AI Conferences and Investor Days — Wednesday, October 7, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS Marvell Investor Day (Oct 6, NYC) Replay via • FY28 revenue raised to ~$20B (from $18B), above $18.2B Street; data center alone near $18B • FY29 custom revenue raised to $12B (from $10B+), matching RBC's pre-event call • New FY2031 frame: $70-90B revenue (midpoint $80B) vs $46.85B consensus; adj EPS >$30; interconnect ~$37.5B framed larger than custom ~$30B • MRVL +5.8% to $287.01; 18+ analysts raised targets (Jefferies $450 Buy, Evercore $433) • Optical names rode along: Ciena +14%, Lumentum +3.8%, Coherent +1.5%, Broadcom +3.7% Zscaler Investor Day (Oct 6, NYC) Replay via • Guidance reaffirmed, not raised: FY27 revenue $3.908-3.938B (+16.6-17.5%), $10B ARR target with no date • Product push: Agentic SecOps (50+ AI agents), AI Gateway, Security for AI ~$70M ARR • ZS +2.9% to $207.79; no analyst revisions yet; stock -5.8% YTD • Read: narrative day, not numbers day; SASE competition question unresolved NEXT WEEK OCP Global Summit (Oct 12-15, San Jose McEnery) Sold out, no onsite; no public livestream announced; promo-code redemption expired Oct 6 • Lisa Su keynote confirmed Mon Oct 12, 4:15pm PT; NVIDIA keynote speaker confirmed (Ian Buck, Monday) • Lattice/AMI keynote Tue ~10am PT; OIF half-day workshop Tue 1-5pm PT (448G, CPO/NPO) • Wed networking track: Ultra Ethernet vs MRC panel (AMD/HPE/Broadcom/OpenAI), Bechtolsheim 400G/lane panel Workday Rising (Oct 12-15, Las Vegas) Digital passes now confirmed: All-Access $299, Essentials FREE; in-person $2,595 • Theme: agentic HR and agentic finance; Workday AI platform monetization read • Monness $218 Buy / Needham $230 Buy ahead of the event SEMICON West (Oct 13-15, Moscone SF) All-In $1,230, Thought Leadership $945, Expo Plus $340; no virtual pass • Ghazi fireside Tue 9:20am; design session Tue 10:30am-4:30pm PT (Cerebras CS-4/Nexus, Lam on agentic AI in manufacturing) • Equipment and advanced packaging checkpoint Applied Materials Investor Breakfast (Tue Oct 13, 8:00-10:30am PT) Free live webcast at replay same day • Watch for a firm 2027 WFE growth figure; Dickerson now sees CY26 WFE up >30% (was >20%) • Backdrop rich: Intel named founding EPIC partner Oct 6; UBS sees 2027 WFE +43%, memory equipment +53% Workday Financial Analyst Day (Tue Oct 13, 2:00pm PT / 5:00pm ET) Live webcast on Workday IR site, replay 90 days • Agentic HR/finance monetization read; partner announcements already timed to Rising Accenture Investor Day (Wed Oct 14, 8:30-11:30am ET) Virtual per IR events page; CEO's "see you in New York" suggests hybrid • Must answer the Oct 1 guide: ~1% organic (Stifel) vs 2% consensus; stock -6% to $200.34 Oct 2 • Watch FY27 organic growth bridge and AI metrics disclosure SailPoint Analyst Webcast (Wed Oct 14, 12:00pm ET, virtual) replay one year • Recap of Navigate announcements (Oct 6): Autonomous Agents, Agentic Fabric, Zero Standing Privilege • Not to be confused with Zscaler's similarly named products Semtech Data Center Teach-In (Thu Oct 15, 9:00am PT, San Jose) Limited in-person; live webcast at • 1.6T/800G and ACC ramp read; Q2 beat with Q3 guide $410M midpoint vs $357.7M consensus LATER NVIDIA GTC Berlin (Oct 20-22) Huang keynote Wed Oct 21, 11am-1pm CEST, free livestream • New: "NVIDIA GTC Live" pregame 9-11am CEST with Gavin Baker and Deirdre Bosa Oracle AI World (Oct 25-28, Venetian Las Vegas) New "Oracle AI World On Air" remote tier: 3 keynotes + 4 spotlights live, 90+ sessions on demand; price not yet visible • OCI GPU capacity and AI Database 23ai announcements; in-person $1,999 ($2,399 late) Celestica Investor and Analyst Day (Tue Oct 27, 8:00am ET) Webcast with replay ~2h after via Q3 results Mon Oct 26 post-close • Operations, strategy, growth, outlook; Midtown lunch forum for institutional/sell-side only NEW INVESTOR DAY • Hyperscale Data (GPUS) Investor Day, Thu Nov 12, 1:15-3:30pm PT, virtual: Michigan AI campus expansion and strategic alternatives; 2027 revenue guide $300-350M TBA list quiet: AMD Advancing AI, Snapdragon Summit, and OpenAI DevDay 2026 editions already happened; CoreWeave London still rescheduled to 2027; Nebius investor hub quiet.