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AI CONFERENCES AND INVESTOR DAYS, FRIDAY, OCTOBER 16, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS SEMTECH CORP INVESTOR DAY Thu Oct 15, San Jose Replay: • Q3 FY27 outlook raised at the day: net sales to $417.5M plus or minus $2.5M, from $410.0M plus or minus $5.0M, up 56% year over year at the midpoint, with adjusted EPS raised to $1.14 plus or minus $0.02, adjusted gross margin guided to 59.0% (64% excluding the cellular modules business being divested) and adjusted operating margin to 33.0% • New FY30 framework: $3.2B of net sales, including $2.1B from data center, with 70% adjusted gross margin, 48% to 50% adjusted operating margin, free cash flow at 35% of sales, and adjusted diluted EPS of $12.40 to $13.00; CEO Hong Hou said the FY30 growth is mostly driven by data center and LoRa • Balance sheet: net debt down to $299M at the end of Q2 FY27 from $1.3B at the end of FY24, with net leverage down to 1.1x from 10.5x and a target of below 1x, then below zero net leverage longer term; the cellular modules divestiture is expected to close in fiscal Q4, pending regulatory clearances • Stock reaction: shares fell 10.0% to close at $144.21 on Oct 15, after trading down nearly 17% intraday, as the FY30 framework landed below elevated market hopes despite the raised near term guide; chip stocks were also weak on the day, and MACOM fell more than 10% midday following the Semtech comments • Analyst backdrop: BMO Capital had raised its target to $230 from $155 with an Outperform rating on Oct 13 ahead of the day; consensus stands at Strong Buy with an average target near $219, and no post event target changes were confirmed by the morning after TODAY No tracked events today. TOMORROW No tracked events tomorrow. REMAINING THIS WEEK Nothing remaining this week. LATER • Mon Oct 19: Five9 at Gartner IT Symposium/Xpo 2026 • Mon Oct 19: Qnity Electronics at ICPT, Gangseo, Korea • Tue Oct 20: Five9 at ServiceNow World Forum London • Tue Oct 20: Zoom Communications Investor Day, 4:00 PM, webcast on Zoom IR • Fri Oct 23: Tempus AI at ESMO 2026 • Mon Oct 26: DCD Connect MENA, Dubai, Oct 26 to 27 • Tue Oct 27: Celestica Investor Day, virtual, tied to Q3 • Tue Oct 27: DCD Investment Forum MENA, Dubai • Tue Oct 27: Macronix International Investor Day, 4:00 AM • Tue Oct 27: Guidewire Software Investor Day, 7:30 PM • Wed Oct 28: Five9 at ServiceNow World Forum Amsterdam • Wed Oct 28: Oracle Investor Day • Wed Oct 28: Investor Day, Elevate 26, 2:00 PM • Fri Oct 30: Hon Hai Precision Hon Hai Technology Day • 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

AI CONFERENCES AND INVESTOR DAYS, THURSDAY, OCTOBER 15, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS ACCENTURE PLC INVESTOR DAY Wed Oct 14, New York Replay: • New FY27 to FY29 framework from the 8-K financial presentation: mid-single digit revenue growth in local currency in FY27 and FY28, stepping up to mid-to-high single digits in FY29, with 10 to 30 bps of annual operating margin expansion; FY27 guidance reaffirmed at 3% to 6% local currency revenue growth, with acquisitions adding about 2% to 2.5% • FY26 base: revenue $74.2B, adjusted EPS $13.97, adjusted operating margin 15.8%, free cash flow $11.6B, bookings $84.5B for a 1.1 book-to-bill, and a record $11.5B returned to shareholders; about $5.5B of buybacks expected in FY27 and at least $9.5B of shareholder returns guided for FY27 • AI answer to the bear case: a $3 trillion addressable market was framed, a joint forward deployed engineering program with Workday for agentic AI in HR and finance was launched, and the UK customer and data intelligence firm Sagacity was acquired for Accenture Song; the Anthropic partnership announced Sep 18, at least $1B from each side over 5 years, was the backdrop • Stock reaction: shares rose about 4% premarket and about 2% intraday, then faded to close up 0.7% at $214.96; the stock is still down about 20% year to date after the roughly 16% rally on the Oct 1 results • Analyst reaction: UBS reaffirmed Buy with a $275 target, citing doubled emerging alliance revenue and more than tripled Q4 bookings; the cautious read is that the targets are an ambition, not proof, and FY27 has to deliver the first leg SAILPOINT INC INVESTOR DAY Wed Oct 14, 12:00 PM ET, virtual Replay: • No guidance or financial update, by design: the Oct 14 analyst and investor webcast was a product recap of Navigate, Austin Oct 5 to 8, and management said at the outset it would not discuss the financial impact of the products; replay is on the IR site for 1 year • The recap centered on autonomous identity security for the agentic era: three classes of Autonomous Agents that monitor runtime actions, enforce policy and right-size privileges, plus Autonomous Identity Security Posture Management for continuous exposure detection and real-time remediation in Atlas • Expanded Agentic Fabric maps the full AI agent surface area, with shadow AI discovery, runtime authorization and an instant kill switch; Human Fabric advances human identity governance; Zero Standing Privilege via just-in-time provisioning now covers humans, service accounts and AI agents • The demand framing: 79% of enterprises are already running AI agents in production, yet only 2% have deployed identity tools purpose-built to govern them, per the Horizons of Identity Security report • Stock reaction: shares closed down 0.4% at $19.30 on the day; Piper Sandler maintained Buy with a $25 target on Oct 14, with consensus at Buy and an average target near $21.88 TODAY SEMTECH CORP INVESTOR DAY Thu Oct 15, 9:00 AM PT, San Jose Webcast: • Data Center Analyst Day and Teach-In with CEO Dr. Hong Hou, Imran Sherazi of Signal Integrity Products, and CFO Mark Lin, plus an industry expert panel, Q and A sessions and product demos; live webcast and materials under News and Events on the IR site, replay for 90 days • Setup: shares have pulled back about 17% in the last 5 sessions into the event after a very strong year, so the bar is a credible long-term model, not a product tour • The number: the long-term financial objectives presented today, against the near-term anchor of the $410M Q3 revenue guide • Why it matters: FiberEdge, CopperEdge and DirectEdge sit in the 800G and 1.6T AI data center interconnect buildout, where active copper, linear pluggable optics and co-packaged optics timing decides share • Debates: how fast active copper cable ramps at the lead cloud customer, and what reserved capacity costs if demand slips • Watch: 1.6T and 3.2T roadmap, active copper cable customer wins and the Q4 ramp, data center revenue mix, and any gross margin framework SEMTECH CORP CONFERENCE PRESENTATION Thu Oct 15, 12:00 PM, San Jose, time unconfirmed Webcast: • A separate data center business listing for the same San Jose teach-in covered above • The company release confirms a 9:00 AM PT start; a separate 12:00 PM session time is unconfirmed TOMORROW No tracked events tomorrow. REMAINING THIS WEEK Nothing remaining this week. LATER • Mon Oct 19: Qnity Electronics at ICPT, Gangseo, Korea • Tue Oct 20: Zoom Communications Investor Day, 4:00 PM, webcast on Zoom IR • Fri Oct 23: Tempus AI at ESMO 2026 • Mon Oct 26: DCD Connect MENA, Dubai, Oct 26 to 27 • Tue Oct 27: Celestica Investor Day, virtual, tied to Q3 • Tue Oct 27: DCD Investment Forum MENA, Dubai • Tue Oct 27: Guidewire Software Investor Day, 7:30 PM • Wed Oct 28: Oracle Investor Day • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, DCD Investment Forum Brasil, and 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 • Wed Nov 11: Munters Group Capital Markets Day, Stockholm • 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: XTI Aerospace at ElevateUAV Summit, Florida City • Thu Nov 19: KVH Industries at CSN Greece ICT Conference, Athens

AI CONFERENCES AND INVESTOR DAYS, WEDNESDAY, OCTOBER 14, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS APPLIED MATERIALS INC INVESTOR DAY Tue Oct 13, SEMICON West, San Francisco Replay: • New long-term targets through 2030: gain more than 2 percentage points of wafer fab equipment share from calendar 2025 to 2030, with non-GAAP gross margin of approximately 54% and non-GAAP operating margin of approximately 40% • Services revenue targeted to exceed $12B by 2030 and the eBeam portfolio at about $2B in 2026; committed to returning 80% to 100% of free cash flow to shareholders over time • Leading-edge foundry-logic, DRAM and advanced packaging expected to drive about 75% of wafer fab equipment growth from 2025 to 2030; management declined to give a near-term wafer fab equipment industry forecast • Stock reaction: shares fell about 7.7% to $459.20 on the day, a sixth consecutive decline, as investors focused on the missing industry forecast despite the new targets WORKDAY INC INVESTOR DAY Tue Oct 13, Las Vegas, during Workday Rising Replay: • Maintained the expectation for 11% subscription revenue growth entering fiscal 2028, with upside flagged from adoption of AI agents and other AI offerings • AI portfolio approaching $600M in annual recurring revenue, more than 3x the level a year earlier; 25% of the core customer base has adopted one or more AI products, and about 900 customers bought at least one agent in the trailing 12 months • Agent portfolio narrowed from 50 to 20 agents, 17 in production; Agent-Ready Tools, Workday Data Cloud and the Agent Harness are now generally available, and 125 customers have built 500 agents since June • Total addressable market framed at $276B, about $176B in human capital and financial management and $100B in AI and platform; the announced C1 acquisition extends Workday into identity governance for human and AI agent identities • Financial framework: non-GAAP operating margin target above 33%, free cash flow per share of $13 this year and $15 in fiscal 2028, and $4B remaining under the repurchase authorization after completing the $5B buyback early; shares eased about 1% on the day TODAY ACCENTURE PLC INVESTOR DAY Wed Oct 14, 8:30 AM ET, New York Webcast: • First investor day since the Anthropic partnership announced Sep 18, where each side expects to invest at least $1B over 5 years in a model evaluation venture, and since the Oct 1 FQ4 and FY26 results on about $74B of FY26 revenue • The financial presentation was furnished with an 8-K today: FY26 adjusted EPS $13.97, adjusted operating margin 15.8%, free cash flow $11.6B, bookings $84.5B for a 1.1 book-to-bill, and $11.5B returned to shareholders • New FY27 to FY29 framework: mid-single digit revenue growth in FY27 and FY28, mid-to-high single digits in FY29, and 10 to 30 bps of annual operating margin expansion • Watch: AI revenue disclosure, bookings conversion, fixed-price mix, and how the FY27 guide of 3% to 6% revenue and adjusted EPS growth and at least $9.5B of shareholder returns maps into the new multi-year targets SAILPOINT INC INVESTOR DAY Wed Oct 14, 12:00 PM ET, virtual Webcast: • Analyst and investor webcast recapping Navigate innovations, Austin Oct 5 to 8, with a live product demo, replay for 1 year • Not a guidance event • Watch: whether new identity capabilities for non-human and agentic identities are new product or repackaging, and any pipeline commentary TOMORROW SEMTECH CORP INVESTOR DAY Thu Oct 15, 9:00 AM PT, San Jose Webcast: • Data Center Analyst Day and Teach-In with CEO Dr. Hong Hou, Imran Sherazi of Signal Integrity, and CFO Mark Lin, plus an industry expert panel and product demos, replay for 90 days • Setup: strategy, technology portfolio, and long-term financial objectives for the data center business • The number: the 1.6T and 800G ramp and active copper cable timing • Watch: any long-term financial model, and the cost of the reserved Tower Semiconductor capacity SEMTECH CORP CONFERENCE PRESENTATION Thu Oct 15, 12:00 PM, San Jose, time unconfirmed Webcast: • A separate data center business listing for the same San Jose teach-in covered above • The company release confirms a 9:00 AM PT start; a separate 12:00 PM session time is unconfirmed REMAINING THIS WEEK Nothing remaining this week. LATER • Mon Oct 19: Qnity Electronics at ICPT, Gangseo, Korea • Tue Oct 20: Zoom Communications Investor Day, 4:00 PM, webcast on Zoom IR • Fri Oct 23: Tempus AI at ESMO 2026 • Mon Oct 26: DCD Connect MENA, Dubai, Oct 26 to 27 • Tue Oct 27: Celestica Investor Day, virtual, tied to Q3 • Tue Oct 27: DCD Investment Forum MENA, Dubai • Tue Oct 27: Guidewire Software Investor Day, 7:30 PM • Wed Oct 28: Oracle Investor Day • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, DCD Investment Forum Brasil, and 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 • Wed Nov 11: Munters Group Capital Markets Day, Stockholm • 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: XTI Aerospace at ElevateUAV Summit, Florida City • Thu Nov 19: KVH Industries at CSN Greece ICT Conference, Athens

AI Conferences and Investor Days, Friday, October 9, 2026 TODAY No tracked events today. TOMORROW No tracked events tomorrow. REMAINING THIS WEEK Nothing remaining this week. LATER OCP GLOBAL SUMMIT 2026 Mon Oct 12 to Thu Oct 15, San Jose McEnery Convention Center. Theme: "Scaling Innovation for the AI Era". Sold out; registration closed with no onsite signup. No public livestream found; keynote and session recordings expected on the Open Compute Project YouTube channel after the event: Keynotes Mon Oct 12 (PT): AMD Chair/CEO Lisa Su, 4:15pm, open full-stack infrastructure for agentic AI; Broadcom's Asad Khamisy (SVP, Core Switching), 5:30pm, "Scaling AI Infrastructure Through Open Innovation"; NVIDIA's Ian Buck (VP Hyperscale/HPC), 5:55pm, "AI Factories at Scale"; Meta keynote (speaker and time unconfirmed). Themes to watch: rack-scale AI factory architectures (Vera Rubin NVL72, MGX, DSX); Ethernet vs InfiniBand for AI scale-up (Broadcom Tomahawk 6, Thor Ultra 800G, OCP ESUN vs NVIDIA Spectrum-X); power delivery and thermals (800V DC racks, liquid cooling); optical interconnect (CPO, 448G signaling). 42 tracked company sessions (Oct 12-13; times ET): AMD, NVIDIA, Broadcom, Meta, Alphabet, Arm, Marvell, Astera Labs, Credo, Lattice, SK hynix, Samsung, MediaTek, Intel, Cisco, HPE, Dell, Microsoft, Oracle, Super Micro, Vertiv, Eaton, Nokia, TE Connectivity, Celestica, Flex, Jabil, Sanmina, Wiwynn, Pegatron, Mitac, Foxconn Industrial Internet, Inventec, Keysight. Also: Lattice/AMI keynote Tue Oct 13, 10:00am PT, "The Open Control Plane: From AI Racks to Autonomous Infrastructure" (Ford Tamer, Sanjoy Maity). APPLIED MATERIALS INVESTOR DAY (INVESTOR BREAKFAST AT SEMICON WEST) Tue Oct 13, 8:00-10:30am PT. Webcast: replay same day. Setup: executive leadership team presents during SEMICON West. The number: the 2027 WFE (wafer fab equipment) growth outlook. Why it matters: AMAT is the largest WFE vendor; its outlook frames the 2027 capex cycle and AI-driven fab capacity plans. Watch: a firm 2027 WFE growth figure; commentary on AI-driven capacity adds. WORKDAY FINANCIAL ANALYST DAY Tue Oct 13, 2:00pm PT, Las Vegas (during Workday Rising). Webcast: replay 90+ days. Setup: analyst day alongside the annual customer conference. The number: Agentic AI ARR ~$600M (+200% YoY). Why it matters: the multi-year AI monetization framework sets expectations for converting the installed base to AI products. Debates: seat-based vs consumption (FlexCredits) pricing durability. Watch: FlexCredits disclosure; FY28 subscription growth vs the ~11% framework. ACCENTURE INVESTOR AND ANALYST CONFERENCE Wed Oct 14, 8:30-11:30am ET, virtual. Setup: shares +23% on the Q4 print (~$84.5B FY bookings), faded ~6% since. The number: refreshed long-term growth and margin targets. Why it matters: bellwether for enterprise IT services demand and AI-led consulting. Debates: fixed-price mix; granularity of AI disclosure. Watch: long-term targets; AI bookings disclosure. SAILPOINT INVESTOR DAY Wed Oct 14, 12:00pm ET, virtual. Webcast: replay 1 year. Setup: recap of product introductions from Navigate (annual identity security conference, Austin, Oct 5-8). The number: not a guidance event; product-led. Why it matters: identity security is consolidating; SailPoint's AI positioning against Microsoft and Palo Alto Networks. Watch: genuinely new capability vs repackaging; AWS/NVIDIA pipeline commentary. SEMTECH DATA CENTER TEACH-IN (ANALYST DAY) Thu Oct 15, 9:00am PT, San Jose. CEO Hong Hou, Imran Sherazi (Signal Integrity GM), CFO Mark Lin. Webcast: Setup: stock at 52-week highs; past ACC timing wobbles have been punished. The number: 1.6T/800G and ACC (active copper cable) ramp timing. Why it matters: key read on optical DSP and copper interconnect demand in AI clusters. Watch: ACC ramp milestones; long-term financial objectives. THINKEQUITY CONFERENCE Thu Oct 15, Mandarin Oriental, New York. Single-day small-cap broker conference. AI-relevant presenters include Roadzen (RDZN, 9:30am ET) and Mobilicom (drone track, 1:30pm ET). WEEK OF OCT 19 AND BEYOND • Qnity Electronics (Mon Oct 19, ICPT planarization/CMP conference, Gangseo): semiconductor materials read. • Zoom Communications Investor Day (Tue Oct 20, 4:00pm, timezone unconfirmed). • Tempus AI (Fri Oct 23, presenting at ESMO 2026): AI healthcare name at a medical oncology conference. • Celestica Investor Day (Tue Oct 27): AI data center EMS; key read on AI server build demand. • Guidewire Investor Day (Tue Oct 27, 7:30pm, timezone unconfirmed): insurance software. • Oracle Investor Day (Wed Oct 28): OCI and AI infrastructure. Also tracked: semicap names at the 18th Annual CEO Investor Summit (Tue Oct 13, California): ACM Research, Cohu, Photronics; Kulicke & Soffa (CEO Summit, San Francisco); BE Semiconductor (SEMICON West); Zhen Ding (20th QIC CEO Week, Hong Kong). Wolfspeed at the Wolfe Research quant/macro conference (Wed Oct 14, New York). Unusual Machines at the Maxim Growth Summit (Mon Oct 12, New York).