| GOOG_7d775b3d | when the deal closes, which we expect to take place in Q4 | 2026-10-01 | 2026-12-31 | Closure of the deal combining GFiber with Astound Broadband, leading to GFiber's deconsolidation from Alphabet. | This strategic action will impact Alphabet's 'Other Bets' segment, potentially reducing losses from this segment and streamlining the company's portfolio. The financial impact, such as a reduction in operating loss, is a key aspect for investors. | Ticker | 2026-04-29 | earnings_transcript | GOOG (ticker) |
| ADBE_7e0610af | expect the transaction to close in Q4 | 2026-09-01 | 2026-11-30 | Completion of the acquisition of Topaz Labs, adding state-of-the-art AI enhancement models to Adobe's creative portfolio. | This acquisition will integrate advanced AI technology across Adobe Firefly services and Creative Cloud apps, enhancing quality and capabilities for creators and enterprises. | Ticker | 2026-09-10 | earnings_transcript | ADBE (ticker) |
| ADBE_e0330604 | Our goal is to have Adobe's next CEO in place. To put their stamp on planning for fiscal 27 and beyond. | 2026-09-01 | 2026-11-30 | Appointment of Adobe's next permanent CEO. | This is a significant leadership transition that will shape Adobe's strategic direction for fiscal year 2027 and beyond. A strong appointment could boost investor confidence and ensure continuity in execution. | Ticker | 2026-06-11 | earnings_transcript | ADBE (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) |
| CRM_0574a23d | second half of FY '27 | 2026-08-01 | 2027-01-31 | Salesforce achieving organic revenue reacceleration as guided for the second half of fiscal year 2027. | This is a critical management guidance metric. Achieving reacceleration would validate their strategy and execution, positively impacting revenue growth and investor sentiment. | Ticker | 2026-05-27 | earnings_transcript | CRM (ticker) |
| NOW_cac839ce | very shortly, soon will be GA, in the weeks to come | 2026-10-15 | 2027-01-15 | General availability (GA) launch of new AI-native products, starting with a conversational service desk experience and AI-coded automation, targeting the Fortune 500,000. | This represents a significant business model evolution and TAM expansion, with new AI-native offerings expected to drive substantial new revenue and competitive differentiation by replacing legacy solutions and bypassing startups. | Ticker | 2026-07-22 | earnings_transcript | NOW (ticker) |
| NOW_330b8d99 | by the end of 2026 | 2026-10-01 | 2026-12-31 | Achievement of ServiceNow's updated 2026 AI Annual Contract Value (ACV) target of $1.5 billion, tracking ahead of the initial target. | Exceeding this raised target would signal strong adoption and successful monetization of ServiceNow's AI offerings, reinforcing the bullish investment case for its AI-native platform. | Ticker | 2026-07-22 | earnings_transcript | NOW (ticker) |
| NOW_b3861347 | by the end of 2026 | 2026-10-01 | 2026-12-31 | Achievement of over $1.5 billion in ServiceNow AI Annual Contract Value (ACV). | Exceeding this target would demonstrate strong monetization and rapid adoption of ServiceNow's AI offerings, reinforcing the bullish case for AI-driven growth and platform stickiness. | Ticker | 2026-07-22 | earnings_transcript | NOW (ticker) |
| NOW_e6ce8e31 | complete this cycle of 2026 and start 2027 | 2026-10-01 | 2027-01-01 | Completion of headcount rationalization post-acquisitions (Moveworks, Veza, Armis) to pre-acquisition levels. | Achieving this would demonstrate strong operational discipline and integration efficiency, supporting margin expansion and the company's 'Rule of 60' target, reinforcing the bullish financial outlook. | Ticker | 2026-07-22 | earnings_transcript | NOW (ticker) |
| AMD_3640f50b | beginning later this year | 2026-10-01 | 2026-12-31 | Partnership with Hugging Face to include 1 year of Hugging Face Pro with Ryzen AI Halo systems. | This enhances the software ecosystem and developer experience for AMD's AI PCs, potentially driving adoption and competitive differentiation in the client segment. | Ticker | 2026-08-04 | earnings_transcript | AMD (ticker) |
| AVGO_d6960b6c | Q4 2026 | 2026-09-01 | 2026-11-30 | Ramp up of high-volume shipments of TPU version 8i to Google, accelerated shipments of Ironwood to Anthropic, continued shipments of Jalapeno for OpenAI, and production shipments of Meta's custom MTIA accelerator. | These deployments are expected to drive Q4 AI revenue to $21.7 billion, up 236% year-on-year, demonstrating strong execution and demand in their key AI semiconductor business. | Ticker | 2026-09-02 | earnings_transcript | AVGO (ticker) |
| AVGO_3121e94d | production late 2026 | 2026-10-01 | 2026-12-31 | Broadcom beginning production of silicon for OpenAI's AI accelerators. | This marks a significant milestone in Broadcom's partnership with OpenAI, a major AI frontier lab, and is crucial for its projected AI semiconductor revenue growth in 2027 and beyond. | Ticker | 2026-06-03 | earnings_transcript | AVGO (ticker) |
| AVGO_f8456d4a | delivery in late 2026 | 2026-10-01 | 2026-12-31 | Execution and delivery of an $11 billion order of TPU 'ironwood' racks to Anthropic (management stated the $11B order is for delivery in late 2026). | Successful on-time delivery drives revenue recognition, backlog conversion and AI semiconductor/networks revenue in 2026; delays, cancellations or supply constraints would reduce near-term revenue and could worsen concentration risk and investor sentiment. | Ticker | 2025-12-11 | earnings_transcript | AVGO (ticker) |
| AVGO_98b78f53 | delivery in late 2026 | 2026-10-01 | 2026-12-31 | Delivery and execution of a $1 billion order from Broadcom's fifth XPU (customer accelerator) customer, noted as for delivery in late 2026. | Adds to AI backlog conversion and customer diversification; on-time execution supports FY2026 revenue and cementing design-win momentum, while delays or cancellations would reduce expected AI revenue and weaken investor confidence in broadening customer base. | Ticker | 2025-12-11 | earnings_transcript | AVGO (ticker) |
| AVGO_c6986cdd | for 2026 through 2028 | 2026-01-01 | 2028-12-31 | Broadcom has fully secured capacity for leading-edge wafers, high-bandwidth memory and substrates for 2026–2028. | Mitigates supply constraints risk and provides visibility into delivery timelines and backlog, supporting investor confidence in growth trajectory. | Ticker | 2026-03-04 | earnings_transcript | AVGO (ticker) |
| DELL_82b47ca0 | second half of FY2027 | 2026-08-01 | 2027-01-31 | Vera Rubin AI server architecture shipments are expected to begin in production in the second half of FY2027. | A successful Rubin ramp would expand Dell's AI server capacity and address backlog, supporting accelerated AI revenue growth and potential margin expansion as high-value Dell IP storage and optimization benefit mix; delays could temper AI upside and utilization of the five-quarter pipeline. | Ticker | 2026-02-26 | earnings_transcript | DELL (ticker) |
| ETN_e8dc5075 | sequential from Q3 to Q4 | 2026-10-01 | 2026-12-31 | Electrical Americas segment operating margin improvement of 200-250 basis points from Q3 to Q4 2026, contributing to a strong exit rate for the year. | Continued sequential margin improvement demonstrates successful operational execution, increased productivity from new facilities, and effective price/cost management, crucial for achieving the company's long-term margin targets. | Ticker | 2026-07-31 | earnings_transcript | ETN (ticker) |
| GEV_6d893978 | by the end of the year | 2026-10-01 | 2026-12-31 | Achieving at least 125 gigawatts under contract for Gas Power. | This is a key metric for Gas Power demand and future revenue, demonstrating continued strong order intake and market leadership. | Ticker | 2026-07-22 | earnings_transcript | GEV (ticker) |
| GEV_cb823321 | deliver the first product to a hyperscaler in the fall of this year, after which they will have six months of testing of that product before it can play into a potential order really in 2027. | 2026-09-01 | 2027-05-31 | Hyperscaler testing of GE Vernova's first Solid-State Transformer (SST) product. | Successful testing is a prerequisite for potential orders in 2027, which would expand GE Vernova's scope within data centers and drive future Electrification segment growth. | Ticker | 2026-04-22 | earnings_transcript | GEV (ticker) |
| SYM_c16a7145 | within the next 60 or 90 days | 2026-08-05 | 2026-11-03 | The GreenBox Lathrop site, with customer CNS, will go live and begin filling out to 100% of its planned capacity. | This site will become a significant revenue-producing asset for Symbotic, demonstrating the operational success and revenue generation capabilities of the GreenBox model. | Ticker | 2026-08-05 | earnings_transcript | SYM (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) |
| ORCL_6daefdbb | October 28 in Las Vegas | 2026-10-28 | 2026-10-28 | Oracle's Investor Day event scheduled for October 28, 2026, where the company is expected to provide updates on its strategy, financial outlook, and progress in its AI and cloud businesses. | This event offers a critical platform for Oracle to articulate its long-term vision and provide new insights that could significantly influence investor sentiment, valuation, and understanding of its strategic direction. | Ticker | 2026-06-10 | earnings_transcript | ORCL (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) |
| ADBE_5e7bddc3 | in November in Miami Beach | 2026-11-01 | 2026-11-30 | Adobe MAX, the world's largest creativity conference, showcasing breakthrough innovations. | The conference will unveil new capabilities in Creative Cloud, Firefly, and Firefly Enterprise, all powered by Agentic AI, which could drive significant user interest and product adoption. | Ticker | 2026-09-10 | earnings_transcript | ADBE (ticker) |
| AVGO_539a5499 | fiscal year 27 | 2026-11-01 | 2027-10-31 | Broadcom's actual AI semiconductor revenue for fiscal year 2027 compared to its reiterated guidance of 'in excess of $100 billion'. | This ambitious long-term target is a major driver of Broadcom's valuation. Achieving or exceeding it would be a significant bullish catalyst, while any shortfall could materially impact investor sentiment. | Ticker | 2026-06-03 | earnings_transcript | AVGO (ticker) |
| ORCL_1633ca57 | accelerate in the second half of the year as we bring further megawatts online at our data centers | 2026-12-01 | 2027-05-31 | Oracle's anticipated acceleration in total revenues and non-GAAP EPS during the second half of fiscal year 2027, driven by bringing more data center capacity online to meet customer demand. | Achieving this acceleration is crucial for Oracle to demonstrate effective conversion of its substantial Remaining Performance Obligations (RPO) into recognized revenue and earnings, validating its AI infrastructure investments and boosting investor confidence. | Ticker | 2026-06-10 | earnings_transcript | ORCL (ticker) |
| ADBE_54bcaeee | Effective December 1st | 2026-12-01 | 2026-12-01 | Anil S. Chakravarthy officially becomes Adobe's President and Chief Executive Officer and joins the board of directors. | This leadership transition marks a new strategic direction for Adobe in the 'agentic era' of software, potentially influencing product development and market strategy. | Ticker | 2026-09-10 | earnings_transcript | ADBE (ticker) |
| MU_7f312c23 | from December 9th, which is the second anniversary of our CHIPS agreement signature | 2026-12-09 | 2026-12-31 | Announcement of the new rate and pace of Micron's capital return program, primarily share repurchases. | A higher-than-expected increase in share repurchases would be bullish for investor sentiment and valuation, signaling management's confidence and commitment to shareholder returns. A lower-than-expected increase could be bearish. | Ticker | 2026-06-24 | earnings_transcript | MU (ticker) |
| MU_c63cecc4 | starting December 9th | 2026-12-09 | 2026-12-09 | Commencement of increased capital return, primarily through share repurchases. | This signals Micron's commitment to shareholder returns and reflects strong financial health and confidence in future cash flow, which could positively impact investor sentiment. | Ticker | 2026-09-30 | earnings_transcript | MU (ticker) |
| MU_68c120be | at the beginning of the calendar year | 2027-01-01 | 2027-01-01 | Reset of HBM pricing for calendar year 2027 to narrow the profitability gap with conventional DRAM. | This pricing adjustment aims to improve HBM segment margins and overall profitability, capitalizing on strong demand for HBM. | Ticker | 2026-09-30 | earnings_transcript | MU (ticker) |
| MU_ddbf85f0 | calendar 2027 | 2027-01-01 | 2027-12-31 | Volume ramp of HBM4E, Micron's next-generation High Bandwidth Memory product. | A successful HBM4E ramp is essential for Micron to maintain its leadership in the HBM market, capture future AI accelerator demand, and drive high-margin revenue growth, solidifying its position as a key AI enabler. | Ticker | 2026-03-18 | earnings_transcript | MU (ticker) |
| MU_b3fcf238 | volume expected to ramp in calendar 2027 | 2027-01-01 | 2027-12-31 | Micron's HBM4E product begins volume ramp. | Successful and timely volume ramp of HBM4E is critical for Micron to maintain its technology leadership and capture high-value AI-driven demand, impacting revenue, market share, and margins. Delays or yield issues would be bearish. | Ticker | 2026-06-24 | earnings_transcript | MU (ticker) |
| MU_233065c2 | calendar year 2027 | 2027-01-01 | 2027-12-31 | Micron's Singapore advanced packaging facility for HBM contributing meaningfully to HBM supply. | Increased HBM packaging capacity is a critical enabler for scaling HBM production to meet robust AI-driven demand, directly influencing Micron's HBM revenue and profitability. | Ticker | 2026-03-18 | earnings_transcript | MU (ticker) |
| MU_b8c38d5c | calendar 2027 | 2027-01-01 | 2027-12-31 | Meaningful contribution to HBM supply from Micron's Singapore HBM advanced package facility. | The successful ramp and meaningful contribution of this facility are crucial for scaling HBM supply and realizing operational synergies. Delays would impact HBM capacity and potentially market share. | Ticker | 2025-12-17 | earnings_transcript | MU (ticker) |
| MU_de754c9c | beyond calendar 2026 | 2027-01-01 | 2027-12-31 | Continued tight supply-demand conditions for both DRAM and NAND across the industry. | Persistent industry supply constraints are a key driver for strong memory pricing and high gross margins, benefiting Micron's profitability, but could also limit overall bit shipment growth. | Theme | 2026-03-18 | earnings_transcript | MU (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) |
| AVGO_2a830b86 | 2027 through 2029 | 2027-01-01 | 2029-12-31 | Execution of the multi‑year alignment/agreement with OpenAI to support ~10 gigawatts of capacity across the 2027–2029 timeframe (management referenced the 10 GW alignment running through '27–'29). | If executed as anticipated, this multi-year power/build program could represent a material multi-year demand stream for Broadcom systems/components; if it under‑delivers or is delayed, expected medium-term revenue and visibility into large hyperscaler demand would be impaired. | Ticker | 2025-12-11 | earnings_transcript | AVGO (ticker) |
| AVGO_bfe6a053 | in excess of $100 billion in 2027 | 2027-01-01 | 2027-12-31 | Broadcom management stated line-of-sight to AI revenue from chips, just chips, exceeding $100 billion in 2027. | If realized, it represents a multi-year, high-scale AI compute monetization that could meaningfully lift revenue and inform valuation, though it may pressure margins if AI mix grows faster than mix shifts in other segments. | Ticker | 2026-03-04 | earnings_transcript | AVGO (ticker) |
| AVGO_6fd62a9a | in 2027 | 2027-01-01 | 2027-12-31 | OpenAI deploying in volume their first-generation XPU in 2027 at over 1 gigawatt of compute capacity. | OpenAI demand is a key driver for Broadcom's XPUs; a meaningful ramp would support backlog realization and top-line growth, though execution risk and timing remain uncertain. | Ticker | 2026-03-04 | earnings_transcript | AVGO (ticker) |
| AVGO_ed84ae9b | in 2027 | 2027-01-01 | 2027-12-31 | Next-generation Tomahawk 7 switch featuring 2x the performance. | Higher bandwidth networking leadership supports AI compute expansion and could accelerate share gains in AI networking. | Ticker | 2026-03-04 | earnings_transcript | AVGO (ticker) |
| GEV_1b202ed8 | really in 2027 | 2027-01-01 | 2027-12-31 | Potential orders for Solid-State Transformers (SST) following hyperscaler testing. | Would represent a significant new product win inside the data center, further increasing GEV's 'entitlement per gigawatt' and revenue. | Ticker | 2026-04-22 | earnings_transcript | GEV (ticker) |
| TER_4da80f82 | in our Q4 earnings call | 2027-01-20 | 2027-02-15 | Update of Teradyne's target earnings model. | This update will provide investors with a revised long-term financial outlook, reflecting management's increased confidence in sustainable market growth driven by AI. | Ticker | 2026-07-29 | earnings_transcript | TER (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) |
| SYM_a471d1e0 | about 6 months from now | 2027-02-05 | 2027-02-28 | The new version of Symbotic's SymMicro system for e-commerce fulfillment will begin deployment and come to life at its first Walmart store. | This is a significant step towards unlocking the exciting new micro-fulfillment category of Symbotic's business and is expected to trigger expanded deployments and eventually the conversion of a $5 billion backlog. | Ticker | 2026-08-05 | earnings_transcript | SYM (ticker) |
| SNOW_e0cf2535 | through March 2027 | 2027-03-01 | 2027-03-01 | Expiration of $4.5 billion share repurchase authorization | With $1.3 billion remaining, the pace of buybacks impacts share count and reflects management's view on the stock's valuation and capital allocation priorities. | Ticker | 2025-12-03 | | SNOW (ticker) |
| MU_df787b41 | mid-calendar 2027 | 2027-05-01 | 2027-06-30 | First wafer output from Micron's first Idaho fab, accelerated to mid-calendar 2027. | Achieving this accelerated milestone demonstrates strong execution and is crucial for adding long-term supply capacity to meet persistent demand. Delays would signal execution challenges and impact future supply. | Ticker | 2025-12-17 | earnings_transcript | MU (ticker) |
| MU_6fcf0e64 | mid-calendar 2027 | 2027-05-01 | 2027-06-30 | Initial wafer output from Micron's first manufacturing fab in Idaho. | This milestone signifies the activation of new domestic production capacity, crucial for long-term supply expansion and potentially benefiting from government incentives like the CHIPS Act. | Ticker | 2026-03-18 | earnings_transcript | MU (ticker) |
| MU_f544d350 | mid-calendar 2027 | 2027-05-01 | 2027-06-30 | Micron begins initial wafer output from its first Idaho fab. | Successful and timely initial wafer output is crucial for increasing DRAM supply and meeting future demand. Delays or lower-than-expected yields could exacerbate supply constraints and negatively impact cost per bit and revenue. | Ticker | 2026-06-24 | earnings_transcript | MU (ticker) |
| TSLA_04e29a71 | middle of next year | 2027-05-01 | 2027-06-30 | Production start of the AI4.1 or AI4+ chip with newer generation RAM and increased compute. | This chip upgrade will enhance the performance of Tesla's vehicles, supporting more advanced FSD capabilities and ensuring the hardware keeps pace with software advancements, which is crucial for continued FSD development and competitive advantage. | Ticker | 2026-04-22 | earnings_transcript | TSLA (ticker) |
| CRM_f0e419cf | in short order | 2027-05-27 | 2028-05-27 | Slack achieving $10 billion in annual revenue. | This represents a major growth milestone for Slack, confirming its successful integration and expansion within Salesforce's portfolio, and would positively impact overall revenue and valuation. | Ticker | 2026-05-27 | earnings_transcript | CRM (ticker) |
| MU_a7963dc2 | beginning in fiscal 2028 | 2027-09-01 | 2028-08-31 | The Tongluo manufacturing site (acquired from Powerchip Semiconductor) beginning to support meaningful product shipments. | This new fab capacity is crucial for addressing long-term memory demand and increasing Micron's overall supply, which will directly impact future revenue growth and market share. | Ticker | 2026-03-18 | earnings_transcript | MU (ticker) |
| AVGO_c74214d3 | in 2028 | 2028-01-01 | 2028-12-31 | Next-step upgrade to 400G SerDes in 2028. | 400G SerDes upgrade enables higher bandwidth within data-center clusters; could influence ASPs, mix and gross margins during the transition period. | Ticker | 2026-03-04 | earnings_transcript | AVGO (ticker) |
| CRM_1b0887fa | In 2 years | 2028-05-27 | 2028-05-31 | Slack reaching a point where the number of AI agents using the platform surpasses the number of human users. | This milestone would demonstrate a significant shift towards agentic enterprise operations, validating Slack's strategic importance and potentially leading to substantial growth in usage and monetization. | Ticker | 2026-05-27 | earnings_transcript | CRM (ticker) |
