| Workiva's Amplify Conference and 2026 Investor Day will take place, offering insights into AI product adoption and monetization strategies for ESG and financial reporting compliance. | September 2026 | 2026-09-01 | 2026-09-30 | This event is a key platform for Workiva to showcase its progress in AI-driven ESG and financial reporting compliance solutions. Positive updates could signal accelerated demand for regulated reporting and AI governance, impacting the broader 'Data Owners' theme. | Theme | theme_composer | WK, VERX, MSCI, WKL.AS | 4 | 0.0017 | 1.18 | 1.05 | Conference/Council | 1.2 | 0.2502 | 2026-08-29 | False | 1 | 0.6138 | 91.2633 | Theme composer | | | |
| The French e-invoicing mandate is expected to come into effect, driving increased demand for tax technology and compliance solutions. | September 2026 | 2026-09-01 | 2026-09-30 | This is a direct regulatory catalyst for Vertex, a key constituent in the theme, providing a clear and quantifiable driver for its e-invoicing business. It also signals a broader global trend towards digital tax mandates, benefiting other regulatory data owners and compliance software providers within the theme. | Theme | theme_composer | VERX, WK, WKL.AS | 3 | 0.0007 | 1.18 | 1.05 | Regulatory/Policy | 1.35 | 0.1136 | 2026-08-29 | False | 1 | 0.4052 | 67.7768 | Theme composer | | | |
| 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 |
| General availability rollout of Advanced Research, an agentic AI capability, to all customers. | in the next few weeks | 2026-08-05 | 2026-09-30 | Expanding the availability of this AI-powered product, which has received strong positive feedback during piloting, is expected to drive increased AI adoption and usage across the customer base, potentially boosting revenue. | Ticker | | | | | | | | | | | | | | | LAW (ticker) | LAW_a0c576aa | 2026-08-05 | earnings_transcript |
| Ongoing pressures and muted growth in MSCI's Sustainability and Climate segment, driven by clients focusing spend on critical priorities and leading to some down-sells. | continue in the near term | 2026-04-24 | 2026-09-30 | This represents a headwind for a key growth segment, potentially impacting overall revenue growth and investor sentiment if the trend persists or intensifies beyond current expectations. | Ticker | | | | | | | | | | | | | | | MSCI (ticker) | MSCI_8ea86c01 | 2026-04-21 | earnings_transcript |
| MSCI's ongoing efforts to penetrate national central banks within the European Central Bank system with its climate risk tools, following a competitive win with the central bank of Germany. | now we have the work of penetrating each one of the national central banks | 2026-04-24 | 2027-04-24 | Successful expansion into these institutions could significantly increase sales and market share in the Climate segment, contributing to revenue growth and strengthening MSCI's position in the regulatory-driven climate risk space. | Ticker | | | | | | | | | | | | | | | MSCI (ticker) | MSCI_e0641257 | 2026-04-21 | earnings_transcript |
| Introduction of an agentic next-generation version of CoCounsel for tax and audit. | this fall | 2026-09-01 | 2026-11-30 | This new offering aims to automate more shoulder activities in tax workflows, addressing acute talent shortages in the CPA space and building on TR's strong position with tax calculation engines. | Ticker | | | | | | | | | | | | | | | TRI (ticker) | TRI_8afb5f7e | 2026-08-05 | 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 |
| 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 legal technology industry conferences, such as LTH Horizons, LegalTech Connect, and the Clio Cloud Conference, showcasing new product innovations and partnerships. | August - October 2026 | 2026-09-17 | 2026-09-23 | These platforms are vital for legal tech providers like RELX to unveil new AI-powered solutions, discuss industry trends, and influence purchasing decisions, potentially accelerating market awareness and adoption. | Theme | | | | | | | | | | | | | | | RELX (ticker) | RELX_1fa5f293 | 2026-07-23 | theme_composer |
| Launch of DLX, Broadridge's end-to-end multi-asset tokenization and digital asset platform, extending capabilities across equities, funds, alternatives, and money market instruments. | by the end of the year | 2026-10-01 | 2026-12-31 | DLX positions Broadridge as a key infrastructure provider for the evolving tokenized markets, enabling institutions to operate with a unified platform for traditional and digital assets, potentially driving new revenue streams. | Ticker | | | | | | | | | | | | | | | BR (ticker) | BR_58c930a5 | 2026-08-04 | earnings_transcript |
| Closing of the Life Sciences & Healthcare segment divestiture. | by the end of the year | 2026-10-01 | 2026-12-31 | This transaction will sharpen Clarivate's focus on core segments, improve the recurring revenue mix, and provide proceeds for debt reduction, enhancing financial flexibility. | Ticker | | | | | | | | | | | | | | | CLVT (ticker) | CLVT_53166400 | 2026-07-29 | earnings_transcript |
| Launch of UpToDate integration with Dragon Copilot. | later this year | 2026-10-01 | 2026-12-31 | This integration embeds UpToDate solutions deeper into clinician workflows, enhancing usability and potentially increasing stickiness and usage within health systems. | Ticker | | | | | | | | | | | | | | | WKL.AS (ticker) | WKL.AS_74819d09 | 2026-08-05 | earnings_transcript |
| Broader launch of local guidelines for the UpToDate Enterprise platform. | later this year | 2026-10-01 | 2026-12-31 | This product enhancement expands the value and functionality of a key offering, potentially driving further adoption and monetization in the Health division. | Ticker | | | | | | | | | | | | | | | WKL.AS (ticker) | WKL.AS_478156ba | 2026-08-05 | earnings_transcript |
| Clarivate's Q3 2026 earnings report is expected to provide an update on the Intellectual Property (IP) segment's recurring organic revenue growth, validating its strategic focus and AI investments. | Late October / Early November 2026 | 2026-10-20 | 2026-11-15 | Clarivate is a leading intellectual property information provider. A return to positive recurring organic revenue growth in its core IP segment, driven by new AI products, would validate its strategic focus and AI investments, signaling strong demand for proprietary IP data and tools. | Ticker | theme_composer | CLVT | 1 | 0.0 | 1.18 | 1.05 | | 1.0 | 0.0024 | 2026-08-29 | False | 1 | 0.0002 | 0.0277 | Theme composer | | | |
| Libra Technology acquisition becomes organic, contributing to Legal & Regulatory organic growth. | towards the end of the year, November | 2026-11-01 | 2026-11-30 | This event will mark the start of Libra's positive impact on the Legal & Regulatory division's organic growth rate, reflecting successful integration and performance. | Ticker | | | | | | | | | | | | | | | WKL.AS (ticker) | WKL.AS_04c1224e | 2026-08-05 | earnings_transcript |
| Distributed Ledger Repo (DLR) platform volume is expected to grow by 50%, driven by the ongoing onboarding of multiple Tier 1 banks. | by December | 2026-12-01 | 2026-12-31 | This significant growth in DLR volume indicates increasing adoption and scaling of Broadridge's tokenized collateral management solution, validating its strategy and contributing to recurring revenue. | Ticker | | | | | | | | | | | | | | | BR (ticker) | BR_342e6119 | 2026-08-04 | earnings_transcript |
| Deep dive on LSEG's work on the digitalization of market infrastructure. | early December | 2026-12-01 | 2026-12-15 | This event will provide detailed insights into LSEG's strategic progress in digitalizing market infrastructure, potentially revealing new revenue opportunities and competitive advantages in key growth areas like private securities and digital assets. | Ticker | | | | | | | | | | | | | | | LSEG.LSE (ticker) | LSEG.LSE_0b5a31c7 | 2026-07-30 | 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 |
| MSCI's strategic initiative to transform how clients consume its content by significantly increasing the creation of agentic AI tools, enabling broader and deeper usage. | medium to longer term | 2027-01-01 | 2029-12-31 | This fundamental shift in the business model could dramatically redefine client engagement, leading to substantial expansion in content consumption, increased monetization opportunities, and enhanced control over content distribution, driving long-term growth. | Ticker | | | | | | | | | | | | | | | MSCI (ticker) | MSCI_c7037242 | 2026-04-21 | earnings_transcript |
| Open Text plans to share the outcome of its end-to-end enterprise assessment and its multiyear strategic plan. | early calendar year 2027 | 2027-01-01 | 2027-03-31 | This plan will define the company's long-term growth strategy and financial model, providing crucial clarity on future performance and shareholder value creation. | Ticker | | | | | | | | | | | | | | | OTEX (ticker) | OTEX_4f63f38c | 2026-08-06 | earnings_transcript |
| Initial revenue ramp-up for the recently signed statewide digital motor vehicle titling and electronic lien solution deal. | early 2027 | 2027-01-01 | 2027-03-31 | This deal is expected to start at a $2 million ARR run rate in early 2027 and ramp up to over $10 million as it becomes mandated, contributing to transaction revenues. | Ticker | | | | | | | | | | | | | | | TYL (ticker) | TYL_267de437 | 2026-07-29 | earnings_transcript |
| Implementation of the German e-invoicing mandate. | beginning of the year (2027) | 2027-01-01 | 2027-03-31 | This mandate is expected to create additional demand and drive further growth in Vertex's e-invoicing ARR and cloud revenue in 2027. | Ticker | | | | | | | | | | | | | | | VERX (ticker) | VERX_3c2621de | 2026-08-03 | earnings_transcript |
| New AI capabilities become available to customers. | as we go into 2027 | 2027-01-01 | 2027-03-31 | This is crucial for AI monetization and product differentiation, expected to drive customer adoption and commercial value. | Ticker | | | | | | | | | | | | | | | VERX (ticker) | VERX_34a54d21 | 2026-08-03 | 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 |
| Open Text expects to complete the hiring of over 300 new quota-carrying sales colleagues worldwide. | by the end of fiscal quarter FY '27 | 2027-06-01 | 2027-06-30 | This significant investment in direct sales capacity is a key action to drive core revenue growth and expand market reach, contributing to fiscal 2027 growth targets. | Ticker | | | | | | | | | | | | | | | OTEX (ticker) | OTEX_a43b6ea9 | 2026-08-06 | earnings_transcript |
