| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 28, 2026 | 4/12 | 2 high, 5 medium, 1 low flags | 1 | 2 | Call sheet → |
| Q1'26 | April 28, 2026 | 11/12 | 1 medium, 5 low flags | 3 | 1 | Call sheet → |
| Q4'25 | February 10, 2026 | 7/12 | 1 high, 3 medium, 2 low flags | 3 | 2 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Seratitan launch later this year Still on track per management |
| Q2'26 | Pending | $100M EDO cost savings by end-2027 60% complete, tracking to plan |
| Q2'26 | Delivered | Mobility spin completion mid-2026 Completed July 1, 2026 as promised |
| Q2'26 | Pending | Upstream transformation driving growth Still declining, now divesting software, pushing timeline to 'several quarters' |
| Q2'26 | Missed | Energy returning to 6-8% growth range Lowered guidance to 4.5-6% blaming Iran conflict |
| Q2'26 | Missed | MI subscription revenue acceleration in Q2 Growth stayed flat at 6% despite 'solid pipeline' commentary |
| Q1'26 | Delivered | Strong subscription growth momentum MI subscription growth accelerating in Q2, net renewal rates up 100bps |
| Q1'26 | Pending | Upstream stabilization in 2026 Timeline pushed to 'several quarters' despite positive Titan reception |
| Q1'26 | Pending | Mobility spin mid-2026 On track with Form 10 filing this quarter and May 12 Investor Day |
| Q1'26 | Missed | Energy growth 5.5-7% Cut guidance to 4.5-6% due to Iran conflict, first mid-year reduction |
| Q1'26 | Exceeded | 50-75 basis points margin expansion Q1 delivered 100bps expansion, 160bps excluding OSTTRA |
| Q1'26 | Delivered | 6-8% organic constant currency revenue growth Q1 at 9%, tracking above midpoint despite macro headwinds |
| Q1'26 | Pending | Billed issuance up low to mid-single digits in 2026 Q1 came in at 14% but they say much was pulled forward - full year outlook unchanged |
| Q4'25 | Delivered | Energy business stabilization Energy maintained 6% growth despite sanctions headwinds |
| Q4'25 | Exceeded | Vitality Index at or above 10% target Achieved 12% but immediately discontinued the metric |
| Q4'25 | Exceeded | With Intelligence closing by early 2026 Closed in 6 weeks vs expected timeline, with rapid integration |
| Q4'25 | Missed | Strong growth in volume-driven products continuing Volume-driven products went from double-digit growth to flat |
| Q4'25 | Pending | Continued ACV acceleration quarter over quarter Stopped disclosing ACV metrics entirely, suggesting momentum stalled |
| Q4'25 | Missed | MI margins will expand and be at upper end of 50-75 bps guide MI margins declined 340 bps sequentially to 32.2%, well below expectations |
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