| Acceleration in volume production of next-generation AI accelerators by hyperscalers and leading semiconductor customers will continue to drive demand for core EDA, hardware-assisted verification, and high-speed interconnect IP. | H2 2026 | 2026-07-01 | 2026-12-31 | This directly drives demand for core EDA, hardware-assisted verification, and high-speed interconnect IP from companies like Synopsys and Cadence, and for the AI infrastructure provided by NVIDIA and Microsoft, underpinning the 'AI-driven demand strength' narrative and overall revenue growth for the digital twin software theme. | Theme | theme_composer | SNPS, CDNS, NVDA, MSFT | 4 | 13.0909 | 1.18 | 0.92 | | 1.0 | 1421.1434 | 2026-09-10 | False | 1 | 2.5537 | 277.2332 | Theme composer | | | |
| Commercial launch and initial customer pilots for Aeva's Omni 360-degree 4D LiDAR sensor, developed with LG Innotek, targeting physical AI and robotics markets. | Second half of 2026 | 2026-07-01 | 2026-12-31 | This product launch expands the market for advanced sensing technologies crucial for keeping digital twins synchronized with reality, particularly in industrial automation and robotics. It validates Aeva's technology and opens new revenue streams in the growing physical AI market, impacting companies involved in reality capture (Hexagon), factory automation (Rockwell, ABB), and comprehensive industrial solutions (Siemens). | Theme | theme_composer | AEVA, HEXA-B.ST, ROK, ABBN.SW, SIE.XETRA | 5 | 0.0136 | 1.18 | 0.92 | Regulatory/Policy | 1.35 | 1.9997 | 2026-09-10 | False | 1 | 0.9046 | 132.5755 | Theme composer | | | |
| 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 |
| Electrification segment comparable revenue growth at least similar to Q2 and Operational EBITA margin improvement from Q2 levels (24.9%). | third quarter | 2026-07-01 | 2026-09-30 | This indicates sustained strong performance and profitability in ABB's largest and highest-growth segment, reinforcing the company's overall financial health and market position. | Ticker | | | | | | | | | | | | | | | ABBN.SW (ticker) | ABBN.SW_dcd1dd29 | 2026-07-16 | earnings_transcript |
| The gradual adoption and design of new 800-volt DC architecture for AI data centers, where ABB aims to be a key technology partner. | stepwise approach over several years | 2026-07-01 | 2029-12-31 | Successful partnership and increased content in these next-generation data centers could significantly increase ABB's revenue per megawatt and strengthen its competitive position in the rapidly growing AI data center market. | Theme | | | | | | | | | | | | | | | ABBN.SW (ticker) | ABBN.SW_91f8558b | 2025-10-16 | earnings_transcript |
| Completion of the sale of ABB's Robotics division to SoftBank Group. | second half of 2026 | 2026-07-01 | 2026-12-31 | This will finalize the strategic divestment, eliminate stranded costs, and provide approximately $5.4 billion in cash for capital allocation (M&A, organic investment, dividends, share buybacks). It will also impact group margin positively as Robotics runs below average. | Ticker | | | | | | | | | | | | | | | ABBN.SW (ticker) | ABBN.SW_87595e1a | 2025-10-16 | earnings_transcript |
| ABB's execution of its M&A strategy and allocation of proceeds from the Robotics sale, including potential organic investments, acquisitions, dividends, and share buybacks. | over time | 2026-07-01 | 2028-12-31 | These capital allocation decisions will directly impact ABB's future growth trajectory, financial structure, and shareholder returns, influencing valuation and investor sentiment. | Ticker | | | | | | | | | | | | | | | ABBN.SW (ticker) | ABBN.SW_a2f74288 | 2025-10-16 | earnings_transcript |
| Machine Automation division recovering from breakeven levels to improved profitability. | still take some time | 2026-01-01 | 2027-12-31 | Recovery of this division's profitability will contribute positively to the Process Automation business area's margin and overall group performance, as it currently runs at breakeven. | Ticker | | | | | | | | | | | | | | | ABBN.SW (ticker) | ABBN.SW_689fe840 | 2025-10-16 | earnings_transcript |
| E-mobility business achieving significant improvement in profitability, aiming to reduce or eliminate its operational drag. | next year (2026) | 2026-01-01 | 2026-12-31 | Improved profitability in E-mobility will reduce the drag on overall group operational EBITA, positively impacting margins and earnings per share. | Ticker | | | | | | | | | | | | | | | ABBN.SW (ticker) | ABBN.SW_d2e42e9d | 2025-10-16 | earnings_transcript |
| Ramp up of Eve precision sensor shipments to initial customers. | this year | 2026-01-01 | 2026-12-31 | Increased shipments will drive product revenue, contributing to Aeva's overall revenue growth and path to profitability. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_dbcba1d4 | 2026-02-26 | earnings_transcript |
| Conversion of the development program with a new global top 5 passenger OEM into a production award for Aeva's Atlas Ultra sensor. | implied future, conversion from development towards production | 2026-03-03 | 2028-12-31 | A production award from a top 5 OEM would significantly expand Aeva's automotive market penetration, validate its technology, and secure substantial long-term revenue. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_15d9d35f | 2026-02-26 | earnings_transcript |
| Securing additional defense contract wins beyond Forterra. | near term | 2026-03-03 | 2027-03-03 | Expanding into the defense market provides a meaningful near-term revenue contributor and diversifies Aeva's customer base and market opportunities. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_6ac1bd23 | 2026-02-26 | earnings_transcript |
| Achieving 4 or more new commercial wins in 2026, including within automotive and non-automotive applications. | this year | 2026-01-01 | 2026-12-31 | New wins are crucial for expanding Aeva's customer base, driving future revenue growth, and validating its technology across diverse applications. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_57a08448 | 2026-02-26 | earnings_transcript |
| Release of Omni, a new 360-degree product for industrial robotics. | second half of this year | 2026-07-01 | 2026-12-31 | Omni's release will expand Aeva's product portfolio for the growing physical AI market, potentially driving new revenue streams and market penetration. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_95933bb1 | 2026-02-26 | earnings_transcript |
| Achieving a 5x increase in industrial sensor shipments. | this year | 2026-01-01 | 2026-12-31 | A significant increase in industrial sensor shipments would demonstrate strong demand and contribute materially to Aeva's product revenue and overall growth targets. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_9602b86c | 2026-02-26 | earnings_transcript |
| Beginning manufacturing on the fully automated final assembly line and increasing module supply chain capacity. | this year | 2026-01-01 | 2026-12-31 | Scaling manufacturing capacity is critical to meet increasing demand from commercial wins, prevent supply constraints, and support revenue growth. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_cc7234a4 | 2026-02-26 | earnings_transcript |
| Aeva's actual revenue for full year 2026 compared to its guidance of $30 million to $36 million. | full year 2026 | 2026-01-01 | 2026-12-31 | Achieving or exceeding revenue guidance is critical for investor confidence, demonstrating execution on commercial momentum and progress towards profitability. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_124c2aa5 | 2026-02-26 | earnings_transcript |
| Aeva's actual non-GAAP operating expenses for full year 2026 compared to its guidance (similar to prior year or up to 10% increase). | full year 2026 | 2026-01-01 | 2026-12-31 | Disciplined operating expense management is crucial for improving financial performance, reducing cash burn, and extending Aeva's runway towards profitability. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_e6f9dce7 | 2026-02-26 | earnings_transcript |
| State utility commissions, such as the Public Utility Commission of Texas (PUCT), to make critical decisions on major high-voltage transmission projects, with some approvals for 765 kV lines granted in August and other deliberations ongoing. | August - September 2026 | 2026-08-01 | 2026-09-30 | Approvals unlock multi-billion dollar transmission build-outs, essential for grid modernization, energy security, and power delivery to new demand centers, providing project pipelines for Siemens' Smart Infrastructure. | Theme | | | | | | | | | | | | | | | SIE.XETRA (ticker) | SIE.XETRA_c45adfbd | 2026-08-06 | earnings_transcript |
| Siemens Mobility to book the majority of a EUR 3 billion contract with Italo Holding, which includes rolling stock and a 30-year service agreement. | for the fourth quarter of fiscal year 2026 | 2026-07-01 | 2026-09-30 | This is a significant contract win for the Mobility segment, boosting order backlog and providing long-term revenue visibility, positively impacting future financial performance. | Ticker | | | | | | | | | | | | | | | SIE.XETRA (ticker) | SIE.XETRA_f39501b7 | 2026-08-06 | earnings_transcript |
| Regional Transmission Organizations (RTOs) to respond to FERC's June 18, 2026 orders to justify or reform their large-load interconnection tariffs, particularly for data centers, and continue implementing FERC Order 2023 reforms. | August 2026 - December 2026 | 2026-08-01 | 2026-12-31 | These actions are critical for unlocking project pipelines, accelerating construction timelines, and improving profitability for developers and contractors involved in grid expansion and renewable integration, especially given the surging demand from AI data centers. | Theme | | | | | | | | | | | | | | | SIE.XETRA (ticker) | SIE.XETRA_a4ba525c | 2026-08-06 | earnings_transcript |
| Delivery of GPU‑accelerated EDA/Ansys products and Omniverse integrations under the NVIDIA partnership (management expects 'a number' of these products to be delivered in 2026). | in 2026 | 2026-01-01 | 2026-12-31 | GPU-accelerated tools and Omniverse connectors could materially improve performance, customer value and pricing power (bullish); failure to ship meaningful GPU-accelerated offerings or limited customer uptake would undermine expected product differentiation and upside from the NVIDIA partnership (bearish). | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_3fc73aac | 2026-02-25 | earnings_transcript |
| Availability and customer monetization (tape-outs/licenses) of key Design IP titles (HPC/interface IP) that management said are on track and expected to be Q4‑weighted. | a little bit more Q4 weighted / toward the latter part of the year | 2026-08-01 | 2026-10-31 | On‑time, silicon‑proven delivery and monetization would drive the expected back‑half recovery in the IP segment and reduce the 'transitional year' risk (bullish); further delays would keep IP revenue muted, pressuring FY26 growth and margins (bearish). | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_31241200 | 2026-02-25 | earnings_transcript |
| Closure of new NRE/royalty-based or bespoke IP commercialization deals with hyperscalers and other customers that management expects to convert from conversations to business in FY26. | in FY '26 | 2026-02-25 | 2026-10-31 | Conversion to recurring/royalty-based models with hyperscalers would materially improve long-term IP monetization and revenue quality (bullish); failure to close these deals would slow any structural improvement in IP revenue and prolong margin pressure (bearish). | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_36247223 | 2026-02-25 | earnings_transcript |
| Execution (timing and magnitude) of the newly replenished $2.0 billion stock repurchase authorization the Board approved following term‑loan repayment. | Board authorized to purchase up to $2 billion (opportunistic repurchases) | 2026-02-25 | 2026-10-31 | Material repurchases would reduce share count and be EPS‑accretive and signal confidence in cash generation (bullish); minimal or delayed repurchases (or diversion of cash to other uses) would reduce the near‑term EPS lift and could signal more conservative capital allocation (bearish). | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_c4a5d766 | 2026-02-25 | earnings_transcript |
| Commercial availability ramp of Multiphysics Fusion technology, with monetization expected to start in fiscal year 2027. | second half of 2026 | 2026-07-01 | 2026-12-31 | This product ramp is expected to drive meaningful productivity gains for customers and allow Synopsys to share in value creation, impacting EDA revenue and margins, and contributing to Ansys revenue synergies. | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_4e16e439 | 2026-05-27 | earnings_transcript |
| Sequential quarterly improvement in the Design IP segment's revenue performance, supported by pipeline and execution. | sequential quarterly improvement throughout the second half [of fiscal year 2026] | 2026-05-28 | 2026-10-31 | The IP business has been a drag, and its recovery is crucial for the overall growth narrative and validating the strategic pivot towards higher-value monetization, impacting revenue and investor sentiment. | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_84c9a705 | 2026-05-27 | earnings_transcript |
| Signing of agreements with a few customers for a new, higher-value IP business model, particularly with hyperscalers for HPC and AI-based chips. | by the end of this fiscal year [FY26] | 2026-06-10 | 2026-10-31 | These initial agreements are crucial proof points for the new IP monetization strategy, aiming to capture more value and accelerate growth in the IP segment, positively impacting revenue and margins. | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_503817f4 | 2026-05-27 | earnings_transcript |
| Evolution of the monetization model for AI-driven EDA capabilities to a subscription-plus-consumption model. | as agents become more pervasive in our customers' workflow | 2026-06-10 | 2027-12-31 | A successful shift to a new monetization model for agentic AI could significantly increase value capture and drive higher revenue and margins for the EDA and S&A businesses. | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_9fff1ee6 | 2026-05-27 | earnings_transcript |
| Conversion of Intel Foundry and other advanced node evaluations into production commitments for Synopsys IP. | as these wins move from an eval into production | 2026-06-10 | 2027-12-31 | This would provide upside to IP revenue beyond current guidance, as Synopsys gets paid once customers commit to production, signaling strong demand for their foundational and interface IP at advanced nodes. | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_03c56394 | 2026-05-27 | earnings_transcript |
| State utility commissions, such as the Public Utility Commission of Texas (PUCT), are anticipated to make critical decisions on major high-voltage transmission projects, including 765 kV lines. | August - September 2026 | 2026-08-01 | 2026-09-30 | These approvals are crucial for unlocking multi-billion dollar transmission build-outs, which are essential for grid modernization, energy security, and the reliable delivery of power to new demand centers, providing long-term project pipelines for engineering and construction firms and equipment manufacturers. | Theme | | | | | | | | | | | | | | | SU.PA (ticker) | SU.PA_9c59975c | 2026-07-30 | earnings_transcript |
| Regional Transmission Organizations (RTOs) are responding to FERC's June 18, 2026 orders to justify or reform their large-load interconnection tariffs, particularly for data centers, with responses due by August 17, 2026. | August 2026 - December 2026 | 2026-08-01 | 2026-12-31 | These actions are critical for unlocking project pipelines, accelerating construction timelines, and improving profitability for developers and contractors involved in grid expansion and renewable integration, especially given the surging demand from AI data centers. | Theme | | | | | | | | | | | | | | | SU.PA (ticker) | SU.PA_3e6b038c | 2026-07-30 | earnings_transcript |
| Schneider Electric's ability to achieve its full-year 2026 financial guidance, including 7-10% organic revenue growth, 10-15% adjusted EBITA growth, and 50-80 bps adjusted EBITDA margin expansion. | Full Year 2026 | 2026-01-01 | 2026-12-31 | Meeting or exceeding this guidance would positively impact investor sentiment and valuation, demonstrating successful execution of their strategy. Missing it could lead to negative sentiment and a re-evaluation of the company's growth trajectory and operational efficiency. | Ticker | | | | | | | | | | | | | | | SU.PA (ticker) | SU.PA_f1089b08 | 2026-02-26 | earnings_transcript |
| Continued improvement in Industrial Automation's adjusted EBITDA margin in 2026, driven by better business mix (Discrete vs. Process & Hybrid), normal productivity, and the near completion of the AVEVA subscription transition. | Throughout 2026 | 2026-01-01 | 2026-12-31 | This segment's margin improvement is crucial for overall profitability and demonstrates the effectiveness of strategic changes under new leadership. Achieving the targeted margin journey towards 18% by 2028 would be a significant positive. | Ticker | | | | | | | | | | | | | | | SU.PA (ticker) | SU.PA_f74add8f | 2026-02-26 | earnings_transcript |
| Gross margin progression turning positive in the second half of 2026, driven by continued price increases offsetting raw material impacts and tariffs. | Second half of 2026 | 2026-07-01 | 2026-12-31 | A positive gross margin evolution would signal successful pricing power and cost management, positively impacting profitability and investor confidence. Flat to negative progression in H1 2026 could be a short-term headwind, making the H2 turnaround critical. | Ticker | | | | | | | | | | | | | | | SU.PA (ticker) | SU.PA_09553309 | 2026-02-26 | earnings_transcript |
| ABB Investor Relations webcast providing further details on DC technology and strategy. | 24th of September | 2026-09-24 | 2026-09-24 | This event offers insights into ABB's plans and opportunities in the critical and growing DC infrastructure market, particularly for AI data centers, which could influence future growth prospects and market positioning. | Ticker | | | | | | | | | | | | | | | ABBN.SW (ticker) | ABBN.SW_d68ed053 | 2026-07-16 | earnings_transcript |
| Synopsys Investor Day on September 30, 2026, will provide strategic updates on next-generation AI-driven design and simulation software like Multiphysics Fusion and AgentEngineer. | September 30, 2026 | 2026-09-30 | 2026-09-30 | These advancements directly enhance the sophistication, automation, and efficiency of digital twin creation and analysis, enabling faster design cycles and improved product performance for industrial manufacturers, driving demand for core digital twin software providers like Cadence, Dassault Systèmes, Autodesk, PTC, and Siemens. | Theme | theme_composer | SNPS, CDNS, BSY, DSY.PA, ADSK, PTC, SIE.XETRA | 7 | 0.0127 | 1.18 | 1.05 | Conference/Council | 1.2 | 1.8877 | 2026-09-10 | False | 1 | 1.3043 | 193.922 | Theme composer | | | |
| Synopsys Investor Day to discuss strategy for value capture, margin expansion, long-term opportunities, and provide further details on remaining Ansys synergy realization. | September 30, 2026 | 2026-09-30 | 2026-09-30 | This event could materially impact investor sentiment and valuation based on new strategic insights, updated long-term financial targets, and details on monetization strategies for AI and IP, as well as the path to full synergy realization. | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_d8ddc9d3 | 2026-05-27 | earnings_transcript |
| Beta launch of Unity 7, an open collaborative platform enabling developers, artists, producers, and coding agents to work together. | Q4 of 2026 | 2026-10-01 | 2026-12-31 | This beta release will provide initial insights into the adoption and impact of Unity's next-generation software, which is anticipated to significantly expand the creation of interactive entertainment. | Ticker | | | | | | | | | | | | | | | U (ticker) | U_9a620c6a | 2026-08-06 | earnings_transcript |
| NVIDIA GTC Berlin 2026, a premier global AI conference, will showcase breakthroughs in physical AI, AI factories, and agentic AI. | October 20-22, 2026 | 2026-10-20 | 2026-10-22 | This conference drives innovation and adoption of underlying technologies crucial for digital twin development and deployment across various industries, impacting companies leveraging NVIDIA's compute power and those developing AI-driven industrial solutions. | Theme | theme_composer | NVDA, MSFT, SNPS, CDNS, SIE.XETRA, ABBN.SW, ROK, U | 8 | 14.1104 | 1.18 | 1.05 | Conference/Council | 1.2 | 2097.9307 | 2026-09-10 | False | 1 | 3.4567 | 513.9361 | Theme composer | | | |
| Q3 2026 and Q1 FY27 earnings reports from key digital twin software and AI infrastructure providers will offer critical insights into AI-driven demand, capital expenditures, and the overall pace of AI infrastructure build-out. | Late October to early November 2026 | 2026-10-26 | 2026-11-10 | These updates will provide critical insights into the accelerating demand for high-performance computing, advanced electronic design automation (EDA), and scalable cloud platforms essential for developing and operating complex digital twins across industrial sectors. | Theme | theme_composer | MSFT, CDNS, BSY, SU.PA, NVDA, SIE.XETRA, ROK, U, AEVA, DSY.PA, ADSK, HEXA-B.ST, PTC, ABBN.SW, KOG.OL | 15 | 15.1259 | 1.18 | 1.05 | Regulatory/Policy | 1.35 | 2530.03 | 2026-09-10 | False | 1 | 4.9151 | 822.1183 | Theme composer | | | |
| NVIDIA's GAAP and non-GAAP gross margins are expected to bottom in the 71% to 72% range. | bottom in Q4 | 2026-11-01 | 2027-01-31 | This provides clarity on the expected trough for gross margins due to rising memory pricing, with a subsequent recovery anticipated in fiscal year '28, which is bullish for future profitability. | Ticker | | | | | | | | | | | | | | | NVDA (ticker) | NVDA_b82277c4 | 2026-08-26 | earnings_transcript |
| Rockwell Automation's Automation Fair in Boston. | November | 2026-11-01 | 2026-11-30 | This event will showcase new offerings and innovation, potentially driving future sales and strengthening competitive positioning for Rockwell Automation. | Ticker | | | | | | | | | | | | | | | ROK (ticker) | ROK_21746664 | 2026-08-04 | earnings_transcript |
| Initial revenue recognition / commercial sales from Synopsys‑Ansys joint solutions, which management expects to begin in fiscal 2027. | monetization of the joint solution to start in FY '27 | 2026-11-01 | 2027-10-31 | If monetization begins in FY27 as guided, it provides an early revenue tail to justify merger rationale and the stated revenue synergies; failure to monetize on schedule would delay revenue upside and weaken the merger ROI thesis (bearish). | Ticker | | | | | | | | | | | | | | | SNPS (ticker) | SNPS_db23c661 | 2026-02-25 | earnings_transcript |
| Unity plans to pay off its 2026 convertible debt. | November | 2026-11-01 | 2026-11-30 | This action will delever Unity's balance sheet, transitioning the company to a net cash position and providing significant flexibility for future capital allocation. | Ticker | | | | | | | | | | | | | | | U (ticker) | U_56bdf3e0 | 2026-08-06 | earnings_transcript |
| Full commercial release of Unity 7, a new generation of software designed for open collaboration and AI-powered development. | Q1 of '27 | 2027-01-01 | 2027-03-31 | This is expected to be Unity's most impactful release, fundamentally changing game creation, expanding the addressable market, and driving increased platform usage and downstream revenue. | Ticker | | | | | | | | | | | | | | | U (ticker) | U_8263b60e | 2026-08-06 | earnings_transcript |
| NVIDIA's actual full-year FY27 non-GAAP gross margin performance relative to the 'mid seventies' target. | For the full year | 2027-01-25 | 2027-01-25 | Gross margin performance is a key indicator of profitability. Sustaining margins in the mid-70s would be positive, while a decline could signal increasing input costs or competitive pressures, impacting valuation. | Ticker | | | | | | | | | | | | | | | NVDA (ticker) | NVDA_a8c42494 | 2026-05-20 | earnings_transcript |
| NVIDIA's actual full-year FY27 operating expense growth compared to the 'upper forties' guidance. | For the full year | 2027-01-25 | 2027-01-25 | Operating expense growth exceeding or falling below the guidance could materially impact NVIDIA's profitability and gross margins, influencing investor sentiment. | Ticker | | | | | | | | | | | | | | | NVDA (ticker) | NVDA_c2444d3e | 2026-05-20 | earnings_transcript |
| Start of Production (SOP) for the top European passenger OEM's Level 3 vehicles, for which Aeva is the exclusive LiDAR supplier. | target SOP in 2028 | 2028-01-01 | 2028-12-31 | This represents Aeva's first major passenger vehicle production program, signifying a substantial long-term revenue opportunity and validation of their FMCW technology. | Ticker | | | | | | | | | | | | | | | AEVA (ticker) | AEVA_4c656df6 | 2026-02-26 | earnings_transcript |
