| BR_58c930a5 | by the end of the year | 2026-10-01 | 2026-12-31 | 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. | 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 | 2026-08-04 | earnings_transcript | BR (ticker) |
| BR_5be96c86 | by December | 2026-10-01 | 2026-12-31 | Distributed Ledger Repo (DLR) platform volume to achieve 50% growth from June 2026 levels. | This milestone signifies rapid adoption and scaling of Broadridge's tokenized collateral management platform, validating its strategic investment in tokenization as a key growth driver. | Ticker | 2026-08-04 | earnings_transcript | BR (ticker) |
| BR_b11cf961 | by the end of the year | 2026-10-01 | 2026-12-31 | Launch of DLX, Broadridge's end-to-end multi-asset tokenization and digital asset platform. | The DLX platform extends Broadridge's tokenization capabilities across multiple asset classes, positioning the company as a leader in building hybrid infrastructure for digital and tokenized assets, which is expected to be a significant tailwind. | Ticker | 2026-08-04 | earnings_transcript | BR (ticker) |
| BLND_b8312c64 | For 2026, our priority is driving the adoption of the products that create exponential value for our customers in the mortgage case, Rapid Refi and Blend Close. | 2026-01-01 | 2026-12-31 | Increased adoption and scaling of Blend's Rapid Refi and Blend Close products by existing and new customers. | Successful adoption is a 'powerful lever' to grow Blend's take rate (economic value per funded loan) in the Mortgage Suite, driving higher revenue and profitability and delivering on long-term potential. This is a bullish company-specific product ramp. | Ticker | 2025-11-06 | earnings_transcript | BLND (ticker) |
| BLND_e1cc6ec2 | For 2026, the goal is clear: expand adoption with large accounts and accelerate our speed to market by standardizing more of our out-of-the-box solutions for the rest of our customer base. | 2026-01-01 | 2026-12-31 | Successful expansion of the Consumer Banking Suite through increased adoption with large accounts and accelerated speed to market for standardized solutions. | This segment is a strategic powerhouse and less cyclical, providing stable revenue. Successful expansion will enhance the company's stability, resilience, and overall revenue growth. This is a bullish company-specific strategic action. | Ticker | 2025-11-06 | earnings_transcript | BLND (ticker) |
| BLND_ab4d0d44 | over time, AI solutions as well. I would say I've put that in the very early stages category, and it's not baked into our financial model | 2026-01-01 | 2028-12-31 | Successful development, adoption, and monetization of Blend's AI-powered Intelligent Origination solutions. | AI is seen as the 'definitive answer' to the industry's high mortgage origination costs. Successful monetization would unlock significant new revenue streams and provide substantial upside beyond current financial models. This is a bullish company-specific product ramp/innovation. | Ticker | 2025-11-06 | earnings_transcript | BLND (ticker) |
| BLND_605b01d7 | until rates really come down and mortgage volume, particularly refi really picks up. A market that looks like it might show some real improvement for the first time in several years. | 2026-04-01 | 2026-12-31 | A significant decline in interest rates leading to a sustained pick-up in overall mortgage and refinance volumes across the market. | A strong recovery in the mortgage market would directly boost Blend's Mortgage Suite revenue and overall total revenue, driving operating leverage and investor sentiment. Conversely, continued high rates would suppress volumes. | Theme | 2026-03-10 | earnings_transcript | BLND (ticker) |
| BLND_c4b70f1d | in the coming days (for initial turn-on by 7 customers), every week, our customers are going to see material new updates, and results will continue to play out over time. | 2026-03-10 | 2026-12-31 | Successful adoption and monetization of Blend Autopilot and other AI-driven 'agent first' products by customers, leading to increased revenue per funded loan (evPFL) and operational efficiency for Blend and its customers. | Blend Autopilot is positioned as a significant catalyst to increase Blend's value proposition, drive higher take rates, and improve customer stickiness, materially impacting revenue, margins, and valuation as monetization ramps. | Ticker | 2026-03-10 | earnings_transcript | BLND (ticker) |
| BLND_d8f67f38 | starting off with a little under $11 million of revenue in Q1 and then having similar seasonality in 2026 as it did in 2025, with new deployments ramping up in 2026. | 2026-01-01 | 2026-12-31 | The Consumer Banking Suite's ability to achieve sustained growth throughout 2026, driven by new deployments and cross-sells, offsetting the impact of customer churn and seasonality. | The Consumer Banking Suite is a key diversification strategy and growth engine for Blend. Its performance will indicate the success of Blend's 'land and expand' strategy and reduce reliance on the volatile mortgage market, impacting total revenue and investor sentiment. | Ticker | 2026-03-10 | earnings_transcript | BLND (ticker) |
| BLND_4277799d | as the year progresses, and we lap prior period comps. | 2026-04-01 | 2026-12-31 | The gap between Blend's reported non-GAAP R&D expense growth and the underlying cash R&D expense decline narrowing as 2026 progresses, due to changes in accounting for capitalized software development costs. | This accounting dynamic will impact Blend's reported operating leverage and profitability metrics, potentially improving investor perception of cost efficiency and financial performance as the year unfolds. | Ticker | 2026-03-10 | earnings_transcript | BLND (ticker) |
| FIS_0d62e64f | once we have reduced our debt leverage to our long-term target | 2026-10-01 | 2028-12-31 | Achievement of FIS's long-term debt leverage target, which would enable the resumption of share buybacks and increased capital returns to shareholders. | Reaching the debt target signals financial strength and allows for capital returns, potentially boosting investor sentiment and EPS through a reduced share count, aligning with the company's focus on free cash flow generation. | Ticker | 2026-02-24 | earnings_transcript | FIS (ticker) |
| FIS_093fe3c9 | in 3 years, respectively, as we laid out in April of 2025 | 2026-02-25 | 2028-04-30 | Realization of the full $45 million in revenue synergies and $125 million in expense synergies from the Total Issuing Solutions acquisition. | Achieving these synergy targets is crucial for the financial accretion of the acquisition, directly impacting margins, profitability, and investor confidence in FIS's strategic execution and future guidance. | Ticker | 2026-02-24 | earnings_transcript | FIS (ticker) |
| FIS_fff534bb | double our free cash flow to over $3 billion by 2028 | 2026-02-25 | 2028-12-31 | FIS achieving its target of doubling free cash flow to over $3 billion by 2028. | Reaching this ambitious cash flow target would demonstrate strong operational efficiency and growth, providing significant capital for debt reduction and shareholder returns, positively impacting valuation and investor confidence. | Ticker | 2026-02-24 | earnings_transcript | FIS (ticker) |
| GWRE_cc933d81 | this October in Las Vegas, where we will also host our Analyst Day on October 27 | 2026-10-01 | 2026-10-31 | Guidewire's Connections conference and Analyst Day will showcase the latest product innovations and new agentic capabilities of their platform. | This event is a key opportunity for Guidewire to present its strategic vision, product roadmap, and the tangible impact of its AI initiatives, which could positively influence investor sentiment and market perception. | Ticker | 2026-09-03 | earnings_transcript | GWRE (ticker) |
| GWRE_8e08824d | as we head into our Connections user conference | 2026-10-01 | 2026-10-31 | Guidewire will share more details and progress on its UnderwritingCenter product, which is currently in early customer engagement. | This update could signal the commercial readiness and market potential of another AI-powered product, expanding Guidewire's portfolio and addressing a critical area for insurers, potentially contributing to future ARR growth. | Ticker | 2026-09-03 | earnings_transcript | GWRE (ticker) |
| GWRE_4abe57a1 | going forward, pretty early in terms of how we're kind of monitoring and measuring this | 2026-08-01 | 2027-07-31 | Clarity and potential material impact on gross margins from the token spend associated with embedded Generative AI features in Guidewire's products. | Effective management and monetization of AI features are crucial for protecting unit economics and driving profitability; uncontrolled token spend could negatively impact gross margins and investor perception of AI ROI. | Ticker | 2026-06-04 | earnings_transcript | GWRE (ticker) |
| BR_342e6119 | by December | 2026-12-01 | 2026-12-31 | Distributed Ledger Repo (DLR) platform volume is expected to grow by 50%, driven by the ongoing onboarding of multiple Tier 1 banks. | 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 | 2026-08-04 | earnings_transcript | BR (ticker) |
| SSNC_01ebcf99 | It's a 6-month program | 2026-12-31 | 2026-12-31 | Completion of the 6-month Medicare GLP-1 Bridge Program. | The successful conclusion of this program could lead to its extension or similar government contracts, validating SS&C's DomaniRx platform's scalability and potentially driving future healthcare revenue. | Ticker | 2026-07-23 | earnings_transcript | SSNC (ticker) |
