Software & IT Services: earnings call analysis

217 calls · 49 companies · newest first

Other sectors

Manufacturing Finance & Real Estate Software & IT Services Electronics Retail Transport & Utilities Unclassified Services Mining Computer Hardware Pharma & Biotech Wholesale Construction Health Services Agriculture

Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
October 26, 2026	CDNS	Cadence Design Systems	Q3'26	6/12	2 high, 3 medium, 3 low flags	3	2	Call sheet →
October 21, 2026	META	Meta Platforms	Q3'26	6/12	2 medium, 1 low flags	1	1	Call sheet →
October 20, 2026	SPCX	SpaceX	Q3'26	8/12	3 high, 3 medium, 2 low flags	0	1	Call sheet →
October 7, 2026	APLD	Applied Digital	Q1'27	8/12	2 high, 6 medium, 1 low flags	0	0	Call sheet →
September 10, 2026	IBEX	IBEX	Q4'26	-	B	4	0	Call sheet →
September 9, 2026	GLOO	Gloo Holdings	Q2'26	8/12	D	1	0	Call sheet →
September 8, 2026	TTAN	ServiceTitan	Q2'27	9/12	C	2	0	Call sheet →
September 8, 2026	BRZE	Braze	Q2'27	9/12	C	3	0	Call sheet →
September 3, 2026	IOT	Samsara	Q2'27	6/12	2 high, 3 medium flags	0	0	Call sheet →
September 3, 2026	DOCU	DocuSign	Q2'27	7/12	1 high, 2 medium, 2 low flags	0	0	Call sheet →
September 3, 2026	ZS	Zscaler	Q4'26	4/12	1 high, 3 medium, 2 low flags	0	0	Call sheet →
September 2, 2026	SNOW	Snowflake	Q2'27	3/12	1 high, 3 medium, 2 low flags	2	0	Call sheet →
September 1, 2026	MDB	MongoDB	Q2'27	-	No flags	0	0	Call sheet →
August 27, 2026	WDAY	Workday	Q2'27	5/12	2 high, 2 medium flags	0	0	Call sheet →
August 26, 2026	VEEV	Veeva Systems	Q2'27	4/12	2 high, 3 medium flags	0	0	Call sheet →
August 26, 2026	OKTA	Okta	Q2'27	8/12	1 high, 5 medium, 2 low flags	2	0	Call sheet →
August 26, 2026	CRWD	CrowdStrike Holdings	Q2'27	7/12	1 high, 3 medium, 2 low flags	0	0	Call sheet →
August 26, 2026	CRM	Salesforce	Q2'27	3/12	2 medium flags	0	0	Call sheet →
August 26, 2026	SNPS	Synopsys	Q3'26	4/12	1 high, 2 medium, 3 low flags	0	0	Call sheet →
August 25, 2026	ZM	Zoom Video Communications	Q2'27	7/12	3 medium, 3 low flags	0	0	Call sheet →
August 25, 2026	INTU	Intuit	Q4'26	3/12	3 medium, 2 low flags	1	1	Call sheet →
August 19, 2026	BILL	Bill Holdings	Q4'26	3/12	1 high, 3 medium, 1 low flags	1	0	Call sheet →
August 14, 2026	PARA	Paramount Skydance	Q2'26	8/12	1 high, 6 medium, 1 low flags	0	2	Call sheet →
August 6, 2026	TEAM	Atlassian	Q4'26	8/12	4 medium, 1 low flags	3	0	Call sheet →
August 6, 2026	U	Unity Technologies	Q2'26	4/12	3 medium, 3 low flags	0	0	Call sheet →
August 6, 2026	TWLO	Twilio	Q2'26	7/12	No flags	1	0	Call sheet →
August 6, 2026	TTD	Trade Desk	Q2'26	4/12	2 high, 2 medium, 1 low flags	0	0	Call sheet →
August 6, 2026	TRIP	Tripadvisor	Q2'26	8/12	5 medium, 3 low flags	5	0	Call sheet →
August 6, 2026	RGTI	Rigetti Computing	Q2'26	7/12	2 medium, 1 low flags	0	0	Call sheet →
August 6, 2026	NET	Cloudflare	Q2'26	7/12	2 high, 3 medium, 1 low flags	0	0	Call sheet →
August 6, 2026	DDOG	Datadog	Q2'26	7/12	1 high, 2 medium flags	0	0	Call sheet →
August 6, 2026	CARG	CarGurus	Q2'26	5/12	1 high, 3 medium, 4 low flags	2	0	Call sheet →
August 5, 2026	SHOP	Shopify	Q2'26	8/12	4 medium, 4 low flags	4	0	Call sheet →
August 5, 2026	IONQ	IonQ	Q2'26	6/12	2 high, 3 medium, 3 low flags	2	0	Call sheet →
August 5, 2026	HUBS	HubSpot	Q2'26	5/12	3 high, 3 medium, 2 low flags	3	1	Call sheet →
August 5, 2026	APP	AppLovin	Q2'26	4/12	2 high, 2 medium, 2 low flags	0	0	Call sheet →
August 4, 2026	PINS	Pinterest	Q2'26	8/12	1 medium, 2 low flags	2	0	Call sheet →
August 4, 2026	DOCN	DigitalOcean Holdings	Q2'26	8/12	5 medium, 3 low flags	1	0	Call sheet →
August 3, 2026	SNAP	Snap	Q2'26	8/12	1 high, 3 medium, 4 low flags	2	0	Call sheet →
August 3, 2026	PLTR	Palantir Technologies	Q2'26	7/12	1 high, 5 medium, 1 low flags	5	0	Call sheet →
2026-07-30	RDDT	Reddit	Q2'26	4/12	2 high, 4 medium, 2 low flags	3	2	Call sheet →
July 30, 2026	RBLX	Roblox	Q2'26	4/12	4 high, 4 medium flags	3	2	Call sheet →
July 29, 2026	MSFT	Microsoft	Q4'26	5/12	3 high, 5 medium, 1 low flags	2	1	Call sheet →
July 29, 2026	META	Meta Platforms	Q2'26	4/12	2 high, 6 medium flags	6	0	Call sheet →
July 27, 2026	APLD	Applied Digital	Q4'26	7/12	5 high, 3 medium flags	3	2	Call sheet →
July 27, 2026	CDNS	Cadence Design Systems	Q2'26	5/12	2 high, 3 medium, 1 low flags	3	1	Call sheet →
July 22, 2026	NOW	ServiceNow	Q2'26	7/12	1 high, 4 medium, 1 low flags	4	1	Call sheet →
July 22, 2026	GOOGL	Alphabet	Q2'26	4/12	4 high, 3 medium, 1 low flags	3	1	Call sheet →
July 22, 2026	GOOG	Alphabet	Q2'26	7/12	2 high, 4 medium, 3 low flags	1	0	Call sheet →
June 11, 2026	ADBE	Adobe	Q2'26	4/12	3 high, 4 medium, 2 low flags	3	1	Call sheet →
June 10, 2026	ORCL	Oracle	Q4'26	6/12	4 high, 4 medium, 1 low flags	2	3	Call sheet →
June 4, 2026	IOT	Samsara	Q1'27	10/12	3 medium, 4 low flags	5	0	Call sheet →
June 3, 2026	VEEV	Veeva Systems	Q1'27	9/12	3 medium, 3 low flags	5	0	Call sheet →
2026-06-03	CRWD	CrowdStrike Holdings	Q1'27	9/12	2 medium, 3 low flags	6	0	Call sheet →
May 28, 2026	MDB	MongoDB	Q1'27	6/12	1 high, 3 medium, 2 low flags	2	1	Call sheet →
May 27, 2026	SNOW	Snowflake	Q1'27	8/12	1 high, 4 medium, 3 low flags	4	0	Call sheet →
May 27, 2026	CRM	Salesforce	Q1'27	6/12	3 high, 3 medium flags	1	0	Call sheet →
May 27, 2026	SNPS	Synopsys	Q2'26	3/12	2 high, 2 medium, 2 low flags	1	1	Call sheet →
May 26, 2026	ZS	Zscaler	Q3'26	5/12	2 high, 5 medium, 1 low flags	3	2	Call sheet →
May 21, 2026	ZM	Zoom Video Communications	Q1'27	8/12	3 medium, 3 low flags	6	0	Call sheet →
2026-05-21	WDAY	Workday	Q1'27	11/12	6 low flags	6	0	Call sheet →
May 20, 2026	INTU	Intuit	Q3'26	5/12	1 high, 5 medium, 2 low flags	1	2	Call sheet →
May 11, 2026	RGTI	Rigetti Computing	Q1'26	10/12	3 medium, 4 low flags	2	1	Call sheet →
May 7, 2026	BILL	Bill Holdings	Q3'26	7/12	1 high, 6 medium, 1 low flags	2	0	Call sheet →
2026-05-07	U	Unity Technologies	Q1'26	9/12	3 medium, 3 low flags	4	0	Call sheet →
May 7, 2026	TTD	Trade Desk	Q1'26	10/12	2 medium, 4 low flags	4	0	Call sheet →
May 7, 2026	TRIP	Tripadvisor	Q1'26	8/12	3 medium, 3 low flags	3	0	Call sheet →
May 7, 2026	NET	Cloudflare	Q1'26	8/12	2 high, 5 medium flags	3	0	Call sheet →
May 7, 2026	HUBS	HubSpot	Q1'26	9/12	1 high, 3 medium, 3 low flags	4	0	Call sheet →
May 7, 2026	DDOG	Datadog	Q1'26	8/12	2 high, 3 medium, 1 low flags	5	0	Call sheet →
May 7, 2026	CARG	CarGurus	Q1'26	7/12	3 medium, 3 low flags	4	0	Call sheet →
May 6, 2026	SNAP	Snap	Q1'26	9/12	1 high, 3 medium, 3 low flags	3	1	Call sheet →
May 6, 2026	IONQ	IonQ	Q1'26	9/12	1 high, 3 medium, 2 low flags	4	1	Call sheet →
May 6, 2026	APP	AppLovin	Q1'26	10/12	2 medium, 4 low flags	2	1	Call sheet →
May 5, 2026	SHOP	Shopify	Q1'26	9/12	2 medium, 1 low flags	4	0	Call sheet →
May 4, 2026	PLTR	Palantir Technologies	Q1'26	8/12	3 medium, 4 low flags	5	0	Call sheet →
May 4, 2026	PINS	Pinterest	Q1'26	9/12	2 medium, 4 low flags	3	0	Call sheet →
May 4, 2026	PARA	Paramount Skydance	Q1'26	2/12	3 high, 4 medium, 1 low flags	0	1	Call sheet →
April 30, 2026	TEAM	Atlassian	Q3'26	6/12	1 high, 4 medium, 1 low flags	4	1	Call sheet →
April 30, 2026	TWLO	Twilio	Q1'26	9/12	5 medium, 3 low flags	5	0	Call sheet →
April 30, 2026	RDDT	Reddit	Q1'26	9/12	2 medium, 4 low flags	5	0	Call sheet →
April 30, 2026	RBLX	Roblox	Q1'26	8/12	2 medium, 4 low flags	3	2	Call sheet →
April 29, 2026	MSFT	Microsoft	Q3'26	9/12	2 high, 3 medium, 2 low flags	5	2	Call sheet →
April 29, 2026	META	Meta Platforms	Q1'26	6/12	2 high, 2 medium, 2 low flags	2	1	Call sheet →
April 29, 2026	GOOGL	Alphabet	Q1'26	7/12	1 high, 3 medium, 2 low flags	5	1	Call sheet →
April 29, 2026	GOOG	Alphabet	Q1'26	9/12	2 medium, 4 low flags	5	1	Call sheet →
April 27, 2026	CDNS	Cadence Design Systems	Q1'26	9/12	3 medium, 3 low flags	5	1	Call sheet →
April 22, 2026	NOW	ServiceNow	Q1'26	9/12	1 high, 4 medium, 2 low flags	6	0	Call sheet →
April 8, 2026	APLD	Applied Digital	Q3'26	8/12	5 high, 4 medium flags	1	1	Call sheet →
March 17, 2026	DOCU	DocuSign	Q4'26	10/12	2 medium, 5 low flags	6	0	Call sheet →
March 12, 2026	ADBE	Adobe	Q1'26	7/12	4 medium, 3 low flags	6	0	Call sheet →
March 10, 2026	ORCL	Oracle	Q3'26	8/12	1 high, 3 medium, 2 low flags	1	1	Call sheet →
2026-03-05	IOT	Samsara	Q4'26	10/12	3 medium, 5 low flags	5	0	Call sheet →
March 5, 2026	RGTI	Rigetti Computing	Q4'25	9/12	4 medium, 4 low flags	1	2	Call sheet →
March 4, 2026	VEEV	Veeva Systems	Q4'26	8/12	4 medium, 2 low flags	4	1	Call sheet →
March 4, 2026	OKTA	Okta	Q4'26	9/12	3 medium, 5 low flags	6	0	Call sheet →
March 4, 2026	CRWD	CrowdStrike Holdings	Q4'26	10/12	2 medium, 4 low flags	5	0	Call sheet →
March 3, 2026	MDB	MongoDB	Q4'26	9/12	2 medium, 4 low flags	5	0	Call sheet →
February 27, 2026	ZS	Zscaler	Q2'26	8/12	1 high, 2 medium, 3 low flags	5	1	Call sheet →
February 26, 2026	ZM	Zoom Video Communications	Q4'26	10/12	1 high, 4 medium, 3 low flags	5	1	Call sheet →
February 26, 2026	CRM	Salesforce	Q4'26	10/12	4 medium, 4 low flags	4	0	Call sheet →
February 26, 2026	INTU	Intuit	Q2'26	3/12	1 high, 5 medium, 2 low flags	4	1	Call sheet →
February 26, 2026	IONQ	IonQ	Q4'25	6/12	4 medium, 2 low flags	6	0	Call sheet →
February 25, 2026	SNOW	Snowflake	Q4'26	9/12	4 medium, 4 low flags	5	0	Call sheet →
February 25, 2026	SNPS	Synopsys	Q1'26	10/12	4 medium, 2 low flags	3	0	Call sheet →
February 25, 2026	TTD	Trade Desk	Q4'25	8/12	1 high, 3 medium, 2 low flags	6	0	Call sheet →
February 25, 2026	PARA	Paramount Skydance	Q4'25	8/12	2 high, 4 medium flags	0	0	Call sheet →
February 24, 2026	WDAY	Workday	Q4'26	9/12	4 medium, 3 low flags	5	1	Call sheet →
February 19, 2026	CARG	CarGurus	Q4'25	10/12	1 medium, 5 low flags	4	0	Call sheet →
February 17, 2026	CDNS	Cadence Design Systems	Q4'25	10/12	2 medium, 4 low flags	6	0	Call sheet →
February 12, 2026	TWLO	Twilio	Q4'25	11/12	1 medium, 6 low flags	6	0	Call sheet →
February 12, 2026	TRIP	Tripadvisor	Q4'25	8/12	2 medium, 4 low flags	4	0	Call sheet →
February 12, 2026	PINS	Pinterest	Q4'25	8/12	1 high, 2 medium, 3 low flags	2	3	Call sheet →
February 11, 2026	U	Unity Technologies	Q4'25	10/12	3 medium, 4 low flags	4	1	Call sheet →
February 11, 2026	SHOP	Shopify	Q4'25	8/12	1 medium flags	4	0	Call sheet →
February 11, 2026	HUBS	HubSpot	Q4'25	8/12	3 medium, 4 low flags	6	1	Call sheet →
February 11, 2026	APP	AppLovin	Q4'25	9/12	-	5	0	Call sheet →
February 10, 2026	NET	Cloudflare	Q4'25	8/12	2 medium, 4 low flags	5	0	Call sheet →
February 10, 2026	DDOG	Datadog	Q4'25	7/12	3 medium, 3 low flags	4	1	Call sheet →
February 5, 2026	TEAM	Atlassian	Q2'26	9/12	2 medium, 4 low flags	4	0	Call sheet →
February 5, 2026	BILL	Bill Holdings	Q2'26	8/12	1 high, 3 medium, 3 low flags	6	0	Call sheet →
February 5, 2026	RDDT	Reddit	Q4'25	9/12	1 high, 5 medium, 3 low flags	5	0	Call sheet →
February 5, 2026	RBLX	Roblox	Q4'25	8/12	3 medium, 5 low flags	3	2	Call sheet →
February 4, 2026	SNAP	Snap	Q4'25	9/12	2 medium, 6 low flags	5	1	Call sheet →
February 4, 2026	GOOGL	Alphabet	Q4'25	9/12	2 high, 4 medium flags	5	0	Call sheet →
February 4, 2026	GOOG	Alphabet	Q4'25	8/12	-	5	0	Call sheet →
February 2, 2026	PLTR	Palantir Technologies	Q4'25	11/12	2 medium, 4 low flags	6	0	Call sheet →
January 28, 2026	MSFT	Microsoft	Q2'26	10/12	1 high, 5 medium flags	5	0	Call sheet →
2026-01-28	NOW	ServiceNow	Q4'25	11/12	3 medium, 5 low flags	7	0	Call sheet →
January 28, 2026	META	Meta Platforms	Q4'25	5/12	-	3	3	Call sheet →
January 7, 2026	APLD	Applied Digital	Q2'26	5/12	3 high, 4 medium, 1 low flags	2	0	Call sheet →
December 10, 2025	ORCL	Oracle	Q2'26	10/12	5 medium, 3 low flags	3	0	Call sheet →
December 10, 2025	SNPS	Synopsys	Q4'25	9/12	5 medium, 3 low flags	3	1	Call sheet →
2025-12-10	ADBE	Adobe	Q4'25	6/12	1 high, 2 medium, 3 low flags	5	1	Call sheet →
December 4, 2025	IOT	Samsara	Q3'26	10/12	1 medium, 5 low flags	6	0	Call sheet →
December 4, 2025	DOCU	DocuSign	Q3'26	11/12	2 medium, 4 low flags	4	0	Call sheet →
December 3, 2025	SNOW	Snowflake	Q3'26	9/12	1 high, 4 medium, 1 low flags	5	0	Call sheet →
December 3, 2025	CRM	Salesforce	Q3'26	10/12	3 medium, 3 low flags	5	0	Call sheet →
2025-12-02	OKTA	Okta	Q3'26	9/12	4 medium, 2 low flags	6	0	Call sheet →
2025-12-02	CRWD	CrowdStrike Holdings	Q3'26	8/12	1 high, 3 medium, 2 low flags	3	0	Call sheet →
December 1, 2025	MDB	MongoDB	Q3'26	9/12	3 medium, 3 low flags	5	0	Call sheet →
November 25, 2025	ZS	Zscaler	Q1'26	10/12	2 medium, 4 low flags	7	1	Call sheet →
November 20, 2025	VEEV	Veeva Systems	Q3'26	10/12	2 medium, 6 low flags	4	0	Call sheet →
November 20, 2025	INTU	Intuit	Q1'26	9/12	3 medium, 5 low flags	3	0	Call sheet →
2025-11-11	RGTI	Rigetti Computing	Q3'25	9/12	3 medium, 3 low flags	3	1	Call sheet →
November 10, 2025	PARA	Paramount Skydance	Q3'25	7/12	2 high, 5 medium, 1 low flags	3	1	Call sheet →
November 8, 2025	IONQ	IonQ	Q3'25	9/12	1 high, 5 medium, 2 low flags	3	0	Call sheet →
November 7, 2025	CARG	CarGurus	Q3'25	8/12	3 medium, 3 low flags	5	0	Call sheet →
2025-11-06	BILL	Bill Holdings	Q1'26	11/12	1 medium, 5 low flags	5	0	Call sheet →
2025-11-06	TTD	Trade Desk	Q3'25	6/12	5 medium, 3 low flags	4	1	Call sheet →
November 5, 2025	APP	AppLovin	Q3'25	9/12	1 medium, 5 low flags	5	0	Call sheet →
November 4, 2025	PLTR	Palantir Technologies	Q3'25	9/12	6 medium, 3 low flags	6	0	Call sheet →
October 30, 2025	TEAM	Atlassian	Q1'26	9/12	3 medium, 3 low flags	4	0	Call sheet →
October 29, 2025	MSFT	Microsoft	Q1'26	8/12	1 high, 4 medium, 1 low flags	4	2	Call sheet →
October 29, 2025	META	Meta Platforms	Q3'25	6/12	2 high, 3 medium, 1 low flags	5	0	Call sheet →
October 29, 2025	GOOG	Alphabet	Q3'25	9/12	3 medium, 3 low flags	4	2	Call sheet →
2025-10-27	CDNS	Cadence Design Systems	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
October 9, 2025	APLD	Applied Digital	Q1'26	4/12	4 high, 4 medium, 1 low flags	1	3	Call sheet →
2025-09-11	ADBE	Adobe	Q3'25	10/12	1 medium, 5 low flags	5	0	Call sheet →
September 9, 2025	ORCL	Oracle	Q1'26	8/12	1 high, 4 medium, 2 low flags	4	0	Call sheet →
September 9, 2025	SNPS	Synopsys	Q3'25	6/12	2 high, 5 medium flags	4	1	Call sheet →
2025-09-02	ZS	Zscaler	Q4'25	3/12	1 high, 4 medium, 2 low flags	4	1	Call sheet →
2025-08-27	BILL	Bill Holdings	Q4'25	10/12	4 medium, 6 low flags	6	0	Call sheet →
August 21, 2025	INTU	Intuit	Q4'25	10/12	6 low flags	5	0	Call sheet →
2025-08-07	TEAM	Atlassian	Q4'25	7/12	1 high, 3 medium, 2 low flags	3	1	Call sheet →
July 30, 2025	MSFT	Microsoft	Q4'25	10/12	1 medium, 6 low flags	5	1	Call sheet →
July 30, 2025	APLD	Applied Digital	Q4'25	6/12	3 high, 5 medium, 1 low flags	1	1	Call sheet →
July 29, 2025	EA	Electronic Arts	Q1'26	10/12	2 medium, 4 low flags	4	0	Call sheet →
June 11, 2025	ORCL	Oracle	Q4'25	9/12	4 medium, 4 low flags	4	1	Call sheet →
June 6, 2025	DOCU	DocuSign	Q1'26	9/12	4 medium, 2 low flags	4	0	Call sheet →
June 5, 2025	IOT	Samsara	Q1'26	4/12	1 high, 4 medium, 3 low flags	5	0	Call sheet →
June 4, 2025	MDB	MongoDB	Q1'26	8/12	3 medium, 5 low flags	3	0	Call sheet →
June 3, 2025	CRWD	CrowdStrike Holdings	Q1'26	7/12	1 high, 3 medium, 2 low flags	3	1	Call sheet →
2025-05-29	ZS	Zscaler	Q3'25	10/12	1 high, 4 medium, 1 low flags	4	0	Call sheet →
May 28, 2025	VEEV	Veeva Systems	Q1'26	8/12	4 medium, 2 low flags	3	0	Call sheet →
May 28, 2025	CRM	Salesforce	Q1'26	10/12	3 medium, 3 low flags	4	0	Call sheet →
2025-05-27	OKTA	Okta	Q1'26	10/12	2 medium, 4 low flags	4	0	Call sheet →
May 22, 2025	WDAY	Workday	Q1'26	8/12	2 medium, 4 low flags	2	0	Call sheet →
May 22, 2025	INTU	Intuit	Q3'25	9/12	2 medium, 6 low flags	5	0	Call sheet →
May 21, 2025	ZM	Zoom Video Communications	Q1'26	9/12	4 medium, 4 low flags	3	1	Call sheet →
2025-05-21	SNOW	Snowflake	Q1'26	9/12	3 medium, 3 low flags	4	0	Call sheet →
May 6, 2025	EA	Electronic Arts	Q4'25	11/12	-	5	0	Call sheet →
April 14, 2025	APLD	Applied Digital	Q3'25	5/12	4 high, 2 medium, 1 low flags	1	2	Call sheet →
March 13, 2025	DOCU	DocuSign	Q4'25	10/12	3 medium, 3 low flags	6	0	Call sheet →
2025-03-10	ORCL	Oracle	Q3'25	10/12	3 medium, 3 low flags	5	0	Call sheet →
2025-03-06	IOT	Samsara	Q4'25	9/12	2 medium, 5 low flags	4	1	Call sheet →
March 5, 2025	VEEV	Veeva Systems	Q4'25	9/12	3 medium, 3 low flags	5	0	Call sheet →
2025-03-05	MDB	MongoDB	Q4'25	9/12	2 medium, 4 low flags	3	2	Call sheet →
March 4, 2025	CRWD	CrowdStrike Holdings	Q4'25	11/12	3 medium, 3 low flags	5	0	Call sheet →
2025-03-03	OKTA	Okta	Q4'25	11/12	3 medium, 3 low flags	6	0	Call sheet →
February 26, 2025	SNOW	Snowflake	Q4'25	11/12	2 medium, 5 low flags	5	0	Call sheet →
February 26, 2025	CRM	Salesforce	Q4'25	7/12	1 high, 2 medium, 3 low flags	4	0	Call sheet →
February 25, 2025	WDAY	Workday	Q4'25	9/12	4 medium, 5 low flags	3	0	Call sheet →
February 24, 2025	ZM	Zoom Video Communications	Q4'25	8/12	1 high, 3 medium, 3 low flags	5	1	Call sheet →
February 4, 2025	EA	Electronic Arts	Q3'25	6/12	1 high, 5 medium flags	1	4	Call sheet →
January 14, 2025	APLD	Applied Digital	Q2'25	2/12	4 high, 3 medium flags	2	1	Call sheet →
2024-12-09	MDB	MongoDB	Q3'25	9/12	3 medium, 3 low flags	5	0	Call sheet →
2024-12-05	VEEV	Veeva Systems	Q3'25	8/12	3 medium, 4 low flags	5	0	Call sheet →
December 5, 2024	IOT	Samsara	Q3'25	9/12	2 medium, 5 low flags	6	0	Call sheet →
December 5, 2024	DOCU	DocuSign	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
December 3, 2024	OKTA	Okta	Q3'25	11/12	3 medium, 5 low flags	5	0	Call sheet →
December 3, 2024	CRM	Salesforce	Q3'25	8/12	3 medium, 3 low flags	5	0	Call sheet →
November 26, 2024	WDAY	Workday	Q3'25	9/12	3 medium, 3 low flags	3	0	Call sheet →
November 26, 2024	CRWD	CrowdStrike Holdings	Q3'25	8/12	1 high, 6 medium flags	4	0	Call sheet →
2024-11-25	ZM	Zoom Video Communications	Q3'25	9/12	4 medium, 2 low flags	5	0	Call sheet →
November 20, 2024	SNOW	Snowflake	Q3'25	7/12	3 medium, 4 low flags	4	1	Call sheet →
October 9, 2024	APLD	Applied Digital	Q1'25	5/12	3 high, 4 medium, 1 low flags	1	2	Call sheet →
September 5, 2024	IOT	Samsara	Q2'25	9/12	3 medium, 5 low flags	5	0	Call sheet →
2024-09-05	DOCU	DocuSign	Q2'25	8/12	3 medium, 3 low flags	6	0	Call sheet →
August 29, 2024	MDB	MongoDB	Q2'25	9/12	4 medium, 4 low flags	5	0	Call sheet →
2024-08-28	VEEV	Veeva Systems	Q2'25	10/12	3 medium, 3 low flags	4	0	Call sheet →
2024-08-28	CRWD	CrowdStrike Holdings	Q2'25	7/12	4 medium, 3 low flags	5	1	Call sheet →
2024-08-28	CRM	Salesforce	Q2'25	9/12	2 medium, 4 low flags	6	0	Call sheet →
August 28, 2024	APLD	Applied Digital	Q4'24	5/12	3 high, 4 medium, 1 low flags	1	4	Call sheet →
2024-08-22	WDAY	Workday	Q2'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
2024-08-21	ZM	Zoom Video Communications	Q2'25	9/12	1 high, 2 medium, 4 low flags	4	1	Call sheet →
2024-08-21	SNOW	Snowflake	Q2'25	9/12	2 medium, 4 low flags	5	0	Call sheet →

Disclosure: 6-item rubric scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior call's promises scored on this one. Sector is the issuer's current SIC-based classification.