| PL_1a1de555 | once we get that in albeit start seeing how it performs | 2026-10-01 | 2027-03-31 | Evaluation of the performance of the Gen 2 Pelican tech demo (Pelican 11) regarding its 30-centimeter imagery and real-time insights capabilities. | Successful performance validation is crucial for scaling the Gen 2 Pelican fleet, which will enhance Planet's competitive edge in high-resolution imagery and low-latency data, impacting future revenue and market share. | Ticker | 2026-06-04 | earnings_transcript | PL (ticker) |
| PL_4cfa9d1b | We are leaning into this demand by expanding our manufacturing capacity in San Francisco and building out our second manufacturing location in Berlin. | 2026-09-22 | 2027-01-31 | Ramp-up of the Berlin satellite manufacturing facility to double production capacity. | The successful ramp-up of the Berlin facility is crucial for meeting the strong demand for sovereign satellite systems and fulfilling existing and future Satellite Services contracts, directly impacting future revenue and margins. | Ticker | 2026-03-19 | earnings_transcript | PL (ticker) |
| PL_d6fd225e | This year, we expect to see the start of returns on our investments in AI. ... I think you are going to start to see this come to fruition this year. | 2026-03-19 | 2027-01-31 | AI-enabled generic solutions unlocking new commercial markets. | The successful development and adoption of generic AI solutions could democratize access to Earth intelligence, significantly expand Planet's addressable market in commercial sectors (e.g., agriculture, insurance, finance), and drive new revenue streams. | Ticker | 2026-03-19 | earnings_transcript | PL (ticker) |
| CNH_f3b48786 | in 2026 or 2027 (management: 'in 2026 or 2027') | 2026-01-01 | 2027-12-31 | Potential strategic partnership or transaction for CNH's Construction business (management restarted discussions with several players and will report news in earnings calls in 2026 or 2027). | A transaction or partnership could materially change CNH's revenue mix, margins, capex needs and capital allocation (a strategic partner could accelerate recovery and strengthen margins; conversely, an unfavorable deal or prolonged uncertainty could hurt investor sentiment and near-term results). | Ticker | 2026-02-17 | earnings_transcript | CNH (ticker) |
| DE_66afc41a | Coming up at the end of the year | 2026-10-01 | 2026-10-31 | Brazilian Presidential Election | Political uncertainty surrounding the election is currently causing caution among Brazilian producers. The outcome could impact agricultural subsidies, currency stability (the Real), and overall equipment demand in one of Deere's most important global markets. | Industry/Macro | 2026-02-19 | | DE (ticker) |
| DE_fd7eaea1 | over the coming periods | 2026-06-03 | 2027-06-03 | Effectiveness of Deere's tariff mitigation strategies (resourcing, reshoring, exemption submissions, USMCA compliance, cost reductions). | Successful mitigation would help Deere maintain or improve margins despite the $1.2 billion tariff headwind. Failure to effectively mitigate could lead to margin compression and negatively impact profitability. | Ticker | 2026-05-21 | earnings_transcript | DE (ticker) |
| DE_6662a6c0 | through the remainder of the fiscal year | 2026-06-03 | 2026-10-31 | Stabilization and potential recovery of the South American (Brazilian) agricultural market. | The South American market is currently experiencing significant headwinds. Stabilization and recovery would alleviate pressure on Deere's sales in the region and contribute to overall large ag performance. Continued caution or further deterioration would negatively impact regional sales and profitability. | Ticker | 2026-05-21 | earnings_transcript | DE (ticker) |
| DE_be3782cf | back half with the fourth quarter being higher than the third quarter | 2026-05-01 | 2026-10-31 | Realization of improved price-cost ratios and better overhead absorption in the second half of fiscal year 2026. | Improved price-cost dynamics and production efficiency are crucial for maintaining or expanding equipment operations margins, especially given ongoing inflationary pressures and tariff headwinds. Failure to achieve this improvement would negatively impact profitability. | Ticker | 2026-05-21 | earnings_transcript | DE (ticker) |
| TDY_3be47bd9 | second half of the year | 2026-07-01 | 2026-12-31 | The market introduction of PCI Express Gen 6 CPUs and GPUs, leading to a rebound in Teledyne's protocol analyzer sales within the Instrumentation segment. | This would drive sales growth in the higher-margin test and measurement business, contributing to the expected full-year growth and margin improvement in the Instrumentation segment. | Ticker | 2026-04-22 | earnings_transcript | TDY (ticker) |
| DE_a55e591e | recovery in 2027 | 2026-11-01 | 2027-10-31 | Confirmation of the large agricultural cycle recovery. | A recovery in the large ag cycle would significantly boost sales and profitability for Deere's Production and Precision Ag segment, which is currently operating below trough levels. Conversely, a delayed recovery would negatively impact results and investor sentiment. | Ticker | 2026-05-21 | earnings_transcript | DE (ticker) |
| DE_0e0c090b | extend into 2027 | 2026-11-01 | 2027-10-31 | Continued robust demand for Construction & Forestry equipment extending into fiscal year 2027. | Sustained strong demand in C&F would continue to offset weakness in large ag, providing resilience and growth for Deere's overall business. A failure to extend demand could negatively impact the segment's performance. | Ticker | 2026-05-21 | earnings_transcript | DE (ticker) |
| PL_42d037ba | early days in the testing | 2026-12-01 | 2028-06-04 | General availability and significant market adoption of Planet's new AI app for natural language query of its data archive. | This app has the potential to accelerate business expansion into new markets and significantly lower the barrier to entry for non-technical users, driving revenue growth and market diversification. | Ticker | 2026-06-04 | earnings_transcript | PL (ticker) |
| PL_eef66e97 | early 2027 | 2027-01-01 | 2027-04-30 | Deployment of two prototype satellites for Project SunCatcher, a funded R&D initiative with Google to enable scaled AI computing in space using TPUs. | Tests critical components for future scaled space-based AI computing, potentially opening a large new market opportunity and leveraging Planet's satellite expertise. | Ticker | 2025-12-10 | earnings_transcript | PL (ticker) |
| CNH_dd8cbea9 | targeted to launch in 2027 | 2027-01-01 | 2027-12-31 | Commercial launch of 'green-on-green' spraying solution in partnership with ONE SMART SPRAY (precision-spraying technology announced at Agritechnica). | The product is a strategic precision-tech offering that could accelerate tech penetration and recurring aftermarket/tech revenue (supporting the target to grow precision components within ag sales); launch delays or underperformance would impede CNH's tech-led differentiation and 2030 tech revenue goals. | Ticker | 2026-02-17 | earnings_transcript | CNH (ticker) |