| CRDO_31a1f6b9 | OCP in October | 2026-10-01 | 2026-10-31 | Demonstration of Active LED Cable (ALC) solutions at the OCP Global Summit. | Publicly showcases a new product category that is expected to drive initial revenue in fiscal 2028, indicating future growth drivers and TAM expansion for Credo. | Ticker | 2026-09-01 | earnings_transcript | CRDO (ticker) |
| ALAB_69996231 | by year-end | 2026-10-01 | 2026-12-31 | Astera Labs expects to ship Scorpio X-Series high-radix AI fabric switches to additional customers by year-end 2026. | This demonstrates expanding customer diversification and continued traction for their key AI fabric solution, supporting sustained revenue growth beyond the initial lead customer. | Ticker | 2026-08-04 | earnings_transcript | ALAB (ticker) |
| AMZN_c962c6d7 | this year | 2026-10-01 | 2026-12-31 | Initial satellite internet service launch for Amazon Leo (Project Kuiper). | This marks the commercialization of a new, significant long-term business for Amazon, diversifying revenue streams and expanding its ecosystem with meaningful revenue commitments from enterprises and government customers. | Ticker | 2026-07-30 | earnings_transcript | AMZN (ticker) |
| AMZN_349295e9 | Later in 2026 | 2026-10-01 | 2026-12-31 | Shift in accounting for Amazon LEO costs, such as satellite manufacturing and launch services, from expensing to capitalization. | This accounting change will impact Amazon's reported financial results, potentially improving operating income and free cash flow metrics as significant LEO costs are no longer expensed immediately. | Ticker | 2026-07-30 | earnings_transcript | AMZN (ticker) |
| AMZN_3e5a0b8b | more than 20 launches planned in 2026 | 2026-01-01 | 2026-12-31 | Over 20 Amazon LEO satellite launches in 2026. | These launches represent significant capital expenditures and ongoing operational costs, impacting operating income and cash flow, particularly in the North America segment. The success of these launches is critical for the LEO service. | Ticker | 2026-02-05 | earnings_transcript | AMZN (ticker) |
| AMZN_2c1be643 | expect to invest about $200 billion in capital expenditures across Amazon.com, Inc., but predominantly in AWS | 2026-01-01 | 2028-12-31 | Approximately $200 billion in capital expenditures, primarily in AWS, to meet high demand for core and AI workloads. | These investments are crucial for expanding AWS capacity and maintaining its leadership in cloud and AI, but will impact free cash flow and depreciation, while management expects strong return on invested capital. | Ticker | 2026-02-05 | earnings_transcript | AMZN (ticker) |
| FDX_721e2eb3 | within a timeframe permitted by the IRS | 2026-06-02 | 2027-12-31 | FedEx Corp's monetization of its retained shares (up to 19.9%) in FedEx Freight. | This action will provide cash to FedEx Corp and fully separate the financial interests of the two companies, impacting FedEx Corp's balance sheet and potentially its capital allocation strategy. | Ticker | 2025-12-18 | earnings_transcript | FDX (ticker) |
| FDX_f35688c4 | when demand returns | 2026-03-19 | 2027-12-31 | A recovery in the broader LTL industry demand. | Improved LTL demand would significantly benefit FedEx Freight's volumes and profitability, especially given its disciplined strategy and positioning for strong incremental margins when demand returns. | Theme | 2025-12-18 | earnings_transcript | FDX (ticker) |
| FDX_9b94298b | by next peak rolls on, we'll be around 65%. | 2026-09-01 | 2026-11-30 | Achieving 65% of eligible average daily volume flowing through Network 2.0 optimized facilities. | This milestone indicates significant progress in the Network 2.0 transformation, which is expected to drive operational efficiencies, reduce structural costs, and contribute to margin expansion. | Ticker | 2025-12-18 | earnings_transcript | FDX (ticker) |
| FDX_fda76709 | second half of calendar year 2026 | 2026-07-01 | 2026-12-31 | Completion of the transaction to acquire all shares of InPost. | This acquisition is expected to be accretive to FedEx's earnings in the first year after close and complements its strategy in Europe's out-of-home delivery segment, potentially enhancing profitability and market positioning in a key region. | Ticker | 2026-03-19 | earnings_transcript | FDX (ticker) |
| FDX_9068b259 | by next peak | 2026-10-01 | 2026-12-31 | Achieving 65% of eligible volume flowing through Network 2.0 optimized facilities. | This milestone is critical for realizing the targeted $2 billion in cumulative savings from Network 2.0 and associated One FedEx initiatives by the end of 2027, directly impacting future margins and operational efficiency. Meeting or exceeding this target is bullish, while delays would be bearish. | Ticker | 2026-03-19 | earnings_transcript | FDX (ticker) |
| FDX_765c0e51 | later this calendar year | 2026-07-01 | 2026-12-31 | Further deployment of autonomous robotic systems (Scoop and Dexterity) for package unloading and trailer loading. | This deployment aims to improve the efficiency and profitability of operations and enhance team member safety, contributing to structural cost reductions and productivity gains across the network. Successful implementation is bullish for cost management and innovation. | Ticker | 2026-03-19 | earnings_transcript | FDX (ticker) |
| FDX_94655bad | as the market recovers | 2026-03-22 | 2027-03-22 | Recovery of the Less-Than-Truckload (LTL) industry demand. | A sustained recovery in LTL demand would significantly reduce pressure on FedEx Freight's revenue and operating income, improving its financial performance and potentially its valuation as a standalone entity. A strong recovery is bullish, while continued weakness is bearish. | Theme | 2026-03-19 | earnings_transcript | FDX (ticker) |
| STM_cf59c210 | progressively improvement in Q3 and Q4 and then, of course, in 2027. | 2026-07-01 | 2027-12-31 | STMicroelectronics' ability to achieve progressive sequential gross margin improvement through Q3, Q4 2026, and into 2027. | Consistent gross margin expansion would demonstrate successful execution of manufacturing reshaping, improved utilization, and favorable product mix, positively impacting profitability and valuation. | Ticker | 2026-04-23 | earnings_transcript | STM (ticker) |
| STM_7998986f | starting the end of 2026 | 2026-10-01 | 2026-12-31 | Start of production and loading of the Sanan silicon carbide manufacturing facility in China. | This marks a significant step in STMicroelectronics' China for China supply chain strategy and expands its silicon carbide production capacity, supporting future revenue growth in the automotive and industrial sectors. | Ticker | 2026-04-23 | earnings_transcript | STM (ticker) |
| STM_06f7c620 | this one to accelerate | 2026-07-09 | 2027-12-31 | Acceleration of growth in the acquired NXP MEMS sensor business beyond its historical low single-digit rate. | Faster growth from the acquired business would enhance STMicroelectronics' automotive sensor portfolio and contribute positively to overall revenue and market share in this segment. | Ticker | 2026-04-23 | earnings_transcript | STM (ticker) |
| STM_51622d32 | second half of the year | 2026-07-01 | 2026-12-31 | Successful ramp-up of capacity for AI data center products to meet unconstrained customer demand. | The ability to quickly expand capacity is essential for STMicroelectronics to capture the significant upside from new AI-driven programs and achieve its revenue targets for data centers, directly impacting revenue and market share. | Ticker | 2026-04-23 | earnings_transcript | STM (ticker) |
| TLN_3b179d30 | continuing the dialogue on this critical policy development | 2026-02-27 | 2026-12-31 | Finalization and implementation of the PJM Reliability Backstop Procurement (RBP) policy and rules for participation. | The RBP aims to address resource adequacy in PJM, potentially providing long-term contracts (e.g., 15-year) for new or upgraded generation. This could create significant opportunities for Talen to secure financing for new builds and contribute to grid reliability, impacting future revenue and investment decisions. | Theme | 2026-02-26 | earnings_transcript | TLN (ticker) |
| TLN_779ee9a6 | for 2 additional base residual auctions | 2026-02-27 | 2027-12-31 | PJM's decision and implementation of an extension of the price collar for the Base Residual Auction. | Extending the price collar provides market stability and allows time for longer-term capacity market reforms. This impacts future capacity prices and revenue certainty for generators like Talen, influencing investment decisions and market sentiment. | Theme | 2026-02-26 | earnings_transcript | TLN (ticker) |
| TLN_9bbefd0b | in the coming quarters and years | 2026-03-01 | 2028-12-31 | Talen Energy announcing new Power Purchase Agreements (PPAs) with data center operators for its existing fleet, powered land opportunities, or new build projects, beyond the current AWS ramp. | Securing new PPAs diversifies Talen's revenue streams, increases contracted cash flows, and de-risks its merchant generation assets, supporting its 'Talen flywheel' strategy and driving higher returns for investors. | Ticker | 2026-02-26 | earnings_transcript | TLN (ticker) |
| VRT_eaa28596 | second half this year launches of portfolio | 2026-07-01 | 2026-12-31 | Launch of Vertiv's 800-volt architecture product portfolio. | The successful introduction of 800-volt products is crucial for Vertiv to maintain its leadership and capture market share in the rapidly evolving high-density AI data center segment, expanding its addressable market. | Ticker | 2026-04-22 | earnings_transcript | VRT (ticker) |
| VRT_c7ea5f9b | continue to materially offset those | 2026-04-01 | 2026-12-31 | Successful mitigation of tariff exposures, including recent changes under Section 122 and 232. | Effective tariff countermeasures are essential for protecting Vertiv's adjusted operating margins and achieving its profitability guidance amidst evolving trade dynamics. | Ticker | 2026-04-22 | earnings_transcript | VRT (ticker) |
| VRT_b01bf2f8 | second half | 2026-07-01 | 2026-12-31 | EMEA returning to year-over-year sales growth. | A recovery in EMEA sales would validate management's confidence in the region's demand trajectory, contributing to overall revenue growth and mitigating concerns about regional weakness. | Ticker | 2026-04-22 | earnings_transcript | VRT (ticker) |
| NVDA_b82277c4 | bottom in Q4 | 2026-11-01 | 2027-01-31 | NVIDIA's GAAP and non-GAAP gross margins are expected to bottom in the 71% to 72% range. | 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 | 2026-08-26 | earnings_transcript | NVDA (ticker) |
| FDX_8982c644 | the time next peak rolls on | 2026-11-01 | 2026-11-30 | Increase in eligible average daily volume flowing through Network 2.0 optimized facilities to approximately 65%. | This represents significant progress in network transformation, aiming to reduce inefficiencies and increase profitability, with the majority of $2 billion in cost savings skewed towards FY27. | Ticker | 2025-12-18 | earnings_transcript | FDX (ticker) |
| AMZN_11192811 | more than 30 in 2027 | 2027-01-01 | 2027-12-31 | Over 30 Amazon LEO satellite launches in 2027. | These launches represent significant capital expenditures and ongoing operational costs, impacting operating income and cash flow, particularly in the North America segment. The success of these launches is critical for the LEO service. | Ticker | 2026-02-05 | earnings_transcript | AMZN (ticker) |
| AMZN_7651dd2b | coming in 2027 | 2027-01-01 | 2027-12-31 | Launch and strong interest in Trainium four chips. | This indicates continued innovation and demand for AWS's custom AI chips, reinforcing its competitive position in the AI infrastructure market and potentially driving future AWS revenue growth. | Ticker | 2026-02-05 | earnings_transcript | AMZN (ticker) |
| PINS_9e076595 | early next year | 2027-01-01 | 2027-03-31 | Launch of a simpler campaign creation flow for Pinterest Performance+ campaigns. | This aims to increase adoption of Performance+ among a broader range of advertisers, especially SMBs, by making campaign setup easier, which should drive further monetization. | Ticker | 2026-08-04 | earnings_transcript | PINS (ticker) |
| STM_a555c4a7 | well above $1 billion for 2027 | 2027-01-01 | 2027-12-31 | STMicroelectronics' ability to achieve 'well above $1 billion' in AI data center revenue for 2027. | Achieving or exceeding this target, especially by successfully ramping capacity to meet unconstrained demand, would strongly validate the company's AI strategy and significantly boost revenue, valuation, and investor sentiment. | Ticker | 2026-04-23 | earnings_transcript | STM (ticker) |
| NVDA_a8c42494 | For the full year | 2027-01-25 | 2027-01-25 | NVIDIA's actual full-year FY27 non-GAAP gross margin performance relative to the 'mid seventies' target. | 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 | 2026-05-20 | earnings_transcript | NVDA (ticker) |
| NVDA_c2444d3e | For the full year | 2027-01-25 | 2027-01-25 | NVIDIA's actual full-year FY27 operating expense growth compared to the 'upper forties' guidance. | Operating expense growth exceeding or falling below the guidance could materially impact NVIDIA's profitability and gross margins, influencing investor sentiment. | Ticker | 2026-05-20 | earnings_transcript | NVDA (ticker) |
| FDX_0899c184 | targeting around a 30% footprint reduction by the end of fiscal year 2027. | 2027-03-01 | 2027-05-31 | Completion of a 30% footprint reduction through Network 2.0. | This structural change is a key component of the Network 2.0 transformation, aiming to reduce inefficiencies and increase profitability, contributing to the targeted $2 billion in cost savings. | Ticker | 2025-12-18 | earnings_transcript | FDX (ticker) |
| CRDO_e7769009 | beginning in fiscal 28 | 2027-04-01 | 2027-06-30 | Initial revenue recognition for OmniConnect gearbox solutions. | Marks the commercialization of a new product line targeting memory fan-out issues in AI inference, representing a significant content opportunity per GPU and a new growth engine for Credo. | Ticker | 2026-09-01 | earnings_transcript | CRDO (ticker) |
| CRDO_c3f425ee | production ramps for both ALC and OmniConnect solutions beginning in our fiscal 28 | 2027-05-01 | 2028-04-30 | The commencement of production ramps and associated revenue generation for Credo's Active LED Cables (ALC) and OmniConnect gearbox solutions. | These new product categories represent significant TAM expansion and diversification beyond AECs and traditional optical components, critical for sustained long-term growth. | Ticker | 2026-06-01 | earnings_transcript | CRDO (ticker) |
| CRDO_133a8b45 | expected in our fiscal 28 | 2027-05-01 | 2028-04-30 | Credo's recognition of initial revenue from its Co-Packaged Optics (CPO) and Near-Packaged Optics (NPO) designs, leveraging the acquired Dust Photonics SiPho technology. | This marks Credo's entry into advanced optical packaging architectures, crucial for long-term growth and competitive positioning in next-generation AI infrastructure. | Ticker | 2026-06-01 | earnings_transcript | CRDO (ticker) |
| CRDO_af168dde | fiscal '28 | 2027-05-01 | 2028-04-30 | Production ramp for Credo's first OmniConnect gearbox. | OmniConnect addresses the memory-to-compute interconnect, representing another multibillion-dollar TAM expansion, and its production ramp will unlock new revenue streams in AI infrastructure. | Ticker | 2026-03-02 | earnings_transcript | CRDO (ticker) |
| FDX_0fab3b51 | by the end of fiscal year 2027 | 2027-05-31 | 2027-05-31 | Completion of Network 2.0 transformation, including approximately 30% footprint reduction and realization of $2 billion in cost savings. | This transformation is expected to significantly reduce inefficiencies and increase profitability, with the majority of the $2 billion in cost savings impacting fiscal year 2027. | Ticker | 2025-12-18 | earnings_transcript | FDX (ticker) |
| STM_07615dd3 | end of '27 and entering in '28 | 2027-10-01 | 2028-12-31 | Realization of full benefits from the Agrate 300mm fab and the transition to 8-inch silicon carbide production as part of the manufacturing reshaping program. | These programs are crucial for long-term capacity expansion, manufacturing efficiency, and gross margin improvement, significantly impacting the company's competitive position and profitability. | Ticker | 2026-04-23 | earnings_transcript | STM (ticker) |
