| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | 2026-07-23 | 5/12 | 1 high, 5 medium, 2 low flags | 1 | 3 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Missed | Services revenue stabilization Services revenue declined as consultants shifted to AI development |
| Q2'26 | Missed | AI transformation progressing well Admitted AI is only '85-90% accurate' and 'not enough' for mission-critical processes |
| Q2'26 | Pending | Continued market share gains in cloud Claimed gains but provided no third-party data this quarter |
| Q2'26 | Delivered | Launch of autonomous enterprise at Sapphire Launched as promised with immediate beta oversubscription |
| Q2'26 | Missed | Slight CCB deceleration through 2026 CCB actually accelerated from 25% to 26%, though they're sticking to deceleration forecast |
| Q2'26 | Pending | Business AI Platform delivery in Q2 Said 'is being delivered this quarter' suggesting it's not done yet despite being late July |
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