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README.md
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@@ -43,7 +43,7 @@ Acknowledged means a later 8-K, 10-K or 10-Q states the gap in so many words, na
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guidance the result fell on: for example "below", "short of", "did not meet", "higher than expected",
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"exceeded" or "above the high end".
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As of 2026-09-
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Of the misses, 223 were better than guided and 65 worse than guided; median days from the guidance to the
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filing that made it checkable was 92, and
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97% of misses were never acknowledged in a later filing.
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If you use this dataset, please cite it as:
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Navneet (2026). assumption-drift. https://huggingface.co/datasets/Nav772/assumption-drift. Accessed 2026-09-
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## Licence
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guidance the result fell on: for example "below", "short of", "did not meet", "higher than expected",
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"exceeded" or "above the high end".
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As of 2026-09-30, the release holds **614 rows**: 103 met, 288 missed, 221 unresolved, 2 withdrawn.
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Of the misses, 223 were better than guided and 65 worse than guided; median days from the guidance to the
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filing that made it checkable was 92, and
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97% of misses were never acknowledged in a later filing.
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If you use this dataset, please cite it as:
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Navneet (2026). assumption-drift. https://huggingface.co/datasets/Nav772/assumption-drift. Accessed 2026-09-30.
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## Licence
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figures/acknowledgement_by_company.png
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Git LFS Details
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figures/falsifiable_vs_acknowledged.png
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figures/miss_magnitude.png
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figures/resolution_by_fiscal_year.png
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