KEDI US AI Software Index

Cloudflare is scheduled to apply new AI-crawler defaults that allow search but block agent and training crawlers on ad-supported pages for new domains and unmodified free-customer settings.

Salesforce’s expanded Dreamforce 2026 agenda now schedules the Marc Benioff opening keynote for September 15 and lists more than 50 visionary and product keynotes across the September 15–17 event.

Blizzard, a Microsoft Gaming business, is scheduled to hold BlizzCon 2026 in Anaheim on September 12-13, where its opening ceremony and panels are expected to provide franchise updates.

Adobe has confirmed its Q3 FY2026 earnings call for September 10, 2026 at 2:00 p.m. Pacific Time, while its prior guidance calls for quarterly revenue of $6.67 billion to $6.72 billion.

Oracle expects to announce fiscal Q1 2027 results on September 10, 2026, updating the previously cited September 8 market-calendar estimate.

ServiceNow is scheduled to host its World Forum New York at the Javits Center, featuring a keynote and sessions on the AI Control Tower, AI specialists, and workflow data capabilities.

ServiceNow scheduled CFO Gina Mastantuono for the Citi Global TMT Conference and CEO Bill McDermott for the Goldman Sachs Communacopia Technology Conference on September 9.

Salesforce is expected to report Q2 FY27 results on September 2, 2026, providing the next test of its $11.27 billion-$11.35 billion quarterly revenue outlook.

Palo Alto Networks announced that it will release fiscal Q4 and full-year 2026 financial results after U.S. markets close on September 1, 2026.

CrowdStrike is scheduled to host its Day Zero Threat Research Summit from August 30 to September 1 and Fal.Con 2026 in Las Vegas from August 31 to September 3.

ServiceNow President and CFO Gina Mastantuono is scheduled to participate in a fireside chat at the Deutsche Bank Technology Conference at 11:40 a.m. PT.

CrowdStrike has officially scheduled fiscal Q2 2027 results for August 26, 2026, after the U.S. market close, followed by a 2:00 p.m. Pacific conference call.

Xbox is scheduled to broadcast from Gamescom 2026 on August 26-27, with gameplay reveals, trailers and developer interviews tied to its upcoming content slate.

Snowflake is estimated to report second-quarter fiscal 2027 results on August 26, 2026.

Nebius scheduled its 2026 Annual General Meeting for August 25, including proposals to authorize up to 20% Class A share issuance and the exclusion of pre-emption rights for five years.

Palo Alto Networks is scheduled to unveil PAN-OS 12.2 Ceres at its virtual InterSECt 2026 event for the Americas on August 19, with additional regional broadcasts on August 20.

Nebius confirmed that it will release second-quarter 2026 financial results before market open on August 12, 2026, followed by an 8:00 a.m. ET conference call.

A Jefferson County Circuit Court preliminary-injunction hearing over Nebius's Birmingham, Alabama data-center construction is scheduled to resume on August 12, 2026.

Cloudflare announced that Cloudflare for Government achieved FedRAMP Class D (High) certification, enabling the offering to serve U.S. federal workloads requiring the High impact level.

Cloudflare completed Agents Week with new AI Search pricing preview, Kitesurf agent-browser beta, WebMCP developer preview, and a unified Workers AI and AI Gateway control plane.

Gears of War: E-Day’s gated early-access multiplayer beta concluded on August 10 as scheduled, with the broader-access beta still scheduled for August 13-17.

Cloudflare reported second-quarter 2026 revenue of $696.1 million, up 36% year over year, and raised its full-year 2026 revenue outlook to $2.864 billion to $2.870 billion.

Cloudflare disclosed that its June 1 acquisition of VoidZero had $164.2 million of purchase consideration and added Vite-related developer tooling to its AI-native web strategy.

Cloudflare raised estimated charges for its agentic-AI-first workforce-reduction plan to up to $165 million after recording $150.7 million in second-quarter charges.

Datadog's second-quarter 2026 Form 10-Q disclosed that its three first-half acquisitions had an aggregate preliminary purchase price of $191.5 million and were not material individually or in aggregate.

Datadog's second-quarter 2026 results delivered 36% revenue growth and a higher full-year revenue outlook, providing an operational update to Citi's 34% revenue-growth base case.

Datadog's second-quarter 2026 revenue growth and raised full-year outlook provided an operational update to the assumptions underlying BTIG's $289 target.

Datadog stated in its second-quarter release that Bits Code, Bits Chat, and Bits Agent Builder entered general availability.

Datadog reported second-quarter 2026 revenue of $1.121 billion, up 36% year over year, and raised its full-year 2026 revenue outlook to $4.45 billion-$4.47 billion.

Datadog's second-quarter 2026 results exceeded its prior outlook and raised full-year guidance, updating but not resolving Jefferies' valuation-based Hold thesis.

Palo Alto Networks is scheduled to enter the Tel Aviv Stock Exchange’s TA-35 and TA-125 indices under a phased inclusion process with a 5% target weight cap.

Reporting indicated that SAP’s restrictions on most hiring and non-AI-related internal travel, originally introduced in July to prioritize AI investment, remained in effect.

ServiceNow updated its AI Control Tower release notes with August 2026 Australia and Zurich versions, evidencing availability of the previously targeted enhancements.

Nebius appointed Lindsey Irvine as Chief Marketing Officer as it scales its global AI-cloud business.

AppLovin reported Q2 2026 revenue of $1.924 billion, adjusted EBITDA of $1.614 billion and diluted EPS of $3.76, while guiding Q3 revenue to $2.055-$2.085 billion and adjusted EBITDA to $1.710-$1.740 billion.