2026-07-22 | earnings_transcript | ||||||||||||||
| Completion of headcount rationalization post-acquisitions (Moveworks, Vesa, Armis) to pre-acquisition levels. | complete this cycle of 2026 and start 2027 | 2026-10-01 | 2026-12-31 | This indicates successful integration and cost discipline, expected to drive operating and free cash flow margin expansion, reinforcing the company's financial strength and commitment to the 'Rule of 60' target. | Ticker | NOW (ticker) | NOW_e6ce8e31 | 2026-07-22 | earnings_transcript | ||||||||||||||
| Atlassian's Team '26 Europe conference in Amsterdam. Management indicated that further improvements related to the Teamwork Graph and AI will be showcased. | October | 2026-10-06 | 2026-10-08 | This event is expected to reveal new product innovations and enhancements, particularly around AI and the Teamwork Graph, which are key drivers for customer adoption, expansion, and monetization of Atlassian's platform. | Ticker | TEAM (ticker) | TEAM_bd76166d | 2026-08-06 | earnings_transcript | ||||||||||||||
| Workday's annual customer conference, Workday Rising, will feature major innovation announcements, live demos, and customer testimonials. The Financial Analyst Day will also be held during this period. | October 12-15 | 2026-10-12 | 2026-10-15 | This event is a key platform for Workday to showcase its latest AI innovations and strategy, which could drive investor sentiment and provide deeper insights into future financial performance. | Ticker | WDAY (ticker) | WDAY_f2ea061f | 2026-08-27 | earnings_transcript | ||||||||||||||
| Sana's conversational AI experience will become the default home screen for Workday. | By Workday Rising in October | 2026-10-12 | 2026-10-15 | This represents a significant shift in user experience, deeply embedding AI into the core Workday platform, which is expected to accelerate AI adoption and monetization. | Ticker | WDAY (ticker) | WDAY_a2aca885 | 2026-08-27 | earnings_transcript | ||||||||||||||
| Oracle's Investor Day event scheduled for October 28, 2026, where the company is expected to provide updates on its strategy, financial outlook, and progress in its AI and cloud businesses. | October 28 in Las Vegas | 2026-10-28 | 2026-10-28 | This event offers a critical platform for Oracle to articulate its long-term vision and provide new insights that could significantly influence investor sentiment, valuation, and understanding of its strategic direction. | Ticker | ORCL (ticker) | ORCL_6daefdbb | 2026-06-10 | earnings_transcript | ||||||||||||||
| Oracle's anticipated acceleration in total revenues and non-GAAP EPS during the second half of fiscal year 2027, driven by bringing more data center capacity online to meet customer demand. | accelerate in the second half of the year as we bring further megawatts online at our data centers | 2026-12-01 | 2027-05-31 | Achieving this acceleration is crucial for Oracle to demonstrate effective conversion of its substantial Remaining Performance Obligations (RPO) into recognized revenue and earnings, validating its AI infrastructure investments and boosting investor confidence. | Ticker | ORCL (ticker) | ORCL_1633ca57 | 2026-06-10 | earnings_transcript | ||||||||||||||
| Key deadline for existing generative AI systems to comply with the EU AI Act's transparency obligations and enforcement powers. | December 2, 2026 | 2026-12-02 | 2026-12-02 | This regulatory deadline will drive increased demand for AI governance, compliance, and ethical AI development, directly benefiting Workiva's GRC solutions and its AI capabilities built for auditability and traceability. | Theme | WK (ticker) | WK_f2422e4e | 2026-08-04 | earnings_transcript | ||||||||||||||
| Intelligent Agreement Management (IAM) Annual Recurring Revenue (ARR) is expected to represent between 18% and 19% of total ARR. | exiting Q4 of fiscal 2027 | 2027-01-01 | 2027-01-31 | This milestone is a key indicator of the success and accelerating adoption of DocuSign's core IAM platform strategy, directly impacting its growth trajectory and validating the investment thesis. | Ticker | DOCU (ticker) | DOCU_e493b30d | 2026-09-03 | earnings_transcript | ||||||||||||||
| DocuSign's IAM platform reaching approximately 18% of total ARR, or over $600 million, by the end of fiscal 2027. | at the end of Q4 fiscal 2027 | 2027-01-31 | 2027-01-31 | This milestone indicates the successful adoption and monetization of the IAM platform, which is a key growth driver and directly aligns with the 'BS Jobs '26' theme by automating white-collar tasks and the 'Agentic Utilities '26' theme by providing essential services for AI agents. Achieving this target would validate the company's strategic shift and could positively impact investor sentiment. | Ticker | DOCU (ticker) | DOCU_b1e39db0 | 2026-03-17 | earnings_transcript | ||||||||||||||
| DocuSign's achievement of its fiscal 2027 ARR growth guidance of 8.25% to 8.75%, reaching $3.551 billion at the midpoint. | at the end of Q4 of fiscal 2027 | 2027-01-31 | 2027-01-31 | Achieving or exceeding this accelerated ARR growth would signal successful execution of their IAM strategy and improved retention, positively impacting investor sentiment and valuation. Missing it could have a negative impact. | Ticker | DOCU (ticker) | DOCU_a21733ef | 2026-03-17 | earnings_transcript | ||||||||||||||
| Expiration of $4.5 billion share repurchase authorization | through March 2027 | 2027-03-01 | 2027-03-01 | With $1.3 billion remaining, the pace of buybacks impacts share count and reflects management's view on the stock's valuation and capital allocation priorities. | Ticker | SNOW (ticker) | SNOW_e0cf2535 | 2025-12-03 | |||||||||||||||
| Slack achieving $10 billion in annual revenue. | in short order | 2027-05-27 | 2028-05-27 | This represents a major growth milestone for Slack, confirming its successful integration and expansion within Salesforce's portfolio, and would positively impact overall revenue and valuation. | Ticker | CRM (ticker) | CRM_f0e419cf | 2026-05-27 | earnings_transcript | ||||||||||||||
| Slack reaching a point where the number of AI agents using the platform surpasses the number of human users. | In 2 years | 2028-05-27 | 2028-05-31 | This milestone would demonstrate a significant shift towards agentic enterprise operations, validating Slack's strategic importance and potentially leading to substantial growth in usage and monetization. | Ticker | CRM (ticker) | CRM_1b0887fa | 2026-05-27 | earnings_transcript |
NotesEarnings Summary
| Date | Type | Comment | Detail | Sentiment | Tickers |
|---|---|---|---|---|---|
| 2026-06-23 | Theme Refresh Synthesis | AI is profoundly accelerating the value of enterprise workflow data. | Earnings Summary | Bullish | ORCL, DOCU, CRM, SNOW |
Constituents
- — Oracle Corporation
- ADBET2— Adobe Inc.
- CRMT2— Salesforce, Inc.
- DOCUT2— DocuSign, Inc.
- HUBST2— HubSpot, Inc.
- MNDYT2— monday.com Ltd.
- MSFTT2— Microsoft Corporation
- NOWT2— ServiceNow, Inc.
- PATHT2— UiPath Inc.
- PLTRT2— Palantir Technologies Inc.
- TEAMT2— Atlassian Corporation
- WDAYT2— Workday, Inc.
- WKT2— Workiva Inc.
- DDOGT3— Datadog, Inc.
- SNOWT3— Snowflake Inc.
- ADSKT3· no notes yet
- ASANT3· no notes yet
- BOXT3· no notes yet
- SAPT3· no notes yet
- ZMT3· no notes yet