Only dated facts companies wrote in their own 10-Q and 10-K filings. No estimates or interpretation; every item carries the filing sentence and an EDGAR link. Items the filing states as a period, not a date, are marked “period”.
aiSwingX™ analyzes US filings and reports them as news investors can read.
Shareholders vote on directors, pay and charter items; the agenda is in the proxy statement (DEF 14A).
“In order for a stockholder proposal to be considered for inclusion in the Company’s proxy statement for the 2027 Annual Meeting pursuant to Rule 14a-8 under the Exchange Act, the written proposal must be received at our principal executive offices at 980 Rock Avenue, San Jose, California 95131, Attention: Corporate Secretary, no later than September 30, 2026, which the Company considers a reasonable time before it expects to begin to print and send its proxy materials for the 2027 Annual Meeting, and must otherwise comply with Rule 14a-8 under the Exchange Act. .”
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A dated fact the company wrote in its filing; see the original sentence.
“Investment grade period refers to the period beginning on the date (no earlier than September 30, 2026) when we attain an investment grade corporate family rating from at least two of Moody’s (Baa3 or higher), S&P (BBB- or higher), and Fitch (BBB- or higher), in each case with a stable or better outlook, and delivers an officer’s certificate to the administrative agent confirming such ratings, and continuing until the occurrence of a subsequent non-investment grade trigger event”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“Long-term debt maturities (repayments of principal) for this 12-month window: $2,039,774,000, as reported in the XBRL debt-maturity schedule as of 2026-06-30.”
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Shareholders vote on directors, pay and charter items; the agenda is in the proxy statement (DEF 14A).
“In order for a stockholder proposal to be considered for inclusion in the Company’s proxy statement for the 2027 Annual Meeting pursuant to Rule 14a-8 under the Exchange Act, the written proposal must be received at our principal executive offices at 980 Rock Avenue, San Jose, California 95131, Attention: Corporate Secretary, no later than September 30, 2026, which the Company considers a reasonable time before it expects to begin to print and send its proxy materials for the 2027 Annual Meeting, and must otherwise comply with Rule 14a-8 under the Exchange Act. .”
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A dated fact the company wrote in its filing; see the original sentence.
“Investment grade period refers to the period beginning on the date (no earlier than September 30, 2026) when we attain an investment grade corporate family rating from at least two of Moody’s (Baa3 or higher), S&P (BBB- or higher), and Fitch (BBB- or higher), in each case with a stable or better outlook, and delivers an officer’s certificate to the administrative agent confirming such ratings, and continuing until the occurrence of a subsequent non-investment grade trigger event”
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An effective date or related schedule for a management or board change.
“The 2023 CEO Performance Award will generally expire on November 14, 2033 and includes, among other terms and conditions, a restriction on the sale of any shares issued upon exercise of the 2023 CEO Performance Award until November 14, 2026. .”
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An effective date or related schedule for a management or board change.
“(19) Mr. Clegg retired from his position as the Company’s Senior Vice President of Worldwide Sales effective May 15, 2026 and will provide services to the Company as a consultant until November 15, 2026, unless otherwise renewed by the Company”
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An expiry, renewal or performance date under a contract or commitment; stated amounts affect cash flow at that time.
“Pursuant to an Independent Contractor Agreement, dated as of May 16, 2026 (the “Clegg Consulting Agreement”), Mr. Clegg will continue to provide services to the Company as a consultant until November 15, 2026, unless otherwise renewed by the Company”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“The RSUs vest 50% on June 17, 2026 and 50% on December 17, 2026, respectively, and were intended to recognize and reward the Company’s general assessment of awardees’ (including Mr. Weigand’s and Mr. Malyala’s) recent collective achievement for and contributions to the Company”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“We anticipate our total capital expenditures for the fiscal year 2027 will be in the range of $380.0 million to $400.0 million, primarily relating to costs associated with our global manufacturing capabilities, including tooling for new products, new IT investments, and facilities upgrades and expansion”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(15) These incentive and nonqualified stock options vest at the rate of 12.5% on April 29, 2025 and 12.5% per quarter thereafter, subject to continued service, such that the granted options will be fully vested on January 29, 2027.”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“The amount in this column for Mr. Angel represents RSUs granted on February 6, 2026 in connection with his service as lead independent director, which RSUs vest on January 30, 2027. .”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(14) These incentive and nonqualified stock options vest at the rate of 25% on April 25, 2024 and 1/16th per quarter thereafter, subject to continued service, such that the granted options will be fully vested on April 25, 2027.”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“Subject generally to their continued service, such stock options vest and become exercisable at the rate of 25% of the shares on May 8, 2027, and then an additional 1/16th of the shares at the end of each successive calendar quarter thereafter”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“These RSUs generally vest at the rate of 25% of the total number of units on May 10, 2027, and then an additional 1/16th of the units at the end of each successive calendar quarter thereafter”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(7) The RSUs vest in four equal annual increments on July 1 of each year, beginning on July 1, 2024, subject to continued service, such that the RSUs will be fully vested on July 1, 2027.”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“Long-term debt maturities (repayments of principal) for this 12-month window: $6,061,000, as reported in the XBRL debt-maturity schedule as of 2026-06-30.”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“We estimate the fair value of outstanding debt, including our 3.50 % Convertible Senior Notes due 2029 (“2029 Convertible Notes”), 2.25 % Convertible Senior Notes due 2028 (“2028 Convertible Notes”), and 0.00 % Convertible Senior Notes due 2030 (“2030 Convertible Notes”), for disclosure purposes on a recurring basis”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(4) These incentive and nonqualified stock options vest at the rate of 25% on May 3, 2025 and 1/16th per quarter thereafter, subject to continued service, such that the granted options will be fully vested on May 3, 2028.”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(8) The RSUs vest at the rate of 25% on May 10, 2025 and 1/16th per quarter thereafter, subject to continued service, such that the RSUs will be fully vested on May 10, 2028.”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“The 2030 Convertible Notes are redeemable, in whole or in part (subject to certain limitations), for cash at our option at any time, and from time to time, on or after June 15, 2028 and on or before the 20 th scheduled trading day immediately before the maturity date, but only if (i) the 2030 Convertible Notes are “freely tradable” (as defined in the 2030 Convertible Notes Indenture), and all accrued and unpaid additional interest, if any, has been paid, as of the date we send the related redemption notice and (ii) the last reported sale price per share of our common stock exceeds 130 % of the conversion price for a specified period of time”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(9) The RSUs vest in four equal annual increments on July 1 of each year, beginning on July 1, 2025, subject to continued service, such that the RSUs will be fully vested on July 1, 2028.”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“Long-term debt maturities (repayments of principal) for this 12-month window: $5,381,000, as reported in the XBRL debt-maturity schedule as of 2026-06-30.”
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An effective date or related schedule for a management or board change.
“(1) Under the terms of the 2023 CEO Performance Stock Option, the annualized revenue milestones and stock price milestones set forth in the table above must be achieved by December 31, 2028 and March 31, 2029, respectively.”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“We estimate the fair value of outstanding debt, including our 3.50 % Convertible Senior Notes due 2029 (“2029 Convertible Notes”), 2.25 % Convertible Senior Notes due 2028 (“2028 Convertible Notes”), and 0.00 % Convertible Senior Notes due 2030 (“2030 Convertible Notes”), for disclosure purposes on a recurring basis”
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An effective date or related schedule for a management or board change.
“(1) Under the terms of the 2023 CEO Performance Stock Option, the annualized revenue milestones and stock price milestones set forth in the table above must be achieved by December 31, 2028 and March 31, 2029, respectively.”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(16) These incentive and nonqualified stock options vest at the rate of 25% on April 29, 2026 and 1/16th per quarter thereafter, subject to continued service, such that the granted options will be fully vested on April 29, 2029.”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(18) The RSUs vest at the rate of 25% on May 10, 2026 and 1/16th per quarter thereafter, subject to continued service, such that the RSUs will be fully vested on May 10, 2029.”
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A dated fact the company wrote in its filing; see the original sentence.
“The applicable conversion rate will be determined based on the average volume-weighted average price per share of common stock over the 20 consecutive trading day period beginning on, and including, the 21st scheduled trading day immediately prior to June 1, 2029, as illustrated in the tables below. .”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“Unless converted earlier in accordance with the terms of the Certificate of Designations, which was filed with the Secretary of State of the State of Delaware on June 15, 2026 (the “Certificate of Designations”), each share of Mandatory Convertible Preferred Stock will automatically convert on the mandatory conversion date, which is expected to occur on or about June 1, 2029”
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A dividend payment or record date. Holders of record on the record date receive the dividend.
“If and when declared, these dividends will be paid in cash or, subject to certain limitations, in shares of our common stock, or in a combination of cash and shares of common stock, at our election, on March 1, June 1, September 1 and December 1 of each year, commencing on September 1, 2026 and ending on, and including, June 1, 2029”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“Long-term debt maturities (repayments of principal) for this 12-month window: $4,932,000, as reported in the XBRL debt-maturity schedule as of 2026-06-30.”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(10) The RSUs represent the portion of fiscal year 2025 Performance Incentive Award granted in the form of RSUs and vest in four equal annual increments on July 1 of each year, beginning on July 1, 2026, subject to continued service, such that the RSUs will be fully vested on July 1, 2029.”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“Prior to the close of business on the business day immediately preceding December 17, 2029, the 2030 Convertible Notes will be convertible only upon the satisfaction of certain conditions and during certain periods, and on and after December 17, 2029, at any time prior to the close of business on the second scheduled trading day immediately preceding the maturity date, the 2030 Convertible Notes will be convertible regardless of these conditions”
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A dated fact the company wrote in its filing; see the original sentence.
“On June 29, 2026, California enacted Senate Bill 122, which extends the existing limitation of $5 million on the utilization of California business tax credits, including research and development credits, through taxable years beginning before January 1, 2030”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“We estimate the fair value of outstanding debt, including our 3.50 % Convertible Senior Notes due 2029 (“2029 Convertible Notes”), 2.25 % Convertible Senior Notes due 2028 (“2028 Convertible Notes”), and 0.00 % Convertible Senior Notes due 2030 (“2030 Convertible Notes”), for disclosure purposes on a recurring basis”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(5) These incentive and nonqualified stock options vest at the rate of 25% on May 8, 2027 and 1/16th per quarter thereafter, subject to continued service, such that the granted options will be fully vested on May 8, 2030.”
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An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.
“(12) The RSUs vest at the rate of 25% on May 10, 2027 and 1/16th per quarter thereafter, subject to continued service, such that the RSUs will be fully vested on May 10, 2030.”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“The 2030 Convertible Notes will mature on June 15, 2030, unless earlier redeemed, repurchased or converted in accordance with their terms prior to such date”
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Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.
“Long-term debt maturities (repayments of principal) for this 12-month window: $2,000,000,000, as reported in the XBRL debt-maturity schedule as of 2026-06-30.”
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An effective date or related schedule for a management or board change.
“The 2023 CEO Performance Award will generally expire on November 14, 2033 and includes, among other terms and conditions, a restriction on the sale of any shares issued upon exercise of the 2023 CEO Performance Award until November 14, 2026. .”
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A lease commencement or expiry. On commencement, lease liabilities and right-of-use assets rise and rent becomes an expense.
“In June 2024, we entered into a lease agreement for a 21 MW data center colocation space located in Vernon, California (the “Data Center Space”) that will expire on September 30, 2035”
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A lease commencement or expiry. On commencement, lease liabilities and right-of-use assets rise and rent becomes an expense.
“(1) Our lease terms expire over various years from 2026 through 2037, however, we have the option to extend certain leases past the current lease term.”
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Past items 2 · newest first · outcomes recorded from later reports
A dividend payment or record date. Holders of record on the record date receive the dividend.
“If and when declared, these dividends will be paid in cash or, subject to certain limitations, in shares of our common stock, or in a combination of cash and shares of common stock, at our election, on March 1, June 1, September 1 and December 1 of each year, commencing on September 1, 2026 and ending on, and including, June 1, 2029”
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The tone label (positive, negative, neutral) is a rule-based classification by item type, not a trading judgment. Items are extracted automatically from filing sentences and reviewed by the editorial desk. Dates and periods are as the company wrote them; whether each event occurred is recorded from later reports. Not investment advice.
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aiSwingX™ analyzes US filings and reports them as news investors can read.
