KEDI Global Generative AI Index

Q2 2026 earnings release scheduled for July 27, 2026. Medium importance is estimated as investors will monitor the impact of recent acquisitions on the updated guidance, scheduled.

Adobe's Q2 2026 earnings release is scheduled.

First quarter fiscal year 2027 earnings report on June 9, 2026, scheduled.

Snowflake Summit 2026, the company's largest annual user conference, is scheduled to take place from June 1-4, 2026, in San Francisco. Market observers forecast the impact to be neutral as the event focuses on product updates, scheduled

Q4 and Full Fiscal Year 2026 earnings release is scheduled. Analysts forecast Q4 EPS to be around $0.55-$0.57. High importance is estimated due to historical volatility following earnings reports, expected.

Nutanix is expected to report its Q3 fiscal 2026 financial results, scheduled. High importance is estimated as earnings reports typically drive significant price movement.

Salesforce Q1 FY2027 earnings release on 2026-05-27. Low impact estimated as it is a routine announcement, scheduled.

Synopsys is scheduled to report its second quarter fiscal year 2026 financial results after market close on 2026-05-27, as announced on 2026-04-27, with a price impact ≥1% scheduled.

Workday is scheduled to announce its Q1 fiscal 2027 financial results on May 21, 2026. A price impact of at least 5% is estimated based on historical volatility during earnings releases scheduled.

First quarter 2026 earnings results scheduled to be released before market open. Medium importance estimated as earnings releases typically drive significant volatility (>=5%).

An Investor and Analyst Day is scheduled to be held on 2026-05-13 at the NASDAQ MarketSite in New York, where the leadership team will provide insights into the company's data and AI strategy, scheduled. Low importance is estimated as strategic updates typically have limited immediate market impact.

HubSpot to announce Q1 2026 financial results after the U.S. financial markets close on May 7, 2026; high importance estimated due to typical earnings volatility, scheduled.

First quarter 2026 financial results and conference call scheduled.

First quarter 2026 financial results and conference call scheduled.

First quarter 2026 earnings results scheduled for release after market close on 2026-05-06 scheduled.

Medium importance reflects the anticipated market focus on quarterly performance; Q1 2026 earnings release is scheduled.

First quarter 2026 financial results and conference call scheduled. Low importance is estimated as earnings releases typically cause at least a 1% price movement.

DigitalOcean is scheduled to report its financial results for the first quarter of 2026 on May 5, 2026. Analysts forecast earnings of $0.27 per share and revenue of $249.68 million, scheduled.

SAP Annual General Meeting on 2026-05-05, where shareholders will vote on a proposed dividend of €2.50 per share for fiscal year 2025 scheduled. Low importance as the dividend vote is a routine procedure.

Palantir is scheduled to release its financial results for the first quarter of 2026 on Monday, May 4, 2026, after the close of U.S. markets; high impact is estimated due to typical earnings volatility, expected.

Atlassian is scheduled to release its Q3 FY2026 financial results on April 30, 2026, after the market close, with analysts forecasting revenue of approximately $1.7 billion and EPS of $1.33. High importance is estimated as earnings releases for major tech firms typically result in significant price volatility exceeding 10%, expected.

Amazon is scheduled to report its Q1 2026 financial results after the market close on April 29, 2026, with analysts forecasting revenue of approximately $177-$188 billion, expected.

Meta is scheduled to release its Q1 2026 financial results after market close on April 29, 2026. Analysts forecast significant revenue growth alongside a major increase in AI-related capital expenditures, making this a critical update for investors. This event is scheduled.

Microsoft's fiscal third-quarter 2026 earnings are scheduled to be released after the market close on April 29, 2026. Analysts forecast revenue of approximately $81.4 billion and EPS of $4.06. High importance is estimated as earnings results for major tech firms frequently trigger price movements exceeding 10% based on cloud growth and AI guidance, scheduled.

Reported Q1 2026 revenue of $570.4M (+13.8% YoY) and adjusted EPS of $0.58 (+20.2% YoY), both beating analyst estimates. The company also raised its full-year 2026 revenue and EPS guidance. High importance is justified by the significant market impact typically associated with a double beat and guidance raise.

DigitalOcean launched its AI-Native Cloud platform on April 28, 2026.

Stock fell approximately 5% in premarket trading on 2026-04-28, following reports that a major customer, OpenAI, missed internal growth and revenue targets, raising investor concerns about Oracle's future revenue from its large cloud contract.

Launched 'AI Sponsored Snaps,' a new conversational ad format allowing users to interact with brand AI agents in the Chat tab. Low importance reflects the incremental nature of this product update.

Reported Q1 2026 revenue of $1.474 billion and non-GAAP EPS of $1.96 on April 27, 2026, both beating analyst expectations. The company also raised its full-year 2026 revenue guidance to a range of $6.125 billion to $6.225 billion but lowered its non-GAAP EPS forecast to account for acquisition-related dilution.

Mizuho analysts downgraded Adobe stock from "outperform" to "neutral" and lowered the price target, citing concerns about increased competition from AI-native tools.

Microsoft and OpenAI announced a restructuring of their partnership on April 27, 2026. Microsoft's license for OpenAI's models becomes non-exclusive, and it will no longer pay a revenue share to OpenAI. Medium importance is estimated as this strategic shift in a core AI partnership is expected to impact investor sentiment by approximately 5%.

Announced a private offering of $3.25 billion in senior secured notes on 2026-04-27 to fund the development of a 245 MW data center at its River Bend campus; the stock declined 1.0%.

CEO Marc Benioff announced plans on 2026-04-25 to hire 1,000 new graduates and interns for AI-related projects. Low impact estimated as it is a long-term move, scheduled.

SAP released Q1 2026 financial results on 2026-04-23, reporting a 6% YoY increase in total revenue to €9.555 billion and a 19% increase in cloud revenue. Non-IFRS EPS of $1.99 beat analyst estimates of $1.92. High importance due to significant earnings data and cloud growth.

CrowdStrike launched Project QuiltWorks on April 23, 2026, a coalition with partners including OpenAI, Accenture, and IBM, to address vulnerabilities discovered by AI models; medium impact estimated due to the strategic importance of AI security collaborations.

Announced a €74 million investment to expand its Irish operations, planning to add approximately 200 new roles by 2027 with a focus on engineering and AI development. Low importance estimated as this is a localized operational expansion.