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README.md
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@@ -52,10 +52,10 @@ 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 2026-10-
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Of the misses, 401 were better than guided and 110 worse than guided; median days from the guidance to the
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filing that made it checkable was 93.0, and
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By company:
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| Microsoft Corporation | 5 | 0 | 0 | 0 | 5 | n/a |
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| NVIDIA Corporation | 212 | 43 | 94 | 0 | 75 | 100% |
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| QUALCOMM Incorporated | 85 | 33 | 28 | 0 | 24 | 100% |
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| Salesforce, Inc. | 316 | 16 | 170 | 0 | 130 |
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| Target Corporation | 87 | 28 | 43 | 2 | 14 |
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| The Home Depot, Inc. | 76 | 4 | 15 | 0 | 57 | 100% |
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| UnitedHealth Group Incorporated | 70 | 7 | 43 | 8 | 12 | 100% |
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| Walmart Inc. | 31 | 5 | 13 | 3 | 10 | 100% |
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@@ -137,7 +137,7 @@ one the pipeline used.
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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 2026-10-
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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 2026-10-24, the release holds **1,309 rows**: 223 met, 511 missed, 560 unresolved, 15 withdrawn.
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Of the misses, 401 were better than guided and 110 worse than guided; median days from the guidance to the
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filing that made it checkable was 93.0, and
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99% of misses were never acknowledged in a later filing.
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By company:
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| Microsoft Corporation | 5 | 0 | 0 | 0 | 5 | n/a |
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| NVIDIA Corporation | 212 | 43 | 94 | 0 | 75 | 100% |
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| QUALCOMM Incorporated | 85 | 33 | 28 | 0 | 24 | 100% |
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| Salesforce, Inc. | 316 | 16 | 170 | 0 | 130 | 100% |
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| Target Corporation | 87 | 28 | 43 | 2 | 14 | 88% |
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| The Home Depot, Inc. | 76 | 4 | 15 | 0 | 57 | 100% |
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| UnitedHealth Group Incorporated | 70 | 7 | 43 | 8 | 12 | 100% |
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| Walmart Inc. | 31 | 5 | 13 | 3 | 10 | 100% |
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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 2026-10-24.
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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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