On the record, checkable now: May 2026 to July 2026
June 2021 to May 2026 · May 2026 to July 2026 · July 2026 · July 2026 to August 2026 · August 2026, part 1 · August 2026, part 2 · August 2026 to September 2026 · September 2026 · No date set
| Company | Our call | Checkable from | Days | Checkpoint |
|---|---|---|---|---|
| NTT Security | Defensible for now | May 2026 | 181 | NTT Group FY2026 earnings, watch security segment growth and margin trend |
| Ncontracts | Defensible for now | May 2026 | 181 | Nquiry auditable AI answer tool for regulatory Q&A launches |
| Noevir Holdings Co., Ltd. | Defensible for now | May 2026 | 181 | H1 FY2026 earnings release, testing whether Q1's sales and profit drop was a blip or a trend |
| Novaland | Protection under test | May 28, 2026 | 181 | Bondholder consent solicitation on global convertible bonds, plus H1 2026 results due after |
| Ozon | Protection under test | May 15, 2026 | 181 | AGM vote on ~₽70/share dividend (~₽30bn) and 2026 guidance check |
| Pacific Life | Hard to displace | May 7, 2026 | 181 | Mamboleo v. Pacific Life $58.3M settlement final approval hearing |
| Plaid Inc. (Japan) | Protection under test | May 2026 | 181 | H1 FY2026 earnings, which will show whether KARTE Offers and KARTE AI are gaining paying customers |
| Plum | Losing its protection | May 2026 | 181 | Crowdcube equity raise outcome and valuation |
| ProcessUnity | Losing its protection | May-June 2026 | 181 | UNITE 2026 customer summits (London, Fort Lauderdale) where roadmap and AI features get shown |
| QBE Insurance Group | Hard to displace | 8 May 2026 | 181 | Group Chair transition from Mike Wilkins to Yasmin Allen |
| Rabbet | Losing its protection | May 2026 | 181 | Rabbet Customer Connect conference, next product and customer roadmap signal |
| Related Companies | Hard to displace | proposed May 2026, timeline unclear | 181 | NYC city sign-off decision on Hudson Yards Phase 2 (up to 4,000 homes) |
| Rosneft | Losing its protection | May 2026 | 181 | German court ruling on Rosneft's challenge to the Schwedt, MiRo and Bayernoil nationalization |
| ST Engineering | Hard to displace | May 2026 | 181 | NTSB hearings on VT San Antonio Aerospace MD-11 crash and related FAA review |
| Secom Trust Systems | Hard to displace | May 2026 | 181 | Secom Group FY3/2026 consolidated results and any restructuring signal for trust services |
| ShareChat | Losing its protection | May 13, 2026 hearing; IPO ~FY28 | 181 | IPO prospectus filing with audited FY28 financials, plus Kuku litigation hearing |
| Sidecar Health | Losing its protection | May 2026 | 181 | CMS decision removing network requirements for ACA Exchange plans |
| Simon & Schuster, LLC | Hard to displace | May 2026 | 181 | Simon Six imprint debut title release (Neil deGrasse Tyson, 'Take Me to Your Leader') |
| Sony Global Education | Protection under test | May 2026 | 181 | Sony Group's next annual earnings disclosure, which could reveal education unit funding or restructuring |
| Splashtop | Losing its protection | May 2026 | 181 | General availability of Splashtop's Unified Platform |
| Straker Translations | Little protection left | originally due 29 May 2026, still pending as of July 2026 | 181 | Delayed FY26 audited results and closure of the US subsidiary fraud investigation |
| Sukin | Protection under test | May-Jun 2026 | 181 | Lion Corporation H1/Q2 FY2026 investor disclosures on integration and capital allocation for Sukin |
| TTEC | Little protection left | mid-May 2026 | 181 | Q2 2026 earnings, watch Engage revenue decline trajectory |
| Taisho Pharmaceutical | Hard to displace | May 2026 | 181 | FY ended March 2026 financial results disclosure |
| Tavus | Losing its protection | May 2026 | 181 | TAKE IT DOWN Act deepfake compliance rules take effect, raising cost of shipping face cloning tools |
| Tractable | Losing its protection | May 2026 | 181 | State Farm's Next Gen Good Neighbor platform launches on OpenAI Frontier |
| Tri Pointe Homes | Protection under test | within 6-18 months of May 2026 close | 181 | Sumitomo's integration decision on which platform and brand leads the combined seven US builders |
| Truckstop.com | Protection under test | May 14, 2026 | 181 | SCOTUS Montgomery ruling on broker vetting liability could shift demand toward RMIS tooling |
| Tufin | Hard to displace | May 2026 | 181 | Tufinnovate 2026 conference unveiling next product and AI roadmap |
| Tulip | Protection under test | May-July 2026 | 181 | Six-month checkpoint on Akooda AI integration results and Mitsubishi Electric deployment revenue |
| Twinkl | Losing its protection | May 2026 | 181 | Wild Peak Holdings Companies House filing for FY ending April 2026 |
| VNPT | Protection under test | May 2026 | 181 | Vietnam's Decision 808 domestic-cloud mandate takes effect, deciding who gets government cloud spend |
| Venminder | Losing its protection | May 2026 | 181 | Gartner Magic Quadrant for Supplier Risk Management Solutions update |
| Wacker Chemie AG | Losing its protection | expected May 2026 or later | 181 | U.S. Section 232 polysilicon import investigation ruling |
| Warner Music Group | Defensible for now | May 2026 | 181 | WMG fiscal Q2 2026 earnings report, first full quarter showing AI licensing revenue detail |
| World Labs | Losing its protection | May 2026 | 181 | Google's Street View grounding integration into Genie 3 rolls out commercially |
| X-Press Feeders | Protection under test | May 2026 | 181 | Singapore SICC pre-trial hearing on X-Press Pearl liability cap dispute |
| Yuque | Losing its protection | May 2026 | 181 | Alibaba's next earnings call, watch for any mention or silence on Yuque amid AI and Cloud spending |
| Z-kai | Losing its protection | May-October 2026 | 181 | Z-kai Inc.'s next annual revenue disclosure (recruiting-site filing) showing FY2025-2026 trajectory |
| iSpot.tv | Losing its protection | May-Aug 2026 | 181 | 2026-2027 upfront negotiating season where networks pick their measurement currency |
| 1111 Job Bank | Losing its protection | H1 2026 | 150 | Possible PDPA enforcement action or fine over the 2024 breach disclosed in October 2025 |
| 5paisa Capital | Protection under test | Q2 FY27 (~Oct 2026) | 150 | Q2 FY27 results, first full quarter after the OpenAI/AlgoSpace launch and rights-issue capital deployment |
| 9F Group | Little protection left | H1 2026 filing | 150 | Next 20-F and half-year 6-K filing showing whether core revenue stops declining or any AI product ships |
| A Paradise II Acquisition Corp. | Little protection left | unset as of June 2026 | 150 | IPO pricing and Nasdaq listing date for APBD |
| AJIO | Protection under test | unscheduled as of June 2026 AGM | 150 | Reliance Retail IPO timing decision, which would reveal AJIO's standalone financials for the first time |
| AMINA Bank | Losing its protection | June 30, 2026 | 150 | MiCAR CASP transition period expires, testing AMINA's EU operational footprint |
| ANZ Group | Defensible for now | H1 2026 | 150 | H1 FY26 results announcement covering ROE, restructuring costs and APRA remediation progress |
| AU10TIX | Losing its protection | Q2 2026 | 150 | ICTS International quarterly filing covering new CEO Yair Tal's first full year of results |
| ActiveCampaign | Losing its protection | Q2 2026 | 150 | Q1 2026 retention data on Nov 2025 billing change and early HubSpot attribution migration numbers |
| Adastria Co., Ltd. | Defensible for now | June 2026 | 150 | Adastria USA liquidation completes, final impairment and loss figures disclosed |
| Advantis | Defensible for now | H1 FY2026/27, around November 2026 | 150 | Hayleys PLC half-year results showing whether Transportation & Logistics revenue and profit stabilize |
| Aemon | Little protection left | Q2 2026 | 150 | Expected Series A round following YC W26 demo day; size and timing will show if investors price in AWS/OpenAI/Anthropic competition |
| Air Busan | Little protection left | H1 2026 | 150 | Formal disclosure on LCC consolidation terms (Busan base, employee and share-swap details) |
| Airtable | Losing its protection | Q2 2026 | 150 | Superagent and Hyperagent enterprise adoption results become visible |
| Ajaib | Losing its protection | H1 2026 | 150 | OJK decision on Robinhood's Indonesia entry and expected launch |
| Alamy | Losing its protection | 24 June 2026 | 150 | UK CMA divestiture window for Getty-Shutterstock editorial assets (Rex, Splash News, Backgrid) closes |
| AllTrails | Protection under test | June 2026 | 150 | Apple's WWDC keynote, watch for a user-generated trail community layer |
| Allbirds | Little protection left | Q2 2026, around Aug 6 to 7, 2026 | 150 | Smartbird's first earnings disclosure window covering GPU-as-a-Service customer contracts |
| Allegis Group | Protection under test | Q2 2026 | 150 | Q2 2026 staffing-industry revenue reports (Randstad, Kelly, Robert Half) show whether AI-linked declines are accelerating |
| Altruist | Defensible for now | Q2 2026 | 150 | Six-month window for CEO's promised profitability progress after October 2025 layoffs |
| Amber Group | Losing its protection | Q2/Oct 2026 | 150 | Q2 2026 earnings and October 2026 Crypto for AI investor day |
| Ambition Group | Little protection left | H1 FY2026 | 150 | Next ASX filing (half-year or full-year report) that will show whether the going-concern issue has been resolved |
| American Electric Power | Hard to displace | Q2 2026 | 150 | Q2 2026 earnings report showing whether contracted data-center load keeps growing or reverses |
| Ample | Little protection left | June 22, 2026 | 150 | Extended deadline for contract assumption and cure-amount objections in the bankruptcy case |
| Anthology | Protection under test | June 30, 2026 | 150 | AVA license cliff, where Blackboard tests whether schools pay for AI features previously bundled free |
| Apollo GraphQL | Losing its protection | Q2 2026 | 150 | MCP Dev Summit and next funding round decision (up-round, down-round, or continued silence) |
| AppHarvest | Little protection left | June 29, 2026 | 150 | Proposed bankruptcy claims-objection bar date |
| Applitools | Losing its protection | Q2-Q3 2026 | 150 | Forrester Wave: Autonomous Testing Platforms next cycle update |
| Appriss Insights | Hard to displace | June 2026 | 150 | Illinois VINE contract renewal decision amid ICE data-sharing objections |
| Aptean | Protection under test | Q2 2026 | 150 | Independent proof of AppCentral and AIaaS adoption and revenue impact due |
| Aptos Labs | Losing its protection | H1 2026 | 150 | Bitwise spot Aptos ETF S-1 decision |
| Ara | Losing its protection | H1 2026 | 150 | Anthropic's next Claude Code release, watched for native portable memory across models |
| ArangoDB | Losing its protection | H1 2026 | 150 | MongoDB Atlas GraphRAG adoption data and any new ArangoDB funding round |
| Argos | Protection under test | Q2 FY26/27, expected around late September 2026 | 150 | Sainsbury's next trading statement covering Argos like-for-like sales |
| Aspire | Protection under test | H1 2026 | 150 | First AspireOS bank partnership announcement or a new equity round confirming post-expansion financial health |
| Aspire Food Group | Little protection left | Q2 2026 | 150 | Halali Group Holdings' restart plan and any disclosed niche customer contracts |
| Aston Martin Lagonda Global Holdings plc | Losing its protection | Q2-Q3 2026 | 150 | FY2026 free cash flow update and Valhalla delivery ramp toward 500 units |
| Astra International | Hard to displace | H1 2026 (delayed, still open as of May 2026) | 150 | Conclusion of Astra's pending strategic portfolio review |
| Atmosphere | Defensible for now | Q2 2026 | 150 | Trinity Capital (TRIN) quarterly BDC filing, an indirect read on Atmosphere's finances |
| Augment Code | Protection under test | Q2-Q3 2026 | 150 | Cosmos exits public preview and opens to all plans; watch for Series C news or acquisition signals |
| Avalara | Defensible for now | June 2026 | 150 | New CEO Hugo Sarrazin's first full quarter and Office Management Systems litigation settlement conference |
| Avature | Defensible for now | Q2 2026 | 150 | 2026 Q1-Q2 headcount and revenue trend confirms whether cuts were efficiency or contraction |
| Aven | Losing its protection | Q2 2026 | 150 | Figure Technology Solutions' next quarterly earnings report |
| Axelera AI | Losing its protection | H1 2026 | 150 | Europa PCIe accelerator ships |
| BIDV | Hard to displace | H1 2026 | 150 | H1 2026 NPL print and first strategic decisions from new Chairman Le Ngoc Lam |
| BIGO Live | Losing its protection | Q2 2026 | 150 | Q2 2026 JOYY earnings release, showing whether 10.7-14.4% guided growth holds |
| BJSS | Defensible for now | Q2 2026 | 150 | CGI's next quarterly earnings disclosing UK segment headcount and revenue trends |
| BYD Company | Defensible for now | H1 2026 | 150 | US Court of International Trade ruling on IEEPA tariff case 26-00847 |
| Babbel | Losing its protection | H1 2026 | 150 | Babbel Speak expected to move from open beta to general availability |
| Baishan Cloud Technology | Losing its protection | by Q2 2026 | 150 | HKEX decision on Baishan's refiled IPO application |
| Baker McKenzie | Defensible for now | Q2 2026 | 150 | 2026 Am Law 100 rankings release with FY2025 PEP and revenue-per-lawyer figures |
| Balto | Losing its protection | H1 2026 | 150 | Next funding round outcome, up-round versus flat or down round, after a 28-month gap since the last raise |
| Bank of China | Hard to displace | June 2026 | 150 | Second special treasury bond auction to recapitalize state banks |
| BeFunky | Little protection left | Q2 2026 | 150 | BeFunky's planned batch-editing feature launch, next major product update |
| Better Stack | Losing its protection | June 9-10, 2026 | 150 | Datadog DASH 2026 conference showcasing AI SRE expansion |
| BigHaat | Losing its protection | H1 FY26, expected around September 2026 | 150 | FY26 H1 revenue and AgroHaat export-share update |
| BioMarin Pharmaceutical | Defensible for now | Q2 2026 | 150 | Ascendis launches Yuviwel commercially in the U.S., competing head to head with VOXZOGO |
| BioVentrix, Inc. | Protection under test | Q2 2026 | 150 | Nasdaq IPO pricing under ticker BVXX and RELIVE pivotal trial enrollment update |
| Bird Global | Losing its protection | Q2-Q3 2026 | 150 | Lime's Nasdaq IPO closing after its May 2026 S-1 filing |
| BitFury | Losing its protection | H1 2026 | 150 | Axelera AI's Europa chip ships to customers, testing whether Bitfury's incubation bet pays off |
| BitoPro | Losing its protection | June 30, 2026 | 150 | Taiwan VASP Act relicensing application window opens |
| Bitpanda | Losing its protection | H1 2026 | 150 | Frankfurt IPO listing, targeted at €4-5B valuation but still undated |
| Blaize | Little protection left | Q2 2026 (date unconfirmed) | 150 | Q2 2026 earnings release, which tests whether $130M full-year guidance survives |
| Bombas | Losing its protection | H1 2026 | 150 | H1 2026 read on whether online GMV decline reverses and Target/DSW wholesale scales without margin loss |
| Boost | Losing its protection | Q2 2026 | 150 | Angkasa stake deal in Boost Holdings expected to close |
| Braintree | Losing its protection | Q2 2026 | 150 | PayPal Q2 2026 earnings report on Braintree TPV growth reacceleration |
| Branch Insurance | Little protection left | Q2 2026 | 150 | Branch Insurance Exchange Q2 2026 underwriting results tracked by Coverager |
| Bridgestone Corporation | Hard to displace | Q2/Q3 2026 | 150 | Q2/Q3 2026 earnings test whether FY2026 guidance holds against new Section 301 tariffs and antidumping rulings |
| Bright Machines | Losing its protection | H1 2026 | 150 | Series D round and runway update, or a named hyperscaler contract for Bright Designer |
| Bringg | Losing its protection | H1 2026 | 150 | Whether Bringg announces a new funding round after 5 years of silence, or keeps cutting headcount |
| Bromcom | Defensible for now | 30 June 2026 | 150 | Companies House deadline for Bromcom's audited financials |
| Buck Mason | Protection under test | H1 2026 | 150 | Possible private equity or strategic acquisition following Puck's 'attractive target' flag |
| Buy Me a Coffee | Losing its protection | June 2026 | 150 | Telegraph/AOL report on extremist-fundraising use of the platform, and any resulting Stripe account action |
| CIIC (China International Intellectech Corporation) | Hard to displace | H1 2026 | 150 | Outcome of reported China-Pakistan NAVTTC cross-border training program expansion talks |
| CK-12 Foundation | Losing its protection | H1 2026 | 150 | Results of Odisha state MoU rollout become clearer |
| CWT Limited | Losing its protection | H1 2026 | 150 | Resolution of KPMG's '140 Transactions' commercial-substance probe and risk of a third HKEX trading suspension |
| Cadre | Little protection left | Q2/Q3 2026 | 150 | Mount Logan Capital's acquisition of Willow Wealth's flagship $100M+ fund expected to close |
| Cake DeFi | Little protection left | H1 2026 | 150 | GSTechnologies next earnings release, watch for Bake-specific AUM and user disclosures |
| CallMiner | Losing its protection | Q2 2026 | 150 | Next Forrester Wave for conversation intelligence, watch for Leader to Strong Performer slip |
| Capella Space | Losing its protection | Q2 2026 | 150 | IonQ Q2 2026 earnings call: watch whether Capella revenue is broken out and whether constellation funding is announced |
| Capella University | Losing its protection | Q2 2026 | 150 | Q1 and Q2 2026 enrollment reports for the U.S. Higher Education segment |
| Capitolis | Losing its protection | Q2 2026 | 150 | 20 Gates U.S. secured-financing platform acquisition expected to close |
| CareerBuilder | Little protection left | H1 2026 | 150 | BOLD Holdings decides whether to revive, merge into Monster, or wind down CareerBuilder.com |
| Carrot General Insurance | Losing its protection | H1 2026 | 150 | Hanwha General Insurance quarterly filing showing Carrot brand's loss ratio and capital adequacy under new ownership |
| Cars.com | Losing its protection | Q2 2026 | 150 | Q2 2026 earnings report, watch for traffic and OEM revenue trend |
| Cerebral | Little protection left | June 22, 2026 | 150 | FTC settlement finalization and distribution over Cerebral's marketing and prescribing practices |
| Ceremonia | Protection under test | Q2 2026 | 150 | 2026 DTC revenue trend confirms rebound or continued decline |
| Cezanne HR | Protection under test | H1 2026 | 150 | Learn Amp integration outcomes and any signs of customer churn become visible |
| Chandler Macleod Group | Losing its protection | H1 2026 | 150 | Australian Parliament's Future of Work AI-in-recruitment 'high-risk' classification could move into legislation |
| Charoen Pokphand Foods | Hard to displace | H1 2026 | 150 | Blackchin tilapia class-action ruling and CPF defamation SLAPP suit hearing outcome |
| ChenMed | Losing its protection | H1 2026 | 150 | Resolution of Humana v. ChenMed Delaware litigation over JenCare joint venture |
| China Communications Construction Company | Defensible for now | 30 June 2026 | 150 | US 1260H list contracting ban phases in for CCCC |
| China Construction Bank | Hard to displace | June 2026 | 150 | e-CNY cross-border settlement network (CBETS) international launch with 26 participating banks |
| China Online Education Group (51Talk) | Losing its protection | Q2 2026 | 150 | Q2 2026 gross billings print vs $36-38M guidance |
| China Pacific Insurance | Hard to displace | Q2 2026 | 150 | Quarterly P&C combined ratio and motor and retail premium growth vs Ping An |
| China Southern Airlines | Defensible for now | H1 2026 | 150 | H1 2026 results confirming whether Big Three loss guidance of CNY 3.47 to 3.97 billion materializes |
| Chip | Losing its protection | H1 2026 | 150 | SIPP platform full launch and FCA sandbox decision on AI wealth guide |
| Chomps | Defensible for now | June 2026 | 150 | Country Archer's chicken stick launch, directly competing on Chomps' newest product line |
| Chunichi Shimbun Co., Ltd. | Protection under test | H1 2026 | 150 | Mid-2026 ABC circulation audit cycle |
| City Developments Limited | Defensible for now | 1 June 2026 | 150 | Kwek Leng Peck returns to CDL board as vice-chairman, the same figure at the center of the 2020 dispute |
| ClassDojo | Defensible for now | Q2 2026 | 150 | 2025-26 district agreements reach renewal, showing if paid conversion holds |
| Clearco | Protection under test | H1 2026 | 150 | Independent audit of CEO's stated ~50% 2025 originations growth target |
| Clue | Losing its protection | Q2-Q3 2026 | 150 | Verdane investment terms and valuation disclosure |
| Cocos Creator | Losing its protection | Q2 2026 | 150 | First two quarters of SUD integration: team retention, headcount, and PinK IDE delivery |
| Cohesion | Losing its protection | mid-June 2026 | 150 | YC Demo Day and likely seed round close |
| Common Heir | Little protection left | H1 2026 | 150 | Confirmation of the named acquirer or operator behind the promised 'new home' relaunch |
| Commonwealth Bank of Australia | Hard to displace | August 2026 and post-June 2026 hearing | 150 | FY2026 full-year results and High Court shareholder class action ruling on continuous disclosure |
| Conneqt Business Solutions | Losing its protection | June-September 2026 | 150 | Q1-Q2 FY27 quarterly results, watched for margin and revenue-per-employee trends |
| CoreWeave | Losing its protection | Q2 2026 | 150 | Q2 2026 earnings, margin targets and backlog conversion update |
| CoverWallet | Little protection left | H1 2026 | 150 | Aon's next public statement on CoverWallet brand status or reversal of the site redirect |
| Coyote Logistics | Losing its protection | Q2 2026 | 150 | RXO Q2 2026 earnings, watch brokerage volume and gross margin vs CHR's reported gains |
| CreativeLive | Little protection left | Q2 2026 | 150 | CourseHorse decision on subscription model and retention data |
| Crelate | Losing its protection | H1 2026 | 150 | Any confirmation (or absence) of a fresh funding round from Five Elms Capital after its $1.1B Fund VI close |
| Crytek | Losing its protection | Q2 2026 | 150 | Co-CEO Hannes Seifert's first strategic move or shipped initiative |
| Curia Global, Inc. | Losing its protection | June 2026 | 150 | Burlington, MA plant closure completes, cutting 81 jobs |
| Curve | Little protection left | H1 2026 | 150 | IDC Ventures High Court petition ruling on the Lloyds acquisition |
| CyCraft Technology | Losing its protection | Q2/Q3 2026 | 150 | Q2 and Q3 2026 TWSE earnings filings, testing whether losses stabilize and Japan/India revenue converts to recurring income |
| CyrusOne | Protection under test | H1 2026 | 150 | Resolution of the paused $1.3B Goldman Sachs bond sale and CME lease dispute from the November 2025 outage |
| D-Orbit | Losing its protection | June 2026 | 150 | Series D full close (first tranche $53M closed January 2026) |
| DAC Holdings Inc. | Protection under test | Q2 2026 | 150 | ONE-AIGENT commercial release and revenue traction check |
| DTI (formerly DTI Global) | Little protection left | June 30, 2026 | 150 | N.D. Cal. Schulte v. LinkedIn ruling normalizes AI-assisted review, removing a legal-risk barrier |
| Dadi Cinema | Little protection left | H1 2026 | 150 | Official Receiver's disposal plan for Nan Hai Corporation's stake in Dadi |
| Daekyo | Losing its protection | Q2/Q3 2026 | 150 | Q2/Q3 2026 earnings releases showing whether domestic revenue decline stabilizes and Daekyo Summit AI shows real retention data |
| Daifuku | Hard to displace | Q2 FY2026, expected within 2026 | 150 | FY2026 Q2 earnings and first update on EISENMANN integration financial impact |
| Danaher | Hard to displace | Q2 2026 | 150 | Q2 2026 earnings update on Masimo integration and full-year guidance |
| Dapper Labs | Protection under test | June 2026 | 150 | Rosen Law FLOW token securities investigation status update |
| DataBank | Defensible for now | Q2 2026 | 150 | Red Oak Phase 1 ready-for-service target |
| DataDome | Losing its protection | H1 2026 | 150 | Federal Circuit ruling on Arkose Labs patent appeal (Case 25-1999) |
| DataSnipper | Defensible for now | H1 2026 | 150 | Next scheduled DataSnipper-Microsoft AI agent release following the Jul 2025 and Oct 2025 launches |
| DataStax | Losing its protection | H1 2026 | 150 | Whether IBM names a dedicated DataStax/Astra GM and halts further product sunsets |
| Dataiku | Hard to displace | H1 2026 | 150 | Planned US IPO |
| DeVry University | Protection under test | H1 2026 | 150 | Ninth Circuit ruling aftermath in Sweet v. McMahon, where DeVry is named Exhibit C, plus PE owner's acquisition push under its new Chief Strategy Officer |
| Demandbase | Losing its protection | H1 2026 | 150 | Vista Credit Partners debt facility approaches maturity, forcing a refinancing or sale decision |
| Despegar.com | Protection under test | H1 2026 | 150 | Next Prosus interim results covering Despegar's traffic and booking trends |
| Dialpad | Losing its protection | H1 2026 | 150 | Agentic AI Platform moves from early access to general availability; adoption data will show if growth re-accelerates |
| Digital Asset Holdings | Losing its protection | H1 2026 | 150 | DTCC Treasury tokenization MVP launch on Canton, pending SEC no-action letter |
| Diligent Robotics | Losing its protection | H1 2026 | 150 | Moxi 2.0 H1 2026 rollout hits or misses 15+ robots per hospital site target |
| Discord | Defensible for now | June 2026 | 150 | Texas child-safety injunction hearing and age-verification rollout decision |
| Disperse | Protection under test | H1 2026 | 150 | OpenSpace decision on whether Impulse survives as a standalone product line |
| Dong-A ST | Defensible for now | Q2/Q3 2026 | 150 | Q2/Q3 2026 operating margin report, tests whether Q1's profit rebound holds |
| Doosan Enerbility Co., Ltd. | Defensible for now | Q2/Q3 2026 | 150 | Q2/Q3 2026 earnings, watched for whether operating and net margins recover as the record order backlog converts to revenue |
| Doosan Mobility Innovation | Losing its protection | Q2 2026 | 150 | First consolidated financial disclosure after the Fuel Cell Power BU absorption closes |
| Doppel | Protection under test | June 2026 | 150 | US frontier-model export restrictions (GPT-5.6 access limits) take effect |
| Douyin | Hard to displace | rolling, next major read Q2 2026 | 150 | Quarterly QuestMobile/Statista time-spent data on WeChat Video Channels vs Douyin |
| Dr. Squatch | Protection under test | 2026 (pending, announced June 2025) | 150 | Confirmation that the Unilever acquisition has formally closed |
| Dribbble | Losing its protection | Q2 2026 | 150 | Tiny Ltd. next quarterly MD&A reporting Dribbble segment revenue and marketplace GMV |
| Droom | Little protection left | H1 2026 | 150 | Targeted DRHP re-filing and IPO listing window |
| Dropzone AI | Losing its protection | Q2 2026 | 150 | Planned launch of AI Threat Hunter and AI Threat Intel Analyst agents |
| EDP - Energias de Portugal | Hard to displace | H1 2026 | 150 | Spain's CNMC issues delayed network tariff/remuneration decision setting returns on EDP's planned capex |
| ETS (Educational Testing Service) | Protection under test | H1 2026 | 150 | Decision on reported GRE/TOEFL divestiture |
| EcoFlow | Losing its protection | H1 2026 | 150 | Decision on US IPO filing under tightened Nasdaq rules for Chinese issuers |
| Edelman | Losing its protection | June 2026 | 150 | FY2026 revenue results test Richard Edelman's claim of breaking $1B again |
| Element (Vector Creations) | Protection under test | June 2026 | 150 | UK CMA submission on Microsoft bundling remedies |
| Emeritus | Losing its protection | H1 2026 | 150 | FY25 actual revenue release versus ~$580-600M guidance and B2B growth claim |
| Emirates | Hard to displace | late 2026 / Q2 2027 | 150 | Boeing 777X FAA certification and first Emirates delivery, after Emirates rejected the first ~10 built aircraft in July 2026 |
| Endowus | Defensible for now | Q2 2026 | 150 | EndowusAI open beta expands from Singapore to Hong Kong, testing client reception |
| Epirus | Losing its protection | H1 2026 | 150 | IFPC-HPM Gen II delivery results feeding into a program-of-record decision |
| Eppendorf AG | Protection under test | H1 2026 | 150 | Full FY2025 annual report with detailed EBIT margin and segment breakdown |
| Erste Group Bank | Hard to displace | Q2 2026 | 150 | First full quarter of Santander Polska integration reported |
| Eruditus | Losing its protection | Q2 2026 | 150 | FY25 revenue report shows whether growth beat 12% or hit 34% guidance |
| Eskom Holdings SOC Ltd | Protection under test | end-June 2026 | 150 | Eskom Restructuring Task Team report on the independent Transmission System Operator |
| Expeditors Intl. of Washington | Defensible for now | Q2 2026 | 150 | Supreme Court ruling on IEEPA tariff refund litigation and Q2 2026 earnings call |
| FIITJEE | Little protection left | late June 2026 | 150 | Promised start of proportionate fee refunds to affected students |
| FN Herstal | Hard to displace | H1 2026 | 150 | MoUs with Damen, Cervus Defence, and Hensoldt due to convert into firm contracts |
| Ferguson Enterprises | Hard to displace | Q2 2026 | 150 | London Stock Exchange secondary listing cancellation review resolution |
| Figment | Losing its protection | H1 2026 | 150 | Next Tier-1 asset manager ETP staking mandate decision (BlackRock, Fidelity, VanEck) |
| FireMon | Losing its protection | Q2 2026 | 150 | Tufin's Agentic Network Security rollout at RSA Conference |
| Fiture | Little protection left | Q2 2026 | 150 | Silence past this point on funding or a clinical pivot signals wind-down risk |
| Flatiron Health | Defensible for now | H1 2026 | 150 | Roche's next move on the remaining OncoEMR/RWD core after the Paradigm carve-out |
| FloQast | Protection under test | H1 2026 | 150 | BlackLine's WiseLayer-powered AI agents ship and start appearing in competitive FloQast RFPs |
| FnGuide | Defensible for now | Q2 2026 | 150 | Q2 2026 earnings release, flagged as a stock mover by Smartkarma |
| Fourier Intelligence | Losing its protection | June 2026 | 150 | Malaysia Perkeso eldercare humanoid contract, commercial rollout |
| Fox Ess | Losing its protection | H1 2026 | 150 | ChiNext IPO decision on re-filed prospectus (submitted Dec 30, 2025) |
| Fresh Life Style Supply Chain Management | Losing its protection | H1 2026 | 150 | Fresh-SCM's next funding round or New Hope logistics spin-off filing |
| Fullcast Holdings | Protection under test | Q2/Q3 FY2026 | 150 | Earnings showing RGF Talent Solutions integration costs and synergies |
| Funnel Leasing | Losing its protection | June 2026 | 150 | Entrata launches Autonomous Lease Progression, its native agentic leasing AI |
| Fusion Medical Staffing | Protection under test | Q2 2026 | 150 | SIA's forecast 1-3% rebound in US travel-nurse revenue for 2026 either materializes or doesn't |
| G-Core Labs | Losing its protection | H1 2026 | 150 | Expected Series B or strategic capital raise to fund GPU/AI capex |
| GDex (GD Express) | Losing its protection | Q2 2026 | 150 | FY26 Q1-Q2 results against Apex Securities' RM19.4m core profit forecast |
| GEODIS | Losing its protection | H1 2026 | 150 | SNCF H1 2026 results and decision on GEODIS restructuring or divestiture |
| GLP (Global Logistic Properties) | Defensible for now | H1 2026 | 150 | Hong Kong IPO of GLP's China business (banks selected Dec 2025) |
| GMO Coin | Protection under test | June 2026 | 150 | SBI/Startale JPYSC yen stablecoin launch |
| GMO Research & AI | Losing its protection | Q2 2026 | 150 | GMO Product Platform's next quarterly earnings report, which will show research spin-off funding levels |
| Gearbox Entertainment | Defensible for now | Q2-Q3 2026, with GTA VI launching Nov 19, 2026 | 150 | Delivery of Borderlands 4 live-service roadmap (raid Takedown, cross-save, Story Pack) amid GTA VI launch buildup |
| GeneDx | Losing its protection | Q2/Q3 2026 | 150 | Q2 2026 earnings and progress toward the promised Q3 2026 return to profitability |
| General Assembly | Losing its protection | Q2 2026 | 150 | Adecco Group's next earnings call, where analysts may press on GA's restructuring or divestiture status |
| Georgia Institute of Technology | Hard to displace | Q2 2026 | 150 | Fall 2026 admissions cycle enrollment and tuition-revenue outcomes finalized |
| Ghost | Hard to displace | H1 2026 | 150 | Fallout tracking from CVE-2026-26980 SQL injection patch (6.19.1) after ClickFix campaign hit Harvard, Oxford, Auburn, DuckDuckGo |
| Girlfriend Collective | Protection under test | Q2-Q3 2026 | 150 | US apparel tariff pass-through effects on Taiwan-manufactured goods show up in pricing and margins |
| Gland Pharma | Hard to displace | H1 FY27 (2026-2027) | 150 | Resolution of Fosun's ~$3B stake sale to Blackstone/Brookfield/Warburg Pincus, plus FY27 Q1 results showing GLP-1 contract conversion |
| GlobalLogic | Losing its protection | Q2/Q3 2026 | 150 | Hitachi Digital Systems & Services earnings showing whether segment mix shifts toward OT/industrial or stays commodity-heavy |
| GoodNotes (Time Base Technology Limited) | Losing its protection | June 2026 | 150 | Apple's WWDC, where new Apple Intelligence features for Notes and Freeform typically get announced |
| Goodgame Studios | Losing its protection | Q2/Q3 2026 | 150 | Stillfront strategic review conclusion and Q2/Q3 2026 earnings reports |
| Graphisoft | Hard to displace | Q2 2026 | 150 | Nemetschek Q2 2026 results, checking Design segment growth against 14-15% group guidance |
| GreatHorn | Protection under test | June 30, 2026 | 150 | Proofpoint SEG+API unification go-live |
| Groupe Open | Losing its protection | H1 2026 | 150 | Next public 2025 revenue figure release |
| Grupo Clarín S.A. | Protection under test | June 2026 | 150 | Telecom Argentina antitrust divestiture ruling that could reshape the wider Clarín family's holdings |
| HAYDON | Little protection left | H1 2026 | 150 | Any new funding round, valuation reaffirmation, or public store-count disclosure |
| HIS Co., Ltd. | Losing its protection | June 2026 | 150 | FY2026 Q2 earnings, first real test of whether the AI Innovation Division has shipped anything |
| HTC Global Services | Protection under test | Q2 2026 | 150 | Revelio Labs Q1-Q2 2026 headcount and job-posting data release |
| HUMAN Security | Losing its protection | Q2-Q4 2026 | 150 | Next funding round or ARR disclosure, given 18-24 month cadence since October 2024 raise |
| HYBE Corporation | Protection under test | June 2026 | 150 | FIFA World Cup Final halftime performance featuring HYBE artists |
| Happiest Minds Technologies | Losing its protection | Q2 2026 | 150 | Q1 FY27 earnings, first test of 12.5% growth guidance amid AI-driven pricing pressure |
| Happn | Little protection left | Q2 2026 | 150 | Hello Group Q2 2026 earnings call, watch for Happn revenue detail and AI feature results |
| Harver | Losing its protection | Q2 2026 | 150 | First 6-9 months of CEO Sean Barry's product roadmap becomes visible in enterprise renewals |
| Hasura | Losing its protection | H1 2026 | 150 | First independently confirmed enterprise renewal or churn data point for PromptQL against Snowflake or Databricks |
| Headliner | Losing its protection | Q2 2026 | 150 | Descript's next mid-market customer growth update or Opus Clip adding multi-platform auto-post |
| Hebbia | Losing its protection | H1 2026 | 150 | Renewal cycle where clients compare Hebbia output against baseline ChatGPT or Copilot |
| HelloFresh SE | Losing its protection | Q2 2026 | 150 | Q2 2026 earnings, testing whether -6% to -3% revenue guidance and Factor Europe ramp hold |
| Highnote | Losing its protection | H1 2026 | 150 | Resolution of Dec 2025 funding discrepancy: $25M extension vs $125M Series B-II |
| Hitachi Solutions, Ltd. | Defensible for now | H1 FY2026, around November 2026 | 150 | Next Hitachi Group interim IT Services segment results showing whether Agent 365 revenue offsets shrinking implementation hours |
| Hochtief AG | Defensible for now | H1 2026 | 150 | H1 2026 results, testing whether Q1 2026 profit decline was a blip or a trend |
| Hosjoy | Little protection left | H1 2026 | 150 | Huitongda's next public filing on further Hosjoy asset absorption or reverse-merger terms |
| Huawei Cloud | Protection under test | H1 2026 | 150 | H1 2026 cloud segment revenue results and Ascend 950PR deployment |
| Huda Beauty | Losing its protection | Q2-Q3 2026 | 150 | Easy Bake fragrance launch traction and any new founder controversy |
| Huddle Insurance | Little protection left | after June 30, 2026 | 150 | Telstra Plus partnership renewal decision |
| Hydro One Limited | Hard to displace | after June 29, 2026 comment deadline | 150 | OEB decision on Longwood-to-Lakeshore 500kV transmission line (EB-2026-0128) |
| IHI Corporation | Hard to displace | June 2, 2026 suspension start; August 5, 2026 briefing | 150 | JAXA five-month bidding suspension on IHI Aerospace begins; August earnings briefing will show if it stays contained |
| Imprint | Losing its protection | H1 2026 | 150 | Debit and secured-card product launches, plus H-E-B renewal talks |
| Index Exchange | Protection under test | June 30, 2026 | 150 | Baker v. Index Exchange status hearing after motion to dismiss denial |
| Indodax | Losing its protection | June 17, 2026 | 150 | Indonesia's Law No. 4 of 2026 takes effect, resetting crypto licensing and compliance rules |
| Innatera | Losing its protection | H1 2026 | 150 | Series B (~€30M) closing, and Synfire's full release with potential third-party chipmaker adoption |
| Innovsource | Protection under test | H1 2026 | 150 | FirstMeridian IPO refiling decision following Samara Capital Fund III close |
| Institutional Shareholder Services (ISS) | Losing its protection | Q2 2026 | 150 | 2026 proxy season client retention results show whether more asset managers follow JPMorgan in-house |
| Intouch CX | Losing its protection | H1 2026 | 150 | Next NelsonHall CX Services Transformation and Everest Group Conversational AI PEAK Matrix rankings |
| InvestEngine | Losing its protection | H1 2026 | 150 | InvestEngine's next AUM milestone, targeted around £2bn |
| Isaac Instruments | Losing its protection | H1 2026 | 150 | Motive's IPO closes and its sales team turns fully toward Canadian long-haul accounts |
| JD Cloud & AI | Losing its protection | Q2 2026 | 150 | JD.com Q1/Q2 2026 earnings and Tencent-JD agentic commerce partnership results |
| Jetty | Losing its protection | Q2-Q4 2026 | 150 | State AG or legislative response to the NCLC report on deposit alternatives |
| Job&Talent | Losing its protection | H1 2026 | 150 | Next funding round or debt refinancing decision, which will show if the 2025 down-round was the bottom |
| JobPlanet | Losing its protection | H1 2026 | 150 | Worksphere's Career Agent and Talent Agent AI rollout |
| Joycity Corporation | Losing its protection | Q2 2026 | 150 | Freestyle Football 2 console launch on PS5/Xbox and Game Pass |
| Justinmind | Little protection left | Q2 2026 | 150 | Next Justinmind release (v10.8 or v11.0) either ships a generative AI feature or doesn't |
| KK Group | Losing its protection | Q2 2026 | 150 | Pop Mart and MINISO report Q2 2026 earnings, showing whether their growth keeps outpacing KK Group's X11 |
| KT Corporation | Defensible for now | Q2/Q3 2026 | 150 | Q2/Q3 2026 earnings show whether churn keeps accelerating and restructuring costs hit margins |
| KWF Group Holding Limited | Little protection left | H1 2026 | 150 | IPO pricing decision or lapse of the F-1 registration after a year without trading |
| Kajabi | Protection under test | Q2 2026 | 150 | First post-price-hike churn numbers after January 2026 plan overhaul |
| Kakao Bank | Hard to displace | expected after June 2026 trial start | 150 | Seoul High Court ruling on prosecution's appeal of Kim Beom-soo acquittal |
| Kakao Entertainment Corp | Losing its protection | Q2-Q3 2026 | 150 | First results under new co-CEO Go Jeong-hui's global fandom platform strategy |
| Kaplan | Protection under test | Q2 2026 | 150 | Graham Holdings Q2 2026 earnings, watch Higher Ed growth and Pathways stabilization |
| Karma Automotive | Little protection left | Q2 2026 | 150 | Gyesera Grande Coupe launch |
| Katalon | Losing its protection | within 6-12 months of June 2026 | 150 | Public detail on the internal 'Katalon 2.0' pivot, plus whether a new funding round appears |
| Kavak | Losing its protection | Q2 2026 | 150 | Q1 2026 results report, testing whether December 2025's profitable month was a trend or a one-off |
| Kestrel AI | Protection under test | H1 2026 | 150 | Post-Demo-Day seed round: size, lead investor, and whether founders narrow to a regulated K8s niche or keep broadening |
| Keyfactor | Hard to displace | June 2026 | 150 | White House post-quantum cryptography executive order deadlines drive federal PKI demand |
| Kiln | Losing its protection | Q2-Q3 2026 | 150 | Railnet orchestration product must show real institutional adoption |
| Kimia Farma | Losing its protection | Q2 2026 | 150 | Kimia Farma Apotek's next quarterly results, the key test for the 10-year debt restructuring |
| Kinsta | Losing its protection | June 4, 2026 | 150 | Next hearing in Automattic vs. WP Engine trademark case |
| Kiteworks | Defensible for now | H1 2026 | 150 | EU regulatory scrutiny of Zivver acquisition's CLOUD Act exposure, following Follow the Money coverage |
| Klook | Losing its protection | H1 2026 | 150 | Klook's delayed NYSE IPO could reprice or relaunch |
| Kojo | Losing its protection | H1 2026 | 150 | Resolution of Series C extension and whether Kojo lands a second major distributor like Ferguson or Graybar |
| Korn Ferry | Hard to displace | Q2 FY27, around October 2026 | 150 | AMS acquisition expected to close, first post-close earnings will show integration and margin impact |
| Lakonia | Losing its protection | Q2 2026 | 150 | Window to land a named military or federal design partner with a paid pilot |
| LanguageLine Solutions | Protection under test | H1 2026 | 150 | CWA wage organizing campaign and pending class-action settlement follow-through could escalate into a broader unionization push |
| Lanvin Group | Little protection left | H1 2026 | 150 | First-half/Q1 2026 results, the first real test of the 'H2 2025 momentum' claim |
| LearnUpon | Losing its protection | Q2 2026 | 150 | Next Fosway or IDC analyst grid update showing whether LearnUpon moves tiers |
| Leocare | Losing its protection | within 12 months of June 2026 | 150 | Belfius integration decisions on Leocare's brand, tech stack, and headcount |
| Lessen | Losing its protection | H1 2026 | 150 | Confirmation of terms for the rumored ~$400M Series C at $2.27B valuation |
| LifeMiles | Protection under test | pending as of June 2026 | 150 | Regulatory decision on Abra Group's SKY Airline integration, which could reshape group loyalty structure |
| Lifepal | Losing its protection | H1 2026 | 150 | Roojai decides how to deploy its new $60M Series C toward Indonesia scaling and M&A, which could mean folding Lifepal into the Roojai brand |
| Lightyear | Losing its protection | June 2026 | 150 | EU-wide PFOF ban takes effect, squeezing broker revenue right as Lightyear targets profitability |
| Lincoln Electric | Hard to displace | Q2 2026 | 150 | Q2 2026 earnings, first real test of RISE 2030 organic growth targets |
| LinkDoc Technology | Little protection left | end of Q2 2026 | 150 | Deadline for any confirmed capital event, listing filing, or product disclosure from LinkDoc |
| Liquid Death | Losing its protection | H1 2026 (data through Jun 2026) | 150 | Sparkling Energy first-half scan and depletion data becomes available, testing whether growth reaccelerates |
| Livepeer | Protection under test | 30 June 2026 and August 2026 | 150 | Five-Minute API launch and Q2 2026 Messari usage report |
| Logikcull | Losing its protection | June 2026 | 150 | Reveal's Public Records vertical launch and pricing overhaul rollout |
| Logitech G | Hard to displace | Q2 2026 | 150 | Q1 FY2027 earnings report showing actual results against guidance |
| Looka | Losing its protection | H1 2026 | 150 | Canva's pattern of SMB tool acquisitions (Cavalry, MangoAI, reportedly Ortto) continues, raising odds of a free bundled brand-kit tier |
| Loomly | Losing its protection | Q2 2026 | 150 | Hootsuite's Social OS and Wisdom AI agent roll out at $199/seat |
| Loop Insurance | Little protection left | H1 2026 | 150 | Outcome of ABC asset auction for Loop's MGA license, book, and brand |
| LumApps | Losing its protection | June 2026 through 2027 | 150 | Agent Hub general availability and enterprise renewal cycle testing retention against Copilot and Gemini |
| Lunar | Losing its protection | Q2 2026 | 150 | Lunar's Q2 2026 launch of new credit cards and overdrafts, plus its stated 2026 profitability target |
| Luxion (KeyShot) | Defensible for now | Q2 2026 | 150 | GRO Capital's stake passes the 5-year mark, the typical window for a resale |
| Lytx | Losing its protection | June 2026 | 150 | LytxOne platform consolidation launch, watch for customer churn |
| MSPilot | Losing its protection | H1 2026 | 150 | Expected seed round announcement or first named paying MSP customers |
| MaiCoin Group | Losing its protection | within 21 months of June 30, 2026 | 150 | FSC full VASP licensing decision under the new Virtual Asset Service Act |
| Man Wah Holdings | Protection under test | H1 2026 | 150 | Remacro sofa-tech spin-off completion and FY2027 interim results |
| Matterport | Protection under test | Q2 2026 | 150 | CoStar Q2 2026 earnings: Homes.com profitability target and Zillow API status |
| McDermott Will & Emery | Hard to displace | within 6 months of Jun 2026 | 150 | Decision on whether the paused MSO/private-equity ownership restructuring gets revived |
| Meati Foods | Little protection left | Q2-Q3 2026 | 150 | Deadline for Meati Holdings to show a funded co-manufacturing deal and real shipping product |
| Medlinker | Protection under test | H1 2026 | 150 | WeDoctor's IPO progress and Ping An Good Doctor's next earnings report |
| Meiji Holdings | Hard to displace | 6-12 months from June 2026 raid | 150 | JFTC ice-cream price-fixing ruling expected |
| Melia Hotels International | Hard to displace | H1 2026 | 150 | Q2/H1 2026 earnings, first full quarter after the Cuba exit, tests the €565M+ EBITDA guidance |
| Memrise | Little protection left | H1 2026 | 150 | New CEO Ben Whately's decision on committing to niche-language content and seeking new funding |
| Merama | Losing its protection | June 2026 | 150 | Resolution of the Urbano arbitration criminal complaint and appeal |
| Merit Beauty | Protection under test | June 2026 | 150 | Tubing mascara launch, first product cadence test since sale process began |
| Metersbonwe Fashion & Accessories Co., Ltd. | Little protection left | H1 2026 | 150 | H1 2026 earnings filing, watch for *ST delisting-risk designation or revenue stabilization |
| MetricStream | Losing its protection | Q2 2026 | 150 | First full 12-month cycle under new CEO Marc Levine and CFO Brian Frohn, plus verified 2026 revenue figures |
| Metrobank | Hard to displace | Q2 2026 | 150 | Q1 2026 earnings report and any BSP move on e-wallet deposit-taking licenses |
| Mimecast | Losing its protection | June 2026 | 150 | New CEO Ranjan Singh takes over, testing the AI-governance pivot |
| MindChamps | Losing its protection | Q2 2026 | 150 | Audited FY2025 annual report resolving April 2026 material-variance disclosure |
| MiniMax | Losing its protection | H1 2026 | 150 | H1 2026 earnings, testing whether margins hold under price war |
| Mission Bio | Losing its protection | June 16-18, 2026, Boston | 150 | HCA 2026 general meeting where single-cell platform data and roadmaps get compared head to head |
| Mod AI | Little protection left | H1 2026 | 150 | Whether Mod AI closes a priced seed round and lands its first named enterprise logos |
| Moveworks | Defensible for now | Q2 2026 | 150 | ServiceNow Q2 2026 earnings call, first full quarter commentary on Moveworks/Otto contribution |
| Musicbed | Losing its protection | June 2026 | 150 | GEMA v. Suno ruling on AI music copyright liability |
| NICE Actimize | Hard to displace | Q2 2026 | 150 | NICE Ltd Q2 2026 earnings call and Financial Crime segment growth update |
| NTT | Defensible for now | Q2 FY2026 (Oct-Dec 2026 results) | 150 | FY2026 quarterly profit tracking against ¥980B guidance, down from ¥1,037B |
| NanoString Technologies | Losing its protection | Q2 2026 | 150 | Final installment of 10x Genomics $68M patent settlement due |
| Narayana Health | Defensible for now | Q2 FY27, around Nov 2026 | 150 | Next quarterly results showing UK Practice Plus margin trend and net debt/EBITDA level |
| National Grid plc | Hard to displace | June 2026 | 150 | FERC ruling on data-center connection cost allocation |
| NetEase Qiyu (网易七鱼) | Losing its protection | Q2 2026 | 150 | NetEase Q2 2026 earnings, watch whether Innovative businesses segment stabilizes or keeps shrinking |
| NetEase Yanxuan | Protection under test | Q2 2026 | 150 | NetEase's next earnings call, first look at whether Innovative businesses segment (holds Yanxuan) grows or shrinks |
| Netafim | Protection under test | H1 2026 | 150 | Resolution of Netafim sale process (MatHolding bid vs stalled Chinese buyer, CFIUS review) |
| Netmarble | Protection under test | Q2-Q3 2026 | 150 | Launch results for Solo Leveling: KARMA and Seven Deadly Sins: Origin |
| Netsmart Technologies | Hard to displace | Q2 2026 | 150 | myUnity QHIN interoperability rollout, a test of whether Netsmart keeps pace with WellSky and MatrixCare in home health |
| News UK Limited | Hard to displace | June 2026 | 150 | talkSPORT begins broadcasting FIFA World Cup 2026 matches |
| Nichia Corporation | Hard to displace | H1 2026 | 150 | San'an's acquisition of Lumileds expected to close |
| Nihon Kohden | Defensible for now | June 12, 2026 | 150 | FDA warning letter remediation deadline on NetKonnect Silence Alarms claims |
| Nikkei Inc. | Hard to displace | Q2 2026 to Q2 2027 | 150 | Yomiuri-Dow Jones Pro subscriber numbers and any Nikkei enterprise contract losses reported |
| Nikkei Research | Hard to displace | Q2 2026 | 150 | Next quarterly benchmark release (Financial METER/RADAR) under new CEO Tanaka |
| Nishimura & Asahi | Hard to displace | H1 2026 | 150 | Bayfront Law Singapore alliance stability check after 2025 partner poaching by Rajah & Tann |
| Nissin Corporation | Defensible for now | Q2-Q3 2026 | 150 | Bain Capital's post-MBO restructuring decisions on core vs non-core units |
| NobelBiz | Losing its protection | Q2 2026 | 150 | OmniAI+ (Callers partnership) adoption and retention data after launch |
| Notarize | Losing its protection | H1 2026 | 150 | Next financing round (Series E or another Series D extension) |
| Null Labs | Little protection left | H1 2026 | 150 | Applied Intuition's next expected acquisition or contract win in defense autonomy |
| Nuvocargo | Losing its protection | H1 2026 | 150 | Next funding round or extension announcement |
| OOCL (Orient Overseas Container Line) | Defensible for now | Q2-Q3 2026 | 150 | Freight-rate and transpacific share trends checked against new mega-ship capacity arrivals |
| OPIS | Hard to displace | June 3, 2026 | 150 | PVC Pipe antitrust class action fairness hearing in Chicago |
| OfferUp | Little protection left | June 2026 | 150 | Planned office relocation, a possible signal of further cost cutting |
| Olaplex Holdings | Losing its protection | H1 2026 / early 2027 | 150 | Henkel's first post-acquisition segment report covering Olaplex brand performance |
| Olipop | Losing its protection | Q2 2026 | 150 | Somers v. Olipop class action over 'gut health' claims moves toward settlement or ruling |
| OneTrust | Protection under test | H1 2026 | 150 | Resolution of reported $10B+ private equity buyout talks |
| Onsurity | Losing its protection | H1 2026 | 150 | Next funding round terms (up/flat/down) and IRDAI underwriting license decision |
| Ooredoo Group | Hard to displace | Q2-Q3 2026 | 150 | FY2026 guidance test (3-5% revenue growth, low-40s EBITDA margin) at Q2/Q3 earnings |
| OpenWeb | Losing its protection | Q2 2026 | 150 | Community Exchange shows named ad-buyer commitments and revenue traction |
| Openroll | Little protection left | June 2026 | 150 | SHRM Orlando and HR Tech Las Vegas conferences, typical window for Series A announcements and comp-feature rollouts |
| Opn | Losing its protection | June 10, 2026 | 150 | Visa+OpenAI tokenized agentic checkout and Mastercard Agent Pay for Machines both went live |
| P2P.org | Losing its protection | Q2 2026 | 150 | SEC expected to rule on Fidelity, Franklin, and VanEck Ethereum staking ETF amendments |
| PA Consulting Group | Defensible for now | Q2/Q3 2026 | 150 | Jacobs FY26 Q2/Q3 earnings calls disclosing PA integration, headcount and revenue trends |
| PC Jeweller Ltd | Losing its protection | Q2 FY27 (Sept 2026) | 150 | Target date for company to reach debt-free status |
| Pactera EDGE | Little protection left | H1 2026 | 150 | Deployment results from Centific's $60M Series A become visible in enterprise wins or stalls |
| PalmPay | Defensible for now | June 2026 | 150 | CBN's 25%/15% merchant-acquiring concentration cap enforcement begins |
| Particle Health | Losing its protection | H1 2026 | 150 | Ruling or settlement in Particle Health Inc. v. Epic Systems Corp. (S.D.N.Y. 1:24-cv-07174) |
| Patronus AI | Losing its protection | within 2-3 quarters of June 2026 launch | 150 | Digital World Models needs to convert from research preview to paying contracts |
| Paycor | Losing its protection | June 2026 | 150 | Paychex fiscal year-end earnings disclosing Paycor integration costs and standalone contribution |
| Payhip | Losing its protection | Q2 2026 | 150 | Watch for Payhip announcing Merchant of Record status or an AI product to match Gumroad and Shopify |
| Paystand | Losing its protection | Q2 2026 | 150 | Confirmation of whether the reported $106M funding round actually closed and whether Bitwage stablecoin volume materializes |
| Peach Aviation | Hard to displace | around June 2026 | 150 | ANA Holdings FY2025 annual report discloses Peach's updated revenue and passenger figures |
| Pentera | Losing its protection | Q2 2026 | 150 | Pentera 8 with AI agent Pentera Peer reaches general availability |
| PeopleCert | Protection under test | Q2 2026 | 150 | Q2 2026 bond disclosure showing organic revenue trend and Charity Commission inquiry status |
| Peoplebank | Losing its protection | H1 2026 | 150 | Next Revelio Labs headcount update, which would show a fourth straight year of staff decline or a stabilisation |
| Peregrine | Defensible for now | June-July 2026 | 150 | Peregrine's public safety deployment across 8 of 11 U.S. World Cup host cities runs live |
| Phenom People | Losing its protection | June 2026 | 150 | ServiceNow partnership embeds Phenom's hiring agents inside ServiceNow's platform |
| Phlur | Protection under test | Q2-Q3 2026 | 150 | Sephora Europe and Mexico rollout results plus new scent launches (Honey Moon, Island Swim, Matcha Milk) |
| Photoruction | Losing its protection | Q2-Q3 2026 | 150 | Check whether Creative Services consulting line becomes a material revenue share |
| Physics Wallah | Defensible for now | Q2 FY27, late 2026 | 150 | Next quarterly earnings and any new promoter lock-in expiry |
| Pika | Little protection left | H1 2026 | 150 | Retention data from Pika's standalone social app and resolution of Meta talks |
| Pivot Bio | Losing its protection | Q2-Q3 2026 | 150 | PROVEN G3 state registrations complete and commercial launch |
| PlanetScale | Losing its protection | Q2 2026 | 150 | Two to four quarters of Postgres revenue and enterprise logo data since GA becomes visible |
| Play Health | Losing its protection | Q2 2026 | 150 | Target window for Play Health to land 2-3 signed health-system design partners |
| Playco | Protection under test | Q2 2026 | 150 | Results from LINE's April 2026 in-app payment rollout, where Playco was an early adopter |
| Podio | Little protection left | June 30, 2026 | 150 | Progress Software Q2 FY2026 earnings call, watch for ShareFile/Podio segment guidance |
| Polyhedra Network | Little protection left | H1 2026 | 150 | Next ZKJ token vesting cliff alongside Succinct and RISC Zero product release cycles |
| Poppulo | Protection under test | H1 2026 | 150 | FY2026 net retention and Sociabble integration results reveal if growth is organic or bolt-on only |
| Powtoon | Little protection left | Q2 2026 | 150 | Enterprise revenue results from the December 2025 unified AI platform launch |
| Primer | Little protection left | H1 2026 | 150 | Primer's first priced seed round, which would show whether funding goes to integration depth or more wrapper features |
| ProSiebenSat.1 Media SE | Losing its protection | H1 2026 | 150 | EU decision on RTL's acquisition of Sky Deutschland |
| Proximus | Protection under test | Q2/Q3 2026 | 150 | Proximus Global revenue trajectory check and Route Mobile integration update |
| Public.com | Losing its protection | Q2 2026 | 150 | Robinhood's next earnings report showing whether it has shipped its own agentic-brokerage feature |
| Purdue University Global | Losing its protection | June 23, 2026 | 150 | Hearing in Gooden v. Purdue Global (N.D. Ill. 1:26-cv-03098) |
| Quess Corp | Losing its protection | June, Sept, Dec 2026 | 150 | Q1-Q3 FY27 Professional Staffing revenue prints, testing if GCC reskilling shift is temporary or structural |
| Quest Global | Protection under test | H1 2026 | 150 | Confirmation of Hillhouse's actual investment terms and valuation from primary sources |
| R Systems International | Losing its protection | within 6 months (H1 2026) | 150 | H1 2026 earnings, watch organic constant-currency growth excluding Novigo/Velotio/Scaleworx acquisitions |
| R3 | Protection under test | H1 2026 (overdue as of July 2026) | 150 | Confirmation of Solana-native Corda protocol launch and real institutional adoption |
| RapidAPI | Little protection left | Q2 2026 | 150 | Nokia quarterly earnings disclosure on Network as Code monetization progress |
| RappiPay | Losing its protection | H1 2026 | 150 | Colombia unit's next loss report and possible Davivienda buyout decision |
| RealScout | Losing its protection | within 6-12 months of June 2026 | 150 | Signs of RealScout being merged into BoldTrail versus getting its own standalone growth mandate |
| Redfin | Losing its protection | H1 2026 | 150 | Permanent CEO decision after Glenn Kelman's exit and Rocket earnings treatment of Redfin |
| Redocly | Losing its protection | Q2 2026 | 150 | Two consecutive clean quarters of uptime needed to prove January 2026 outage cluster is fixed |
| Redwood Materials | Losing its protection | June 2026 | 150 | GM energy storage deal and next storage gross-margin disclosure |
| Regions Financial | Defensible for now | Q2-Q3 2026 | 150 | Core lending platform go-live and Q3 2026 earnings report |
| Remarkable | Losing its protection | Q2 2026 | 150 | Next interim financial report covering device revenue trend and bond covenant health |
| Render Network Foundation | Losing its protection | still pending as of June 2026 | 150 | Salad Technologies subnet full technical and economic integration completion |
| Replicate | Losing its protection | Q2-Q3 2026 | 150 | Cloudflare Q2/Q3 2026 earnings disclosure on whether Workers AI names Replicate as a distinct revenue line |
| Rive | Losing its protection | H1 2026 | 150 | LottieFiles State Machine adoption data and any Rive Series B announcement |
| Robert Bosch GmbH | Defensible for now | H1 2026 | 150 | Nexperia chip-supply dispute resolution and FY2026 Mobility margin update |
| Robin AI | Little protection left | H1 2026 | 150 | HMRC winding-up petition outcome and resolution of tech platform buyer talks |
| Rocket Matter | Losing its protection | H1 2026 | 150 | ProfitSolv deploys FTV Capital funds toward acquisitions, and Rocket Matter's next AI feature release lands |
| Rohto Pharmaceutical Co., Ltd. | Hard to displace | June 2026 | 150 | AGM shareholder vote on Asset Value Investors' proposal to remove Chairman Kunio Yamada |
| Rosewood Hotel Group | Losing its protection | June 2026 | 150 | New World Development's annual audit and resolution of the RRJ Capital/Ares investment talks |
| Ryan LLC | Defensible for now | H1 2026 | 150 | Neuberger Berman's $1.2B minority stake deal expected to close, testing valuation and governance |
| SHL | Protection under test | June 30, 2026 | 150 | Colorado's AI-hiring law (SB 24-205) takes effect, testing whether validated instruments get legal preference |
| SMG (Service Management Group) | Losing its protection | Q2 2026 | 150 | Next independent read on whether SMG's Ignite AI product is winning net new logos or just retaining existing ones |
| Safe | Losing its protection | Q2/Q3 2026 | 150 | Safe's 2026 break-even and revenue-doubling report, plus Safenet mainnet rollout past its April 2026 beta |
| Saigon Beer-Alcohol-Beverage Corporation (Sabeco) | Protection under test | Q2 2026 | 150 | Q1 2026 earnings report, first full quarter under the higher excise tax step |
| Salary.com | Protection under test | June 2026 | 150 | EU Pay Transparency Directive takes full effect, testing demand for Pay Equity Suite versus rival moves |
| Salesloft | Losing its protection | H1-Q2 2026 | 150 | 2026 renewal cycle where marquee logos decide between native Agentforce/Breeze or renewing standalone Salesloft |
| Salsify | Protection under test | H1 2026 | 150 | Cinven acquisition expected to close, plus first visible rollout of agentic commerce protocols in retail |
| Samsung SDI | Protection under test | Q2 2026 | 150 | Q2 2026 earnings release, first forecast return to operating profit after seven loss-making quarters |
| Sapiens International | Defensible for now | H1 2026 | 150 | Board names permanent CEO after Ettling interim period |
| Satchel | Losing its protection | June to September 2026 | 150 | September 2026 back to school rollover on the migrated Satchel One platform, plus Bromcom v Arbor High Court ruling |
| Securiti | Protection under test | Q2-Q3 2026 | 150 | Gartner Magic Quadrant refresh for DSPM, testing whether combined Veeam/Securiti holds position against Purview and Wiz |
| Selectel | Losing its protection | Q2 2026 | 150 | Next IFRS earnings release showing whether net profit margin keeps falling |
| Sensor Tower | Protection under test | H1 2026 | 150 | Outcome of Similarweb litigation and next disclosed revenue figures post-Shinhan investment |
| ServiceTrade | Protection under test | June 30, 2026 | 150 | Mura acquisition integration and customer retention checkpoint |
| Shanghai Jahwa United Co., Ltd. | Losing its protection | June 2026 | 150 | 2026 618 e-commerce sales results versus Proya, Botanee, Marubi |
| Sharecare | Protection under test | H1 2026 | 150 | AskMD commercial launch and first adoption numbers after long pre-launch waitlist |
| Shogakukan Inc. | Hard to displace | H1 2026 | 150 | Third-party committee findings on the Manga ONE hiring scandal expected |
| Sitefire | Little protection left | Q2-Q3 2026 | 150 | Outcome of Sitefire's post-Demo Day seed round and first engineering hire |
| Sketchfab | Losing its protection | Q2 2026 | 150 | Deadline for Epic to name dedicated Sketchfab product leadership and a distinct roadmap |
| Skrine | Hard to displace | Q2 2026 | 150 | Malaysia Law Firm Awards 2026 results, next ranking checkpoint against Christopher & Lee Ong and peers |
| Skyhigh Security | Protection under test | Q2 2026 | 150 | Next Gartner SSE Magic Quadrant publication |
| SmartMore | Losing its protection | H1 2026 | 150 | HKEX IPO pricing and audited FY2025 gross margin disclosure |
| So-Sure | Little protection left | H1 2026 | 150 | Open's next update on UK reinvestment, hiring, or new embedded partners under the So-Sure brand |
| Sobot | Losing its protection | Q2-Q3 2026 | 150 | G2 Summer 2026 category rankings release |
| Sony Group | Hard to displace | June 29, 2026 | 150 | Dutch class action opening arguments over PS Store's 30% commission |
| Southeastern Freight Lines | Defensible for now | Q2 2026 | 150 | Operating-ratio comparison vs ODFL and Saia, plus early results from the Fletes Mexico cross-border partnership |
| Spectrum Medical | Losing its protection | H1 2026 | 150 | FDA re-inspection outcome on the 2024 warning letter and VIPER clearance status |
| Spendesk | Losing its protection | June 2026 | 150 | AI Connect (MCP) launch and adoption results |
| Splash Damage | Losing its protection | H1 2026 | 150 | Outcome of Splash Damage's studio-wide redundancy consultation and next SCUM concurrent-player data |
| Sprout Solutions | Defensible for now | Q2 2026 | 150 | Next headcount and revenue disclosure showing whether the Q4 2025 employee contraction continued |
| Stack AI | Losing its protection | Q2 FY27 (mid-2026) | 150 | Asana Q2 FY27 earnings call, first full quarter reporting Stack AI's revenue contribution |
| Standard Signal | Little protection left | June 29, 2026 | 150 | SEC qualified-client threshold changes narrow the legal LP pool |
| Star Charge | Losing its protection | H1 2026 | 150 | Outcome of Star Charge's fourth A-share IPO attempt |
| Sterling Check | Losing its protection | Q2 2026 | 150 | First Advantage Q1/Q2 2026 earnings on integration synergies and headcount guidance |
| Studiosity | Losing its protection | H1 2026 | 150 | Support and Validate/Norvalid product expected to ship with U.S. institutional wins |
| Substack | Protection under test | H1 2026 | 150 | Class action lawsuit filing decision following the 700K-user data breach |
| Sumitomo Heavy Industries | Hard to displace | Q2/Q3 2026 | 150 | Q2/Q3 FY2026 earnings test whether the +16.5% operating profit guidance holds |
| Sumo Group | Losing its protection | Q2 2026 | 150 | Final headcount outcome of Sumo's redundancy consultation |
| Sunbit | Defensible for now | H1 2026 | 150 | Possible S-1 filing or Affirm/Klarna shipped product in physical-service financing |
| Suncorp Group | Defensible for now | 12 August 2026 (results); 30 June 2026 (reinsurance renewal) | 150 | FY26 full-year results and reinsurance renewal outcome |
| Sungard Availability Services | Little protection left | H1 2026 | 150 | Gartner completes retirement of Sungard AS product listing in favor of 11:11 Systems |
| Sunplus Technology | Losing its protection | June 2026 | 150 | AGM vote on capital reduction after accumulated losses hit 50% of paid-in capital |
| Suntory Holdings | Hard to displace | June 2026 | 150 | First tranche (30%) of Daiichi Sankyo Healthcare acquisition closes |
| Superstate | Losing its protection | June 1, 2026 | 150 | Bitwise completes takeover as USCC investment manager on Superstate's rails |
| SupportLogic | Losing its protection | H1 2026 | 150 | Resolution of the November 2025 'Grant' funding event into a real Series C or a sign of runway trouble |
| Sutherland Global Services | Losing its protection | H1 2026 | 150 | Independent analyst ranking (Gartner or Everest Group) on agentic AI/CX leadership, or named enterprise wins from FinAI Hub and Agentic NOC |
| Sylvian | Little protection left | H1 2026 | 150 | Six-month window to land a named frontier-lab data contract or a paying HIPAA healthcare customer |
| Synthetix | Little protection left | Q2 2026 (SLP), June-July 2026 (sUSD wind-down) | 150 | Public launch of the Synthetix Liquidity Provider (SLP) vault, plus sUSD wind-down under SIP-423 |
| TELD | Losing its protection | Q2/Q3 2026 | 150 | Next TGOOD quarterly earnings, watch whether charging-segment margins hold as national capacity floods the market |
| TIVIT | Losing its protection | H1 2026 | 150 | Almaviva's first full financial disclosure reconciling TIVIT revenue and margins post-acquisition |
| TPG Telecom | Defensible for now | H1 2026 | 150 | Spectrum renewal payment terms decided by ACMA |
| TV Azteca, S.A.B. de C.V. | Little protection left | June to July 2026 | 150 | FIFA World Cup 2026 broadcast window and concurso mercantil creditor plan decision |
| TalkingData | Losing its protection | H1 2026 | 150 | Disclosure of verified revenue from AI pivot products (ClawShell, AGI datasets) or PIPL SDK tracking rule changes |
| Team Global Express | Losing its protection | H1 2026 | 150 | Strait Link (Tasmania) sale to Igneo Infrastructure Partners expected to close |
| TechnoPro Holdings | Protection under test | June 2026 | 150 | Q4 FY26.6 results, testing utilization and first AI-consulting revenue under the new mid-term plan |
| Telephone and Data Systems (TDS) | Losing its protection | Q2-Q3 2026 | 150 | DISH/EchoStar bankruptcy court ruling on $2.4B escrow and Array's tower lease revenue |
| Teleport | Losing its protection | Q2-Q3 2026 | 150 | Capital A Q2-Q3 2026 results show whether NOP margin holds above 1.5% or slips back toward losses |
| Telestream | Protection under test | H1 2026 | 150 | MediaKind and Harmonic Video Business merger closes, testing competitive response in broadcast workflow |
| Tepali | Losing its protection | Q2-Q3 2026 | 150 | Tepali's first disclosed paying customer or seed round announcement |
| TerraPay | Losing its protection | Q2-Q4 2026 | 150 | Xend wallet-interop product adoption data (TPV, corridors live) becomes visible |
| Tesserent | Hard to displace | H1 2026 | 150 | Thales earnings commentary on ANZ cyber segment scope and staffing after the rebrand |
| The Hindu Group (Kasturi & Sons Ltd.) | Losing its protection | June 2026 | 150 | Nirmala Lakshman's three-year term as Chairperson of The Hindu Group Publishing ends |
| The Predictive Index | Defensible for now | June 2026 | 150 | Colorado AI Act compliance deadline plus Workday's next move on bundled behavioral assessment |
| Tiki | Little protection left | Q2-Q3 2026 | 150 | Next Metric.vn/YouNet ECI quarterly market-share report |
| Toast | Hard to displace | Q2 2026 | 150 | Toast reports Q2 2026 earnings |
| Tokyo Gas Co., Ltd. | Hard to displace | June 2026 | 150 | METI lifts remaining designated-supply-area rate regulations |
| Tokyo Tatemono Co. | Hard to displace | June 2026 | 150 | Scottsdale overseas project completion and FX/execution test |
| Tokyu Corporation | Hard to displace | June 26, 2026 | 150 | New representative directors take office |
| Toon Boom Animation | Defensible for now | June 2026 | 150 | Annecy/MIFA animation festival, where Toon Boom and rivals reveal new AI and pipeline tools |
| Traceable AI | Protection under test | Q2 2026 | 150 | Harness closes Codecov acquisition and reports next ARR update |
| Trade Republic | Hard to displace | Q2/Q3 2026 | 150 | First post-PFOF-ban quarterly disclosures showing new fee model impact |
| Transparency Market Research | Little protection left | Q2 2026 | 150 | 12-month window closes for TMR to show proprietary data or an AI-augmented product |
| Trax | Losing its protection | Q2-Q3 2026 | 150 | Top-50 CPG account renewal cycle, key test of retention post-merger |
| Trent Limited | Defensible for now | Q2 FY27 (Oct-Dec 2026 reporting) | 150 | Q2 FY27 results, watch like-for-like sales and revenue-per-sq-ft trend |
| Trepp | Hard to displace | Q2 2026 | 150 | Fitch Group's ~$1B acquisition of Trepp closes pending HSR antitrust clearance |
| Tresata | Little protection left | Q2 2026 | 150 | Six-month window for Industry.AI partnership to convert to disclosed revenue |
| Tribune Publishing Company | Little protection left | within 6 months of June 22, 2026 close | 150 | Post-Daily Herald integration cost review, likely triggering another layoff round |
| Troop Messenger | Protection under test | H1 2026 | 150 | Promised AI features (smart suggestions, file summaries) and new 'Superior' pricing tier ship |
| True Classic | Losing its protection | Q2 2026 | 150 | Six-month sales data from women's and kids line launched October 2025 |
| Twilio Segment | Losing its protection | Q2 2026 | 150 | Twilio's next quarterly earnings report showing Segment's growth and margin trend |
| UCloud | Protection under test | June 2026 | 150 | Uzbekistan node launch, test of overseas 'cloud export' revenue |
| Unconventional AI | Losing its protection | promised as next release after Un-0, expected within 12-18 months of June 2026 | 150 | First chip tape-out and independently measured (non-simulated) silicon efficiency results |
| Unilever | Hard to displace | H1 2026 | 150 | H1 2026 earnings test whether Q4 2025 sales acceleration holds up against management's own warning of slowing markets |
| Uniswap | Losing its protection | Q2 2026 | 150 | First full quarter of Uniswap Labs' post-UNIfication financial results shows whether equity holders see any new revenue |
| Universal Robots | Losing its protection | Q2 2026 | 150 | Teradyne Q2 2026 earnings report, showing whether Robotics segment revenue keeps falling |
| Unsiloed AI | Protection under test | H1 2026 | 150 | Next frontier model release that could shrink Unsiloed's benchmark lead below 2 points |
| Untappd | Losing its protection | H1 2026 | 150 | Ekos integration results and confirmation of Untappd for Business venue count |
| Upwork | Losing its protection | Q2 2026 | 150 | Q2 2026 earnings report, will show whether Lifted enterprise revenue inflects positive |
| Urban Revivo | Losing its protection | H1 2026 | 150 | Hong Kong IPO filing decision, pending since mid-2024 |
| VRChat | Losing its protection | H1 2026 | 150 | Delayed age verification and content gating rollout, promised for end 2025 |
| Valence | Losing its protection | June 2026 | 150 | CFTC rulemaking decision on event contracts |
| Verkada | Hard to displace | H1 2026 | 150 | Next reported bookings and Fortune 500 customer count update |
| Viettel Group | Hard to displace | Q2 2026 | 150 | An Khanh Data Center Phase 1 launch |
| VillageMD | Little protection left | H1 2026 | 150 | Divested Assets Committee announces sale, recapitalization, or further write-off of VillageMD |
| Vimeo | Losing its protection | June 2026 | 150 | First full enterprise renewal cycle post-layoffs plus motion-to-dismiss reply in Deliyannides litigation |
| Vishay Intertechnology | Losing its protection | Q2 2026 | 150 | Germany 12 inch SiC fab equipment installation completes, ahead of mid 2027 non auto production start |
| Vizrt | Defensible for now | Q2 2026 | 150 | Next quarterly headcount report, watched for a third straight decline signaling cost-cutting ahead of a possible sale |
| Volusion | Little protection left | H1 2026 | 150 | Newfold Digital's next brand consolidation or debt restructuring decision |
| Vueling Airlines | Hard to displace | Q2-Q3 2026 | 150 | EU ruling on Spain's hand-luggage-fee infringement case, which could force unbundled pricing across the industry |
| Wacom | Losing its protection | June 2026 | 150 | Wacom AGM vote on AVI's push to remove two directors over the RE-X related-party deal |
| Watershed | Losing its protection | Q2-Q3 2026 | 150 | 9th Circuit ruling on California SB 253/261 climate disclosure law |
| WeChat Pay | Hard to displace | Q2 2026 | 150 | Q2 2026 Tencent earnings, watch for AI-agent payment volume and cross-border deal traction |
| Wenheyou | Little protection left | H1 2026 | 150 | Shenzhen location lease renewal decision |
| Whatfix | Losing its protection | H1 2026 | 150 | FY25 India RoC audited filings due, testing vendor-claimed ARR and margin figures |
| WhiteHat Jr | Little protection left | post-June 2026 | 150 | Outcome of Byju's Committee of Creditors asset sale covering WhiteHat Jr brand and curriculum |
| WideOpenWest (WOW!) | Losing its protection | H1 2026 | 150 | SoftBank's acquisition of DigitalBridge (WOW!'s owner) expected to close |
| Wildtype | Losing its protection | H1 2026 (called imminent as of March 2026) | 150 | BlueNalu's FDA clearance for cultivated seafood, which would end Wildtype's sole US approval |
| WorkForce Software | Protection under test | Q2 FY2026 (Jan 2026) | 150 | ADP's next earnings call addressing WorkForce Suite integration and headcount plans |
| WorkPac | Protection under test | June 2026 | 150 | NSW labour-hire licensing scheme commences, adding new compliance costs |
| WorkWave | Losing its protection | Q2 2026 | 150 | WAIve and Wavelytics AI suite reaches general availability |
| Workrise | Losing its protection | H1 2026 | 150 | Window for CEO Hollison to produce a new funding round or IPO filing since taking over in March 2024 |
| Wow Skin Science | Little protection left | H1 2026 | 150 | Outcome of the strategic sale process at the reduced $250M valuation |
| Wrisk | Protection under test | Q2 2026 | 150 | Independent confirmation of Mazda and VWFS UK partnership rollouts, plus Allianz governance integration post-investment |
| Wube Software | Hard to displace | June 2026 | 150 | Factorio 2.1 exits experimental branch and ships as stable, marketed as a last major update |
| Wyzant | Protection under test | Q2 2026 | 150 | Nerdy (NRDY) Q2 2026 earnings call tests whether AI-native tutoring converts to sustained share gains |
| Xiaoice | Protection under test | H1 2026 | 150 | Confirmation of founder-CEO Li Di's removal and any post-2022 funding round or IPO filing |
| Yubico | Losing its protection | Sept 21, 2026 deadline; Q2 2026 earnings ~Aug 2026 | 150 | FIPS 140-3 federal compliance deadline and first post-mandate bookings report |
| Yupao | Losing its protection | H1 2026 | 150 | First public retention or funding data from Yupao's white-collar pivot and ¥1.5B campaign |
| Yusen Logistics | Defensible for now | Q2 FY2026 | 150 | NYK earnings call covering logistics segment capital allocation and Walden integration progress |
| Zebec | Losing its protection | Q2 2026 | 150 | Zebec SuperApp Mobile launch |
| Zelros | Losing its protection | June 2026 | 150 | Earnix launches AIOS platform, folding Zelros into 'Advisor Tools' module |
| Zenkit | Little protection left | Q2 2026 | 150 | Next two quarters of headcount and revenue data to see if the shrinkage reverses |
| Zopper | Protection under test | Q2 2026 | 150 | FY26 audited GWP and revenue figures land against the ₹1,000 crore GWP target |
| Zucks Inc. | Losing its protection | H1 2026 | 150 | DOCOMO carrier-data integration roadmap and CARTA HOLDINGS FY2025 full-year results |
| Zymbly | Protection under test | Q2 to Q3 2026 | 150 | Zymbly's planned summer 2026 launch across 5 cities in 3 countries, and expected seed round |
| beqom | Losing its protection | June 2026 | 150 | EU Pay Transparency Directive national transposition deadline |
| eScan (MicroWorld Technologies) | Little protection left | Q2-Q3 2026 | 150 | Possible discovery or litigation outcome in the Morphisec dispute over the January 2026 update-channel breach |
| groundcover | Losing its protection | H1 2026 | 150 | Series C round announcement or stall, 15+ months after April 2025 Series B |
| iPASS Corporation | Defensible for now | Q2-Q3 2026 | 150 | First post-split usage and churn figures for iPASS MONEY app after leaving LINE Pay |
| iRhythm Technologies | Defensible for now | June 2026 | 150 | Court hearing on $45M securities settlement approval |
| item | Little protection left | Q2 2026 | 150 | Deadline for item to show 5 to 10 retained paying customers with verified before/after metrics before rivals ship equivalent features |
| nPlan | Protection under test | 25 June 2026 / ~30 Sept 2026 | 150 | nPlan AI Day, plus 2026 UK accounts filing that will reconcile £15M vs $8.3M revenue claims |
| shortkit | Losing its protection | Q2 2026 | 150 | YC Demo Day and seed fundraising round |
| wefox | Protection under test | H1 2026 | 150 | Confirmation of FY2025 profitability target and wefox Insurance AG sale closing |
| 123RF | Losing its protection | July 2026 | 120 | Pixlr Group ACE Market IPO filing, which may disclose Inmagine/123RF group financials |
| 21Shares | Losing its protection | July 2026 | 120 | Morgan Stanley's staking-enabled ETH and SOL ETFs go live, competing directly with 21Shares products |
| 24M Technology | Little protection left | by July 2026 | 120 | Confirmation of bankruptcy filing, wind-down, or asset sale to a strategic acquirer |
| 343 Industries | Losing its protection | July 28, 2026 | 120 | Halo: Campaign Evolved launch and reception, which will shape whether a next Halo title gets greenlit |
| 3CLogic | Losing its protection | July 22, 2026 | 120 | ServiceNow Q2 2026 earnings call on AI ARR, cRPO, and CCaaS strategy |
| 3Knights Dynamics Group Limited | Little protection left | as of July 2026 | 120 | Nasdaq listing approval and IPO pricing decision, still pending |
| 3M | Hard to displace | filed July 9, 2026, ongoing | 120 | New York AG PFAS consumer-products lawsuit proceedings |
| 51job (DHC) | Protection under test | July 2026 | 120 | Cayman Islands appraisal appeal hearing, ruling could trigger $525M clawback or reopen valuation |
| 80 Acres Farms | Protection under test | July 21, 2026 | 120 | Harrisonburg, VA packing plant closure and 80 layoffs completes |
| 99designs | Losing its protection | late July 2026 | 120 | Cimpress fiscal Q4 2026 earnings call, watch for segment-level 99designs commentary and any AI product news |
| AGCO | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings call, plus expected right-to-repair settlement following Deere's $99M precedent |
| AMC Networks Inc. | Protection under test | July 30, 2026 | 120 | Q2 2026 earnings call, analysts expect further AOI and margin decline |
| ANA Holdings | Defensible for now | July 29, 2026 | 120 | Q1 FY2026 earnings release, first read on fuel-cost damage |
| APi Group | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings; also integration checkpoint for CertaSite, Wtech Fire, and Onyx-Fire deals |
| ARC Group Securities Acquisition I | Little protection left | pending as of July 21, 2026 | 120 | IPO must price and close, then a 12-month (plus 3-month) clock starts to name a merger target or liquidate |
| ASE Technology Holding | Defensible for now | July 30, 2026 | 120 | Q2 2026 earnings call, watch for LEAP segment guidance and any SPIL US capacity announcement |
| ASGN Incorporated | Losing its protection | late July 2026 | 120 | Q2 2026 earnings report |
| ASM International | Hard to displace | July 28, 2026 | 120 | Q2 2026 earnings and China revenue line amid export controls |
| AT&T | Hard to displace | July 22, 2026 | 120 | Q2 2026 earnings release |
| AbbVie | Hard to displace | July 31, 2026 | 120 | Q2 2026 earnings report showing whether immunology growth is slowing |
| Adani Enterprises | Defensible for now | July 15, 2026 | 120 | |
| Adidas | Hard to displace | July 30, 2026 | 120 | Q2 2026 earnings report |
| Adidas AG | Hard to displace | ~July 30, 2026 | 120 | Q2 2026 earnings report, testing post-World Cup demand and tariff impact |
| Advance Publications, Inc. | Defensible for now | July 30, 2026 | 120 | Reddit Q2 2026 earnings and decision on renewing its Google AI content licensing deal |
| Advanced Micro Devices | Defensible for now | Jul 22 to Aug 4, 2026 | 120 | Advancing AI 2026 event and Q2 FY2026 earnings call reveal Helios/MI450 ramp progress |
| Advantest | Hard to displace | late July/early Aug 2026 | 120 | FY2026 Q1 earnings report, testing whether the ¥1,420B sales guidance holds |
| Aekyung Industrial Co., Ltd. | Losing its protection | July 31, 2026 | 120 | Q2 2026 earnings report showing whether the operating loss was one-off and if 2080 sales recover post-recall |
| AeroVironment | Losing its protection | July 27, 2026 | 120 | Securities class action lead-plaintiff deadline and SCAR recompete decision |
| Aesop Pty Ltd | Hard to displace | July-August 2026 | 120 | L'Oréal H1 2026 earnings call, expected commentary on Aesop growth and China travel-retail trends |
| Affle Ltd. | Losing its protection | late July or early August 2026 | 120 | Q1 FY27 results release, margin and CPCU retention data due |
| Agiloft | Losing its protection | July 14, 2026 | 120 | Astra free tier goes fully live, testing whether it expands or cannibalizes paid deals |
| Aiming Inc. | Protection under test | July 29, 2026 | 120 | Q2 2026 earnings release, first full quarter including Inazuma Eleven: Cross launch results |
| Air Liquide S.A. | Hard to displace | July/August 2026 | 120 | H1 2026 results and margin-guidance update |
| Airtel Africa | Hard to displace | 23 July 2026 | 120 | Airtel Money IPO, London listing |
| Aisin Corporation | Hard to displace | July 2026 | 120 | Q1 FY2027 earnings expected to show margin compression from tariffs and rising costs |
| Albert Origin Acquisition Corporation | Little protection left | unresolved as of Jul 2026 | 120 | IPO pricing/closing or announcement of a definitive merger target |
| Albertsons | Protection under test | July 23, 2026 | 120 | Q1 FY2026 earnings report showing identical-sales trend |
| Alchemize | Losing its protection | 6-12 months from Jul 2026 | 120 | Whether Altana+Cervo or CargoWise launches a down-market SMB-importer product |
| Alchemy | Losing its protection | July 28, 2026 | 120 | MCP standard v2.0 release candidate, which could reset how AI agents connect to chains |
| Align Technology | Defensible for now | July 29, 2026 | 120 | Align Q2 2026 earnings call, watch ASP and shipment growth vs. market |
| Alignment Healthcare | Losing its protection | July 30, 2026 | 120 | Q2 2026 earnings and update on whistleblower capex/opex misclassification claims |