| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | 7/12 | No flags | 1 | 0 | Call sheet → |
| Q1'26 | April 30, 2026 | 9/12 | 5 medium, 3 low flags | 5 | 0 | Call sheet → |
| Q4'25 | February 12, 2026 | 11/12 | 1 medium, 6 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Raise full‑year organic revenue growth to 13‑13.5% Guidance raised but no interim evidence yet; Q2 organic growth still at 16‑17% YoY but driven by fees, not pure organic |
| Q2'26 | Delivered | Launch new Conversation Suite with AI features at SIGNAL (May) Management referenced the Conversation Suite rollout and cited customer traction (Conversation Memory, Intelligence) in Q2 |
| Q1'26 | Pending | Multi-year partnership announcements at SIGNAL conference SIGNAL is next week, specific partnerships not yet disclosed beyond PGA of America |
| Q1'26 | Delivered | Voice growth acceleration throughout 2025 Voice accelerated each quarter in 2025, continued into Q1 2026 at 20% |
| Q1'26 | Exceeded | Stock-based compensation below 10% of revenue by 2027 Achieved 9.7% in Q1 2026, 3 years early |
| Q1'26 | Exceeded | Free cash flow target of 50% of FCF returned via share repurchases Returned 90% of 2025 FCF via buybacks, well above 50% target |
| Q1'26 | Exceeded | Non-GAAP income from operations range of $1.04B to $1.06B for 2025 Delivered $924M - wait, this seems wrong. Need to verify this number against Q4 results |
| Q1'26 | Exceeded | Full-year 2025 organic revenue growth of 8% to 9% Delivered 13% organic growth, beat by 400-500 bps |
| Q4'25 | Exceeded | Continued strength from ISVs and self-serve customers with 20%+ growth ISVs grew 26%, self-serve grew 28%, both above 20% promise |
| Q4'25 | Delivered | RCS became generally available around the world Confirmed GA status, volume grew 5x QoQ vs promised doubling |
| Q4'25 | Exceeded | Share repurchases representing 50% of free cash flow target from Investor Day Completed $855M representing 90% of FCF, well above 50% target |
| Q4'25 | Exceeded | Free cash flow guidance raised to $920-930M for 2025 Generated $945M FCF, above raised guidance range |
| Q4'25 | Exceeded | Voice revenue growth accelerated to mid-teens, fastest in 3+ years Delivered high-teens growth, even better than mid-teens promise |
| Q4'25 | Delivered | Full year 2025 organic revenue growth guidance raised to 11.3-11.5% Delivered 13% organic growth, exceeded raised guidance |
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