AI CONFERENCES AND INVESTOR DAYS, SATURDAY, OCTOBER 31, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS HON HAI PRECISION INDUSTRY CO INVESTOR DAY Fri Oct 30, Taipei, Taiwan Hon Hai Technology Day (HHTD26), October 30 to 31, 2026, Taipei Nangang Exhibition Center Hall 1. October 30 was the invitation-only opening day; October 31 is open to the public. Replay: • Outlook: Chairman Young Liu expects double-digit revenue growth next year, driven by AI data center demand, and said the industry is not in an AI bubble • AI server share: Liu said the global AI server share, now about 40%, could reach about 45% next year and 50% within a couple of years, with production capacity fully booked for at least the next year and a half and AI infrastructure reaching 60% to 65% of revenue in three to five years • OpenAI: Liu told reporters he had met OpenAI CEO Sam Altman earlier in the day and a new collaboration is in the works, with an announcement once details are confirmed and no scope or terms disclosed. It would build on last year's agreement to co-design data center racks, components and other AI hardware • Token factory: the 7th annual Tech Day ran a record 321 exhibits, about a quarter of them in the Token Factory zone, with a first showcase of the NVIDIA DSX POD, a standardized factory-built reference design to preintegrate NVIDIA Vera Rubin rack-scale AI infrastructure in modular containers, plus co-packaged optics and NVIDIA 800 VDC power distribution • Houston and robots: Foxconn has six factory buildings in Houston, Texas making AI servers for NVIDIA and sees a need for further expansion. Foxconn Industrial Internet said more than 10 humanoid robots have been deployed at its Texas facilities for internal use, with deployment to extend beyond Texas • EVs: three new reference electric vehicles, the MODEL A+ and MODEL K+ SUVs and the MODEL K kei-class compact truck, took the reference range to 12 models, offered to automotive customers through contract design and manufacturing services • Spending: Liu said planned AI spending of $3B to $5B a year could rise with deeper vertical integration, and that overinvestment will kill the company • Stock reaction: shares closed down 1.0% at TWD 245.5 on October 30, from TWD 248.0 the prior close. Next catalyst is third-quarter results on November 12 TODAY No tracked events today. TOMORROW No tracked events tomorrow. REMAINING THIS WEEK No tracked events remaining this week. LATER • Tue Nov 3: PIC Summit Europe 2026, Eindhoven, Netherlands, Nov 3 to 4 • 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 • Sun Nov 8: IEEE Photonics Conference (IPC) 2026, Denver, Nov 8 to 12 • 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

AI CONFERENCES AND INVESTOR DAYS, FRIDAY, OCTOBER 30, 2026 TODAY HON HAI PRECISION INDUSTRY CO INVESTOR DAY Fri Oct 30, 10:00 AM to 5:00 PM Taiwan time, Taipei, Taiwan Hon Hai Technology Day (HHTD26), October 30 to 31, 2026, Taipei Nangang Exhibition Center Hall 1. October 30 is the invitation only opening day, with registration from 9:00 AM and the keynote on AI and robotics from 10:00 AM to 12:00 PM on the main stage. October 31 is open to the public. 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 TOMORROW No tracked events tomorrow. REMAINING THIS WEEK No tracked events remaining this week. LATER • Tue Nov 3: PIC Summit Europe 2026, Eindhoven, Netherlands, Nov 3 to 4 • 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 • Sun Nov 8: IEEE Photonics Conference (IPC) 2026, Denver, Nov 8 to 12 • 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

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, 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, 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

Looking for your next opportunity in AI infrastructure? 🚀 Meet SambaNova at the #SC26# Career Fair, including our EVP of Software, Rich Heaton. All skill levels welcome! Details here:

Qubits colder than outer space. No specialized infrastructure. Just a standard outlet. Equal1 CEO Jason Lynch and Dell Technologies’ John Roese explain what this breakthrough could mean for quantum computing. See it at the Dell booth at SC ’26.