| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 31, 2026 | 9/12 | 3 medium, 2 low flags | 0 | 0 | Call sheet → |
| Q1'26 | May 1, 2026 | 4/12 | 2 high, 3 medium, 3 low flags | 4 | 1 | Call sheet → |
| Q4'25 | February 6, 2026 | 10/12 | 2 medium, 4 low flags | 3 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Strategic realignment actions, including the additional changes announced today, are expected to reduce our workforce by approximately 20% No completion date was given in Q1, and no headcount progress update was provided on the Q2 call at all; status cannot be assessed due to total silence on the metric this quarter. |
| Q2'26 | Pending | $20 million-$25 million of additional strategic realignment savings expected to be realized in 2026 FY2026 has not ended; management reaffirmed the identical $20M-$25M figure this quarter with no interim actual disclosed. |
| Q2'26 | Pending | Strategic realignment actions expected to deliver $100 million-$120 million in aggregate annualized expense savings once fully implemented This is a multi-year target with no stated completion date reached yet; no interim actual realized-savings figure was disclosed this quarter. |
| Q2'26 | Pending | 2026 Data Vantage organic net revenue growth to be in the low double-digit range FY2026 has not ended; guidance was raised to low teens before being adjusted back toward low double-digit range to reflect the Australia sale, a revision not a final delivered result. |
| Q2'26 | Pending | 2026 total organic net revenue growth to be in the low double-digit to mid-teens range FY2026 has not ended; guidance was raised to mid-to-high teens this quarter, a positive revision not yet a delivered full-year result. |
| Q2'26 | Pending | 2026 CapEx guidance range of $73 million-$83 million FY2026 has not ended; management revised the range upward to $98M-$108M this quarter, a guidance revision rather than a delivered or missed outcome. |
| Q2'26 | Pending | We expect that interest income net of interest expense will be a three and a half million dollars to a four and a half million dollars positive contributor for the second quarter of 2026 Q2 has now been reported but management did not disclose the actual Q2 net interest income figure on this call; actual not stated on the call. |
| Q1'26 | Missed | FedEx wind down Promised cost reduction, delivered complete closure instead |
| Q1'26 | Delivered | Leadership transition for COO role Scott Johnston started in February, Christopher Isaacson transitioning as planned |
| Q1'26 | Delivered | Russell 2000 options in GTH Launched in Q1 as committed |
| Q1'26 | Delivered | Securities financing transaction growth Reached €1B notional, hundreds of contracts daily as promised |
| Q1'26 | Pending | Cboe Canada and Australia sale process Definitive agreement reached but no closing date provided |
| Q1'26 | Exceeded | Mid to high single-digit DataVantage growth for 2026 Raised to low double digits, though driven by one-time data sales |
| Q4'25 | Mixed | Focus on multi-list options market share and revenue optimization Revenue growth strong but market share dropped to 22% from 24% |
| Q4'25 | Delivered | Continued international broker onboarding Added Taiwan broker, expanded Korea to 7 of 10 brokers |
| Q4'25 | Pending | Launch MAG 10 index options subject to regulatory approval No update provided on regulatory status or launch timing |
| Q4'25 | Pending | Strategic realignment to be accretive to earnings Timeline pushed to 2026 for full realization of benefits |
| Q4'25 | Delivered | Full year total organic net revenue growth in low double digit to mid-teens Achieved 17% growth, within raised guidance range |
| Q4'25 | Exceeded | DataVantage organic growth in mid to high single-digit range Delivered 10% growth vs guided mid-to-high single digit |
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