On the record, checkable now: August 2026, part 1
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 |
|---|---|---|---|---|
| Chorus Limited | Hard to displace | around August 2026 | 89 | Commerce Commission Q3 FY26 decisions on risk-free-rate methodology and capex rules |
| Chow Sang Sang Holdings International Limited | Defensible for now | 27 August 2026 | 89 | H1 2026 results release, showing whether Q2's 16% retail sales growth turned into profit growth |
| Chr. Hansen Holding | Hard to displace | August 2026 | 89 | H1 2026 interim report, first full read on US consumer demand softness management flagged as a risk |
| Chronosphere | Hard to displace | Aug 2026 | 89 | Palo Alto Networks earnings call disclosing Chronosphere ARR and integration progress |
| Chuanzhi Education Technology | Losing its protection | August 2026 | 89 | H1 2026 net profit results reported against RMB 28 to 40 million guidance |
| Chubbies | Little protection left | August 12, 2026 | 89 | Solo Brands Q2 2026 earnings report, testing if Chubbies' sales decline reversed |
| Chunjae Education | Protection under test | late 2026 to mid 2027 | 89 | Ruling on ₩200B AIDT damages suit against the government |
| Cipher Mining | Losing its protection | Aug 2026 | 89 | Q2 2026 earnings, testing construction delivery and hunt for a fourth anchor tenant |
| Circle | Losing its protection | August 2026 | 89 | Coinbase renegotiates its distribution revenue-share deal with Circle |
| Cirrus Logic | Defensible for now | August 5, 2026 | 89 | Q1 FY2027 earnings release, after market close |
| Cisco | Defensible for now | August 2026 | 89 | Cisco reports Q4 FY2026 earnings, testing the raised $62.8-63.0B guidance and AI order pace |
| Cisco Systems | Defensible for now | mid-August 2026 | 89 | Q4 FY26 earnings report |
| Cision | Protection under test | mid-2026 to 2027 | 89 | AI Visibility Dashboard launch and term loan maturity wall |
| Civitai | Losing its protection | August 31, 2026 | 89 | Creator payout model switches from flat 25% to per-generation fees |
| Clearbit | Protection under test | August 5, 2026 | 89 | HubSpot Q2 2026 earnings call, tracking Breeze Intelligence credit adoption |
| Clearway Energy | Defensible for now | August 2026 | 89 | Q2 2026 earnings and update on 12.7 GW late-stage hyperscaler pipeline conversion |
| Cloud4C | Protection under test | Aug 2, 2026 | 89 | EU AI Act high-risk AI compliance deadline hits security tooling documentation requirements |
| CloudWalk Technology | Little protection left | August 2026 | 89 | H1 2026 full earnings report, following the pre-announced loss of RMB 69.3M to 86.7M |
| Cloudflare | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings report, showing restructuring cost impact and margin trend after 20% workforce cut |
| Clover Health | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings release |
| Cluey Learning | Little protection left | 13 August 2026 vote; results ~28 Aug to 2 Oct 2026 | 89 | Shareholder vote on ASX delisting, plus FY26 preliminary results showing whether Cluey+ lifts retention or ARPU |
| Cochin Shipyard | Hard to displace | 18 August 2026 | 89 | Q1 FY27 earnings release |
| Cochlear Limited | Hard to displace | August 13, 2026 | 89 | FY26 full-year results, watch Nexa rollout pace and gross margin trend |
| Codan Limited | Hard to displace | 20 August 2026 | 89 | Codan FY26 full-year results release |
| Codexis | Losing its protection | August 12, 2026 | 89 | Q2 2026 earnings, watch for signed CDMO contracts from the 55-opportunity pipeline |
| Codility | Protection under test | August 2, 2026 | 89 | EU AI Act high-risk AI obligations for recruitment tools take effect |
| Coherent Corp | Hard to displace | mid-August 2026 | 89 | Q4 and full-year FY26 earnings, testing backlog and CPO ramp guidance |
| CoinDCX | Losing its protection | mid-2026 | 89 | Coinbase's India retail posture and options-trading rollout become clear |
| Coinbase | Defensible for now | August 18, 2026 | 89 | Circle USDC revenue-share renegotiation and CLARITY Act Senate vote |
| Collibra | Losing its protection | August 2026 | 89 | EU AI Act enforcement deadlines escalate, testing whether Collibra's compliance tooling converts to paid contracts |
| Colopl | Protection under test | Aug 10, 2026 | 89 | Q3 FY2026 earnings release, watch for Dragon Quest Walk revenue trend |
| Colt Data Centre Services | Defensible for now | mid-2026 | 89 | Hayes Digital Park London 6/7/8 construction start |
| ComfortDelGro Corporation | Defensible for now | August 2026 | 89 | 1H2026 earnings show whether taxi/PHV operating profit decline continues once the one-off VICOM OBU surge washes out |
| Compal Electronics, Inc. | Protection under test | August 2026 | 89 | Q2/H1 2026 results confirming whether AI-server revenue hits management's >10% of 2026 sales target |
| Compass | Losing its protection | Aug 5, 2026 | 89 | House Judiciary subcommittee briefing on the MRED-Compass private listing partnership |
| Complir | Losing its protection | within 2-3 quarters of mid-2026 | 89 | Enhesa's Fusion AI roadmap could reach SKU-level automated compliance documentation |
| Compound Labs | Losing its protection | next 6-12 months from mid-2026 | 89 | Compound V4 institutional RWA redesign expected to ship and compete for TVL against live Aave V4 |
| Compyle | Little protection left | Aug 31, 2026 | 89 | Sonnet 5 introductory API pricing expires, raising input costs for thin-wrapper tools like Compyle |
| Comscore | Losing its protection | Aug 31, 2026 | 89 | Nielsen redeploys its refreshed measurement currency, testing whether buyers shift business toward or away from Comscore |
| Conduent | Losing its protection | Aug 5, 2026 | 89 | Q2 2026 earnings, watch Commercial decline rate and any data-breach litigation reserve |
| Condé Nast | Protection under test | August 3, 2026 | 89 | Netflix short-form video licensing deal launches |
| Congruent | Losing its protection | mid 2026 | 89 | Y Combinator W26 Demo Day and follow-on seed fundraising window |
| ConocoPhillips | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings report |
| ConstructConnect | Protection under test | mid-2026 | 89 | ConstructConnect's Google Cloud AI rebuild and Takeoff Boost rollout results |
| Contemporary Amperex Technology (CATL) | Hard to displace | August 20, 2026 | 89 | CATL Q2 2026 earnings call, watch for overseas order commentary and European demand signals |
| Copa Airlines | Hard to displace | Aug 5-6, 2026 | 89 | Q2 2026 earnings, testing guided operating margin drop to 8-12% from 21%+ on jet fuel spike |
| Corning | Hard to displace | Aug 4, 2026 | 89 | Q2 2026 earnings report |
| Corpay | Defensible for now | mid-2026 | 89 | Q2 2026 earnings, first full quarter showing Alpha Group integration results |
| Corrs Chambers Westgarth | Hard to displace | Jul-Aug 2026 | 89 | FY2026 Australian results reveal first read on profit-per-partner after Harvey and Luminance rollout |
| Corsair Gaming | Losing its protection | early August 2026 | 89 | Q2 2026 earnings report |
| Corti | Losing its protection | August 2026 | 89 | EU AI Act high-risk medical AI rules take effect |
| Corvera | Losing its protection | within 12 months of mid-2026 | 89 | Whether Crisp ships its own MCP endpoint over existing retailer data |
| Cosmax Inc. | Defensible for now | August 11, 2026 | 89 | Q2 2026 earnings release |
| Cosmecca Korea Co., Ltd. | Hard to displace | August 2026 | 89 | Q2 2026 earnings release, watch China revenue recovery and margin trend |
| Coterie Insurance | Defensible for now | mid-2026 | 89 | Resolution of unresolved Spinnaker fronting litigation (Berisha, Isayan cases) in California and Louisiana |
| Coterra Energy | Protection under test | Aug 4, 2026 | 89 | Devon Q2 2026 earnings, first post merger synergy update |
| Coty Inc | Losing its protection | August 2026 | 89 | FY2026 full-year earnings and permanent CEO decision |
| Country Garden Holdings | Little protection left | Aug 31, 2026 | 89 | H1 2026 results, first clean look at operating margins without restructuring gains |
| Coupang | Defensible for now | August 2026 | 89 | Q2 2026 earnings, testing whether adjusted EBITDA margin recovers from 0.3% |
| Covalent | Losing its protection | August 2026 | 89 | Dune Sim-API retirement opens a customer migration window |
| Coway Co. | Hard to displace | August 2026 | 89 | Q2 2026 earnings release, and possible resolution of the Netmarble vs Align Partners board fight |
| Cox Communications | Losing its protection | August 13, 2026 | 89 | California PUC vote on the Charter-Cox merger |
| Crayon Group | Losing its protection | 26 August 2026 | 89 | SoftwareOne H1 2026 earnings and post-integration org announcements under new sole CEO Raphael Erb |
| Creative Artists Agency (CAA) | Defensible for now | mid-2026 | 89 | JAMS arbitration ruling on the Range Media Partners dispute |
| Creative Assembly | Losing its protection | Aug 7-24, 2026 | 89 | Sega Sammy Q1 FY2027/3 results and Total War: Warhammer 40K Gamescom reveal |
| Credit Karma | Defensible for now | August 2026 | 89 | Intuit FY2026 Q4 earnings, first full quarter after Credit Karma/TurboTax merger and Oakland layoffs |
| Credit Saison | Defensible for now | August 12, 2026 | 89 | Q1 FY2027 earnings, testing whether India profit targets finally land on schedule |
| Crocs Inc | Protection under test | early August 2026 | 89 | Q2 2026 earnings and Supreme Court decision on trademark appeal (No. 25A1364) |
| Cross Marketing Group | Losing its protection | August 14, 2026 | 89 | FY2026/6 full-year earnings release |
| Culture Amp | Losing its protection | mid-2026 to 2027 | 89 | Federal Court ruling in Gareth Roberts retaliation case |
| Cummins | Hard to displace | Aug 4, 2026 | 89 | Q2 2026 earnings report, testing whether data-center demand still supports the ~22x forward multiple |
| Curriculum Associates | Defensible for now | mid-to-late 2026 | 89 | Ruling on motion to dismiss in M.C. v. Curriculum Associates data-privacy class action |
| Curtiss-Wright Corporation | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings call |
| Cushman & Wakefield | Defensible for now | August 19, 2026 | 89 | CoStar-led antitrust class action initial status hearing covering lease-data pricing practices |
| Cuvva | Hard to displace | mid-to-late 2026 | 89 | FY2025 accounts filing at Companies House, testing if 2024 profit tripling holds |
| CyberCX | Defensible for now | FY27 (mid 2026 to mid 2027) | 89 | Australian government FY27 cyber tender season, watch if local independents win on sovereignty grounds |
| Cybereason | Little protection left | mid-2026 | 89 | LevelBlue decision on whether Cybereason stays a named flagship brand or gets folded into Trustwave's MDR stack |
| Cybozu Inc. | Hard to displace | Aug 2026 | 89 | Q2 FY2026 earnings, first real read on kintone AI monetization and whether growth holds |
| Cyngn | Little protection left | Aug 5, 2026 | 89 | Q2 2026 earnings report, testing whether bookings growth turns into recognized revenue |
| D-Link Corporation | Losing its protection | mid-2026 | 89 | 2Q26 and 3Q26 earnings reports, testing whether the 1Q26 revenue uptick holds |
| DBS Bank | Hard to displace | 6 August 2026 | 89 | 2Q2026 earnings release |
| DMINT, Inc. | Little protection left | Aug 18, 2026 | 89 | OLB Group's next earnings report showing DMint fleet utilization and BTC-mined figures |
| DTE Energy | Hard to displace | Aug 27, 2026 | 89 | MPSC report on July 4, 2026 storm outages due; could bring reliability mandates or penalties |
| DXC Technology | Protection under test | August 2026 | 89 | Q1 FY2027 earnings report, testing pre-guided organic decline of 6.5% to 7.5% |
| Daewoong Pharmaceutical | Hard to displace | August 2026 | 89 | CGBio sale agreement with TA Associates expected to close |
| Dafiti | Protection under test | Aug 13, 2026 | 89 | GFG Q2 2026 earnings report on LATAM NMV trend after Brazil's tariff repeal |
| Dai Nippon Printing (DNP) | Hard to displace | August 2026 | 89 | Q1 FY2026 earnings report will show if the FY2025 net income drop was one-off or a trend |
| Dai-ichi Life Holdings | Hard to displace | August 2026 | 89 | FY2026 Q1 earnings release |
| Daiwa House Industry | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings report, when the one-off US land-sale gain rolls off and guided 34.9% operating income drop gets tested |
| Dangdang | Little protection left | August 6, 2026 | 89 | Shareholder settlement claims deadline, which may force fresh financial or governance disclosure |
| Data#3 | Protection under test | 24-27 August 2026 | 89 | FY26 full-year results, testing if Software Solutions gross profit recovers as guided |
| DataRobot | Protection under test | August 2026 | 89 | EU AI Act high-risk system compliance obligations take effect |
| Datadog | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings report against elevated guidance of $1.07-1.08B revenue |
| Datamatics Global Services | Losing its protection | August 2026 | 89 | Q1 FY27 earnings call, key read on whether 8% growth guidance holds |
| Datanyze | Little protection left | August 2026 | 89 | ZoomInfo Q2 2026 earnings call, watch for Datanyze bundling or sunset language |
| DeNA Co., Ltd. | Losing its protection | August 6, 2026 | 89 | Q1 FY2027 earnings report showing whether Pokémon TCG Pocket revenue stabilizes |
| DealShare | Little protection left | August 2026 | 89 | Go/no-go checkpoint on DealShare 2.0's four-city B2C pivot (Jaipur, Lucknow, Kolkata, NCR) |
| Deciem (The Ordinary) | Defensible for now | ~August 2026 | 89 | ELC fiscal Q2 2026 earnings report on skin care segment and The Ordinary's share trend |
| DeepGlint | Little protection left | August 22-24, 2026 | 89 | Q2 2026 earnings report covering multimodal pivot revenue and headcount |
| Delek US Holdings | Losing its protection | August 2026 | 89 | Q2 2026 earnings release, tests whether crack-spread gains and EBITDA beats hold up without the EPA subsidy |
| Delhivery | Hard to displace | August 2026 | 89 | Q1 FY27 earnings, first full quarter testing organic growth and margins after the Ecom Express merger |
| Delinea | Protection under test | August 2026 | 89 | Next ARR disclosure showing whether growth has resumed past ~$400M |
| Dell Technologies | Defensible for now | late August/September 2026 | 89 | Q2 FY2027 earnings, guidance calls for $44.0-45.0B revenue |
| Deluxe Entertainment (Deluxe Media) | Little protection left | August 2, 2026 | 89 | EU AI Act Article 50 transparency rules take effect, testing whether Deluxe builds a compliance layer around AI dubbing |
| Deppon Logistics | Losing its protection | August 2026 | 89 | JD Logistics H1 2026 consolidated results showing whether Deppon's segment stops losing money |
| Derya | Losing its protection | August-September 2026 | 89 | YC Demo Day presentation reveals updated traction and customer names |
| Descript | Losing its protection | mid-2026 | 89 | Legacy plan sunset completes and Media Minutes/AI Credits pricing fully takes effect |
| Designer Brands (DSW) | Losing its protection | late August 2026 | 89 | Q2 FY2026 earnings report, testing whether comp and margin gains hold under the new tariff regime |
| Deutsche Telekom | Hard to displace | August 6, 2026 | 89 | Deutsche Telekom H1 2026 results, testing AI efficiency claims and T-Mobile US merger progress |
| Devon Energy | Protection under test | August 4, 2026 | 89 | Q2 2026 earnings release, first full quarter after the Coterra merger closes |
| Dexus | Protection under test | 20 August 2026 | 89 | FY26 full-year results finalize 30 June valuations and distribution cover |
| Diageo | Defensible for now | August 6, 2026 | 89 | Capital Markets Day: full restructuring scope, FY26 results, and new strategy under CEO Dave Lewis |
| Diamondback Energy | Hard to displace | Aug 4, 2026 | 89 | Q2 2026 earnings call |
| Dice (DHI Group) | Protection under test | August 5, 2026 | 89 | DHI Group Q2 2026 earnings, testing whether Dice segment decline slows despite AI feature launches |
| Didi Global | Losing its protection | ~August 28, 2026 | 89 | Q2 2026 earnings report |
| Digi Communications | Defensible for now | ~August 2026 | 89 | EC decision on ANCOM's proposed wholesale price controls on Digi Romania (SMP operator) |
| Digital Hearts | Losing its protection | August 2026 | 89 | Q1 FY2027 earnings: does TFACT and SBOM Archi subscription revenue offset man-month decline with margin gains |
| DigitalOcean | Protection under test | early August 2026 | 89 | Q2 2026 formal earnings release |
| Diodes Incorporated | Protection under test | August 5, 2026 | 89 | Q2 2026 earnings call, testing $435M revenue and $0.60 EPS guidance |
| Docebo | Protection under test | August 7, 2026 | 89 | Q2 2026 earnings call, testing whether enterprise ARR growth reaccelerates past 8% |
| Domain Group | Protection under test | mid-2026 | 89 | Federal Court ruling in REA vs Domain litigation |
| Douyu | Little protection left | August 2026 | 89 | Q2 2026 earnings release, testing whether the 2025 profit turn holds as livestreaming revenue keeps falling |
| Dow Jones Risk & Compliance | Hard to displace | August 2026 | 89 | News Corp FY2026 Q4 earnings report showing whether Risk & Compliance growth holds near 19-20% |
| Doximity | Losing its protection | August-September 2026 | 89 | Q1 FY2027 earnings test whether AI tools convert to revenue without margin damage |
| Dragos | Defensible for now | August-September 2026 | 89 | Accenture majority stake acquisition expected to close |
| Drunk Elephant | Losing its protection | August 2026 | 89 | Shiseido H1 2026 earnings, first full read on the January 2026 rebrand |
| DuPont | Defensible for now | August 4, 2026 | 89 | Q2 2026 earnings and North Carolina PFAS settlement resolution |
| Duke Energy | Hard to displace | Aug 4, 2026, decision fall 2026 | 89 | NC Duke Energy Progress rate case evidentiary hearings and NCUC decision |
| Duolingo | Defensible for now | Aug 5, 2026 | 89 | Q2 2026 earnings call, testing if late June DAU deceleration continues |
| Dynatrace | Defensible for now | early August 2026 | 89 | Q2 FY2027 earnings and Investor Day with new margin targets |
| Dürr AG | Defensible for now | August 6, 2026 | 89 | H1 2026 final financial report and order-intake update |
| E.W. Scripps Company | Protection under test | Aug 6, 2026 | 89 | Q2 2026 earnings report showing leverage trend and transformation plan progress |
| E2open | Protection under test | August 2026 | 89 | WiseTech FY26 full-year results and FY27 guidance, showing whether E2open cuts land on core network teams |
| ENOVATE | Little protection left | unspecified, still pending as of mid 2026 | 89 | Resolution of pre-bankruptcy asset freeze or news on the stalled Saudi Arabia JV with Sumou Holding |
| EOG Resources | Hard to displace | August 4-5, 2026 | 89 | Q2 2026 earnings call and UAE/Bahrain exploration well results |
| EPAM Systems | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report |
| EVE Energy | Losing its protection | August 21, 2026 | 89 | Q2 2026 earnings release, watched for whether net profit margin keeps falling behind revenue growth |
| EVgo | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings release, guided as the softest quarter of the year |
| Earendil Robotics | Losing its protection | Aug 2026 | 89 | YC Demo Day and possible seed extension or first disclosed pilot customer |
| EaseMyTrip | Little protection left | August 2026 | 89 | Q1 FY27 earnings release, testing whether losses deepen after the Q4 FY26 dip |
| East Money Information | Defensible for now | around Aug 22, 2026 | 89 | Q2 2026 earnings release, expected to show turnover trends and any named AI product rollout |
| EasyCard Corporation | Losing its protection | August 14, 2026 | 89 | August 14, 2026 earnings call, first look at post open-loop fare-gate payment mix |
| Eaton Corporation | Hard to displace | August 2026 | 89 | Q2 2026 earnings report, watch whether data-center order growth stays above 100% YoY |
| Ebara Corporation | Hard to displace | mid-August 2026 | 89 | H1 FY2026 results (six months to June 30) release, updating semi-cycle and Middle East impact |
| Ebara Corporation | Hard to displace | August 2026 | 89 | Ebara FY2026 Q2 earnings briefing, watch for order commentary on advanced-packaging CMP versus AMAT's Opta |
| EchoStar | Protection under test | August 17, 2026 | 89 | Dish DBS/Dish Wireless Chapter 11 confirmation hearing and Section 363 asset sale |
| Ecopetrol S.A. | Defensible for now | August 1, 2026 | 89 | Permanent CEO and board chair appointment by the Petro government |
| Ecwid | Losing its protection | mid-2026 | 89 | Lightspeed Q1 FY2027 earnings call, watch for whether e-commerce is named a core growth engine |
| Edmodo | Little protection left | August 2026 | 89 | NetDragon H1 2026 interim results, checking Mynd.ai revenue and any new Edmodo country deal |
| Edwards Lifesciences | Hard to displace | mid-to-late 2026 | 89 | CMS final national coverage decision on asymptomatic aortic stenosis TAVR coverage |
| Egan-Jones Ratings | Losing its protection | August 12, 2026 | 89 | SEC decision on restoring NRSRO status for asset-backed and government securities |
| Eisai | Defensible for now | late August 2026 | 89 | US launch of Leqembi IQLIK subcutaneous autoinjector, testing whether easier dosing defends share against Kisunla |
| Elanco Animal Health | Defensible for now | August 2026 | 89 | Q2 2026 earnings, key update on Befrena adoption and deleveraging progress |
| Elang Mahkota Teknologi Tbk (Emtek/SCTV Group) | Defensible for now | early August 2026 | 89 | Q2/H1 2026 earnings report, testing if the FY2025 profit rebound holds |
| Elbit Systems | Hard to displace | August 11, 2026 | 89 | Q2 2026 earnings report, key read on backlog burn and demand trajectory |
| Eli Lilly | Defensible for now | August 5-6, 2026 | 89 | Q2 2026 earnings report |
| Ellucian | Protection under test | mid-2026 | 89 | First Ellucian Student go-lives with named reference customers expected |
| Elmos Semiconductor SE | Hard to displace | August 18, 2026 | 89 | Extraordinary General Meeting to replace founder-linked supervisory board members |
| Emaar Properties | Hard to displace | August 10, 2026 | 89 | Q2 2026 earnings release, watch backlog and cancellation trends |
| Emera Inc. | Hard to displace | August 7, 2026 | 89 | Q2 2026 earnings call and final New Mexico PRC ruling on the NMGC sale |
| Emerson Electric | Hard to displace | August 4, 2026 | 89 | Q3 FY2026 earnings release |
| Emperor Watch & Jewellery | Protection under test | August 2026 | 89 | H1 2026 formal results publication to confirm the guided HK$310m+ profit |
| En Japan Inc. | Losing its protection | early August 2026 | 89 | Q1 FY2027 earnings, first read on whether revenue decline has stabilized |
| Endeavor Group Holdings | Defensible for now | August 2026 | 89 | TKO Q2 2026 earnings versus $5.7B FY26 revenue guidance |
| Energy Transfer | Hard to displace | August 4, 2026 | 89 | New Mexico Green Chile pipeline appeal ruling, plus Q2 2026 earnings |
| Energy Vault | Losing its protection | August 11, 2026 | 89 | Q2 2026 earnings call with backlog and SOSA financing updates |
| Enjamb Labs | Little protection left | August 2026 | 89 | Veeva Falcon Regulatory agents scheduled to launch |
| Enovix | Losing its protection | August 12, 2026 | 89 | Q2 2026 earnings call, plus Honor smartphone qualification update |
| Ensono | Protection under test | within 6-18 months of mid-2026 | 89 | KKR's expected exit event (sale, IPO, or dividend recap) after owning Ensono since 2021 |
| Entegris | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings report |
| Enverus | Hard to displace | August 2026 - mid 2027 | 89 | Rystad Spektra public roadmap event and Blackstone's first year of post-close integration |
| Envestnet | Yodlee | Losing its protection | mid-2026 | 89 | CFPB Section 1033 final rule on data access fees and liability could reset who pays whom for bank data |
| Epic! | Losing its protection | unresolved as of mid-2026 | 89 | CFIUS review outcome on TAL Education's ownership of Epic! |
| Equity Residential | Hard to displace | August 12, 2026 | 89 | Shareholder votes on the AvalonBay merger |
| Estee Lauder | Defensible for now | August 2026 | 89 | FY2026 full-year results test whether the raised 3-5% growth guidance holds |
| Estée Lauder | Defensible for now | August 2026 | 89 | FY2026 full year results, including whether restructuring charges stop rising past $1.748B and guidance holds |
| Ethiopian Airlines | Hard to displace | August 2026 | 89 | FY2025/26 annual results release, testing whether the $4.4B first-half pace holds |
| Ethos Life | Defensible for now | Aug 3, 2026 | 89 | Ethos Q2 FY2026 earnings, watch CAC and margin trends |
| Etihad Airways | Hard to displace | August/September 2026 | 89 | H1 2026 financial results, first real read on conflict-driven flight suspensions since Feb 2026 |
| Etsy | Losing its protection | Aug 2026 | 89 | Q2 2026 earnings plus August 11, 2026 Creativity Standards enforcement on AI-made goods |
| Europcar Mobility Group | Losing its protection | mid 2026 | 89 | Moody's and S&P scheduled 2026 credit reviews plus FY2026 H1 results |
| Eutelsat Group | Losing its protection | August 7, 2026 | 89 | FY2025-26 full year results, including LEO growth and any new capital raise signal |
| Evergreen Marine Corporation | Defensible for now | mid-2026 | 89 | Q2/H1 2026 earnings print, testing whether Q1's 70% profit drop is a floor or a trend |
| Evil Geniuses | Little protection left | within 6-12 months of mid-2026 | 89 | PEAK6 reinvestment or exit decision expected |
| Evolent Health | Losing its protection | August 2026 | 89 | Q2 2026 earnings, tracking Performance Suite MER trend and national payer expansion revenue |
| Evotec SE | Losing its protection | August 13, 2026 | 89 | Audited H1 2026 results confirming or revising the timing-shift-to-2027 narrative and FY2026 guidance |
| ExaWizards | Losing its protection | August 2026 | 89 | Q1 FY2027/3 earnings, the first test of whether AI Products growth holds 1.5 to 1.7x or slows toward integrator pace |
| Exodus | Little protection left | ~August 6, 2026 | 89 | Q2 2026 earnings plus Delaware Chancery ruling on the Exodus v. W3C Corp suit over the Monavate acquisition |
| Expedia Group | Hard to displace | early August 2026 | 89 | Q2 2026 earnings report, testing whether B2B growth keeps offsetting slower B2C revenue |
| Expensify | Losing its protection | early August 2026 | 89 | Q2 2026 earnings report on whether paid member count keeps rising past April's 641,000 |
| Express, Inc. | Little protection left | mid-2026 | 89 | 12-month window for a funded brand-reset with two consecutive quarters of comp-sales improvement |
| Extreme Networks | Protection under test | August 2026 | 89 | Extreme Networks Q4 FY2026 earnings report |
| F45 Training | Little protection left | August 1, 2026 | 89 | Securities fraud settlement claims deadline |
| FAW Group Corporation | Defensible for now | 29 Aug 2026 | 89 | FAW-Jiefang Q2 2026 earnings report, testing if truck profit rebound holds |
| FDM Group | Little protection left | 3 August 2026 | 89 | H1 2026 results, checking for consultant headcount stabilization and any AI-services revenue line |
| FanDuel | Losing its protection | Aug 5, 2026 | 89 | Flutter Q2 2026 earnings release, testing BofA's $634M EBITDA estimate against Flutter's $970M guidance |
| Fanbase | Little protection left | mid-2026 | 89 | Deployment results from the $16.96M Reg A+ round closing and burn rate against $1.13M cash on hand |
| Fanbytes | Losing its protection | 12-18 months from mid-2026 | 89 | Brainlabs re-sale or further consolidation move, given PE ownership and shrinking independent scale |
| Fanhua Inc. | Little protection left | around August 20, 2026 | 89 | Q4/FY2025 and next quarterly earnings release |
| Far EasTone Telecommunications | Hard to displace | ~August 2026 | 89 | H1 2026 earnings and update on Ericsson 5G-Advanced rollout progress vs Chunghwa's speed lead |
| Fashion Nova, Inc. | Losing its protection | mid-2026 | 89 | Ruling in the Hot Girl Walk trademark lawsuit |
| Fathom Digital Manufacturing | Protection under test | mid-to-late 2026 | 89 | Upstate NY aerospace/defense operations results and whether Edgeworks sourcing arm signs recurring volume |
| FedEx | Defensible for now | mid-August 2026 | 89 | FedEx reports its first calendar-year results via recast 8-K after switching fiscal calendars |
| Federal government (US, DOGE-driven RIFs) | Losing its protection | Aug 27, 2026 | 89 | OPM deferred-resignation buyout deadline for employees 40 and older |
| Feeld | Protection under test | mid-to-late 2026 | 89 | FY2025 UK Companies House filing showing whether revenue growth held above 20% |
| Feitian Technologies | Losing its protection | August-October 2026 | 89 | Q2 2026 earnings release, watch whether the 41% revenue drop reverses |
| FiberHome Technologies | Protection under test | August 27, 2026 | 89 | Earnings report testing whether Q1 2026's 11.4% growth held through Q2 and Q3 |
| Fidelity National Financial | Hard to displace | August 2026 | 89 | Q2 2026 earnings release, testing if Q1 2026 revenue miss was a one-off |
| Fidelity National Information (FIS) | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings report, first full quarter test of TSYS synergy pace |
| Fila Holdings Corp. | Hard to displace | August 2026 | 89 | Misto Holdings H1 2026 earnings with Fila vs Acushnet segment breakdown |
| FinVolution Group | Losing its protection | Aug 1 to Aug 24, 2026 | 89 | Industry-wide fee-disclosure deadline plus Q2 2026 earnings that will show whether China profit stabilizes |
| Firebolt | Losing its protection | August 2026 | 89 | Firebolt OSS general availability |
| Firefly Learning | Losing its protection | 6-12 months from mid-2026 | 89 | Veracross ownership move or Firefly AI feature launch |
| First Advantage | Hard to displace | August 2026 | 89 | Q2 2026 earnings, testing if retention and growth hold against Checkr's pitch |
| FirstCry | Losing its protection | Aug 12, 2026 | 89 | Q1 FY27 earnings check on margin stabilization and customer count |
| Fiserv | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report on Clover growth and organic revenue |
| Five Sigma | Losing its protection | 12-18 months from mid-2026 | 89 | Guidewire's expected launch of an in-platform AI Claims Agent with early carrier adoption |
| FlashEx | Protection under test | ~August 18-25, 2026 | 89 | Q2 2026 earnings report, will show if the revenue decline extends to a sixth quarter |
| Flex Logix | Losing its protection | mid-2026 | 89 | Whether ADI still externally licenses eFPGA and InferX IP to third-party chipmakers or folds it fully into internal use |
| Fliggy (Feizhu) | Losing its protection | August 2026 | 89 | Alibaba's Q1 FY2027 earnings call, which will show whether Fliggy headcount stabilizes or keeps shrinking |
| Fluence Energy | Losing its protection | August 5, 2026 | 89 | Q3 FY2026 earnings release, testing whether the $80M revenue deferred from Q2 shows up |
| Fluor | Protection under test | August 7, 2026 | 89 | Q2 2026 earnings call, watching for a second guidance cut or project overrun |
| Flywire | Defensible for now | August 2026 | 89 | Q2 2026 earnings report and US student/work-visa policy decisions for H2 2026 |
| Focus Entertainment | Losing its protection | Aug 27, 2026 | 89 | Resonance: A Plague Tale Legacy launch |
| Fonn Construction | Losing its protection | by mid 2026 | 89 | Window for Access Group to ship dedicated Fonn AI features tied to Norwegian building code compliance |
| Formic Technologies | Losing its protection | August 19, 2026 | 89 | Formic opens new Oakland, CA facility |
| Fortescue Ltd | Defensible for now | 25 Aug 2026 | 89 | FY26 full-year earnings report |
| Forward Air | Protection under test | August 5, 2026 | 89 | Q2 2026 earnings: definitive customer contract, divestiture pricing, covenant compliance |
| Fossil Group | Little protection left | Aug 12, 2026 | 89 | Q2 2026 earnings release, key test of the promised return to growth by Q4 2026 |
| Fosun Pharma | Hard to displace | August 2026 | 89 | 1H2026 results release following profit alert |
| Fox | Hard to displace | August 2026 | 89 | Fiscal Q4 2026 earnings release, first full quarter after Q3's net income drop |
| Foxconn Industrial Internet | Defensible for now | 12 August 2026 | 89 | Q2 2026 earnings release |
| Framewise Health | Protection under test | 12-18 months from mid-2026 | 89 | First paid hospital pilot with a readmission or outcome metric, or a competing native AI video feature from Emmi/Epic |
| Freakout Holdings, Inc. | Protection under test | August 14, 2026 | 89 | Q1 FY2026/9 earnings: watch HAWK external adoption, UUUM writedowns, ITOCHU stake moves |
| FreeNow | Losing its protection | mid-2026 | 89 | Hamburg selects AV/vehicle partners for Level 4 taxi pilot |
| Freee | Defensible for now | August 19, 2026 | 89 | FY2026 full-year earnings report (year ending June 30, 2026) |
| Freenome | Losing its protection | mid-2026 | 89 | FDA PMA decision on first-generation SimpleScreen CRC |
| Freightos | Losing its protection | August 17, 2026 | 89 | Q2 2026 earnings report, first full quarter after the Schreiber 13D activist filing |
| Freightways Group | Hard to displace | 17 August 2026 | 89 | FY26 full-year results, testing VTFE integration and Australia growth offsetting NZ softness |
| Freshworks | Losing its protection | Aug 4, 2026 | 89 | Q2 2026 earnings, reporting net revenue retention and AI ARR attach rate |
| Frogwares | Losing its protection | August 18, 2026 | 89 | The Sinking City 2 launches on Steam and consoles at $49.99 |
| Frontier Airlines | Losing its protection | August 2026 | 89 | Q2 2026 earnings report, testing whether guided 20%+ unit revenue growth turns into actual profit |
| Fujifilm Holdings | Hard to displace | August 6, 2026 | 89 | Q1 FY2026 earnings report |
| Fujifilm Holdings Corporation | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings, testing Holly Springs and Teesside CDMO ramp against record-profit guidance |
| Fujitsu | Defensible for now | August 2026 | 89 | Interim FY2026 earnings test whether margin growth holds as revenue stays flat |
| Full Truck Alliance (Manbang Group) | Protection under test | around August 20, 2026 | 89 | Q2 2026 earnings release, key test of whether brokerage margin pressure eases |
| FullContact | Little protection left | August 6, 2026 | 89 | Ziff Davis Q2 2026 earnings release, possible Martech segment commentary |
| G-Able | Losing its protection | August 13, 2026 | 89 | Q2 2026 earnings release, showing whether business-application revenue mix keeps growing |
| G-bits Network Technology | Defensible for now | Aug 14, 2026 | 89 | H1 2026 earnings release, will show if profit growth relies only on old IP and investment income |
| GAC Group (Guangzhou Automobile Group) | Protection under test | late August 2026 | 89 | GAC H1 2026 interim results confirming net loss size and GAC Honda volume trend |
| GDS Holdings | Losing its protection | August 19, 2026 | 89 | Q2 2026 earnings covering audit committee resolution, move-in to revenue conversion, and capex plans |
| GMO Aozora Net Bank | Defensible for now | August 2026 | 89 | FY2026 1st Quarter financial results release |
| GREE, Inc. | Losing its protection | August 2026 | 89 | Q4 FY2026 results show whether game decline slows and VTuber growth holds above 20% |
| GXO Logistics | Defensible for now | Aug 5, 2026 | 89 | Q2 2026 earnings report, plus Nov 16 Investor Day |
| Galaxy Digital | Losing its protection | Aug 2026 | 89 | Q2 2026 earnings showing actual Helios revenue ramp and margin realization |
| Gameloft | Protection under test | mid 2026 | 89 | Vivendi's 20% cost-reduction plan details and possible Gameloft studio cuts |
| Gamma | Losing its protection | mid-to-late 2026 | 89 | Two consecutive quarters of flat new-user growth would signal Copilot and Gemini are pulling Gamma's base |
| Gaotu Techedu | Losing its protection | late August 2026 | 89 | Q2 2026 earnings report against 13.6-15% YoY revenue guidance |
| Gartner | Losing its protection | August 4, 2026 | 89 | Q2 2026 earnings release, watch contract value growth and wallet retention |
| Geek+ | Losing its protection | August 28, 2026 | 89 | H1 2026 earnings report on subscription mix and margin trend |
| Gelato | Losing its protection | mid-2026 | 89 | Gelato's 7-city GelatoConnect tour and AI Estimator roadmap webinar, plus possible confirmation of a Printful-Printify merger |
| Gem | Losing its protection | mid-2026 | 89 | Enterprise ATS migrations for Zillow, DoorDash, and CarMax are expected to close |
| Gemdale Corporation | Little protection left | August 24, 2026 | 89 | HK-listed subsidiary Gemdale Properties and Investment H1 2026 results |
| Gen Digital | Hard to displace | August 6, 2026 | 89 | Q1 FY2027 earnings report, first full quarter testing organic growth post-MoneyLion |
| GenScript Biotech | Losing its protection | mid-2026 | 89 | DoD/OMB decision on whether to name GenScript, Legend, or ProBio to the 1260H restricted list; BINSA outbound-investment rules also loom |
| General Legal | Defensible for now | 12-18 months from mid-2026 | 89 | Series A round with independently audited ARR and retention figures |
| Genesco Inc. | Losing its protection | Aug 27, 2026 | 89 | Q2 FY2027 earnings release, plus resolution of the contested board proxy fight |
| Genially | Losing its protection | within 12 months of mid-2026 | 89 | Canva for Education ships an interactive content layer with SCORM/LTI export |
| Geniee, Inc. | Losing its protection | August 7, 2026 | 89 | FY2027/3 Q1 earnings report, test of 17.1% profit-rebound guidance |
| GfK | Defensible for now | August 10, 2026 | 89 | NIQ Q2 2026 earnings report |
| Gi Group Holding | Protection under test | mid-2026 | 89 | FY2025 annual results and organic growth figures released at Global Banking Day |
| GigaDevice Semiconductor | Protection under test | August 24, 2026 | 89 | Q2 2026 earnings release, plus Winbond and Macronix capacity utilization updates |
| Ginkgo Bioworks | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, key test of whether autonomous lab revenue stabilizes |
| Giordano International Limited | Losing its protection | August 2026 | 89 | H1 2026 interim results, testing whether revenue is growing again or just held flat by cuts |
| Glean | Defensible for now | Aug 26 to 27, 2026 | 89 | Glean:GO 2026 conference in San Francisco, likely new product and pricing news |
| Glencore | Defensible for now | August 2026 | 89 | UK takeover standstill period expires, allowing possible Rio Tinto merger talk revival |
| Global Health Ltd (Medanta) | Defensible for now | mid-2026 | 89 | Manipal Health's planned IPO, which could reset valuations and fund faster bed expansion in overlapping cities |
| Global Market Insights | Little protection left | unresolved as of mid-2026 | 89 | Mordor Intelligence's planned additional 25% stake purchase in GMI, originally targeted for completion |
| Global Payments | Protection under test | August 2026 | 89 | Q2 2026 earnings report showing Worldpay integration progress and comparable revenue growth |
| GlobalFoundries | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings report |
| Globalization Partners (G-P) | Losing its protection | mid-2026 | 89 | Ruling or settlement in the Deel v. Rippling corporate espionage lawsuit |
| Globant | Protection under test | August 13, 2026 | 89 | Q2 2026 earnings report |
| Glodon Company | Protection under test | around Aug 21-25, 2026 | 89 | H1 2026 earnings release, watch for revenue trend and any AI revenue disclosure |
| Gnosis | Losing its protection | August 11, 2026 | 89 | Gnosisscan block explorer deprecation forces developer migration off legacy tooling |
| Go Fashion (India) Limited | Losing its protection | August 2026 | 89 | Q1 FY27 same-store sales and LFS channel recovery data |
| GoCardless | Protection under test | mid-2026 | 89 | Mollie acquisition expected to close, pending regulatory approval |
| GoTo Group (GoPay) | Losing its protection | ~12 August 2026 | 89 | Q2 2026 earnings report and possible Grab merger resolution |
| Godrej Agrovet | Hard to displace | August 5, 2026 | 89 | First AGM under new chairman Burjis Godrej after Nadir Godrej's retirement |
| Gogolook | Defensible for now | August 2026 | 89 | Q2 2026 earnings release, showing whether consumer MAU and revenue keep growing or plateau |
| Gold.com | Defensible for now | August 27, 2026 | 89 | Q4 FY2026 earnings report |
| Golden Agri-Resources Ltd | Defensible for now | 13 August 2026 | 89 | H1 2026 earnings print, watch for EUDR buyer commentary |
| Goldwin Inc. | Hard to displace | around August 2026 | 89 | Q1 FY2027 earnings, watch for mainland Chinese tourist spending impact on inbound and duty-free sales |
| Goldwind | Protection under test | August 26, 2026 | 89 | H1 2026 earnings report showing margin trend and service revenue mix |
| GoodRx | Losing its protection | early August 2026 | 89 | Q2 2026 earnings report |
| Goodman Group | Defensible for now | August 2026 | 89 | FY26 full-year results, checking 9% EPS growth and A$18bn WIP guidance |
| Goodyear Tire & Rubber | Losing its protection | Aug 5, 2026 | 89 | Q2 2026 earnings release, consensus expects revenue near $4.24B and EPS of -$0.64 |
| Gotion High-tech | Losing its protection | around August 28, 2026 | 89 | Q2 2026 earnings release, key read on whether margin collapse continues |
| Grab | Defensible for now | August 2026 | 89 | Q2 2026 earnings, testing whether EBITDA growth survives Indonesia's commission cut |
| Grand Canyon Education | Protection under test | August 2026 | 89 | GCE reports Q2 2026 earnings, testing if employer pipeline offsets web lead-gen decline |
| Graphic Packaging Holding | Losing its protection | August 4, 2026 | 89 | Q2 2026 earnings call, key test of margin recovery and leverage trend |
| Gravy | Losing its protection | 6-18 months from mid-2026 | 89 | Whether OpenAI or Perplexity add write-actions (money movement, trading, tax filing) before Gravy secures a banking or brokerage partnership |
| Gray Television, Inc. | Losing its protection | August 2026 | 89 | FCC Open Meeting vote on eliminating the 39% national ownership cap |
| Graybar Electric | Hard to displace | early August 2026 | 89 | Samson Electrical Supply acquisition expected to close |
| Great Wall Motors | Losing its protection | August 26, 2026 | 89 | H1 2026 earnings release, watched for profit trend reversal |
| Gree Electric Appliances | Hard to displace | around Aug 28, 2026 | 89 | Q2 2026 earnings release, which will show whether Q1's growth rebound holds |
| Green Tree Hospitality Group | Little protection left | August/September 2026 | 89 | Q2 2026 earnings report |
| Greenland Holdings Corporation | Little protection left | Aug 29, 2026 | 89 | FY2025 audited results release |
| Groupon | Little protection left | August 2026 | 89 | Q2 2026 earnings, watching whether Project Foundry shows up in revenue, not just cost cuts |
| Grover | Losing its protection | mid-2026 | 89 | First independently verifiable quarterly revenue results under new CEO Rob Straathof's 2026 growth plan |
| Guangzhou R&F Properties | Little protection left | 27 Aug 2026 | 89 | H1 2026 results due, testing whether the auditor lifts its disclaimer of opinion |
| Guerrilla Games | Defensible for now | mid-2026 | 89 | Horizon Hunters Gathering exits playtesting and gets a launch window |
| Guess Inc. | Losing its protection | mid 2026 | 89 | Delaware Chancery ruling in Rhode Island ERS v. Guess (Case No. 2026-0743-PAF) |
| H World Group (Huazhu Group) | Hard to displace | August 2026 | 89 | H1 2026 earnings release, first disclosure since Accor loyalty cross-linking rollout began |
| H&R Block | Hard to displace | mid-August 2026 | 89 | FY2026 year-end results showing whether Assisted-channel share streak continues |
| HDFC Bank | Hard to displace | August 2026 | 89 | RBI decision on CEO Sashidhar Jagdishan's reappointment after governance review |
| HKTVmall | Losing its protection | 25 August 2026 | 89 | H1 2026 results: whether net loss narrows and core GMV stabilizes despite discounting |
| HMM (Hyundai Merchant Marine) | Protection under test | August 13, 2026 | 89 | Q2 2026 earnings release, testing analyst forecast of an 80% operating profit rebound |
| HNA Group | Little protection left | August 21, 2026 | 89 | Hainan Airport Infrastructure earnings report, one visibility point into a former HNA successor |
| HP | Protection under test | late August 2026 | 89 | Fiscal Q3 2026 earnings, first full quarter showing intensified DRAM cost hit |
| HP Inc. | Protection under test | August 2026 | 89 | HP Q3 FY2026 earnings, covering ASP trends and permanent CEO decision |
| HRnetGroup | Defensible for now | August 2026 | 89 | H1 2026 half-year results, key test of whether Singapore home-market softness continues |
| Hahow | Losing its protection | mid 2026 | 89 | Whether Hahow announces a new funding round or discloses B2B revenue overtaking consumer sales |
| Hainan Airlines | Protection under test | August 28, 2026 | 89 | Q2 2026 earnings release, testing whether FY2025 profit holds once one-off gains fade |
| Haitong Securities | Hard to displace | August 2026 | 89 | H1 2026 results confirming or missing the guided +171% YoY profit jump |
| HammerTech | Defensible for now | mid 2026 | 89 | Procore's next safety product or hiring announcement, and HammerTech Intelligence's next feature release |
| Han's Laser Technology | Defensible for now | August 2026 | 89 | Han's CNC (HKEX-listed subsidiary) share lock-up expiration |
| Handsome Corporation | Defensible for now | August 2026 | 89 | Q2/H1 2026 earnings release, which will show if the Q4 2025 rebound holds or reverses |
| Hang Seng Bank | Defensible for now | August 2026 | 89 | 1H2026 results, first post-privatisation read on NIM, profit and integration impact |
| Hanmi Pharmaceutical | Defensible for now | Aug 7-11, 2026 | 89 | Hanmi Science stake-purchase close date resolving the Shin family control dispute |
| Hansae Co., Ltd. | Losing its protection | August 14, 2026 | 89 | Q2 2026 earnings, first full quarter after the new Vietnam tariff took effect |
| Hanwha Corporation | Hard to displace | end of August 2026 | 89 | KDDX final contract negotiation deadline, with possible HD Hyundai legal appeal |
| Hanwha Techwin | Defensible for now | August 3, 2026 | 89 | Hanwha Group holding-company restructuring changes Hanwha Vision's controlling shareholder to NewCo |
| Haomo.AI | Little protection left | unresolved as of mid-2026 | 89 | Great Wall's decision on transferring Haomo's IP to internal divisions, or a distressed sale of its assets |
| Harmattan AI | Defensible for now | mid-2026 | 89 | Dassault Rafale F5 and UCAS autonomy integration milestone |
| Harmoney | Losing its protection | ~20 August 2026 | 89 | FY2026 full-year results and Cash NPAT outturn against $13m guidance |
| Harvey AI | Defensible for now | August 2026 | 89 | EU AI Act compliance obligations take effect for legal AI tools |
| Harvey Norman | Defensible for now | 28 August 2026 | 89 | FY2026 full-year results release |
| Haseko Corporation | Hard to displace | August 6, 2026 | 89 | Q1 FY2027 earnings report, first read on whether the Tokyo condo order cycle is turning |
| Haw Par Corporation | Hard to displace | 11 August 2026 | 89 | H1 2026 earnings release, showing whether the 2H2025 healthcare revenue drop was one-off or a trend |
| Hays plc | Protection under test | late August 2026 | 89 | FY26 full-year results and new CEO Mark Dearnley's first strategy statement |
| Healius Limited | Losing its protection | 9 August 2026 | 89 | FY26 full-year results, key test of whether underlying EBIT margin moves toward the high-single-digit target |
| Health Gorilla | Losing its protection | mid-2026 | 89 | Ruling on Epic Systems' motion to dismiss (CACDCE 2:2026cv00321) |
| Healthpeak Properties | Defensible for now | August 4-5, 2026 | 89 | Q2 2026 earnings release |
| Hedra | Losing its protection | August 1, 2026 | 89 | Minnesota's AI deepfake/nudification law (HF 1606) takes effect, raising compliance stakes for character video apps |
| Heineken N.V. | Hard to displace | August 5, 2026 | 89 | EGM vote on external-hire CEO Rafael Oliveira, effective October 2026 |
| Helly Hansen AS | Defensible for now | Aug 2026 | 89 | Kontoor Q2/Q3 2026 earnings report on Helly Hansen segment growth and margin trend |
| Henderson Land Development | Hard to displace | 19-25 August 2026 | 89 | H1 2026 earnings call, likely to show land-resumption timing and residential demand tone |
| Hengan International | Defensible for now | August 2026 | 89 | H1 2026 interim results, first full report under new CFO and company secretary (effective April 1, 2026) |
| Henry Schein | Hard to displace | August 3-4, 2026 | 89 | Q2 2026 earnings call, first full quarter under new CEO Fred Lowery |
| Hepsiburada | Losing its protection | August 14, 2026 | 89 | Extraordinary General Assembly votes on TRY 9.3bn dilutive capital increase |
| Herbalife Ltd. | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings, testing a fourth straight quarter of sales growth |
| Hertz Global Holdings | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings and capital structure update |
| Hex Technologies | Losing its protection | mid-2026 onward | 89 | Next funding round expected to disclose ARR growth and test the governed-context bet |
| Hexaware Technologies | Losing its protection | Jul-Aug 2026 | 89 | Q2 CY26 earnings, where margin guidance triggered a 6% stock drop last year |
| Hillstone Networks | Losing its protection | late August 2026 | 89 | H1 2026 results reporting whether guided net loss of CNY -18M to -26M reflects a real turnaround |
| Himax Technologies | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings call, guidance on automotive ramp and CPO shipment volumes |
| Hinge Health | Hard to displace | Aug 4, 2026 | 89 | Q2 2026 earnings call, watch revenue growth vs 45%+ guidance and gross margin vs 84% |
| Hipages Group | Losing its protection | August 2026 | 89 | FY26 full-year results, showing whether connection volumes keep softening |
| Hippo Insurance | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings and start of hurricane/wildfire catastrophe season |
| Hippocratic AI | Protection under test | August 2026 | 89 | Epic's annual Users Group Meeting where Dragon Copilot roadmap updates typically surface |
| Hive Digital Technologies | Protection under test | Aug 18, 2026 | 89 | Q1 FY2027 earnings call, test of AI/HPC ARR progress toward $200M guidance |
| Hiwin Technologies | Losing its protection | August 11, 2026 | 89 | Q2 2026 earnings release, showing gross margin and robotics revenue split |
| Hla Group Corporation Limited (Heilan Home) | Defensible for now | August 2026 | 89 | H1 2026 half-year earnings report, testing whether profit growth catches up to revenue growth |
| Hogarth Worldwide | Protection under test | mid-2026 | 89 | WPP H1 2026 earnings, showing whether Production's revenue decline stabilizes or steepens |
| HomeToGo | Losing its protection | Aug 2026 | 89 | Q2 2026 earnings report against €400-410M FY2026 revenue guidance |
| Honasa Consumer (Mamaearth) | Losing its protection | August 2026 | 89 | Q1 FY27 results, first full quarter under new e-commerce SVP Richa Gupta |
| Honda Motor Co. | Defensible for now | Aug 5-10, 2026 | 89 | Q1 FY2027 earnings, first proof point after record annual loss |
| HoneyBook | Losing its protection | mid-2026 | 89 | Full-year effect of Feb 2026 price hike on churn and net revenue retention becomes visible |
| Honeywell Aerospace | Hard to displace | August 5, 2026 | 89 | First standalone quarterly earnings as HONA |
| Hong Leong Bank | Hard to displace | August 2026 | 89 | HLB FY2026 annual results release |
| Honorlock | Losing its protection | August 2026 | 89 | EU AI Act Annex III high-risk classification takes effect for proctoring software |
| Horiba Ltd. | Hard to displace | August 2026 | 89 | MLMAP2028 strategic plan release, which could reveal portfolio divestitures or restructuring |
| Horizon Robotics | Losing its protection | 26 August 2026 | 89 | H1 2026 earnings report, first real test of 2027 breakeven pace |
| Host Hotels & Resorts | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings call, testing World Cup RevPAR gains and Marriott renovation payoff |
| House of Rose Co., Ltd. | Losing its protection | August 2026 | 89 | Q1 FY2027 earnings release, first test of the guided ordinary profit recovery to about 160 million yen |
| Hovnanian Enterprises | Losing its protection | around August 20, 2026 | 89 | Q3 FY2026 earnings call, watch gross margin trend and order pace |
| Howmet Aerospace | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings, testing whether CAM integration and gas-turbine capacity keep pace with guidance |
| Huadong Medicine | Defensible for now | August 14, 2026 | 89 | Q2 2026 earnings release, showing whether aesthetics headwinds and GLP-1 price war are hurting margins |
| Huayi Brothers Media Corporation | Little protection left | August 27, 2026 | 89 | Jinhua Intermediate People's Court ruling on pre-reorganization petition and FY earnings report |
| Hudson Global | Little protection left | early August 2026 | 89 | Star Equity Holdings Q2 2026 earnings, first full quarter testing post-merger Talent Solutions trajectory |
| Huize Holding | Protection under test | around Aug 14, 2026 | 89 | H1 2026 earnings release, key test of margins and Poni ASEAN traction |
| Humble Bundle | Losing its protection | August 6-7, 2026 | 89 | Ziff Davis Q2 2026 earnings call and strategic review update on divestitures |
| Hundsun Technologies | Losing its protection | August 26, 2026 | 89 | Q2 2026 earnings release, testing whether core operating revenue returns to growth |
| Hut 8 Mining | Losing its protection | Aug 4, 2026 | 89 | Q2 2026 earnings and watch for a second independent investment-grade tenant announcement |
| Huya | Protection under test | Aug 11, 2026 | 89 | Q2 2026 earnings report |
| Hyperliquid | Defensible for now | Aug 2026 | 89 | HYPE token unlock of about 9.92 million tokens plus SEC Crypto Task Force meeting on permissionless perps |
| Hyster-Yale Materials Handling | Protection under test | Aug 4-5, 2026 | 89 | Q2 2026 earnings report covering bookings, margins, and tariff refund status |
| Hyundai Motor Group | Defensible for now | August 2026 | 89 | Resolution of Korean union strikes and August CID management update on 2026 guidance |
| Hyundai Rotem | Hard to displace | mid-2026 | 89 | Peru K2 framework expected to convert into a binding delivery contract |
| ICIS | Hard to displace | August 2026 | 89 | RELX H1 2026 results, which will show Risk segment (ICIS's parent unit) performance |
| IDEXX Laboratories | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings report, first under new CEO Erickson |
| IDP Education | Losing its protection | ~20 August 2026 | 89 | H2 FY26 earnings report, plus any move by Australia, Canada, or UK to add Duolingo to visa-accepted tests |
| IGG Inc. | Losing its protection | August 2026 | 89 | H1 2026 interim results, including Fate War and Doomsday revenue trajectory |
| IGT Solutions | Losing its protection | mid-to-late 2026 | 89 | FY25/26 ICRA financial rating update showing whether revenue and margins recover |
| IHH Healthcare Berhad | Hard to displace | August 2026 | 89 | Q2/H1 2026 earnings: Singapore stabilization, Fortis integration progress, FY26 guidance check |
| INKA Entworks | Losing its protection | mid-2026 | 89 | Whether a Series follow-on round closes at a step-up valuation and US enterprise logos appear |
| INTAGE Holdings | Defensible for now | August 2026 | 89 | FY2026 full-year results release, testing whether margin decline continues |
| INTSIG (CamScanner) | Losing its protection | August 20, 2026 | 89 | Q2 2026 earnings release, watch CamScanner paid-conversion and subscriber retention trend |
| IONOS Group SE | Protection under test | August 6, 2026 | 89 | H1 2026 earnings report covering Momentum revenue and debt refinancing plans |
| ISG (Information Services Group) | Losing its protection | Aug 5-6, 2026 | 89 | Q2 2026 earnings report |
| ITC Hotels | Hard to displace | 6 August 2026 | 89 | ITC Hotels 3rd AGM and FY26 full disclosure |
| ITV plc | Losing its protection | early August 2026 | 89 | CMA Phase 1 decision on the Sky/ITV M&E merger |
| IZEA | Little protection left | Aug 11-12, 2026 | 89 | Q2 2026 earnings report, the test for management's promised H2 revenue inflection |
| Icahn Enterprises | Protection under test | August 5, 2026 | 89 | Q2 2026 earnings and decision on whether new CEO holds or cuts the $0.50/quarter distribution |
| Idea Factory | Hard to displace | Aug 27, 2026 | 89 | Neptunia Unlimited launches in Japan, first mainline entry in over 10 years |
| Illumina | Defensible for now | August 2026 | 89 | Q2 2026 earnings report, testing whether FY2026 guidance and consumables revenue per instrument hold |
| Impellam Group | Losing its protection | August 2, 2026 | 89 | EU AI Act high-risk HR obligations take effect |
| Improbable | Little protection left | mid-to-late 2026 | 89 | FY2025 Companies House filing, testing whether revenue recovers past one-off exit proceeds |
| Inari Amertron | Protection under test | late August 2026 | 89 | FY2026 full-year results and FY2027 guidance on the AI power and optical pivot |
| Indeed | Hard to displace | August 2026 | 89 | Recruit Holdings Q1 FY2026 earnings, watch for ARPJ stall or volume decline after March pricing change |
| Indian Railway Catering and Tourism Corporation (IRCTC) | Hard to displace | August 13, 2026 | 89 | Q1 FY27 earnings release, testing whether Q4 FY26 margin dip was a one-off or a trend |
| Infineon Technologies | Defensible for now | August 5, 2026 | 89 | Q3 FY2026 earnings report |
| Info Edge (Naukri) | Hard to displace | August 2026 | 89 | Q1 FY27 earnings call: AI-Rex paid-conversion and mandate-growth update |
| Infogain | Losing its protection | 12-18 months from mid-2026 | 89 | Apax Partners exit or sale announcement, following GlobalLogic M&A architect's board appointment |
| Informatica | Protection under test | mid-to-late 2026 | 89 | Salesforce FY2027 Q2 filing showing whether cloud ARR growth and renewal rates recover or keep sliding |
| Infra.Market | Losing its protection | mid-to-late 2026 | 89 | Infra.Market IPO listing |
| Ingredion | Defensible for now | August 4, 2026 | 89 | Q2 2026 earnings report, first full read after Q1's revenue miss and the Tate & Lyle deal announcement |
| Inovance Technology | Defensible for now | August 29, 2026 | 89 | Q2 2026 earnings release, key for margin trend and NEV customer concentration |
| Inovance Technology Co., Ltd. | Defensible for now | ~Aug 29, 2026 | 89 | Q2 2026 earnings report, watching gross margin trend and net profit quality |
| Input Output Global | Little protection left | August 2026 | 89 | Handover of node, Plutus, and Hydra development to independent teams begins |
| Inspur | Losing its protection | August 29, 2026 | 89 | Q2 2026 earnings report, key test of whether the Q1 revenue drop was a blip or a trend |
| Instacart | Protection under test | August 2026 | 89 | Q2 2026 earnings, watch ads growth rate against the 16% Q1 baseline and gross margin versus 7.2% of GTV |
| Insulet | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings report |
| Intapp | Hard to displace | August 2026 | 89 | First post-GA customer traction data for Celeste in Q4 FY26 earnings |
| Integrated Microelectronics Inc | Losing its protection | August 2026 | 89 | IMI H1 2026 earnings release, showing whether revenue decline has stopped |
| InterGlobe Aviation (IndiGo) | Defensible for now | August 3, 2026 | 89 | Willie Walsh takes over as CEO, testing whether operational discipline holds after the December 2025 cancellation crisis |
| Interactive Pty Ltd | Losing its protection | mid-to-late 2026 | 89 | Resolution of the equity-partner search announced January 2026 |
| Internet Initiative Japan (IIJ) | Hard to displace | August 2026 | 89 | IIJ reports 1Q FY2026 results, including early read on PFCI AI-cloud platform uptake |
| Intetics | Losing its protection | mid-2026 | 89 | Inc 5000 and IAOP Global Outsourcing 100 annual renewal cycles |
| Intuit | Defensible for now | Aug 20 to Sept 17, 2026 | 89 | Q4 FY2026 earnings report and Investor Day, where TurboTax and QuickBooks growth trends get tested |
| Invitation Homes | Hard to displace | August 2026 | 89 | Q2 2026 earnings release, next test of occupancy trend and guidance |
| Iodine Software | Protection under test | Jul-Aug 2026 | 89 | Waystar Q2 2026 earnings show whether Iodine growth stabilizes or keeps decelerating |
| Ionic Digital | Losing its protection | August 2026 | 89 | First fixed monthly lease payment from Nscale due, testing whether the tenant actually pays |
| Ipca Laboratories | Defensible for now | mid-2026 | 89 | US FDA re-inspection outcome at Tarapur plant following VAI classification |
| Ipsos | Losing its protection | August 2026 | 89 | H1 2026 organic growth results, testing whether Horizons plan and AI products reverse the Q1 decline |
| Iris Energy | Losing its protection | August 27, 2026 | 89 | Q4 FY2026 earnings report |
| Itaú Unibanco | Hard to displace | August 2026 | 89 | Q2 2026 earnings release, watched for whether ROE holds above 18% and CADE wallet ruling proceeds |
| J&T Express | Protection under test | August 19, 2026 | 89 | Next earnings report, watch for SEA margin trend and SPX in-housing update |
| J.M. Smucker | Defensible for now | August 2026 | 89 | Fiscal Q1 FY2027 earnings report, first test of new EPS guidance |
| JAC Recruitment | Losing its protection | mid-August 2026 | 89 | 1H FY2026 earnings release, watch domestic segment growth and consultant turnover |
| JCET Group | Defensible for now | August 21, 2026 | 89 | Q2 2026 earnings release, testing guided +102% H1 profit growth |
| JD Health International | Defensible for now | August 13, 2026 | 89 | H1 2026 earnings release showing regulation and margin impact |
| JD Logistics | Defensible for now | ~Aug 13, 2026 | 89 | Q2 2026 earnings, testing whether Q1 margin recovery holds against sector price wars |
| JEOL Ltd. | Defensible for now | August 14, 2026 | 89 | Q1 FY2027 earnings, testing whether the guided 23.2% H1 sales drop actually happens |
| JFE Holdings | Defensible for now | August 5, 2026 | 89 | Q1 FY2027 earnings release, testing whether cost cuts and price increases show up in results |
| JFrog | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings call tests cloud growth guidance and whether security revenue is softening |
| JMDC Inc | Hard to displace | August 5, 2026 | 89 | Q1 FY2027 earnings report |
| JTBC Corporation | Little protection left | August 30, 2026 | 89 | Court-set deadline for JTBC to reach an Autonomous Restructuring Support settlement with creditors |
| JW Player | Losing its protection | mid 2026 | 89 | Signal on whether Vertical Video/JWX Studio AI products reverse traffic decline, or Court Square moves to sell |
| Jacobs Solutions | Hard to displace | August 4, 2026 | 89 | Q3 FY2026 earnings report |
| Jagex | Defensible for now | mid-2026 | 89 | FY2026 financial results filed with UK Companies House, first read on life after Treasure Hunter |
| Jetti Resources | Losing its protection | mid-2026 | 89 | Still Bright's New Jersey pilot scale-up and any word on a permanent Jetti CEO |
| Jin Jiang International Hotels | Protection under test | expected around Aug 29, 2026 | 89 | Hong Kong H-share listing pricing decision, plus next earnings update |
| JobStreet | Protection under test | 18 Aug 2026 | 89 | SEEK FY2026 full-year results, showing whether Asia constant-currency revenue growth reaccelerates |
| JobsDB | Defensible for now | ~Aug 2026 | 89 | SEEK FY2026 Full Year Results, Asia segment revenue trend |
| Johnson Controls International plc | Hard to displace | August 4, 2026 | 89 | Q3 FY2026 earnings, watching if datacenter cooling orders and backlog growth hold up under new political scrutiny on AI power costs |
| Joincare Pharmaceutical Group | Defensible for now | August 2026 | 89 | Next earnings report expected to show whether the profit slide continues |
| Judo Bank | Losing its protection | 18 August 2026 | 89 | FY26 full-year results, will show if three bad loans were isolated or a wider credit problem |
| Julius | Little protection left | TBD, ongoing as of mid-2026 | 89 | Resolution of Sony Music and UMG licensing lawsuits against parent Triller Group |
| Jungheinrich | Defensible for now | 11 Aug 2026 | 89 | Q2 2026 interim report showing whether margin recovers toward €380-450m EBIT guidance |
| K18 Hair | Defensible for now | August 5, 2026 | 89 | FutureIQ anti-aging product launch and its regulatory/claims reception |
| KBC Group | Hard to displace | August 2026 | 89 | Q2/H1 2026 earnings, showing underlying profit net of the Q1 Belgian bank tax charge |
| KDDI Corporation | Defensible for now | August 2026 | 89 | FY27 Q1 filings show whether internal-control 'material weaknesses' from the BIGLOBE/G-PLAN fraud are remediated |
| KE Holdings (Beike) | Defensible for now | August 25, 2026 | 89 | Q2 2026 earnings report, test of whether GTV decline stabilizes or keeps accelerating |
| KG Inicis | Defensible for now | Aug to Nov 2026 | 89 | Q2/Q3 2026 KOSDAQ earnings disclosures showing whether Toss Facepay is pulling merchant volume |
| KIMS Hospitals | Protection under test | August 2026 | 89 | Q1 FY27 results, first clean read post-QIP on new-hospital breakeven and margin recovery |
| KINX | Defensible for now | August 14, 2026 | 89 | KINX H1 2026 earnings release, watch for margin and revenue growth trend |
| Kabam | Losing its protection | Aug 6, 2026 | 89 | Netmarble Q2 2026 earnings report on MCOC revenue trend |
| Kadokawa Corporation | Defensible for now | August 2026 | 89 | Elden Ring Tarnished Edition launches on Switch 2, testing FromSoftware demand and investor sentiment |
| Kajima Corporation | Hard to displace | August 2026 | 89 | Q1 FY2026 earnings disclosure and Supreme Court ruling on the maglev bid-rigging appeal |
| Kakaku.com | Losing its protection | August 3, 2026 | 89 | EQT tender offer deadline, with LY/Bain counter-bid pending |
| Kakao Cloud | Losing its protection | August 2026 | 89 | Shareholder ratification vote for new CEO Lee Jae-han, the second CEO change in about 16 months |
| Kaleyra | Protection under test | mid-late 2026 | 89 | Tata Communications quarterly results disclosing whether Digital/CIS segment (including Kaleyra) gets named as a funded strategic priority |
| Kaltura | Protection under test | early August 2026 | 89 | Q2 2026 earnings, watch net dollar retention trend and any PathFactory/eSelf.ai revenue |
| Kamigumi Co., Ltd. | Hard to displace | August 13, 2026 | 89 | Q1 FY ending March 2027 earnings release |
| Kampala | Losing its protection | 12-18 months from mid-2026 | 89 | Window to land named enterprise customers in a regulated vertical before computer-use models hit 90% reliability |
| Kangmei Pharmaceutical | Little protection left | Aug 26, 2026 | 89 | First full-period earnings after the ¥1.4B recovery judgment |
| Kantar | Losing its protection | August 2026 | 89 | Q2 2026 lender call on revenue and leverage trends |
| Kanzhun Limited (BOSS Zhipin) | Hard to displace | mid-August 2026 | 89 | Q2 2026 earnings release testing 13.2 to 15.1% revenue growth guidance |
| Kaonavi, Inc. | Losing its protection | mid-2026 | 89 | Talent Palette's real-time harassment-detection AI feature is set to launch |
| Kaspi.kz | Defensible for now | 10 Aug 2026 | 89 | Q2 2026 earnings covering Hepsiburada profitability and Rabobank A.Ş. integration |
| Kawasaki Heavy Industries | Hard to displace | Aug 7 2026 | 89 | Q1 FY2026 earnings report, first test of full-year guidance after the submarine scandal fallout |
| Kawasaki Heavy Industries, Ltd. | Defensible for now | Aug 2026 | 89 | Q1 FY2027 earnings, which will show whether the MoD bidding ban and capital-raise dilution hit guidance |
| Keio Corporation | Hard to displace | August 6, 2026 | 89 | Q1 FY2027 earnings report, watch for whether margin decline continues |
| Kelly Services | Protection under test | August 6, 2026 | 89 | Q2 2026 earnings and Hunt special committee decision on take-private offer |
| Kelun Pharmaceutical | Defensible for now | August 17, 2026 | 89 | Kelun-Biotech H1 2026 earnings release |
| Keppel Corporation | Defensible for now | August 2026 | 89 | 1H2026 results, key checkpoint toward the S$100 billion FUM target |
| Kerry Logistics | Protection under test | August 2026 | 89 | H1 2026 interim results showing whether IFF segment profit growth holds under DSV and Amazon pressure |
| Keruyun | Losing its protection | mid-2026 | 89 | Actual uptake and revenue reported for Alibaba's precision marketing product (vendor projected CNY 30M per month) |
| Keurig Dr Pepper | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings report, first full quarter showing JDE Peet's integration and coffee-side leadership after Oliveira's exit |
| Keysight Technologies | Hard to displace | August 18, 2026 | 89 | Q3 FY2026 earnings report |
| Keywords Studios | Losing its protection | August 2026 | 89 | EU AI Act data-provenance rules take effect, testing whether they favor licensed human-data vendors like Keywords |
| Kimco Realty | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings call, likely to address refinancing and rate environment commentary |
| Kinaxis | Hard to displace | August 2026 | 89 | Q2 2026 earnings, first real read on SaaS growth against SAP/Oracle agent push |
| Kinder Morgan | Hard to displace | mid-2026 | 89 | FERC certificate decisions on South System Expansion 4 ($3.5B) and Mississippi Crossing ($1.7B) |
| King Yuan Electronics (KYEC) | Defensible for now | Aug 7, 2026 | 89 | Q2 2026 earnings call, expected to detail US facility plans and Singapore Phase 2 progress |
| Kingdee International Software Group | Defensible for now | 11 August 2026 | 89 | H1 2026 interim results and dividend decision, board meeting, watch AI Suite revenue vs RMB1bn consensus |
| Kingsoft Cloud | Losing its protection | August 2026 | 89 | Q2 2026 earnings: does gross margin recover from the 60% trough or keep sliding |
| Kingsoft Corporation | Defensible for now | August 18, 2026 | 89 | Kingsoft Corp Q2 2026 earnings, testing whether office growth holds and games decline bottoms |
| Kintetsu Group Holdings Co., Ltd. | Hard to displace | early August 2026 | 89 | Q1 FY3/2027 earnings release, first look at post-Expo demand normalization |
| Kintetsu World Express | Losing its protection | August 2026 | 89 | Q1 FYE-Mar-2027 earnings release, watch International Logistics segment trend |
| Kip McGrath Education Centres | Losing its protection | August 2026 | 89 | FY26 full-year results, showing whether UK franchise fees stabilize or keep decelerating against the DfE AI rollout |
| Klaimee | Protection under test | August 2026 | 89 | EU AI Act liability enforcement begins, testing demand for AI agent coverage |
| Kobe Steel, Ltd. | Defensible for now | August 6, 2026 | 89 | Q1 FY2026 earnings report, first test of aluminum stabilization and Middle East risk |
| Kodiak AI | Losing its protection | August 6, 2026 and end of 2026 | 89 | End-2026 driver-out long-haul milestone and Q2 2026 earnings |
| Kogan.com | Protection under test | 24 Aug 2026 | 89 | FY26 results showing whether Kogan FIRST and services growth offset falling marketplace reach |
| Kolmar Korea Co., Ltd. | Hard to displace | August 2026 | 89 | Q2 2026 earnings, with FDA bemotrizinol approval expected to lift H2 sun-care orders |
| Kolon Industries, Inc. | Defensible for now | August 7, 2026 | 89 | Q2 2026 earnings release, testing whether the Q1 profit rebound holds |
| Konami | Hard to displace | August 6, 2026 | 89 | Q1 FY2027 earnings call, first test of whether flat guidance means the revival cycle was one-time |
| Koolearn | Little protection left | 21 Aug 2026 | 89 | FY2026 full-year earnings covering post-exodus GMV and membership trends |
| Kordia (Aura Information Security) | Protection under test | mid-2026 | 89 | FY26 Statement of Corporate Intent release, which may show headcount or strategy shifts |
| Korea Electric Power Corporation (KEPCO) | Hard to displace | Aug 6-7, 2026 | 89 | Q2 2026 earnings and next tariff/fuel-cost-adjustment decision |
| Kose Corporation | Defensible for now | August 12, 2026 | 89 | Q2/Q3 FY2026 earnings report, will show if the profit collapse was one-time restructuring noise |
| Koyal | Losing its protection | August 2, 2026 | 89 | EU AI Act compliance rules take effect |
| Kpler | Hard to displace | ongoing, no move as of mid-2026 | 89 | Watch for S&P Global, LSEG or Bloomberg acquiring Vortexa or Windward to enter fast |
| Kraft Heinz | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings release |
| Kratos Defense & Security Solutions | Protection under test | Aug 4, 2026 | 89 | Q2 2026 earnings report, watch free cash flow and margin trend |
| Krones AG | Hard to displace | 30 Aug 2026 | 89 | Q2 2026 earnings call, first full readout on US Section 301 tariff impact on order intake |
| Kry | Protection under test | mid-2026 | 89 | Full-year 2025 group EBITDA figures released |
| Kuaishou | Protection under test | Aug 20-25, 2026 | 89 | Q2 2026 earnings release |
| Kubota Corporation | Hard to displace | August 2026 | 89 | Q2 FY2026 earnings report, testing tariff impact against Q1's rebound |
| Kulicke & Soffa Industries | Protection under test | August 5, 2026 | 89 | Q3 FY2026 earnings test the $310M revenue guide and HBM TCB qualification progress |
| Kweichow Moutai | Hard to displace | mid-August 2026 | 89 | Q2 2026 earnings release, will show whether Q1 rebound holds |
| Kyndryl Holdings | Protection under test | August 5, 2026 | 89 | Q1 FY2027 earnings, covering SEC probe status and severance costs |
| Kyocera Corporation | Defensible for now | August 2026 | 89 | FY27 Q1 results under new CEO Sakushima, first test of whether the AI-packaging profit rebound holds |
| L'Occitane International S.A. | Protection under test | mid 2026 | 89 | FY2026 full year results reporting Sol de Janeiro growth rate and flagship brand trend |
| LATO | Little protection left | mid-to-late 2026 | 89 | YC S26 Demo Day, where LATO must show traction or funding to keep building |
| LBC Express | Losing its protection | August 2026 | 89 | Q2 2026 earnings release |
| LG Chem Ltd. | Protection under test | early-to-mid August 2026 | 89 | Q2 2026 earnings release, testing whether the operating loss reverses as LGES utilization climbs |
| LG Uplus | Hard to displace | August 7, 2026 | 89 | Q2 2026 earnings report |
| LGI Homes | Losing its protection | early August 2026 | 89 | Q2 2026 earnings report, watch closings, margin, and whether 2026 guidance holds |
| LINE | Hard to displace | August 3, 2026 | 89 | LY Corporation Q1 FY2027 earnings report |
| LONGi Green Energy | Losing its protection | 31 Aug 2026 | 89 | H1 2026 earnings release, showing whether losses narrow again or widen |
| Lakala | Losing its protection | August 8, 2026 | 89 | FY2025/Q1 2026 earnings release and update on Hong Kong IPO pricing |
| LanzaTech | Losing its protection | August 14, 2026 | 89 | Q2 2026 earnings release covering cash balance and burn rate |
| Lao Feng Xiang Co., Ltd. | Losing its protection | 27 August 2026 | 89 | Next scheduled earnings update |
| Lasertec Corporation | Protection under test | early August 2026 | 89 | Next earnings report, which will show whether the H1 FY2026 semiconductor sales drop is a blip or a trend |
| Latitude Financial | Losing its protection | ~August 2026 | 89 | 1H26 results showing originations, NIM and cost-to-income under Pay Monthly pressure |
| Laurence | Losing its protection | 12-18 months from mid 2026 | 89 | Pacvue or Perpetua ships native contribution-margin-aware bidding |
| Leadbay | Losing its protection | August 11, 2026 and next 12-18 months | 89 | French phone-prospecting rule takes effect, hitting a core European use case; also watch for an incumbent shipping a copycat SMB-inference product |
| Leader’s Advantage Acquisition Corp. | Little protection left | pricing pending mid 2026, target deadline within 18 to 24 months of close | 89 | IPO pricing and Nasdaq listing, followed by the deadline to announce a business-combination target |
| LegalZoom | Losing its protection | August 2026 | 89 | Q2 2026 earnings, first quarter after Formation Nation acquisition fully laps out of growth numbers |
| Leidos Holdings | Hard to displace | August 4, 2026 | 89 | Q2 FY2026 earnings report |
| Lemonade | Losing its protection | early August 2026 | 89 | Q2 2026 earnings report |
| Lendlease | Losing its protection | August 2026 | 89 | FY26 full-year results and new CEO announcement |
| Lenovo Group | Defensible for now | mid-August 2026 | 89 | Q1 FY26/27 earnings, first read on AI server pipeline conversion and memory-price hit to PC margins |
| Lenskart | Hard to displace | August 2026 | 89 | Q1 FY27 earnings report, testing whether growth holds above mid-teens and margins stay stable |
| LexinFintech | Losing its protection | around August 28, 2026 | 89 | Q2 2026 earnings release, test of whether gross margin stops falling |
| LexisNexis | Hard to displace | mid-2026 | 89 | RELX FY2026 H1 interim results covering Legal division growth and Protégé adoption |
| Li Auto | Losing its protection | late August 2026 | 89 | Q2 2026 earnings report, testing margin recovery and delivery stabilization |
| Li Ning Company Limited | Protection under test | August 2026 | 89 | FY2026 interim results showing early Curry Brand sales and margin trend |
| Liberty Mutual Insurance Group | Hard to displace | August 2026 | 89 | Q2 2026 earnings release, showing whether combined ratio holds near 85% through hurricane and wildfire season |
| Librar Labs | Protection under test | 12-24 months from mid-2026 | 89 | Watch whether Follett ships a computer vision shelf scanning feature to match Librar |
| Liepin | Losing its protection | late August 2026 | 89 | H1 2026 interim results, watch AI cash-billing growth against total revenue trend |
| Life360 | Defensible for now | August 2026 | 89 | Q2 2026 earnings report showing ad revenue ramp and Allstate/Arity litigation developments |
| Lifenet Insurance | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings release, plus continued watch on JAL's formalized 18.32% stake and activist shareholders Oasis and Ariake |
| Lightmatter | Losing its protection | Aug 19-21, 2026 | 89 | CEO Nick Harris presents at Hot Interconnects 2026, possible customer or product news |
| Lightspeed Commerce | Losing its protection | August 2026 | 89 | Q1 FY2027 earnings report testing whether revenue growth keeps decelerating from 15% |
| Linio | Little protection left | 6 to 12 months from mid-2026 | 89 | Falabella Seller API retirement for Chile, Colombia, and Peru, expected to force storefront closures |
| Lion Air Group | Defensible for now | August 2026 | 89 | Sentencing in Boeing 737 MAX settlement-fraud case tied to the group |
| Lionsgate Studios | Losing its protection | August 2026 | 89 | Fiscal Q1 2027 earnings report |
| Lippo Karawaci | Losing its protection | August 2026 | 89 | Q2 2026 earnings: check if marketing sales track to the IDR 6 trillion annual target without one-off gains |
| Litera | Losing its protection | August 2026 | 89 | ILTACON 2026 where Litera is expected to detail its next Lito version and platform plan |
| LiveChat Software | Losing its protection | Aug 28, 2026 | 89 | Q2 FY2026/27 earnings, first report to break out AI/Text product revenue separately |
| LiveIntent | Losing its protection | August 4, 2026 | 89 | Zeta Global Q2 2026 earnings release, watch for LiveIntent-specific commentary |
| LivePerson | Little protection left | August-October 2026 | 89 | Q2 2026 earnings and LivePerson shareholder vote on the SoundHound merger |
| Living Media India Limited (India Today Group) | Losing its protection | early August 2026 | 89 | TV Today Network Q1 FY27 quarterly results release |
| Local Bounti | Little protection left | August 12, 2026 | 89 | Q2 2026 earnings report |
| Loews | Hard to displace | August 3, 2026 | 89 | CNA Q2 2026 earnings report |
| LogRhythm | Losing its protection | within 6-18 months of mid-2026 | 89 | Thoma Bravo IPO or sale decision for Exabeam |
| Logen Co., Ltd. | Protection under test | Aug 13, 2026 | 89 | Post-merger integration results due in Q2 to Q3 2026 earnings |
| LogicGate | Losing its protection | August 2026 | 89 | LogicGate's Workflow Agents release, a key test of agentic AI adoption |
| Longfor Group | Losing its protection | around Aug 20, 2026 | 89 | H1 2026 interim results release |
| Lost Marble (Moho) | Losing its protection | mid 2026 to 2027 | 89 | Toon Boom Ember adoption among indie and Cartoon-Saloon-tier studios becomes clearer |
| Lotte Corporation | Losing its protection | Aug 28, 2026 | 89 | Q2 2026 earnings release, testing if the Q1 profit rebound holds |
| Lotte Hotels & Resorts | Protection under test | August 14, 2026 | 89 | The Grand Lotte Seoul luxury brand launch, first new high-end brand in nine years |
| Lotte On | Protection under test | August 2026 | 89 | Q2 2026 earnings report showing whether revenue decline stops or continues |
| Lowe's | Hard to displace | August 2026 | 89 | Q2 FY2026 earnings, first full quarter to show FBM/ADG Pro-segment comps against Home Depot's Pro push |
| Lucca | Losing its protection | August 2026 | 89 | EU AI Act high-risk HR system compliance deadline |
| Lucid Group | Protection under test | August 4, 2026 | 89 | Q2 2026 earnings call: burn rate, guidance reinstatement, Cosmos timing update |
| Lucid Group, Inc. | Little protection left | August 4, 2026 | 89 | Q2 2026 earnings call, cost-cut progress and Cosmos SUV status |
| Luckin Coffee | Losing its protection | August 2026 | 89 | Q2 2026 earnings release, watch for same-store sales trend and any SEC relisting filing |
| Lufthansa Group | Defensible for now | 4 August 2026 | 89 | Q2/1H 2026 results presentation by CEO Spohr and CFO Streichert |
| Lukoil | Protection under test | August 22, 2026 | 89 | OFAC General License 131H expires, the deadline for closing the Carlyle asset sale |
| Lulus Fashion Lounge Holdings, Inc. | Little protection left | Aug 12, 2026 | 89 | Q2 FY2026 earnings release |
| Lumen Technologies | Losing its protection | August 4, 2026 | 89 | Q2 2026 earnings report, first full quarter after AT&T fiber sale and Alkira integration |
| Lumentum | Defensible for now | August 11, 2026 | 89 | Q4 FY2026 earnings report, testing guidance of $960M to $1.01B and first ever $1B quarter |
| Luno | Losing its protection | mid-2026 | 89 | South African Capital Flow Management Regulations decision |
| Lupin Limited | Protection under test | Aug 2026 | 89 | US tariff phase-in on pharma imports begins, hitting the 42% of revenue that comes from US sales |
| Lush Cosmetics Ltd | Protection under test | August 19, 2026 | 89 | US Section 338 tariffs of up to 50% hit Canadian-made goods sold in US stores |
| Luye Pharma Group | Protection under test | 28 August 2026 | 89 | H1 2026 results release, testing whether FY2025 profit recovery or H1 2025 profit drop is the real trend |
| M3 Inc | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings release, first test of WISEMAN integration and ¥400B revenue guidance |
| MAC Cosmetics | Protection under test | August 2026 | 89 | Estée Lauder fiscal Q4/FY2026 results, plus L'Oréal's ChatGPT/Maybelline try-on launch |
| MACOM Technology Solutions | Defensible for now | August 6, 2026 | 89 | Q3 FY2026 earnings, test of over 60% Data Center growth guidance |
| MKS Instruments | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings release |
| MTAR Technologies | Losing its protection | August 7, 2026 | 89 | Q1 FY27 results, key test of guided 50 to 80% growth and Bloom Energy order flow |
| Macbee Planet Inc. | Losing its protection | August 2026 | 89 | Q1 FY04/2027 earnings report |