Investor Day Recaps

Semtech used its Data Center Analyst Day to set a fiscal 2030 framework of $3.2 billion in revenue, a 38% compound rate from fiscal 2026, with data center revenue compounding 75% to $2.1 billion, adjusted gross margin of 70% and adjusted EPS of $12.40 to $13.00. It raised its third-quarter fiscal 2027 outlook to $417.5 million of revenue and $1.14 of adjusted EPS, and expects data center revenue to more than double in fiscal 2027 and again in fiscal 2028.

Accenture set out a three-year ambition at its investor day: mid-single-digit revenue growth in local currency in fiscal 2027 and 2028, mid-to-high single digits from fiscal 2029, 10–30 basis points of operating margin expansion each year and free cash flow of at least 1.1 times net income. Chair and CEO Julie Sweet said the addressable market has doubled to $3 trillion and that a network of businesses now 6% of revenue could reach 12% by FY29.

At its October 13, 2026 analyst day, Workday set a fiscal 2028 framework of about $11.0 billion in subscription revenue (~11% growth), a non-GAAP operating margin of 33% or more and free cash flow of about $15 a share. It put agentic AI ARR at about $600 million, expects AI to make up about 70% of incremental customer-base ARR in fiscal 2028, announced the acquisition of identity-governance company C1.ai, and declared its platform fully "headless" with agent-ready tools, Data Cloud and Agent Harness generally available.

Marvell set a fiscal 2031 revenue target of $70 billion to $90 billion, a 55% to 60% compound annual growth rate from $8.2 billion in fiscal 2026, and said the model implies non-GAAP EPS above $30. It raised its fiscal 2028 revenue outlook to about $20 billion from $18 billion, bringing its $18 billion data center target forward a year, and raised its fiscal 2029 custom revenue target to more than $12 billion from more than $10 billion on the XPU attach opportunity.

HPE raised its fiscal 2027 networking revenue growth guide to high teens to low 20s percent from 14% to 17%, increased its fiscal 2028 Juniper cost-synergy target to $800 million from at least $600 million, and set a fiscal 2026–2029 framework of a high teens revenue CAGR and mid-to-high 20s percent operating margins. It also announced a $1.2 billion AMD Helios order from Vultr and now expects cumulative networks-for-AI orders to exceed $3 billion.

MongoDB used its 2026 Investor Day to replace last year's three-to-five-year model with a three-year one: total revenue growth of 20%-plus, Atlas revenue growth in the mid-20s percent, EA & Other ARR growth of 10%-plus and GAAP profitability from fiscal 2027. The board approved another $1 billion of buybacks. Three products were launched, and Dev Ittycheria, back as interim CEO after CJ Desai's resignation, said the company needs no fixing.

CrowdStrike now expects $10 billion of ending ARR within fiscal 2030 and $20 billion within fiscal 2035, each a year earlier than its prior dates, and issued initial fiscal 2028 guidance for net new ARR growth of 20%-plus, at least $1,626 million. CFO Burt Podbere set a fiscal 2028 free cash flow margin expectation of 32.5%-plus. The company also unveiled SafeMind, a cyber-specific frontier model family sold through token packs, and Falcon Guardian for AI agent security.