| 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) |
| SAP_f5416e61 | next week | 2026-10-26 | 2026-11-01 | SAP TechEd announcements regarding the Business AI platform, Joule Work, and the agent landscape. | This event is expected to provide further details on SAP's AI strategy, product roadmap, and potential new offerings, which could impact market sentiment and future growth expectations for its AI solutions. | Ticker | 2026-10-21 | earnings_transcript | SAP (ticker) |
| SAP_388480d6 | Over the next few weeks | 2026-10-22 | 2026-11-30 | Internal rollout of Joule Work desktop across all SAP functions to drive additional productivity. | This internal adoption will demonstrate productivity gains within SAP, serving as a crucial case study and refining the product before wider external release, thereby building confidence in its value proposition. | Ticker | 2026-07-24 | earnings_transcript | SAP (ticker) |
| SAP_b30b3039 | Over the next few months | 2026-10-22 | 2027-01-22 | Rolling out code camps and in-person training to reach more than 90% of SAP employees for AI upskilling. | This internal transformation is foundational for SAP to effectively develop, implement, and support its AI strategy, ensuring the workforce possesses the necessary skills to drive the 'autonomous enterprise' vision. | Ticker | 2026-07-24 | earnings_transcript | SAP (ticker) |
| SAP_19fa26b9 | by the end of the year | 2026-10-01 | 2026-12-31 | Release of more than 400 Autonomous Suite agents, including ERP migration assistants. | The expansion of available AI agents is crucial for driving customer adoption of SAP's AI solutions and accelerating cloud migrations, directly impacting future cloud revenue and customer value. | Ticker | 2026-10-21 | earnings_transcript | SAP (ticker) |
| SAP_0924e3d7 | planned for Q4 2026 | 2026-10-01 | 2026-12-31 | General availability of SAP's new AI-native engagement layer, Joule Work, and Joule A2A capabilities. | This wider release enables customers to interact with SAP systems through conversational, assistant-driven workflows, which is crucial for driving AI adoption and monetization across the enterprise. | Ticker | 2026-07-24 | earnings_transcript | SAP (ticker) |
| MDB_185764de | throughout this coming year | 2026-03-02 | 2027-01-31 | Release of new product innovations, including machine-friendly APIs, auto-scaling, and auto-sharding capabilities, specifically designed to enhance MongoDB's appeal and functionality for AI agents. | These innovations are critical for MongoDB to solidify its position as the preferred data platform for AI and agentic applications, potentially driving increased adoption and consumption from AI-native companies and enterprises building AI workloads. | Ticker | 2026-03-02 | earnings_transcript | MDB (ticker) |
| MDB_a20b2525 | During the upcoming year | 2026-03-02 | 2027-01-31 | Acceleration of MongoDB's partner growth engine, focusing on deepening relationships with hyperscalers, strategic system integrators for modernization efforts, and key players in the AI native ecosystem. | A more robust partner ecosystem can significantly expand MongoDB's reach, accelerate customer acquisition, and drive adoption of its platform for both core and AI workloads, impacting revenue growth and market share. | Ticker | 2026-03-02 | earnings_transcript | MDB (ticker) |
| MDB_258e5473 | throughout fiscal '27 | 2026-03-02 | 2027-01-31 | Achievement of feature parity between MongoDB Enterprise Advanced (EA) and Atlas. | Bringing EA to feature parity with Atlas can enhance its competitiveness, especially in regulated industries and for customers preferring on-premise deployments, potentially driving stronger growth and larger multi-year deals for the EA business. | Ticker | 2026-03-02 | earnings_transcript | MDB (ticker) |
| MDB_4850795d | still early, Matt, just to be clear, because the security governance, observability, there are many, many aspects to the agents and what kind of outcomes they deliver if it is agents at scale. But we feel that we are ready and just yesterday, Matt, I was with a Fortune 25 firm. And when we outlined what we already have, where MongoDB can not only act as an operational data layer, but can also act as a long-term memory and some of the things that we are building right now they got really, really excited as they think about rolling out production agents at scale. So early but I'm seeing very encouraging signs, and we are ready. | 2026-08-01 | 2027-01-31 | Material revenue contribution from widespread production deployment of customer-facing agentic AI applications by large enterprises. | This would significantly accelerate Atlas revenue growth beyond current core workload drivers, validating MongoDB's strategic positioning as the data platform for the AI era and positively impacting valuation and investor sentiment. | Theme | 2026-05-28 | earnings_transcript | MDB (ticker) |
| MDB_28ffb3cc | this year | 2026-06-01 | 2027-01-31 | MongoDB achieving FedRAMP High certification for its U.S. federal offerings. | This certification will allow MongoDB to properly sell and serve U.S. federal customers, unlocking a significant new market (large TAM) and driving increased revenue from this vertical. | Ticker | 2026-05-28 | earnings_transcript | MDB (ticker) |
| MDB_6a191a5a | second half of the year | 2026-08-01 | 2027-01-31 | EA and other revenue performance in the second half of fiscal '27, with the potential to exceed or fall short of the 'approximately flat' projection due to the unpredictable timing of large multiyear deals. | Exceeding the 'approximately flat' projection would signal stronger-than-expected demand for on-premise/hybrid deployments and large multiyear deals, positively impacting total revenue and investor sentiment. Falling short would be bearish. | Ticker | 2026-05-28 | earnings_transcript | MDB (ticker) |
| MDB_ac3a311f | work in progress | 2026-05-01 | 2027-01-31 | Successful refinement and execution of MongoDB's go-to-market strategy to effectively intercept and scale with AI-native companies, moving them from self-serve to managed accounts. | A successful strategy would accelerate customer acquisition and revenue growth from the rapidly expanding AI-native segment, validating MongoDB's product fit and go-to-market efficiency for this critical customer cohort. | Ticker | 2026-05-28 | earnings_transcript | MDB (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) |
| SAP_68591c14 | November 3 - December 14, 2026 | 2026-11-03 | 2026-12-14 | Launch of a program to activate SAP Joule Assistants and help customers craft their Autonomous Enterprise storylines. | This initiative aims to drive customer adoption and understanding of SAP's AI capabilities, helping them realize business value and accelerate their journey to the autonomous enterprise. | Ticker | 2026-07-24 | earnings_transcript | SAP (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) |
| SAP_ffd6eb79 | in Q1 | 2027-01-01 | 2027-03-31 | Ability to auto-generate non-SAP data products and automate the extension of the ontology layer for non-SAP data. | This enhancement will significantly improve Joule's capabilities and accuracy by unifying data context across SAP and non-SAP systems, making SAP's AI solutions more attractive and competitive in the enterprise market. | Ticker | 2026-10-21 | earnings_transcript | SAP (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) |
