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Plaid (4165) · TargetFirst statedLatest Revision of earnings forecasts (2026-08-13): "Advanced"

Creating a New Business Model Using Generative AI

First written in FY2025. 4 of 5 entries say "Advanced", first in 2026-05-14. Latest entry: 2026-08-13.

5entries
2years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Advanced2026-05-14 – 2026-08-132025: 120252026: 42026
Same theme, other companies
Productization and rollout of internally developed AI products and servicesA theme 31 companies write about · 0 as a headwind · 37 as a tailwind

24 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 31 companies compared. The sentences above are computed from all 31.
Full recordFilings, disclosures and news, newest first
  2. FY2025First statedAnnual report

    「Creating new business models using generative AI and accelerating market formation」

    For the first time, the company stated its goal of combining CloudFit's generative AI support with PLAID's focus areas, its 1st Party Customer Data platform, and its development and sales resources, and expanding from consulting-based support into product-based services.
Moved together

"Expanding KARTE's Customer Base" moved the same way as this thread, in the same document, in 4 of its 5 moves.

443322★123456
  1. ★This thread
  2. 1Expanding KARTE's Customer Base4×
  3. 2Securing and Developing Human Resources and Strengthening the Management Foundation4×
  4. 3Strengthening the Sales and Customer Success Organizations3×
  5. 4End-to-End CX and DX Support by PLAID ALPHA3×
  6. 5Building a Next-Generation DX Platform Using Machine Learning and Other Technologies2×
  7. 6Integration of Dispersed, Siloed Customer Data2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Plaid yet. It last moved in the Revision of earnings forecasts of 2026-08-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Creating a New Business Model Using Generative AI | PLAID,Inc. (4165) | Komori