| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | July 29, 2026 | 9/12 | 3 medium, 3 low flags | 3 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Exceeded | APAC growth to continue from Q2 momentum 15% growth exceeded 13% prior quarter |
| Q3'26 | Pending | Middle East to potentially improve by year end Still assuming no material change, pushed recovery timeline |
| Q3'26 | Delivered | Pipeline to remain strong supporting continued orders 27% order growth and double-digit pipeline growth confirmed |
| Q3'26 | Delivered | CDU shipments to begin this quarter Confirmed shipping but with caveat about customer pilots limiting volume |
| Q3'26 | Pending | Business system to show benefits in targeted areas Still talking about 'beginning' and 'early innings', no P&L impact yet |
| Q3'26 | Missed | Service order growth to improve from Q2 softness 4% growth still well below system growth of 40%, problem persisting |
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