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