KEDI US AI Software Index

The 2026 Annual Meeting of Shareholders is set for June 17, 2026, scheduled.

Q4 FY2026 earnings release and conference call scheduled for June 16, 2026; analysts forecast EPS of ~$1.98 on revenue of ~$18.9 billion, with a Low market impact due to standard quarterly reporting scheduled.

Q2 2026 earnings release scheduled for 2026-06-11. A price impact of >=5% is estimated based on historical volatility; scheduled.

CrowdStrike will release its financial results for the fiscal first quarter 2027 on June 3, 2026; high importance is estimated due to expected price impact of 10% or more based on historical volatility, scheduled.

Fiscal Q3 2026 earnings results scheduled to be released on June 2, 2026, after market close scheduled. This is estimated to have a 5-10% price impact.

AppLovin's AI-powered advertising engine, Axon, is scheduled to launch as a public self-serve platform in June 2026, expected to be a significant growth catalyst. Low importance is justified as product launches typically have a price impact between 1% and 5%. Scheduled.

Snowflake is scheduled to release its financial results for the first quarter of fiscal year 2027 (ended April 30, 2026) on May 27, 2026, after market close; high importance is estimated due to historical earnings volatility, scheduled

Management presentation at the J.P. Morgan Global Technology, Media and Communications Conference on May 19, 2026 scheduled. Low importance based on estimated >1% impact typical of investor conference appearances.

ServiceNow filed a prospectus on 2026-05-12 to issue senior unsecured notes to repay a $4.0 billion term loan. High importance is estimated due to the significant impact on capital structure and interest expense, expected.

Announced on May 12, 2026, an expanded partnership with Samsung to provide its Java SE Universal Subscription, aiming to enhance security and streamline licensing for Samsung's semiconductor development operations.

Launched Idira on May 12, 2026, a next-generation identity security platform. This is estimated to have a 1-5% price impact.

Datadog reported Q1 2026 revenue of $1.01 billion (32% YoY) and non-GAAP EPS of $0.60, beating estimates and raising full-year guidance. High importance reflects typical >10% volatility following significant earnings beats and guidance raises.

Announced a workforce reduction of over 1,100 employees (about 20% of staff) on May 7, 2026, to restructure for an AI-first operating model, resulting in a significant negative stock reaction.

Reported Q1 2026 revenue of $639.8 million and adjusted EPS of $0.25, beating analyst estimates, though the stock fell over 20% due to slowing net retention and simultaneous layoffs.