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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| DBX | 8-K | neutral | 4/10 | Dropbox appointed Ashraf Alkarmi as co-CEO alongside founder Drew Houston, with a planned transition to Alkarmi as sole | May 26, 2026 |
| GOOG | 8-K | neutral | 3/10 | Alphabet closed an underwritten public offering of ¥576.9 billion (approx. $3.7B at current rates) in Japanese yen-denom | May 21, 2026 |
| ZM | 8-K | bullish | 7/10 | Zoom reported Q1 FY2027 revenue of $1.239B (+5.5% YoY), slightly above the high end of guidance, and non-GAAP diluted EP | May 21, 2026 |
| NOW | 8-K | neutral | 5/10 | ServiceNow issued $4.0 billion in senior unsecured notes across five tranches (2028-2056) under a new indenture, with pr | May 15, 2026 |
| MSFT | 8-K | neutral | 2/10 | Microsoft appointed Carmine Di Sibio, former global chairman and CEO of EY, to its board of directors effective May 13, | May 14, 2026 |
| ORCL | 8-K | neutral | 2/10 | Oracle elected Dr. Tomislav Mihaljevic, CEO of Cleveland Clinic, to its Board of Directors, expanding the board to 13 me | May 12, 2026 |
| GOOG | 8-K | neutral | 3/10 | Alphabet Inc. filed an 8-K disclosing the issuance of approximately C$8.5 billion in Canadian-dollar-denominated notes a | May 11, 2026 |
| GTLB | 8-K | bearish | 7/10 | GitLab announced a workforce restructuring (reduction in force) alongside reaffirming Q1 and FY27 guidance. The restruct | May 11, 2026 |
| DBX | 8-K | neutral | 4/10 | Dropbox reported Q1 2026 revenue of $629.5M (+0.8% YoY), beating GAAP EPS consensus of $0.46 with $0.48. However, GAAP n | May 7, 2026 |
| CCSI | 8-K | bullish | 6/10 | Consensus Cloud Solutions reported Q1 2026 revenue of $88.5M (up 1.5% YoY), GAAP diluted EPS of $1.30 (up 21.5% YoY), be | May 7, 2026 |
| DDOG | 8-K | bullish | 8/10 | Datadog reported Q1 2026 revenue of $1.006B (32% YoY growth, 4.8% beat) and non-GAAP EPS of $0.60 (17.6% beat vs $0.51 c | May 7, 2026 |
| PCOR | 8-K | bullish | 7/10 | Procore reported Q1 2026 revenue of $359M (+16% YoY), exceeding the high end of its own guidance, and raised full-year r | May 5, 2026 |
| NOW | 8-K | bullish | 8/10 | ServiceNow reported strong Q1 2026 earnings, beating guidance with 22% year-over-year subscription revenue growth and cl | Apr 22, 2026 |
| DDOG | 8-K | neutral | 4/10 | Datadog completed a redomiciliation from Delaware to Nevada, adopting new articles of incorporation and bylaws that gove | Apr 22, 2026 |
| ADBE | 8-K | bullish | 7/10 | Adobe announced a new $25 billion stock repurchase program through 2030 and received shareholder approval to increase it | Apr 21, 2026 |
| AMZN | 8-K | bullish | 8/10 | Amazon announced a definitive agreement to acquire Globalstar, a mobile satellite services operator, to expand its Amazo | Apr 14, 2026 |
| GOOG | 8-K | neutral | 3/10 | Alphabet's Leadership Development, Inclusion and Compensation Committee approved equity awards for four executive office | Apr 10, 2026 |
| CRWD | 8-K | neutral | 4/10 | CrowdStrike announced a $500 million increase to its share repurchase program, bringing the total authorization to $1.5 | Apr 6, 2026 |
| ORCL | 8-K | bullish | 7/10 | Oracle appointed Hilary Maxson as CFO, replacing Douglas Kehring, and disclosed strong recent performance with over 20% | Apr 6, 2026 |
| OKTA | 8-K | neutral | 3/10 | Okta, Inc. announced that director Jeff Epstein will resign from its Board of Directors, effective at the company's 2026 | Mar 23, 2026 |
| DTSQ | 8-K | neutral | 4/10 | DT Cloud Star Acquisition Corp (DTSQU) deposited $150,000 into its trust account to extend its deadline for completing a | Mar 18, 2026 |
| TEAM | 8-K | neutral | 4/10 | Analysis based on filing metadata only — document content was unavailable. The 8-K filing for Atlassian Corp (TEAM) incl | Mar 11, 2026 |
| OKTA | 8-K | neutral | 3/10 | Analysis based on filing metadata only — document content was unavailable. The filing is an 8-K for Okta, Inc. (OKTA) re | Mar 11, 2026 |
| PCOR | 8-K | neutral | 4/10 | Analysis based on filing metadata only — document content was unavailable. The 8-K filing for PROCORE TECHNOLOGIES, INC. | Mar 10, 2026 |
| OKTA | 8-K | bullish | 8/10 | Okta reported strong fiscal year 2026 results with 12% year-over-year revenue growth and improved profitability, driven | Mar 4, 2026 |
| ESTC | 8-K | mixed | 6/10 | Elastic reported strong Q3 fiscal 2026 results with $450 million in revenue, up 18% year-over-year, and non-GAAP EPS of | Feb 26, 2026 |
| SNOW | 8-K | bullish | 8/10 | Snowflake reported strong Q4 fiscal 2026 results with $1.28 billion in revenue, up 30% year-over-year, driven by 30% gro | Feb 26, 2026 |
| ZM | 8-K | bullish | 8/10 | Zoom reported fourth quarter revenue of $1.247 billion (up 5.3% YoY) and full-year revenue of $4.869 billion (up 4.4% Yo | Feb 25, 2026 |
| CFLT | 8-K | neutral | 3/10 | Confluent, Inc. announced the resignation of Kong Phan, its Chief Accounting Officer and principal accounting officer, e | Feb 25, 2026 |
| WDAY | 8-K, 8-K | bullish | 8/10 | Workday reported strong fiscal 2026 results with full-year revenue of $9.552 billion (up 13.1% YoY) and subscription rev | Feb 24, 2026 |
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