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