Where can GenAI deliver ROI fastest? 📈 Join Nikhil Gupta (CTO/Founder of Vapi) on July 23 at 1 PM ET to learn why automating voice channels is the fastest path to contact center cost reduction. Register for this virtual event: #ContactCenterAI# #VoiceAI#

Most teams wait months to validate new contact center tech. Equiniti stood up a proof of concept with Amazon Connect Customer almost immediately. Learn more.

Does adopting #AI# require a complete contact center overhaul? In this contributed article from our partner @Vapi_AI, learn why the fastest path to AI isn't rip-and-replace. It's adding resolution on top of the technology you already have. 📖 Read more:

Process improvement is still beating #AI# on contact center #ROI# benchmarks. New 2026 @ExecsInTheKnow research reveals what delivers the strongest return: 📈 Process Optimization: 58% 🤖 AI & Automation: 54% Download the full report: #ExecsInTheKnow#

At #DF26#, @MaryKayGlobal revealed how @Vonage made their contact center transformation possible – unifying voice, omnichannel & WFM on a Salesforce-native platform, unlocking Agentforce Voice & AI. 3 lessons inside. 🎥 #sponsor#

MAI-Voice-2-Flash launches today! Flash is 2x faster than MAI-Voice-2 and 32% cheaper, at $15 per 1M characters. MAI-Voice-2-Flash is also in public preview and powers Dynamics 365 Contact Center, our enterprise platform for call center agents, and reduces GPU costs up to 89%. More here...

What makes an enterprise customer experience conference worth the travel? ✈️ Join us at Customer Response Summit (CRS) Scottsdale (Sept 30 - Oct 2, 2026) for practical contact center AI strategy and peer benchmarking. Register here:

AI CONFERENCES AND INVESTOR DAYS, TUESDAY, OCTOBER 27, 2026 TODAY DCD INVESTMENT FORUM MENA CONFERENCE PRESENTATION Tue Oct 27, Dubai, United Arab Emirates DCD Investment Forum MENA (DatacenterDynamics), October 27, 2026, Grand Hyatt Dubai, Dubai. Co-located with DCD Connect MENA. Part of the DCD Investment series. No public webcast. In-person event. Registration: • Setup: A one-day executive forum with 35+ speakers, convening C-suite operators, developers, lenders and investors active in MENA digital infrastructure deal flow. This is the capital side of the MENA buildout, as sovereign AI programs turn announced gigawatts into financed projects • The number: 2,500+ senior professionals expected across the co-located events, against a regional pipeline of 2.6 GW in development and 13.8 GW planned on roughly 1.6 GW live • Why it matters: Who finances the Middle East pipeline, and on what terms, decides how much of it gets built • Debates: Sovereign capital versus international project finance, power and grid access as the gating item, and phased 100 MW to 200 MW delivery versus gigawatt announcements • Watch: The opening macro panel on where MENA digital infrastructure heads next, and any named financing or partnership announcements CELESTICA INC INVESTOR DAY Tue Oct 27, 8:00 AM ET Investor and Analyst Day call, hosted by Chair and CEO Rob Mionis, with an in-person Lunch Forum following in Midtown Manhattan for institutional investors and sell-side analysts. Webcast: • Setup: Q3 results, reported after the close Monday October 26, beat the top of guidance: revenue rose 83% year over year to $5.83B against a $5.25B to $5.55B guide, adjusted EPS rose 109% to $3.30, adjusted operating margin hit a record 8.5%, and CCS revenue rose 102% to $4.87B. Management raised the full-year 2026 outlook to $21.0B of revenue and $11.55 of adjusted EPS, cut free cash flow guidance to $460M from $600M for targeted working capital investment ahead of 2027, and gave an initial 2027 outlook of $40.0B of revenue, up 90%, with a 9.0% adjusted operating margin and $21.50 of adjusted EPS on capex of $1.5B to $2.0B • The number: The $40.0B 2027 revenue target, well above the $35.7B analyst estimate reported ahead of the print, and whether the day substantiates it with contracted demand and 1.6T program detail • Why it matters: Celestica is the purest listed read on hyperscaler AI hardware demand outside the hyperscalers themselves, and the day is the first long-form test of the 2027 frame • Debates: Customer concentration, the cash cost of growth as working capital builds, and whether 9% margins hold as capacity capex rises • Watch: Q4 guidance of $6.275B to $6.575B of revenue, 2028 demand commentary (management said customer demand forecasts are meaningfully higher than the 2027 outlook), and 1.6T program updates MACRONIX INTERNATIONAL CO LTD INVESTOR DAY Tue Oct 27, 4:00 PM Taiwan time (4:00 AM ET) Third-quarter 2026 results webcast, hosted by Chairman and CEO Miin Wu and Vice President Paul Yeh, per the company investor relations calendar. Webcast via Macronix investor relations. Direct link unconfirmed. • Setup: The NOR flash maker is in a steep memory upcycle. September sales rose 188% year over year to TWD 8.37B and third-quarter revenue reached TWD 24.24B, up 27% sequentially • The number: Nine-month 2026 revenue of TWD 53.83B, up 155% year over year, already above the prior full-year record of TWD 50.57B set in 2021, with Q2 gross margin at 64.4% • Why it matters: Macronix is a clean read on legacy memory pricing power and how far the upcycle converts into durable margins • Debates: Whether pricing holds into 2027, and the return on the TWD 15.81B capacity budget approved in July, with new capacity due in 2027 • Watch: Q3 gross margin against the 64.4% Q2 mark, Q4 sales commentary, and capex timing GUIDEWIRE SOFTWARE INC INVESTOR DAY Tue Oct 27, 7:30 PM ET, Las Vegas, United States Analyst Day held inside Connections 2026, October 26 to 29 at Fontainebleau Las Vegas, with more than 3,800 attendees expected. Webcast: • Setup: Fiscal 2026 revenue rose 23% to $1.48B and ARR rose 19% to $1.24B, with cloud ARR up 35% to 84% of total ARR and 62 core cloud deals signed in the year. The stock sold off on fiscal 2027 guidance in September and has been rebuilding into the day • The number: Fiscal 2027 ARR guidance of $1.45B to $1.46B, and whether the fiscal 2028 ARR figure near $1.7B is reaffirmed as a floor • Why it matters: Guidewire is the core-system standard for P&C insurers, and migration of its installed base to Guidewire Cloud is the growth engine • Debates: Roughly 125 on-premises customers still to migrate, the pace of cloud cohort expansion, and how fast agentic AI products monetize • Watch: Detail on the top 10 US carrier signed September 4 for Guidewire Cloud and PolicyCenter, set to become a top 10 customer by fully ramped ARR over a 12 to 18 month deployment, plus any multi-year target updates TOMORROW FIVE9 INC CONFERENCE PRESENTATION Wed Oct 28, Amsterdam, Netherlands ServiceNow World Forum Amsterdam, RAI Amsterdam, 8:30 AM to 6:00 PM. Free, in-person only, no digital edition and no public webcast. • Setup: Five9 and ServiceNow expanded their partnership in November 2024 around a turnkey AI solution joining ServiceNow Customer Service Management with the Five9 Intelligent CX Platform. Five9 exhibits and hosts a session, showing Five9 Fusion for ServiceNow, which puts voice and digital on one agent screen, with real-time transcription feeding Now Assist • The number: One agent screen for voice and digital inside ServiceNow, the core Fusion claim the team is demoing on the floor • Why it matters: Amsterdam is a live test of whether the ServiceNow channel converts into European contact-center pipeline for Five9 • Debates: AI agent deflection versus seat-based pricing pressure across CCaaS, and how much of the partnership is product versus go-to-market • Watch: Five9 session attendance and any named customer or expansion announcements out of the forum ORACLE CORP INVESTOR DAY Wed Oct 28, 10:55 AM CT, Las Vegas, United States Investor Day Meeting at Oracle AI World, live via the Oracle investor relations homepage. Webcast: • Setup: Q1 fiscal 2027, reported September 10, delivered revenue up 30% to $19.3B and cloud infrastructure revenue up 121% to $7.4B, and management raised the fiscal 2027 revenue outlook to at least $90B • The number: Remaining performance obligations of $664B, up $209B year over year and $26B in the quarter, against quarterly capex of $28.5B and free cash flow of negative $5.4B • Why it matters: This is the first long-form chance to test how the backlog converts, with 300,000 GPUs and 850 MW delivered in Q1 and utilization near 98% • Debates: Capacity delivery pace, margins and cash flow through a $90B to $95B fiscal 2027 capex plan, and customer concentration in the AI backlog • Watch: Any update to the capex or funding plan, RPO conversion commentary, and applications growth against the infrastructure story LTD INVESTOR DAY Wed Oct 28, New York, United States Investor Day at Elevate '26, the flagship conference, October 28 to 29 at the Javits Center, with a private investor Q&A with management. The opening keynote is livestreamed free at 11:00 AM ET. Keynote livestream: • Setup: Q2 revenue rose 22% to $365M and the company reconfirmed full-year 2026 revenue guidance of $1.466B to $1.474B, even as it cut roughly 20% of headcount to fund the AI pivot and the stock sold off on the print • The number: AI ARR doubled from Q1 to Q2 and drove 17% of net new ARR, against overall net dollar retention of 109% with guided pressure in the second half • Why it matters: Elevate is where the AI workspace claim meets customers, around 250,000 of them, with every attendee building a working AI agent on site, across 200+ sessions and 150+ speakers • Debates: Seat and credit pricing for AI versus seat erosion, the enterprise mix shift, and the reported exits of AI, R&D and product leaders mid-pivot • Watch: Keynote product announcements from co-CEOs Eran Zinman and Roy Mann and CPO Daniel Lereya, any AI monetization metrics beyond the 17% figure, and investor Q&A tone on fiscal 2027 growth REMAINING THIS WEEK HON HAI PRECISION INDUSTRY CO INVESTOR DAY Fri Oct 30, Taipei, Taiwan Hon Hai Technology Day (HHTD26), October 30 to 31, 2026, with live streaming on the official HHTD site. Event site: • Setup: Foxconn is repositioning from assembler to AI platform company. Q2 revenue rose 41% year over year to TWD 2.53 trillion with net profit of TWD 60.0B, September revenue rose 38% to TWD 1.16 trillion on AI server demand, and third-quarter revenue, reported October 5, rose 47% year over year to TWD 3.03 trillion, above the TWD 2.83 trillion LSEG SmartEstimate, ahead of full Q3 results on November 12 • The number: Taiwan's largest GPU cluster, due in 2026 from as the group's NVIDIA Cloud Partner AI Factory, is the centerpiece claim to test • Why it matters: HHTD is where the AI server story gets product proof: the MODEL A launch, the IBM AI Factory partnership for Taiwan, the Foxconn and OpenAI work on US AI supply-chain manufacturing, plus SiC, LEO satellites and FoxBrain • Debates: How much value Foxconn captures beyond assembly in AI servers, EV timelines, and margin conversion as cloud and networking posts high double-digit growth • Watch: Partner appearances on the opening day stage, MODEL A specifics, and any capacity or US manufacturing commitments LATER • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, Sao Paulo, Nov 4 to 5 • Wed Nov 4: DCD Investment Forum Brasil, Sao Paulo • Wed Nov 4: Xcelerated Compute Show Brasil, Sao Paulo, Nov 4 to 5 • Thu Nov 5: Box Investor Day, San Francisco • Fri Nov 6: Global Unichip at TSMC 2026 Japan OIP Ecosystem Forum, Tokyo • Mon Nov 9: Entegris Investor Day, 1:00 PM • Tue Nov 10: Cohu Investor Day, New York • Tue Nov 10: Flex Investor Day, Austin • Tue Nov 10: WESCO International Investor Day, Data Center Deep Dive Day, 10:00 AM • Wed Nov 11: Munters Group Capital Markets Day, Stockholm, 8:00 AM • Thu Nov 12: Global Unichip at TSMC 2026 Taiwan OIP Ecosystem Forum, Hsin-chu • Sun Nov 15: Penguin Solutions at SuperComputing (SC26), Chicago • Sun Nov 15: Supercomputing Conference 2026 (SC26), Chicago, Nov 15 to 20 • Sun Nov 15: Vertiv at SuperComputing (SC26), Chicago • Tue Nov 17: Global Unichip at TSMC 2026 China OIP Ecosystem Forum, Beijing • Tue Nov 17: TomorrowX Summit 2026, Austin, Nov 17 to 18 • Tue Nov 17: XTI Aerospace at 2026 ElevateUAV Summit, Florida City • Thu Nov 19: KVH Industries at CSN Greece ICT Conference, Athens • Tue Nov 24: Global Unichip at TSMC 2026 Europe OIP Ecosystem Forum, Munich • Mon Nov 30: NVIDIA GTC Washington DC, Nov 30 to Dec 3 • Thu Dec 17: Methode Electronics Investor Day, New York, 8:30 AM • Thu Dec 17: Onto Innovation Capital Markets Day, New York, 9:00 AM • Wed Dec 30: at AI Impact Summit 2026 • Wed Feb 3: AI Cities Zaragoza, Spain, Feb 3 to 4, 2027

AI CONFERENCES AND INVESTOR DAYS, TUESDAY, OCTOBER 6, 2026 TODAY AlphaSense AlphaSummit 2026 Mon Oct 5-Wed Oct 7, The Glasshouse, New York AlphaSense's annual summit on decision-grade AI: keynotes, live product demos, customer stories. Speakers include Shaquille O'Neal; George Lee, Co-Head of the Goldman Sachs Global Institute; Manish Sharma, Accenture; Andrew Feldman, Cerebras; plus Jefferies, J&J, Pfizer, Salesforce. Themes: future of work, data sovereignty, the connected enterprise, competitive intelligence from market signals. Attending. Marvell Technology Investor Day Tue Oct 6, 9:00am ET, New York Livestream 9:00am EDT via Outcome (midday, per Barron's): FY2031 revenue target $70-90B vs $8.2B in FY2026, roughly 55-60% annual growth. Stock +7.2% to $290.82. Custom silicon $30B at the midpoint, interconnect $37.5B. The FY2029 AI forecast +$2B raise off "over $10B" was RBC's pre-event expectation, not confirmed in midday coverage; $120B cumulative Google deal cited. Read: the bar was sky-high and they cleared it. The $70-90B 2031 framework is the new bull anchor; the debate shifts to execution and custom share vs Broadcom. Zscaler Investor Day Tue Oct 6, 8:30am ET, New York Webcast: The task into the print: re-rate from "conservative 17% grower" to durable 20%+ compounder. Watch: multi-year targets, sales-transition plan (new CRO, ~3% workforce shift to AI), AI monetization timeline (Agentic SOC contributes H2 FY27), net retention (was 115%). No outcome headlines as of midday. TOMORROW No tracked events for Wed Oct 7. NEXT WEEK OCP Global Summit 2026 Mon Oct 12-Thu Oct 15, San Jose Sold out; no remote option confirmed. Keynotes (PT): AMD CEO Lisa Su Mon 4:15pm (confirmed). Tracker agenda also lists NVIDIA's Ian Buck, ARM and Meta keynotes Mon and Microsoft, Intel, HPE keynotes Tue Oct 13; exact times unconfirmed. Investor watch: 800VDC spec maturity and named power suppliers; liquid-cooling standardization; Ethernet vs InfiniBand and CPO timelines; hyperscaler rack disclosures guiding 2027 content-per-rack. Read: capex-signal event, not product launches. Applied Materials Investor Day Tue Oct 13, 8:00-10:30am PT (Investor Breakfast at SEMICON West) Webcast at Watch: a firm 2027 WFE growth figure and AI-driven fab capacity plans. Workday Investor Day Tue Oct 13, 2:00pm PT, Las Vegas Webcast with 90-day replay Centerpiece: the multi-year AI monetization framework. Agentic AI ARR ~$600M (+200% YoY). Watch: FlexCredits consumption metrics; can FY28 subscription growth beat the early ~11% framework? Bar: a credible monetization bridge after the Q2 guidance selloff. Accenture Investor Day Wed Oct 14, New York Webcast. Setup: +16-18% on Q4 (record ~$84.5B FY bookings), faded somewhat since. Watch: long-term targets; a replacement AI disclosure; fixed-price/outcome-based mix; the AI-expands-the-market case vs AI-compresses-consulting. SailPoint Investor Day Wed Oct 14, 12:00pm ET, virtual One-year replay. Not a guidance event. Watch: genuinely new capability vs repackaging; AWS/NVIDIA partnerships converting to pipeline. Semtech Investor Day Thu Oct 15, 9:00am PT, San Jose (Data Center Teach-In) Webcast at The 1.6T/800G and ACC ramp read. Stock at 52-week highs; any wobble on ACC timing gets punished. ThinkEquity Conference Thu Oct 15 (Unusual Machines presenting) Presenting company list on file. Zoom Investor Day Tue Oct 20 (Zoomtopia Investor Session) The most important Zoom investor event in years: double-digit long-term growth guide? Bridge: churn stabilization, Phone/Contact Center, AI monetization. Time unconfirmed. LATER Celestica Investor Day, Tue Oct 27, virtual (tied to Q3). Premier AI-EMS read. Guidewire Analyst Day, Tue Oct 27, Las Vegas. Post-derating credibility: watch Qusar adoption, cloud ARR. Cohu Investor Day, Tue Nov 10, NYC. $850M HPC/AI pipeline; stock +213% YTD, elevated bar. Flex Innovation Day, Tue Nov 10, Austin. Flex + Axiom spin-off (AXM, expected Q1 2027). Read the Form 10 first. Munters CMD, Wed Nov 11, 8:00-11:30am ET, Stockholm. New CEO's first strategy set-piece. Methode Investor Day, Thu Dec 17, 8:30am ET, NYSE (first ever). Turnaround proof-of-concept. Onto Innovation Analyst Event, Thu Dec 17, NYSE. Advanced-packaging bellwether.

The first utility-scale Megapack project in New Zealand is now operating! 56 Megapacks at @ContactEnergy Glenbrook-Ohurua Battery 1 are providing 100 MW / 200 MWh of reliable and affordable energy to the region The site was commissioned ahead of schedule and Battery 2 is officially underway