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Research revision history

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RevisionPublishedReason and evidence
122026-09-26T11:15:59.135003+00:00September 22 update: recorded that the last company disclosure is the July 23 quarter, added the August 18 Form 4 as a primary source, and set out the August dispositions and the price path around them with the sector comparison. No change to the operating model, whose inputs are unchanged since July.
JSON | CSV | What changed | Forecast versus results
112026-09-25T11:15:58.768563+00:00September 22 update: recorded that the last company disclosure is the July 23 quarter, added the August 18 Form 4 as a primary source, and set out the August dispositions and the price path around them with the sector comparison. No change to the operating model, whose inputs are unchanged since July.
JSON | CSV | What changed | Forecast versus results
102026-09-24T11:16:16.865510+00:00September 22 update: recorded that the last company disclosure is the July 23 quarter, added the August 18 Form 4 as a primary source, and set out the August dispositions and the price path around them with the sector comparison. No change to the operating model, whose inputs are unchanged since July.
JSON | CSV | What changed | Forecast versus results
92026-09-23T11:15:57.500553+00:00September 22 update: recorded that the last company disclosure is the July 23 quarter, added the August 18 Form 4 as a primary source, and set out the August dispositions and the price path around them with the sector comparison. No change to the operating model, whose inputs are unchanged since July.
JSON | CSV | What changed | Forecast versus results
82026-09-22T13:58:37.736030+00:00September 22 update: recorded that the last company disclosure is the July 23 quarter, added the August 18 Form 4 as a primary source, and set out the August dispositions and the price path around them with the sector comparison. No change to the operating model, whose inputs are unchanged since July.
JSON | CSV | What changed | Forecast versus results
72026-09-22T11:16:01.505106+00:00First completed four-market model with guided GAAP/adjusted bridge, bonus-settlement sensitivity and cash IP investment.
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62026-09-19T21:50:48.820491+00:00First completed four-market model with guided GAAP/adjusted bridge, bonus-settlement sensitivity and cash IP investment.
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52026-09-19T11:17:35.677290+00:00No authored change reason recorded.
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42026-09-19T00:37:48.805090+00:00No authored change reason recorded.
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32026-09-18T17:15:33.860493+00:00No authored change reason recorded.
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22026-09-18T04:26:47.620213+00:00No authored change reason recorded.
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12026-09-18T03:45:47.012110+00:00No authored change reason recorded.
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