On the record, checkable now: August 2026, part 2
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 |
|---|---|---|---|---|
| Macnica | Defensible for now | August 2026 | 89 | Macnica FY2027 Q1 earnings, first full quarter under the Otsuka MSSP channel shift |
| Macquarie Technology Group | Defensible for now | 31 August 2026 | 89 | FY2026 full-year results, testing whether the 22-half EBITDA growth streak continues |
| Madison Square Garden Entertainment Corp. | Hard to displace | August-September 2026 | 89 | FY2026 Q4 and full-year results |
| Mahanagar Telephone Nigam (MTNL) | Little protection left | 12 August 2026 | 89 | MTNL board meeting to approve Q1 unaudited results |
| Mailchimp | Protection under test | August 2026 | 89 | Intuit Q4 FY2026 earnings, revealing whether Mailchimp revenue stabilizes or keeps declining |
| MainFunc | Losing its protection | 12-18 months from mid-2026 | 89 | Microsoft ships native Agent 365 orchestration matching Genspark's core workflow |
| Malaysia Airlines | Hard to displace | mid-2026 | 89 | Singapore Airlines joint-business partnership rollout reshaping Singapore route economics |
| Mambu | Protection under test | no date set as of mid-2026 | 89 | Next priced funding round (IPO, PE deal, or secondary) tests the $5.3B valuation |
| Mango Excellent Media Co., Ltd. | Protection under test | August 21, 2026 | 89 | Q2 2026 earnings call, test of whether Q1's 47% profit drop stabilizes or worsens |
| Manipal Hospitals | Hard to displace | August 5, 2026 | 89 | Manipal Health Enterprises IPO listing on BSE/NSE |
| Manitowoc Company, Inc. | Protection under test | August 2026 | 89 | Q2 2026 earnings release and EU anti-dumping ruling on Chinese mobile cranes |
| Manner | Losing its protection | Aug 3, 2026 | 89 | Luckin Q2 2026 earnings, showing whether its premium specialty push is pulling customers from Manner |
| Manulife Financial | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings release, tests whether H1 momentum holds |
| Mao Shan Huang Holdings Limited | Little protection left | August-September 2026 | 89 | FY2026 H1 earnings release, which will show if the 33% revenue decline continued through the price crash |
| Marathon Petroleum | Hard to displace | August 4, 2026 | 89 | USW national labor contract resolution after Jan 31 2026 expiration; Q2 2026 earnings call |
| Marco Polo | Protection under test | mid 2026 | 89 | Renewal cycle after October 2025 price hike shows whether subscribers stay or leave |
| Marcus & Millichap | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings release, tests whether the 2025 recovery and rate-driven volume rebound continue |
| Marfrig Global Foods | Protection under test | August 14, 2026 | 89 | Q2 2026 earnings report, key readout on merger synergy execution |
| MarginEdge | Losing its protection | within 12 months of mid-2026 | 89 | Whether MarginEdge announces new priced funding or acquisition talks |
| Marico Limited | Hard to displace | August 3, 2026 | 89 | Q1 FY27 earnings release, first real read on Vision 2030 pace and margin pass-through |
| MarkAny | Protection under test | August 2, 2026 | 89 | EU AI Act Article 50 watermarking rules take effect for new AI systems |
| Marqeta | Losing its protection | August 4, 2026 | 89 | Q2 2026 earnings report |
| Marriott International | Hard to displace | August 3, 2026 | 89 | Q2 2026 earnings call, RevPAR trends and franchisee-negotiation update |
| Marubi Biotechnology Co., Ltd. | Losing its protection | August 2026 | 89 | H1 2026 earnings release, showing whether revenue deceleration and net income compression continue |
| Marui Group | Hard to displace | August 4, 2026 | 89 | Q1 FY2027 earnings report |
| Maruti Suzuki India Limited | Defensible for now | August to November 2026 | 89 | e-Vitara production ramp to volume and Q2 FY27 earnings release |
| Mastech Digital | Protection under test | August 12, 2026 | 89 | Q2 2026 earnings report, tests whether consolidated revenue stabilizes and Data & AI bookings convert to revenue |
| Mastercard Data & Services | Hard to displace | August 3, 2026 | 89 | Linda Kirkpatrick becomes Chief Services Officer, reorganizing this unit's leadership |
| Match Group | Defensible for now | Aug 4, 2026 | 89 | Q2 2026 earnings report, key test of Tinder registration recovery and Hinge growth momentum |
| Matchtech Group | Losing its protection | August 2026 | 89 | Gattaca FY2026 full-year results, testing whether the H1 rebound in revenue and NFI holds |
| Material Bank | Losing its protection | 6-12 months out from mid-2026 | 89 | Next priced funding round or major secondary trade |
| Materialise NV | Defensible for now | August 2026 | 89 | Q2 2026 earnings call testing whether Manufacturing swings to positive EBITDA as guided |
| Mathnasium | Losing its protection | expected mid-2026 | 89 | 2026 FDD filing with Item 19 average per-center revenue figures |
| Matson Inc. | Hard to displace | August 3, 2026 | 89 | Q2 2026 earnings call |
| Mattamy Homes | Defensible for now | mid-August 2026 | 89 | Q4 FY2026 operating results release |
| Maven | Losing its protection | August 2, 2026 | 89 | EU AI Act Article 26 compliance obligations take effect |
| Maximus | Defensible for now | Aug 6, 2026 | 89 | Q3 FY2026 earnings call, watch bookings and book-to-bill trend |
| Maybank | Hard to displace | late August 2026 | 89 | Q2 FY2026 earnings release, testing whether the Q1 profit miss was one-off |
| Mayne Pharma | Losing its protection | August 2026 | 89 | FY26 full-year earnings report, will show whether GAAP losses continue and how DistributeRx is scaling |
| Mazagon Dock Shipbuilders | Hard to displace | August 2026 | 89 | Project-75I submarine deal signing with TKMS expected |
| McCain Foods | Hard to displace | ~mid 2026 | 89 | Ruling on motions to dismiss in frozen potato antitrust case, N.D. Ill. 24-cv-11801 |
| McDonald's | Hard to displace | August 4-5, 2026 | 89 | Q2 2026 earnings report |
| McKesson | Hard to displace | early August 2026 | 89 | Q1 FY2027 earnings release |
| Media Nusantara Citra Tbk (MNC Group) | Losing its protection | August 2026 | 89 | Q2 2026 earnings release, showing whether the 18.1% revenue drop keeps accelerating |
| Medley Inc | Losing its protection | mid-August 2026 | 89 | Q2 FY2026 earnings: check if HR-platform revenue stabilizes and operating profit turns positive |
| Medline | Defensible for now | August 2026 | 89 | Q2 2026 earnings call, update on FDA remediation and hospital contract retention |
| Megaworld Corporation | Hard to displace | August 2026 | 89 | H1 2026 earnings release covering residential pre-sales absorption of the ₱65B 2026 pipeline |
| Meinian Onehealth | Losing its protection | end of August 2026 | 89 | H1 2026 full earnings report showing whether gross margin held or same-center revenue kept falling |
| Meitec Corporation | Defensible for now | early August 2026 | 89 | Q1 FY2027 earnings release, watch for any AI-in-delivery disclosure and headcount trend |
| Meitu | Losing its protection | August 2026 | 89 | MeituHub developer/API platform launch, plus Alibaba convertible bond conversion window opening |
| Melio | Protection under test | FY2026 results, expected mid-2026 | 89 | Xero's next earnings updates on Melio's contribution toward the $500M three-year earnout milestones |
| Mercado Pago | Defensible for now | Aug 2026 | 89 | Q2/Q3 2026 earnings showing whether Brazil credit provisioning stabilizes or worsens |
| MercadoLibre | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings release, with EPS expected to fall year over year |
| Mercari | Defensible for now | August 5, 2026 | 89 | Q4 FY2026 earnings and FY2027 guidance |
| Mercari Hallo | Little protection left | August 2026 | 89 | Mercari reports FY2026 Q1 results showing whether freed capital lifts marketplace margin |
| Mercury Systems | Hard to displace | August 10, 2026 | 89 | Q4 FY2026 earnings report |
| Meridian Bioscience, Inc. | Losing its protection | mid-2026 | 89 | FDA Warning Letter 720826 on LeadCare II reaches closeout or escalates toward a consent decree |
| Merkle Manufactory | Little protection left | unknown, as of mid 2026 | 89 | Completion of Merkle's pledged $180M return to investors |
| MetLife | Hard to displace | August 5-6, 2026 | 89 | Q2 2026 earnings release |
| Metro Brands Limited | Hard to displace | August 2026 | 89 | Q1 FY27 results, key test of 15% CAGR store rollout pace |
| Meyer Burger Technology | Little protection left | pending as of mid-2026 | 89 | Final decree closing the Meyer Burger (Holding) Corp. Chapter 11 case (No. 25-11217) |
| Mezmo | Protection under test | mid-2026 | 89 | Whether Mezmo closes a fresh priced funding round or shows profitability |
| Micro Center | Hard to displace | August 22, 2026 | 89 | Columbus flagship store reopening |
| Micro Focus | Protection under test | August 2026 | 89 | OpenText FY2026 Q4 earnings, first full year under CEO Ayman Antoun, shows if cloud bookings growth holds |
| MicroAd, Inc. | Losing its protection | mid-August 2026 | 89 | Q3 FY2026 earnings release |
| Microchip Technology | Defensible for now | August 2026 | 89 | Q1 FY27 earnings report, testing whether bookings recovery is structural or pull-forward |
| Midea Group | Hard to displace | August 2026 | 89 | H1 2026 earnings release, will show if core-profit decline is cyclical or structural |
| Mighty Ape | Losing its protection | August 2026 | 89 | Kogan.com FY26 full-year results, testing if Mighty Ape's claimed 2HFY26 turnaround is real |
| Milbon Co., Ltd. | Defensible for now | August 10, 2026 | 89 | Q2 FY2026 earnings report, tests whether Q1's profit rebound holds |
| Millennium Hotels and Resorts | Protection under test | August 6, 2026 | 89 | M&C New Zealand H1 2026 earnings report |
| Millicom International Cellular | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings and update on integration/leverage progress |
| Mimimi Games | Little protection left | unscheduled, none reported as of mid-2026 | 89 | Any announcement from founders Abe or Roth of a new studio with a different cost model |
| Mindray Medical International | Defensible for now | August 2026 | 89 | H1 2026 earnings report, watched for China revenue stabilization and Q4 accounting anomaly resolution |
| Mindvalley | Losing its protection | mid-2026 | 89 | Outcome of N.D. Cal. auto-renewal class action 5:25-cv-08530 and related New Jersey suits |
| MingYuan Cloud Group | Protection under test | late August 2026 | 89 | H1 2026 results, watch Cloud Services revenue trend, ARPU per sales office, and any named shipped AI product |
| Miniclip | Hard to displace | mid 2026 | 89 | Subway Surfers City post-launch retention data becomes clear |
| Mirae Asset Financial Group | Hard to displace | August 2026 | 89 | Q2 2026 filings confirming whether Mirae Asset Securities hits 2 trillion won quarterly operating profit |
| Mishra Dhatu Nigam (MIDHANI) | Hard to displace | August 2026 | 89 | Q1 FY27 results disclosure and metal bank operationalization |
| Mistral AI | Losing its protection | August 2026 | 89 | Italy's AGCM hallucination-disclosure compliance deadline and resolution of the reported €3B funding round |
| Mitel | Little protection left | mid-2026 | 89 | Mitel WX AI platform targeted general availability |
| Mitsubishi Estate Co. | Hard to displace | around Aug 7, 2026 | 89 | Q1 FY2027 earnings covering data-center leasing and Torch Tower progress |
| Mitsubishi Heavy Industries, Ltd. | Hard to displace | August 6, 2026 | 89 | H3 rocket return-to-flight launch (QZS-7) after December 2025 failure |
| Mitsubishi Logistics | Hard to displace | early August 2026 | 89 | Q1 FY2027 results, including Cavalier Logistics recovery update |
| Mitsubishi Motors Corporation | Losing its protection | August 2026 | 89 | Q1 FY2026 results showing early US pickup, Destinator, and BEV sales traction |
| Mitsui-Soko Holdings | Defensible for now | Aug 7, 2026 | 89 | Q1 FY2027 financial results briefing, where operating profit and headcount trends against the FY2027 MTMP targets will show |
| Mixi, Inc. | Defensible for now | August 2026 | 89 | PointsBet FY2027 Q1 consolidated results reveal whether the AU$430M bet is paying off |
| Mobile TeleSystems (MTS) | Protection under test | August 2026 | 89 | H1 2026 earnings release, expected to show whether the profit collapse from high interest rates is easing |
| Mobvoi | Little protection left | mid-to-late 2026 | 89 | H1 2026 interim results, first real read on TicNote Pods/Watch sell-through |
| Moderna | Losing its protection | August 5, 2026 | 89 | FDA PDUFA decision on mRNA-1010 flu vaccine |
| Modus Games | Little protection left | 12 August 2026 | 89 | Q2 2026 group earnings report and receiver asset-disposition disclosures |
| Mollie | Defensible for now | mid-2026 | 89 | GoCardless acquisition integration and regulatory approval outcome |
| Molson Coors Beverage | Protection under test | August 6, 2026 | 89 | Q2 2026 earnings release with management guiding US shipments down 6 to 9 percent |
| Momentive (SurveyMonkey) | Losing its protection | 12-24 months from mid-2026 | 89 | STG's private equity exit window opens (IPO, sale, or dividend recap) |
| Momentus Inc. | Losing its protection | August 2026 | 89 | Q2 2026 earnings test the $10M FY2026 revenue guidance and cash burn rate |
| Monese | Little protection left | mid 2026 | 89 | Pockit plus Monese 2025 audited accounts due, testing the profitability claim |
| Monex Group | Losing its protection | August 2026 | 89 | Q1 FYE March 2027 earnings release, testing whether DOCOMO-driven account openings hold up |
| MoneyLion | Protection under test | Aug 6, 2026 | 89 | Gen Digital Q1 FY27 earnings, first full disclosure of MoneyLion contribution |
| MongoDB | Hard to displace | late August/September 2026 | 89 | Q2 FY2027 earnings report |
| Moniepoint | Protection under test | mid-2026 | 89 | CBN ring-fencing rules force Moniepoint to restructure around new POS market-share caps |
| MonotaRO | Hard to displace | Aug 4-5, 2026 | 89 | Q2 FY2026 earnings release |
| Moodle | Defensible for now | mid-2026 | 89 | FedRAMP full authorization decision, which could open US government contracts |
| Moore Threads | Losing its protection | Aug 10 2026 | 89 | Q2 2026 earnings report, to confirm Q1's first-ever profit wasn't a one-off cluster order |
| Moov | Losing its protection | mid 2026 | 89 | Whether Moov ships any public agentic-commerce protocol position or takes another bridge financing round |
| Moritz | Losing its protection | within 12 months of mid-2026 | 89 | Possible MSO fee-splitting ruling in California or New York (Texas Opinion 706 style) |
| Mosaic | Defensible for now | August 4, 2026 | 89 | Q2 2026 earnings report showing whether Brazil idling stabilizes margins |
| Moss | Protection under test | 12-18 months from mid-2026 | 89 | LiveKit or Pipecat shipping native retrieval, or Moss closing a priced Series A with audited revenue |
| Mr. D.I.Y. Group | Defensible for now | August 2026 | 89 | Q2 FY2026 earnings release, watch for Malaysia same-store-sales trend |
| MultiPlan | Losing its protection | early August 2026 | 89 | Q2 2026 earnings report on bookings ACV and top-5 insurer renewal rates |
| Munich Re | Hard to displace | 7 August 2026 | 89 | Q2/H1 2026 results, including CFO guidance update on 2026 P&C revenue target |
| Murphy USA | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings release, watch fuel margin per gallon and new CEO/CFO guidance |
| Musinsa | Defensible for now | August 2026 | 89 | Expected KOSPI preliminary listing filing |
| Muyuan Foods | Defensible for now | ~Aug 21, 2026 | 89 | H1 2026 earnings report showing loss depth and trajectory |
| MyDeal.com.au | Little protection left | mid-2026 | 89 | Woolworths Group FY26 results, showing whether BIG W Market and Everyday Market turn a profit |
| Myriad Genetics | Losing its protection | early August 2026 | 89 | Q2 2026 earnings report, testing whether guided second-half reacceleration shows up |
| N-able | Losing its protection | August 2026 | 89 | Q2 2026 earnings report |
| N26 | Losing its protection | mid-2026 | 89 | BaFin review of whether special monitor conditions are lifted or escalated |
| NCS Group | Hard to displace | Aug 2026 | 89 | Singtel FY26 full-year results disclosure, showing whether NCS EBIT margin keeps expanding |
| NEXTDC | Defensible for now | August 2026 | 89 | FY26 full year results, showing whether contracted capacity is converting to billed revenue on schedule |
| NHN Cloud | Losing its protection | August 2026 | 89 | Q2 2026 earnings call, watching for repeat operating profit and AI revenue progress toward 38% target |
| NICE Ltd. | Protection under test | August 13, 2026 | 89 | Q2 2026 earnings, test of whether AI ARR growth reaccelerates total revenue |
| NIO Inc. | Losing its protection | August 2026 | 89 | Q2 2026 earnings release, testing whether Q4 2025's first GAAP profit was one-off |
| NOVA Holdings | Losing its protection | mid-2026 | 89 | FY2025 consolidated revenue disclosure (fiscal year ended Nov 2025), first hard read on eikaiwa enrollment trend |
| NRG Energy | Defensible for now | Aug 4-5, 2026 | 89 | Q2 2026 earnings call covering LS Power integration pace and data-center LOI conversion |
| NSFOCUS | Losing its protection | around Aug 26-27, 2026 | 89 | H1 2026 earnings release, watch revenue growth and loss trajectory |
| NTT Docomo | Hard to displace | August 2026 | 89 | FY2026 Q1 earnings report on whether MNP/subsidy profit squeeze stabilizes or widens |
| NYDIG | Losing its protection | mid-2026 | 89 | U.S. Clarity Act legislation outcome, called make-or-break by NYDIG's own research |
| NYK Line (Nippon Yusen) | Hard to displace | August 5, 2026 | 89 | Q1 FY2026 earnings report, showing container rate impact on ONE equity income |
| Nagashima Ohno & Tsunematsu | Hard to displace | August 2026 | 89 | Silicon Valley office opens, part of US expansion |
| Naked Insurance | Losing its protection | mid-2026 | 89 | FSCA ruling on whether AI tools like ChatGPT can deliver binding insurance quotes |
| Nan Fung Group | Defensible for now | mid-to-late 2026 | 89 | FY2026 audited SGX filing for Nan Fung International Holdings (year ended 31 March 2026) |
| Nanosonics | Hard to displace | August 2026 | 89 | FY26 full-year results release |
| Nanyang Technological University | Hard to displace | August 2026 | 89 | Campus wide Gemini/Vertex AI curriculum rollout begins |
| Natco Pharma | Protection under test | August 2026 | 89 | Q1 FY27 earnings report, testing whether guided revenue contraction holds |
| National Taiwan University | Hard to displace | mid-2026 | 89 | Legislative Yuan vote on MOE research-center subsidy budget affecting new AI and biomedicine centers |
| Natura &Co Holding S.A. | Protection under test | August 2026 | 89 | Q2 2026 earnings showing whether Avon relaunch and consultant headcount stabilize |
| Naukrigulf | Losing its protection | August 2026 | 89 | Info Edge Q1 FY27 earnings call, where AI REX rollout plans for the Gulf platform may surface |
| Naura Technology Group | Hard to displace | August 28, 2026 | 89 | Next earnings report covering H1 2026 results |
| Naver Corporation | Defensible for now | August 7, 2026 | 89 | Q2 2026 earnings, testing if ad revenue keeps growing while search usage keeps falling |
| Naver Labs | Defensible for now | Aug 7, 2026 | 89 | Naver Corp Q2 2026 earnings report |
| Nazara Technologies | Losing its protection | Aug 12, 2026 | 89 | Q1 FY27 results show Bluetile integration and post-restructuring organic growth |
| Nebius Group | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, first full quarter after Meta Compute rumors and the neocloud selloff |
| Nebula Security | Losing its protection | August 2026 | 89 | ZeroPath's speaking slot at Black Hat USA, which could widen its lead in mid-market mindshare |
| Neo Career | Losing its protection | mid 2026 | 89 | FY ending Feb 2026 financial results confirm whether the ¥192M net loss reverses |
| NerdWallet | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report |
| Nerdy Inc. | Protection under test | August 2026 | 89 | Q2 2026 earnings on institutional bookings and active member trends |
| Nerviom | Protection under test | mid 2026 | 89 | 6 to 12 months after Demo Day: does Nerviom close a seed round or name a design partner |
| Nessie | Protection under test | 12-18 months from mid-2026 | 89 | OpenAI, Anthropic, or Google shipping native team/shared memory, or a rival locking a team-context deal first |
| NetApp | Defensible for now | August 2026 | 89 | Q1 FY2027 earnings, first test of whether FY2026 growth holds or was pulled forward |
| NetDragon Websoft | Losing its protection | ~28 Aug 2026 | 89 | H1 2026 results, watched for whether education revenue stops falling double-digits |
| NetEase | Hard to displace | August 13, 2026 | 89 | Q2 2026 earnings call |
| NetEase Youdao | Losing its protection | around Aug 13, 2026 | 89 | Q2 2026 earnings release |
| NetEase, Inc. | Defensible for now | August 2026 | 89 | Q2 2026 earnings release |
| NetScout Systems | Protection under test | early Aug 2026 | 89 | FY2027 Q1 earnings test $885M-$915M revenue guidance and DigiCert integration |
| Netgear | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, watch Enterprise growth rate and ARR trajectory |
| Netlify | Losing its protection | within 6-12 months of mid-2026 | 89 | Next funding event or valuation reset since the stale $2B Series D |
| Network International | Hard to displace | mid 2026 | 89 | Magnati integration milestones and cross-sell results after the October 2025 merger |
| Neungyule Education (NE Neungyule) | Little protection left | August 2026 | 89 | Q2 2026 earnings release, which will show whether the Q1 revenue collapse was one time or ongoing |
| Neuron Industries | Losing its protection | 18-24 months from mid-2026 | 89 | Deadline to land a named paid design win plus start an IEC 61508 certification path |
| Neusoft Corporation | Losing its protection | Aug 28, 2026 | 89 | Q2 2026 earnings report |
| New China Life Insurance | Hard to displace | August 27-28, 2026 | 89 | H1 2026 interim results release |
| New Hope Liuhe | Losing its protection | 28 Aug 2026 | 89 | Q2 2026 earnings release, to show whether losses are narrowing as hog prices move |
| Nex | Little protection left | mid-2026 | 89 | YC S26 Demo Day, where Nex needs to show verified traction or funding |
| Next plc | Hard to displace | 5 August 2026 | 89 | H1 FY2026/27 trading update, testing whether Q1's +6.2% pace held through Middle East shipping cost rises |
| Nextdoor | Losing its protection | August 2026 | 89 | Q2 2026 earnings report on WAU growth and revenue vs $71-73M guidance |
| Nexteer Automotive | Defensible for now | August 2026 | 89 | H1 2026 interim results, showing tariff hit and steer-by-wire program ramp |
| Nicereply | Little protection left | Aug 2026 | 89 | G2 Fall Grid Report may show further slide against AI-forward feedback tools |
| Nielsen | Losing its protection | August 31, 2026 | 89 | MRC decision on Nielsen's seven methodology fixes to Big Data + Panel |
| NielsenIQ | Protection under test | Aug 2026 | 89 | Q2 2026 earnings report on organic growth and restructuring savings |
| Nimble | Losing its protection | mid-to-late 2026 | 89 | Next funding round terms expected, roughly 21 months after Series C |
| Nine Entertainment Co. Holdings Limited | Losing its protection | 26 August 2026 | 89 | FY26 full-year results, first with QMS and digital-mix reporting |
| Ningbo Peacebird Fashion Co., Ltd. | Losing its protection | August 2026 | 89 | H1 2026 financial results showing same-store sales, online GMV, and net margin trends |
| Nintendo | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings report on Switch 2 sales pace vs 16.5M unit guidance |
| Nippon Shinyaku | Defensible for now | August 2026 | 89 | Capricor Therapeutics injunction hearing and FDA PDUFA decision on deramiocel |
| Nippon Steel Corporation | Defensible for now | Aug 4, 2026 | 89 | Q1 FY2027 earnings report, first test of the ¥700 billion profit guidance |
| Nippon Telegraph and Telephone (NTT) | Defensible for now | August 2026 | 89 | Q1 FY2026 earnings showing data-center pre-lease demand and margin trend |
| Nipro Corporation | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings report covering April-June 2026, first test of Greenville plant and ELISIO-HX ramp |
| Nissan Motor Co. | Losing its protection | August 3, 2026 | 89 | Q1 FY2026 earnings report, first check on the ¥20bn net income target |
| Nissin Foods Holdings | Defensible for now | August 4, 2026 | 89 | Q1 FY3/2027 earnings, first read on whether U.S. margin pressure is easing |
| Nitori Holdings | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings, watch for China store closures or write-downs and domestic traffic trend |
| Nitro Games | Protection under test | Aug 26, 2026 | 89 | Warhammer 40,000: Boltgun Boom launches on iOS and Android |
| Nongfu Spring | Hard to displace | August 26, 2026 | 89 | H1 2026 interim results, watch water-segment growth and C'estbon's share trend |
| Noon | Losing its protection | August-September 2026 | 89 | Outcome of Noon's announced 50% workforce cut via AI agents becomes visible |
| Nordic Semiconductor | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings report and guidance update |
| Nordson Corporation | Hard to displace | ~August 19, 2026 | 89 | Q3 FY2026 earnings release, testing if 18% backlog growth and 32% margin hold |
| Notyfi | Little protection left | mid-late 2026 | 89 | YC S26 Demo Day, shows whether Notyfi narrows to a vertical or stays horizontal |
| Nova Ltd | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings report |
| Novatek Microelectronics | Protection under test | August 2026 | 89 | Q2 2026 results test whether the guided 19-23% QoQ revenue jump holds or was one-time component pull-in demand |
| Nu Skin Enterprises, Inc. | Little protection left | August 10, 2026 | 89 | Q2 2026 earnings release, watch for Paid Affiliate and Sales Leader counts |
| NuScale Power | Losing its protection | around August 5, 2026 | 89 | Q2 2026 earnings report and deadline for Fluor to fully exit its roughly 40% stake |
| Nubank | Hard to displace | Aug 13, 2026 | 89 | Q2 2026 earnings release, watch credit loss provisions and NIM trend |
| Nulab Inc. | Losing its protection | August 2026 | 89 | Q1 FY2027 earnings, including AI-credit attach rate and any Backlog paying-team count update |
| Numerade | Little protection left | mid-to-late 2026 | 89 | Six to twelve month window for a disclosed numerade.ai frontier lab contract or new priced funding round |
| Nutanix | Defensible for now | late August 2026 | 89 | Q4 FY2026 earnings call, guidance covers $725-745M quarterly revenue |
| Nutrien | Hard to displace | August 2026 | 89 | Q2 2026 earnings release |
| Nuvoton Technology | Losing its protection | August 2026 | 89 | Q2/Q3 2026 investor calls showing whether revenue stabilizes and new design wins offset core decline |
| Nvidia | Defensible for now | August 26, 2026 | 89 | Q2 FY2027 earnings report, first real read on custom silicon's dent in Data Center growth |
| OHB SE | Defensible for now | August 2026 | 89 | RFA One maiden orbital launch attempt (after 2024 first-stage loss) and EU competition review of Project Bromo |
| ONE | Losing its protection | within 6 months of mid-2026 | 89 | FY2025 financial disclosure showing whether cash revenue grew or barter revenue kept masking the gap |
| OSL Group | Losing its protection | August 2026 | 89 | Six-month minting checkpoint for USDGO stablecoin since launch |
| Oak Street Health | Protection under test | August 2026 | 89 | CVS Q2 2026 earnings call on Healthcare Delivery segment losses and clinic closures |
| Oberoi Group (EIH Limited) | Defensible for now | August 2026 | 89 | Q1 FY27 earnings, which will show if the Q4 FY26 profit dip was a one-off wage-code item or a trend |
| Occidental Petroleum | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings report |
| Ocean Network Express (ONE) | Defensible for now | August 2026 | 89 | Q1 FY2026 earnings report, first full quarter under new CEO Barrelet |
| Octopus Deploy | Defensible for now | August 2026 | 89 | Q1 FY2027 ARR growth print, watched for re-acceleration or further slowdown |
| Odigo | Losing its protection | mid 2026 | 89 | Six month integration window closes on the Akio acquisition, testing its Agentic AI claims |
| Offcn Education Technology Co., Ltd. | Protection under test | August 2026 | 89 | Offcn H1 2026 earnings report, testing if Q1's +4.31% YoY uptick is a real turn |
| Offerpad Solutions | Little protection left | Aug 5, 2026 | 89 | Q2 2026 earnings report showing transaction count vs guided 300-350 range |
| Oil and Natural Gas Corporation (ONGC) | Hard to displace | 12 August 2026 | 89 | Q1 FY27 results and update on whether production guidance returns |
| Okuma Corporation | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings report, testing the ¥245 billion sales guidance |
| Olympus Corporation | Defensible for now | August 7, 2026 | 89 | Q1 FY2027 earnings, showing whether the FDA ship-hold impact is clearing and margins recover toward guidance |
| Oneok | Hard to displace | August 3, 2026 | 89 | Q2 2026 earnings release |
| Onto Innovation | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings report, tested against >30% full-year revenue growth guidance |
| Open House Group | Defensible for now | mid-August 2026 | 89 | Q3 FY2026 earnings release, first full quarter reflecting Pressance rebrand and SHINSEI TRUST integration |
| OpenEvidence | Defensible for now | August 2, 2026 | 89 | EU AI Act high-risk rules take full effect after OpenEvidence's voluntary EU/UK exit |
| OpenRice | Losing its protection | within 12 months, watch through mid-2026 | 89 | Whether Meituan/Keeta or Google ships a native HK discovery and booking feature |
| OpenText Cybersecurity | Protection under test | August 2026 | 89 | Q4 FY2026 earnings and new CEO Ayman Antoun's first strategy signal |
| Optimizely | Protection under test | mid-2026 | 89 | Next total-company ARR disclosure (versus May 2024's $400M figure) |
| OraSure Technologies, Inc. | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings call and pending FDA decision on the Sherlock CRISPR CT/NG self-test |
| Orbex | Little protection left | mid-2026 | 89 | Administrator decision on Skyrora's proposed purchase of Orbex's Sutherland lease and IP |
| Ordina | Losing its protection | 2 August 2026 | 89 | EU AI Act high-risk-system compliance rules take effect |
| Oriental Fashion Driving School | Little protection left | Aug 29 2026 | 89 | FY2026 half-year or Q3 earnings print testing whether the revenue decline has bottomed |
| Orion Corporation | Defensible for now | August 2026 | 89 | Orion Q2 2026 earnings release, testing whether Russia growth holds |
| Orix Corporation | Hard to displace | August to October 2026 | 89 | ORIX Bank sale to Daiwa Next Bank expected to close, plus Q1 FY2027 results booking the Toshiba/Kioxia equity gain |
| Orna Therapeutics | Losing its protection | Aug 5, 2026 | 89 | Lilly Q2 2026 earnings call, watch for named priority on circular RNA/oRNA vs Capstan |
| Osano | Losing its protection | mid to late 2026 | 89 | New CEO Bobby Jaffari's first full year of results and any new funding round announcement |
| Oscar Health | Losing its protection | Aug 5-6, 2026 | 89 | Q2 2026 earnings report tests if Q1 profit and 70.5% MLR hold as costs rise |
| Ossus | Losing its protection | within 12-24 months of mid-2026 | 89 | Follett, Koha/ByWater, or FOLIO ships a competing AI cataloguing copilot |
| Otsuka Corporation | Hard to displace | Aug 3, 2026 | 89 | H1 2026 interim results release, key test of ARPU and services growth without PC-refresh boost |
| Otsuka Pharmaceutical | Hard to displace | August 12, 2026 | 89 | Otsuka Holdings FY2026 Q2 earnings release |
| Otta | Little protection left | mid-2026 | 89 | LinkedIn Hiring Assistant's UK/EU rollout reaching WTTJ's employer base |
| Otter | Losing its protection | late 2026 to mid 2027 | 89 | Wonder/Grubhub's expected IPO filing, flagged by CEO Marc Lore |
| Ottonova | Protection under test | mid-2026 | 89 | FY2025 SFCR/annual report filing showing audited loss and insured-book size |
| Ouster Inc. | Protection under test | August 2026 | 89 | Q2 2026 earnings, first full quarter with StereoLabs consolidated |
| Outbrain | Losing its protection | August 2026 | 89 | Q2 2026 earnings versus management's Q4 2026 return to growth guidance |
| Owens Corning | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings call, where management is expected to address the Carlisle situation |
| Oyster HR | Losing its protection | mid-to-late 2026 | 89 | Next priced funding round expected under new CEO Hadi Moussa |
| PAR Technology | Losing its protection | Aug 7-14, 2026 | 89 | Q2 2026 earnings: organic ARR, EBITDA guidance, first PAR Intelligence paying customer, leverage update |
| PAX Technology | Losing its protection | around August 18, 2026 | 89 | H1 2026 earnings release, will show if revenue growth and margins have stabilized |
| PCCW Solutions | Protection under test | August 2026 | 89 | PCCW FY2026 interim results reveal IT-solutions headcount and revenue trend |
| PDD Holdings (Pinduoduo) | Losing its protection | August 2026 | 89 | Q2 2026 earnings call and update on China's SAMR probe |
| PICC Property and Casualty Company | Hard to displace | late August 2026 | 89 | H1 2026 earnings release, showing whether investment-income dip and combined ratio trend hold |
| PLDT Inc. | Defensible for now | August 11, 2026 | 89 | Q2 2026 earnings report |
| PPDai Group | Losing its protection | around Aug 24, 2026 | 89 | Q2 2026 earnings report, checking China revenue trend against 5-15% decline guidance |
| PPL | Hard to displace | August 7, 2026 and around September 1, 2026 | 89 | Q2 2026 earnings release and Rhode Island rate case decision |
| PT GoTo Gojek Tokopedia Tbk | Losing its protection | August 12, 2026 | 89 | Q2 2026 earnings report, testing whether Q1's first-ever profit was durable |
| PagBank (PagSeguro) | Losing its protection | August 2026 | 89 | Q2 2026 earnings, testing whether TPV reaccelerates or credit growth hits a regulatory or loss-rate wall |
| Page Industries Limited | Hard to displace | 13 August 2026 | 89 | Q1 FY27 earnings, watching if double digit volume growth holds and margins stay in the guided 19-21% band |
| PageGroup | Losing its protection | 6 August 2026 | 89 | H1 2026 interim results confirm or revise FY2026 profit guidance |
| Palantir Technologies | Defensible for now | August 3, 2026 | 89 | Q2 2026 earnings release |
| Palisade | Protection under test | est. within 12-18 months of mid-2026 | 89 | CrowdStrike or SentinelOne shipping AI-driven kernel auto-remediation |
| Palo Alto Networks | Hard to displace | August 2026 | 89 | Q4 FY2026 earnings, first full readout including CyberArk contribution |
| Pan Pacific International Holdings | Hard to displace | August 18, 2026 | 89 | Q4 FY6/26 earnings release, key checkpoint for Olympic Group integration and Robin Hood format scale-up |
| Panasonic Holdings Corporation | Protection under test | August 2026 | 89 | FY2027 Q1 earnings test the ¥550 billion operating profit forecast |
| Panasonic Holdings Corporation | Losing its protection | August 2026 | 89 | Q1 FY2027 earnings, first real test of the Tesla-driven battery rebound and cost cuts |
| Panopto | Losing its protection | late 2026 to mid 2027 | 89 | K1 Investment Management's PE hold hits year 5, sale or recap decision window |
| Paramount Skydance | Losing its protection | mid-August 2026 | 89 | Federal court ruling on 12-state AG lawsuit seeking to block the $110B Warner Bros. Discovery deal |
| PayPay | Hard to displace | August 12, 2026 | 89 | Q1 FY2027 earnings report, testing post-IPO execution against FY26 guidance |
| Paycom | Defensible for now | Aug 5, 2026 | 89 | Q2 2026 earnings release, forward guidance and buyback update |
| Paylocity | Hard to displace | August 2026 | 89 | Q4 FY2026 earnings release, testing $428-433M revenue guide and Ignite AI adoption |
| Paysafe | Losing its protection | Aug 11, 2026 | 89 | Q2 2026 earnings and deleveraging update |
| Peloton Interactive | Losing its protection | coming weeks, mid-2026 | 89 | Q4 FY2026 full-year earnings and FY2027 subscriber guidance |
| Penguin Random House LLC | Hard to displace | August 2026 | 89 | H1 2026 EBITDA report, testing whether margin decline is cyclical or ongoing |
| Penpot | Losing its protection | August 2026 | 89 | Figma's post-lock-up trading and first earnings call as a public company |
| Penta-Ocean Construction | Defensible for now | early August 2026 | 89 | Q1 FY3/27 earnings report |
| PeopleIN | Losing its protection | August 2026 | 89 | FY26 full-year results, first clean post-divestment organic revenue read |
| Percent | Losing its protection | mid to late 2026 | 89 | Window closes on 6-12 month watch for a Series C or profitability disclosure since the May 2023 Series B |
| Performance Food Group | Hard to displace | August 2026 | 89 | Full fiscal 2026 results and FY2027 growth guidance release |
| Perion Network | Protection under test | August 10, 2026 | 89 | Q2 2026 earnings report |
| Perseus | Losing its protection | mid-2026 | 89 | Window to pivot toward regulated, air-gapped enterprise customers or stay generic middleware |
| Persimmon plc | Defensible for now | late 2026 to mid 2027 | 89 | CAT decision on certifying the £4.5bn housebuilder class action |
| Persistence Market Research | Little protection left | 31 Aug 2026 | 89 | UK entity accounts filing that could reveal revenue trend |
| PetroChina | Hard to displace | August 25, 2026 | 89 | Q2 2026 earnings release, watch refining throughput and margins amid Strait of Hormuz disruption |
| Pharmaron | Losing its protection | August 2026 | 89 | H1 2026 results release, tests whether 12-18% FY2026 guidance holds as BIOSECURE overhang builds |
| Phillips 66 | Hard to displace | Aug 5, 2026 | 89 | Q2 2026 earnings release, which will also show whether Elliott stays constructive or renews breakup pressure |
| Phison Electronics | Defensible for now | August 7, 2026 | 89 | Q2 2026 earnings call: enterprise SSD share trend and inventory-debt paydown |
| Phoenix Healthcare Group | Losing its protection | August 2026 | 89 | H1 2026 interim results, the first full read after the Mentougou contract loss |
| Phreesia | Protection under test | late August to September 2026 | 89 | Q2 FY2027 earnings, watch subscription revenue trend and pharma Network Solutions stabilization |
| Pie Insurance | Losing its protection | mid-2026 | 89 | Deadline for Pie to raise fresh capital or get acquired before cash pressure forces a down round |
| Pigeon Corporation | Defensible for now | around August 7, 2026 | 89 | Q2 FY2026 earnings, key check on China growth quality and local-brand share claims |
| PikPok | Losing its protection | August 2026 | 89 | Gamescom Cologne reveal of Into the Dead: Crimson Heights VR details |
| Ping An Insurance | Hard to displace | Aug 2026 | 89 | 1H2026 interim results, testing whether AI gains show up as new business growth or just cost cuts |
| Pinnacle Acquisition Corporation | Losing its protection | early August 2026 | 89 | IPO pricing and closing of the $200M offering |
| Pitney Bowes | Losing its protection | August 2026 | 89 | Q2 2026 earnings check on whether Presort volumes turn positive YoY as management projected |
| Pixlr | Little protection left | 6-12 months from mid-2026 | 89 | Window for billing-complaint pattern to escalate into FTC or class-action enforcement action |
| Placer.ai | Losing its protection | mid-2026 | 89 | SCOTUS ruling on aggregated location data plus Powell, OH civic lawsuit outcome |
| Plains GP Holdings | Hard to displace | August 2026 | 89 | Q2 2026 earnings and updated FY26 guidance |
| PlanRadar | Losing its protection | mid-2026 | 89 | First measurable U.S. traction report from new Chicago office |
| Playtech | Losing its protection | August 2026 | 89 | H1 2026 interim results and update on Evolution AB litigation discovery |
| Playtika | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings call, expected to confirm SuperPlay sale and strategic review outcome |
| Plug Power | Losing its protection | August 2026 | 89 | Q2 2026 earnings report, tests whether gross margin gains hold and DOE loan status clarifies |
| Pola Orbis Holdings Inc. | Losing its protection | August 2026 | 89 | Q2 FY2026 earnings release, showing whether POLA brand decline has bottomed |
| PolicyMe | Losing its protection | 12-18 months from mid 2026 | 89 | Manulife or Sun Life direct-to-consumer AI underwriting launch and early share data |
| Pollinate | Protection under test | mid-to-late 2026 | 89 | YC Demo Day and seed round disclosure, including whether named customers or outcome-based pricing appear |
| Poloniex | Little protection left | unresolved as of mid-2026 | 89 | Resolution of SEC case against Justin Sun |
| Poly Developments and Holdings Group | Losing its protection | 27 August 2026 | 89 | H1 2026 earnings follow-up and next scheduled results release |
| Poly Property Group | Losing its protection | August 2026 | 89 | H1 2026 interim results confirming the size of the reported loss |
| PolyAI | Losing its protection | mid-2026 | 89 | FY2026 filed revenue must approach $40M ARR guidance to confirm growth story |
| Pony.ai | Losing its protection | August 18, 2026 | 89 | Q2 2026 earnings report |
| Poongsan Corporation | Defensible for now | 14 Aug 2026 | 89 | Next earnings report showing H2 defense contract flow against the 1.372T won annual target |
| Pop Mart International Group | Losing its protection | August 19, 2026 | 89 | H1 2026 earnings, key test of whether 2026 'pit stop' guidance holds and a non-Labubu IP is scaling |
| PortPro | Losing its protection | 6-12 months from mid-2026 | 89 | Window for WiseTech/Trinium to ship AI-agent parity into drayage before PortPro locks in more accounts |
| Post Holdings | Hard to displace | August 6-7, 2026 | 89 | Q3 FY2026 earnings release and conference call |
| Postal Savings Bank of China | Hard to displace | August 2026 | 89 | Q2 2026 earnings release showing NIM and NPL trend |
| Power Integrations | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings report |
| PowerChina (China Energy Engineering Corporation) | Defensible for now | August 28, 2026 | 89 | Q2 2026 earnings release |
| Poya International Co., Ltd. | Hard to displace | August 3, 2026 | 89 | Next earnings report covering Q2 2026 same-store sales and POYA Beauty rollout |
| PracticePanther | Losing its protection | Aug 23-27, 2026 | 89 | ILTACON 2026 legal-tech conference where competitors typically showcase AI features |
| Precinct Properties New Zealand | Hard to displace | 25 August 2026 | 89 | H2 FY26 full-year result: payout ratio and NTA trajectory disclosed |
| Prestige Estates Projects | Defensible for now | ~Aug 5, 2026 | 89 | Q1 FY27 earnings release |
| Primoris Services | Losing its protection | August-September 2026 | 89 | Q2 2026 earnings release and six ring-fenced renewables project milestones |
| Privia Health | Hard to displace | Aug 6, 2026 | 89 | Q2 2026 earnings report |
| Pro Medicus | Hard to displace | mid-August 2026 | 89 | FY2026 full-year results announcement |
| Probe | Losing its protection | mid-2026 | 89 | YC Demo Day fundraising and first public statement of what Probe actually builds |
| Proctorio | Protection under test | August 2026 | 89 | EU AI Act high-risk obligations for proctoring software take effect |
| Prospa | Losing its protection | mid-2026 | 89 | Consumer Data Right extension to non-bank lenders could commoditize underwriting-speed advantage |
| Proximitty | Losing its protection | 12 to 18 months from mid 2026 | 89 | Whether nCino's nIQ expands to full loan-lifecycle automation and reaches community banks |
| Proya Cosmetics Co., Ltd. | Losing its protection | August 28, 2026 | 89 | Q2 2026 earnings, checking whether the PROYA brand decline stabilizes and selling costs fall from 49.6% of revenue |
| Prudential Financial | Hard to displace | Aug 4-5, 2026 | 89 | Q2 2026 earnings call updates Japan governance review and suspension outcome |
| Public Bank Berhad | Hard to displace | 28 August 2026 | 89 | Q2 2026 earnings release, watch NIM trends and LPI integration progress |
| Public Policy Holding Company, Inc. | Defensible for now | August 2026 | 89 | Q2 2026 earnings release, testing organic growth versus acquisition-driven revenue |
| Public Service Enterprise Group | Hard to displace | August 17, 2026 | 89 | FERC response to PJM large-load data-center tariff show-cause order |
| Publix Super Markets | Hard to displace | Aug 2026 | 89 | Q2 2026 earnings release, first full read on whether flat comp sales persist |
| Pumpkin | Losing its protection | August 2026 | 89 | Zoetis Q2 earnings, watched for signals on its Pumpkin stake and any JAB brand rationalization news |
| Pure Storage | Defensible for now | late August 2026 | 89 | Q2 FY2027 earnings report, watch for free cash flow recovery and hyperscaler revenue detail |
| Puregold Price Club | Hard to displace | August 14, 2026 | 89 | Next scheduled quarterly earnings report |
| Push Security | Losing its protection | 12-18 months from mid-2026 | 89 | Watch whether Microsoft ships native browser-level AiTM detection in Edge plus Entra plus Defender, and whether Push closes a Series C |
| Pypestream | Losing its protection | mid-2026 | 89 | StreamAI insurance vertical revenue traction or named carrier deployments become visible |
| QTS Realty Trust | Defensible for now | mid-2026 | 89 | Closing of $3.25B Project Magnolia loan and up to $3.6B QTS Thunder notes |
| Qi An Xin (Qianxin) | Losing its protection | August 6, 2026 | 89 | H1 2026 earnings report, first real read on whether losses and headcount cuts are stabilizing |
| Qiagen | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings release, watched for whether revenue guidance stabilizes or worsens |
| Qifu Technology | Losing its protection | August 12-13, 2026 | 89 | Q2 2026 earnings report |
| Qiniu Cloud | Losing its protection | August 2026 | 89 | H1 2026 interim results showing whether AI revenue growth and gross margins hold up under price war |
| Qualys | Protection under test | early August 2026 | 89 | Q2 2026 earnings call: watch NRR trajectory, free cash flow margin, and language on bundled-competitor losses |
| Quick Heal Technologies | Losing its protection | August 2026 | 89 | Q1 FY27 results, first full quarter under new CEO Harish Kumar GS |
| QuidelOrtho Corporation | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings and update on Point-of-Care unit sale closing |
| Quipper | Losing its protection | August 2026 | 89 | Recruit Holdings Q1 FY2026 earnings call, watch for education-segment commentary |
| Qunar.com | Losing its protection | August 31, 2026 | 89 | Trip.com Group's SAMR-mandated rectification compliance deadline |
| RAKUS Co., Ltd. | Defensible for now | mid-August 2026 | 89 | Q1 FY2027 earnings release, first full quarter after IT-outsourcing divestiture |
| RCM Technologies | Losing its protection | around Aug 12, 2026 | 89 | Q2 FY2026 earnings report: internal controls remediation status and Engineering backlog conversion |
| RE/MAX | Protection under test | August 14, 2026 | 89 | Shareholder vote on the Real Brokerage merger |
| RHB Bank | Hard to displace | August 2026 | 89 | Q2 FY2026 earnings release |
| RTL Group | Protection under test | Aug 11, 2026 | 89 | H1 2026 results, first full Sky Deutschland consolidation and streaming subscriber update |
| RUI Holdings Inc | Little protection left | mid-2026 | 89 | Nasdaq listing approval and IPO pricing decision |
| RXO | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, testing whether gross margin recovers or stays compressed |
| Rackspace Technology | Protection under test | August 11, 2026 | 89 | Q2 2026 earnings call: actual revenue vs. $641-649M preliminary guidance and AMD tranche financing sign-off |
| Railsr | Losing its protection | mid-2026 | 89 | US and Asia expansion launch deadline, plus post-rebrand tech consolidation review |
| Rakuten Group | Protection under test | Aug 10, 2026 | 89 | Q2 FY2026 earnings test whether operating profit sticks and non-fintech debt keeps falling |
| Rakuten Insight | Defensible for now | August 10, 2026 | 89 | Rakuten Group Q2 FY2026 earnings, watch for any comment on the Insight business |
| Raonsecure | Protection under test | August 2026 | 89 | Q2/Q3 2026 revenue print, will show if Q1's 13.5% YoY drop was a blip or a trend break |
| Rapid7 | Losing its protection | August 10, 2026 | 89 | Q2 2026 earnings report, first full quarter under new CEO Wael Mohamed |
| Razer Inc. | Losing its protection | mid-2026 | 89 | IEEPA tariff litigation ruling and possible SCOTUS decision on tariff legality |
| ReadWorks | Losing its protection | 12-18 months from mid-2026 | 89 | Window to ship a dated AI-native product before donor renewal cycle and next Newsela acquisition |
| Reallusion | Losing its protection | August-September 2026 | 89 | H1 2026 earnings print after AI Studio's June 2026 launch, showing whether revenue decline stops or keeps accelerating |
| Realtek Semiconductor | Defensible for now | 11 August 2026 | 89 | Q2 2026 earnings release, testing whether June revenue strength and price hikes hold |
| Realtor.com | Losing its protection | August 2026 | 89 | News Corp fiscal Q4 2026 earnings report |
| Recruit Holdings | Hard to displace | August 2026 | 89 | Q1 FY2026 earnings test whether guidance and Sourcing Assistant adoption hold up |
| Red Cross Society of China | Hard to displace | by mid-2026 | 89 | Window to show concrete audit and governance reforms following Xi's October 2024 'credibility building' directive |
| Redox | Losing its protection | by mid-2026 | 89 | May 2025 convertible note conversion reveals whether Redox raises up, flat, or down |
| Redpanda | Losing its protection | August 2026 | 89 | Next quarterly ARR disclosure (Q2 FY2027) |
| Redwire Space | Losing its protection | August 2026 | 89 | Q2 2026 earnings report tests backlog-to-revenue conversion and loss trajectory |
| Reed Specialist Recruitment | Losing its protection | 20 August 2026 | 89 | Hays plc full-year FY26 results, a read on whether the UK recruitment downturn is stabilizing or deepening |
| Refinitiv | Hard to displace | August 2026 | 89 | Q2/H1 2026 earnings showing whether Workflows segment growth keeps decelerating |
| Reinsurance Group of America | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings release |
| Reliance Jio | Hard to displace | August-October 2026 | 89 | Jio Platforms IPO listing after SEBI DRHP review |
| Remitly | Defensible for now | August 2026 | 89 | Q2 2026 earnings report against $483M-$485M guidance |
| RenRui Human Resources Holdings | Losing its protection | August 2026 | 89 | H1 2026 interim results, including operating cash flow and revenue growth vs 10.6-25.9% guidance |
| Render | Losing its protection | August 1, 2026 | 89 | Mandatory pricing plan migration deadline for existing customers |
| Renfe | Defensible for now | mid-2026 | 89 | Iryo fleet expansion adds 20+ trains and pushes into Galicia and Andalusia routes |
| Renrui Human Resources Technology Holdings | Losing its protection | August 2026 | 89 | H1 2026 interim results, checking if margin holds above 1.5% and digital segment keeps growing |
| RentRedi | Losing its protection | Aug 24, 2026 | 89 | Zillow/FTC antitrust trial starts, could reshape rental listing syndication RentRedi depends on |
| Repro Inc. | Protection under test | mid-2026 | 89 | Mandatory FY-Jan-2026 financial disclosure showing whether losses widened or Booster revenue offset core platform erosion |
| Republic Services | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings release |
| ResMed | Hard to displace | August 2026 | 89 | Q4 FY2026 earnings covering full-year results and Noctrix integration |
| Resideo Technologies | Protection under test | August 4, 2026 | 89 | ADI Global Distribution spin-off completes and starts trading as ADIG on NYSE |
| Retell AI | Losing its protection | August 2, 2026 | 89 | EU AI Act Article 50 disclosure rules take effect, forcing compliance changes for EU voice deployments |
| Retro Biosciences | Losing its protection | August 2026 | 89 | RTR242 Phase 1 safety and efficacy readout |
| Revnu | Little protection left | August 2026 | 89 | YC Spring 2026 Demo Day and any first funding or customer-count disclosure |
| Revvity | Defensible for now | August 4, 2026 | 89 | Q2 2026 earnings release |
| Ria Money Transfer | Defensible for now | early August 2026 | 89 | Euronet Q2 2026 earnings report on Money Transfer segment EBITDA and digital growth |
| Ricoh Company, Ltd. | Defensible for now | Aug 2026 | 89 | Q1 FY2026 earnings disclosure on Office Services growth and Intelligent Automation customer wins |
| Riskified | Protection under test | August 2026 | 89 | Q2 2026 earnings report, testing whether Q1's billings gap was timing or real slowdown |
| Risklytics | Losing its protection | August 2026 | 89 | YC S26 Demo Day |
| Rivigo | Little protection left | August 2026 | 89 | Mahindra Logistics Q1 FY27 results, watch whether Express segment breaks even or the Rivigo brand disappears |
| Robert Walters plc | Protection under test | August 2026 | 89 | H1 2026 trading results, testing whether fee decline has stabilized at 2-4% or reverted to double digits |
| Robinsons Land Corporation | Hard to displace | around Aug 11, 2026 | 89 | Q2 2026 earnings release, watch revenue, occupancy, and residential segment clarity |
| Rocket Companies | Protection under test | early August 2026 | 89 | Q2 2026 earnings test Redfin/Mr. Cooper synergy target and Compass alliance volume uplift |
| Rocket Factory Augsburg | Losing its protection | August 10, 2026 | 89 | Maiden orbital launch window opens at SaxaVord Spaceport, five weeks long |
| Rockwell Automation | Hard to displace | August 5, 2026 | 89 | Q3 FY2026 earnings release |
| Roland Corporation | Defensible for now | Aug 2026 | 89 | Q2 FY2026 earnings showing Drum Workshop turnaround progress toward breakeven target |
| RollWorks | Losing its protection | mid 2026 | 89 | New CEO Vibhor Kapoor's first strategy articulation since taking over |
| Rollbar | Losing its protection | mid-2026 | 89 | Watch whether Datadog or Sentry ships a stronger native AI-agent debugging workflow |
| Root Insurance | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings report, watch combined ratio and competitive commentary |
| Ross Stores | Hard to displace | August 13, 2026 | 89 | Q2 FY2026 earnings report |
| Rovi Health | Losing its protection | mid-to-late 2026 | 89 | 2026-2027 employer plan-year renewal decisions test whether initial customers stay or expand |
| Royal Bank of Canada | Hard to displace | late August 2026 | 89 | Q3 FY2026 earnings release testing whether 25% net income growth holds |
| Rumble | Losing its protection | Aug 14, 2026 | 89 | Q2 2026 earnings, first combined RUM Group financials post Northern Data merger |
| Rystad Energy | Defensible for now | August 20, 2026 | 89 | Spektra AI platform commercial launch after 78-firm pilot |
| SATS Ltd. | Hard to displace | 19 August 2026 | 89 | 1Q FY27 results release |
| SBA Communications Corporation | Hard to displace | August 3, 2026 | 89 | Q2 2026 earnings release |
| SBI Sumishin Net Bank | Defensible for now | Aug 2026 | 89 | FSA approval and execution of rebrand to DOCOMO SMTB Net Bank plus d Account integration |
| SEEK Limited | Defensible for now | 18 August 2026 | 89 | FY2026 full-year results and monthly Employment Report data |
| SES S.A. | Losing its protection | within 6 months of mid-2026 | 89 | FCC ruling on EPFD spectrum power limits, which could favor Starlink Gen2 if relaxed |
| SG Holdings (Sagawa Express) | Hard to displace | August 2026 | 89 | Q1 FY2027/3 earnings release, first test of margin stabilization after nine months of falling profit |
| SIS Limited | Defensible for now | August 2026 | 89 | Q1 FY27 results, first test of the ₹20,000 crore revenue guidance |
| SK Telecom | Defensible for now | August 2026 | 89 | Q2 2026 earnings, plus resolution of the breach compensation mediation |
| SM Entertainment Co., Ltd. | Hard to displace | August 28, 2026 | 89 | Q2 2026 earnings release |
| SM Investments Corporation | Hard to displace | August 2026 | 89 | SM Investments Q2 2026 earnings release |
| SMA Solar Technology | Losing its protection | August 13, 2026 | 89 | SMA half-year report, testing whether Q2 2026 profit was one-time tariff refunds or a real turnaround |
| SMIC (Semiconductor Manufacturing International Corporation) | Defensible for now | late August 2026 | 89 | Q2 2026 earnings report, testing 14-16% sequential revenue growth and 20-22% margin guidance |
| SSG.com | Protection under test | August 26, 2026 | 89 | Completion of E-Mart/Shinsegae 1.27 trillion won buyback restoring full group ownership |
| STO Express | Losing its protection | August 2026 | 89 | STO's formal H1 2026 earnings release and management commentary on margin durability |
| SUMCO Corporation | Losing its protection | August 6, 2026 | 89 | Q2 FY2026 earnings: check for operating margin turning positive and Yoshinogari fab decision |
| Sabre Corporation | Losing its protection | early-to-mid August 2026 | 89 | Q2 2026 earnings report, testing whether booking growth and fee levels hold |
| SafeGraph | Protection under test | mid-2026 | 89 | Post-buyout headcount and strategy from SafeGraph's new PE owner becomes visible |
| Saga Communications, Inc. | Protection under test | August 13, 2026 | 89 | Q2 2026 earnings release, testing management's promised digital revenue accretion |
| Saie Beauty | Protection under test | August 2026 | 89 | New-category launch, likely skincare |
| Salem Media Group, Inc. | Little protection left | August 2026 | 89 | WaterStone acquisition expected to close, taking Salem private at $1.00/share |
| Samba TV | Losing its protection | August 31, 2026 | 89 | Nielsen deploys seven new MRC-driven currency metrics, reshuffling the alt-measurement market |
| San Miguel Corporation | Defensible for now | August 3, 2026 | 89 | ₱30B preferred share offer prices and lists, testing SMC's ability to fund Bulacan and refinance debt |
| Sanan Optoelectronics | Protection under test | around Aug 26, 2026 | 89 | Q2 2026 earnings release |
| Sangfor Technologies | Protection under test | Aug 21-22, 2026 | 89 | Q2 2026 earnings report, watch for margin and growth trend versus sector contraction |
| Santen Pharmaceutical | Hard to displace | August 2026 | 89 | FY2026 Q1 earnings plus Japan approval decision on netarsudil (STN1013900) for glaucoma |
| Saramin HR | Losing its protection | August 12, 2026 | 89 | Q2 2026 earnings release, key signal on whether core platform revenue stabilizes |
| Sarcos Technology and Robotics | Losing its protection | 12-18 months from mid-2026 | 89 | U.S. government approval decision on the IAI loitering-munition partnership |
| Satellogic | Losing its protection | October 2026 launch; August 5 2026 earnings | 89 | Merlin constellation first launch, plus Q2 2026 earnings call testing if positive cash flow holds |
| Saudi Arabian Oil Company (Saudi Aramco) | Hard to displace | August 2, 2026 | 89 | OPEC+ meeting on output policy |
| Savills plc | Defensible for now | 13 Aug 2026 | 89 | H1 2026 results, first look at Eastdil integration and deal costs |
| Savvy Games Group | Hard to displace | mid-2026 | 89 | CFIUS approval decision on EA take-private deal |
| Scentre Group | Hard to displace | 20 August 2026 | 89 | Half-year 2026 earnings release |
| Schoology | Losing its protection | August 19, 2026 | 89 | Final approval hearing for $17.25M Naviance wiretapping settlement |
| Scotiabank | Defensible for now | Aug 25, 2026 | 89 | Q3 FY2026 earnings, watch for further restructuring or Scotia Intelligence ROI signals |
| Scout24 | Hard to displace | 6 August 2026 | 89 | Half-Year Report 2026 covering first full quarter of Spain integration and Agentic OS rollout |
| Sea Limited (Shopee) | Protection under test | August 2026 | 89 | Sea Limited Q2 2026 earnings call, watch Shopee EBITDA-on-GMV margin and country-level share data |
| SecureMetric | Protection under test | August 2026 | 89 | Q2/H1 2026 earnings, watched for a third straight double-digit revenue decline |
| Security Bank | Hard to displace | mid-2026 | 89 | BSP Circular 1238 interbank transfer fee changes take effect |
| Seegene | Defensible for now | August 2026 | 89 | H1 2026 earnings release, showing whether non-respiratory panel growth stays above 30% |
| Seeking Alpha | Losing its protection | August 31, 2026 | 89 | Andrew Left sentencing and any fallout for platforms hosting contributor research |
| Seeyon (致远互联) | Little protection left | late August 2026 | 89 | Full-year 2026 earnings release, the next test of whether revenue decline has stabilized |
| Sega | Defensible for now | Aug 26-30, 2026 / Nov 2026 | 89 | gamescom 2026 slate reception and Q2 FY27/3 earnings guidance on Stakelogic/GAN integration |
| Segro plc | Losing its protection | August 12, 2026 | 89 | UK Takeover Panel put-up-or-shut-up deadline for Prologis to file a firm offer or walk away |
| Sei Labs | Losing its protection | August 15, 2026 | 89 | Next SEI token unlock releases roughly $4 to 5 million in new supply |
| Seino Holdings | Hard to displace | August 2026 | 89 | Q1 FY2027 interim results reporting whether LTL volume and unit-price hit plan |
| Semiotic | Little protection left | mid-2026 | 89 | Window closes for Semiotic to announce a priced seed round post-Demo Day |
| Senseforth.ai | Little protection left | mid-2026 | 89 | Fractal Analytics Q1 FY27 earnings, which may reveal further subsidiary actions |
| Sentra | Losing its protection | August 2, 2026 | 89 | EU AI Act enforcement deadline drives urgent data classification compliance demand |
| Septeni Holdings Co., Ltd. | Protection under test | August 2026 | 89 | Q2/H1 FY2026 results release |
| Serco Group | Hard to displace | 6 August 2026 | 89 | Half-year 2026 results, with update on US federal procurement delays and UK insourcing policy |
| Seven West Media Limited | Protection under test | 11 August 2026 | 89 | SCA's FY26 full-year results and FY27 guidance, first full report since the SWM merger |
| Sezzle | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings plus Shopify antitrust case developments |
| Shanda Games | Defensible for now | ~August 28, 2026 | 89 | Century Huatong Q2 2026 earnings, watch for Shengqu-unit segment breakout and ST-flag status |
| Shandong Airlines | Losing its protection | August 2026 | 89 | Air China H1 2026 interim results, first read on whether the consolidated business is profitable and whether Shandong stays a distinct brand |
| Shandong Ruyi Technology Group Co., Ltd. | Little protection left | August 20, 2026 | 89 | Earnings disclosure and CSRC fund-diversion investigation outcome |
| Shanghai Airlines | Hard to displace | August 2026 | 89 | China Eastern group H1 2026 earnings release, showing fuel cost impact from the Iran conflict spike |
| Shanghai Brilliance Credit Rating | Losing its protection | August 1, 2026 | 89 | Deadline for domestic raters to adopt 'global credit mapping' standards for panda bonds |
| Shanghai Pudong Development Bank | Hard to displace | 29 August 2026 | 89 | H1 2026 earnings release, key test of net interest margin and profit trend |
| Shangri-La Hotels and Resorts | Defensible for now | late August 2026 | 89 | H1 2026 interim results, will show whether profit decline is a trend or one bad year |
| ShareCRM | Losing its protection | no filing as of mid-2026, watch ongoing | 89 | Any Hong Kong IPO filing, audited financials, or a shipped Salesforce-Alibaba Cloud CRM product in China |
| SharkNinja | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings call, first quarter to show margin impact from July 2026 Section 301 tariffs |
| Sharp Corporation | Losing its protection | August 2026 | 89 | Kameyama No.2 LCD plant stops production, testing Apple supply-chain fallout |
| SheMed | Losing its protection | still unpublished as of mid-2026 | 89 | Publication of SheMed's promised PCOS/endometriosis/menopause clinical study |
| Shein Group | Losing its protection | late Aug to Oct 2026 | 89 | Hong Kong IPO filing and pricing |
| Shibaura Machine (Toshiba Machine) | Losing its protection | August 2026 | 89 | FY2027 Q1 earnings release, first read on order recovery after the FY2026 profit collapse |
| Shimadzu Corporation | Hard to displace | August 2026 | 89 | Q1 FY2026 earnings report showing whether the Analytical & Measuring Instruments segment extends its record-sales streak to a tenth year |
| Shimano Inc. | Hard to displace | August 4, 2026 | 89 | Crankset class-action settlement claims deadline |
| Shimao Group Holdings | Little protection left | 31 August 2026 | 89 | Savills-run tender closes for Shimao's seized Sheraton Tung Chung and Four Points hotels |
| Shiru | Losing its protection | mid-2026 | 89 | Expected new funding round or bridge, given ~20 months since the last raise |
| Shiseido | Protection under test | early August 2026 | 89 | H1 2026 earnings release covering China recovery, Drunk Elephant rebrand, and CEO re-election vote |
| Shiseido Company | Losing its protection | August 2026 | 89 | Q1 FY2026 sales results, first test of the ¥990B guidance |
| Shoals Technologies Group | Losing its protection | August 4, 2026 | 89 | Q2 2026 earnings, testing gross-margin recovery and FY2026 guidance |
| Shopee (Sea Limited) | Protection under test | Aug 11, 2026 | 89 | Sea Limited Q2/Q3 2026 earnings, watching for Shopee segment margin recovery |
| Shueisha Inc. | Hard to displace | mid-to-late 2026 | 89 | Cloudflare's appeal of the Tokyo District Court piracy ruling |
| Shui On Land | Losing its protection | 27 August 2026 | 89 | H1 2026 earnings release, the next test of whether rental growth continues and sales losses narrow |
| Shutterstock | Protection under test | August 6, 2026 | 89 | Q2 2026 earnings call, first results and guidance under interim CEO |
| SiTime Corporation | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings report, first test of over 100% YoY growth guidance |
| Siasun Robot & Automation | Losing its protection | August 2026 | 89 | H1 2026 earnings release: does the industrial-robot segment stop declining and does humanoid revenue appear |
| Siemens AG | Hard to displace | August 2026 | 89 | Q3 FY2026 earnings report |
| Siemens Digital Industries Software | Hard to displace | Aug 2026 | 89 | Q3 FY2026 earnings report to check if software ARR growth holds after Q3 FY2025's licensing dip |
| Siemens Energy | Hard to displace | August 2026 | 89 | Q3 FY2026 earnings release, testing Siemens Gamesa breakeven guidance and order intake |
| Siemens Gamesa | Losing its protection | August 2026 | 89 | FY2026 Q3 results test whether the wind segment can post real profit, not just break even |
| Sigma Connected | Losing its protection | mid-2026 | 89 | FCA consultation on motor finance DCA redress scheme (expected after Aug 2025 Supreme Court ruling) |
| Sigma Healthcare | Hard to displace | 26 August 2026 | 89 | H1 FY26 results and synergy tracking toward FY29 A$100m target, plus UK Chemist Warehouse first-store (Hoxton Street) execution |
| Signals | Protection under test | 12-18 months from mid-2026 | 89 | Window for Attentive or Klaviyo to ship a native 1:1 iMessage/RCS SKU |
| Silan Microelectronics | Losing its protection | ~Aug 25, 2026 | 89 | H1 2026 earnings release, testing guided 96% profit growth |
| Similarweb | Losing its protection | mid-August 2026 | 89 | Q2 2026 earnings: NRR trend and whether new LLM licensing customers beyond the existing two show up |
| Simon Property Group | Hard to displace | around August 10, 2026 | 89 | Q2 2026 earnings, first full quarter with Eli Simon as sole CEO |
| SimplyHired | Little protection left | August 2026 | 89 | Recruit Holdings Q1 FY2026 earnings and possible brand consolidation announcement |
| Sina Corp | Protection under test | August 13, 2026 | 89 | Weibo Q2 2026 earnings release, watch if ad growth and MAU stabilize |
| Sinclair, Inc. | Losing its protection | Aug 6, 2026 | 89 | FCC vote on national ownership-cap repeal |
| Sinfonia Technology | Hard to displace | August 7, 2026 | 89 | Q1 FY2027 earnings release, watch load-port orders and fab capex commentary |
| Sino Biopharmaceutical | Defensible for now | 13 Aug 2026 | 89 | H1 2026 earnings release |
| SiteMinder | Defensible for now | August 2026 | 89 | FY26 full-year earnings release, testing ARR growth and the Mews/SiteMinder Powered migration numbers |
| Sixt SE | Hard to displace | August 2026 | 89 | Q2/H1 2026 results and confirmation of FY2026 guidance |
| Skild AI | Losing its protection | mid 2026 | 89 | Zebra/Fetch fleet integration and Skild's stated goal to double deployments and revenue |
| Sky Perfect JSAT Corporation | Hard to displace | August 2026 | 89 | Q1 FY2027 earnings, first signal on Ministry of Defense satellite-constellation revenue recognition |
| Skyward | Defensible for now | through mid-2026 | 89 | Qmlativ platform migration cutovers (Dark Days) continue through districts nationwide |
| Slash | Losing its protection | mid-2026 | 89 | Capital One's acquisition of Brex expected to close, reshaping the SMB banking tier |
| Sling (GetSling) | Defensible for now | Aug 4, 2026 | 89 | Toast Q2 2026 earnings call, where any comment on scheduling roadmap consolidation would signal Sling's fate |
| SmartRent | Losing its protection | early August 2026 | 89 | Q2 2026 earnings, third straight quarter of positive adjusted EBITDA needed to show turnaround holds |
| SnapEngage | Little protection left | 12-24 months from mid-2026 | 89 | TeamSupport strategic sale or recap event widely expected |
| Social Security Administration | Protection under test | August 17, 2026 | 89 | Commissioner Bisignano's Senate-mandated response on field-office closures is due |
| Sohu.com | Protection under test | ~Aug 10, 2026 | 89 | Q2 2026 earnings release |
| Solar Foods | Losing its protection | 11 August 2026 | 89 | H1 2026 earnings release covering Factory 02 FID language and offtake progress |
| SolarEdge Technologies | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings report, testing whether operating breakeven actually prints |
| Solid Power | Protection under test | August 2026 | 89 | Q2 2026 earnings release, watch for commercial deal news versus continued grant revenue |
| Solinftec | Losing its protection | August 2026 | 89 | Farm Progress Show and 2026 growing-season deployment results in the US corn belt |
| Solo Brands (Solo Stove) | Little protection left | August 2026 | 89 | Q2 FY2026 earnings report and NYSE delisting appeal resolution |
| Solventum | Protection under test | Aug 6, 2026 | 89 | Q2 2026 earnings report showing HIS segment organic growth versus company average |
| Sonata Software | Losing its protection | August 2026 | 89 | Q1 FY27 results, first full quarter under new CEO Rajsekhar Datta Roy |
| Sonic Healthcare | Hard to displace | 18 August 2026 | 89 | FY2026 full-year results release |
| Sorce | Losing its protection | Aug 4, 2026 | 89 | FCRA hearing in Kistler v. Eightfold AI could set a precedent for AI hiring-automation liability |
| Sotheby's International Realty | Protection under test | August 5, 2026 | 89 | House Judiciary Committee response deadline on Compass antitrust concerns |
| SouChe Holdings | Losing its protection | August 4, 2026 | 89 | Quiet-period expiry and first underwriter research coverage after Nasdaq IPO |
| Soul Machines | Little protection left | around August 2026 | 89 | KPMG receivership sale process for Soul Machines' IP and assets concludes |
| Southern Cross Media Group Limited | Losing its protection | August 2026 | 89 | FY26 full-year results, first complete post-merger annual report |
| Southern New Hampshire University | Hard to displace | mid 2026 | 89 | Ruling expected on class certification in the FERPA data-sharing lawsuit filed against SNHU |
| SpaceX | Defensible for now | within 6 months of mid-2026 | 89 | Anthropic and Google Colossus GPU contracts hit 90-day renewal decision |
| Spark New Zealand | Defensible for now | 20 August 2026 | 89 | FY26 full year results release |
| Spirit Airlines | Little protection left | August 2026 | 89 | Final FAA approval of LaGuardia slot sale and completion of remaining asset auctions |
| Splunk | Defensible for now | mid-August 2026 | 89 | Cisco Q4 FY2026 earnings, testing whether Security segment reaccelerates as promised |
| Spotify Technology | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings release covering AI remix licensing progress and subscriber growth |
| SpreeAI | Little protection left | mid 2026 | 89 | Six-month retention and conversion data from the Sergio Hudson/Kai Collective launch |
| Spring Airlines | Hard to displace | 29 August 2026 | 89 | Q2 2026 earnings release, key RASK/CASK trend check |
| Sprout Social | Losing its protection | Aug 6, 2026 | 89 | Q2 2026 earnings, billings growth is the number to watch |
| Square Enix | Defensible for now | around Aug 10, 2026 | 89 | Q1 FY2027/3 earnings report |
| Square Online | Losing its protection | Aug 5, 2026 | 89 | Block Q2 2026 earnings covering post-layoff execution and ChatGPT/Claude ordering traction |
| Squirrel AI Learning | Losing its protection | August 31, 2026 | 89 | Beijing's renewed 'Double Reduction' enforcement campaign concludes |
| Squirrel Systems | Defensible for now | mid-2026 | 89 | First public Squirrel Cloud adoption and payment-integration data after its launch |
| StackBlitz | Losing its protection | August 3, 2026 | 89 | Legacy v1 Agent retirement, possible customer churn |
| StackBlitz (Bolt.new) | Losing its protection | August 3, 2026 | 89 | v1 to Claude Agent migration deadline forcing user transition |
| StarHub | Defensible for now | August 2026 | 89 | 1H2026 results test whether EBITDA tracks the guided 75-80% floor |
| Starwood Capital Group | Hard to displace | August 6, 2026 | 89 | Starwood Property Trust (STWD) Q2 2026 earnings release |
| Stash | Losing its protection | August 3, 2026 | 89 | Grab Q2 2026 earnings, first results including Stash, showing subscriber trend and US investment plans |
| Statista | Losing its protection | Aug 13, 2026 | 89 | Ströer H1 2026 results reporting DaaS segment growth and headcount |
| Statsig | Losing its protection | Aug 12, 2026 | 89 | Amplitude Q3 2026 earnings call disclosing Statsig ARR and net retention |
| SteelSeries | Losing its protection | Aug 20, 2026 | 89 | GN Q2 2026 interim report on Gaming division organic growth |
| Stem Inc | Losing its protection | August 2026 | 89 | Q2 2026 earnings, testing ARR growth against cash burn and PIK debt trajectory |
| Steve Madden | Defensible for now | August 5, 2026 | 89 | Q2 2026 earnings report on organic revenue and adjusted EPS guidance |
| Stone Co. | Losing its protection | Aug 13, 2026 | 89 | Q2 2026 earnings call, testing ARPAC and credit loss stabilization under new CEO Schwening |
| StoneX Group | Hard to displace | Aug 4, 2026 earnings; RJO integration by Sept 30, 2026 | 89 | Q3 fiscal 2026 earnings report, plus RJO integration target completion |
| Strategic Education, Inc. | Losing its protection | August 2026 | 89 | Q2 2026 earnings report testing management's claim that Q1 2026 was the enrollment trough |
| Stride, Inc. | Losing its protection | Aug 4, 2026 | 89 | Q4 FY2026 earnings call, will General Education enrollment stop sliding |
| StubHub | Losing its protection | August 12, 2026 | 89 | Q2 2026 earnings report showing whether take rate holds as AI search and Open Distribution mix shift toward lower margin sales |
| Studio Dragon Corporation | Losing its protection | Aug 6, 2026 | 89 | Studio Dragon FY2026 earnings release |
| Subaru Corporation | Losing its protection | August 2026 | 89 | Q1 FY2027 earnings report, first read on whether the tariff hit stabilizes |
| Sucker Punch Productions | Hard to displace | within 6-12 months of mid-2026 | 89 | Next project announcement and named successor to departed studio head Brian Fleming |
| Sucuri | Losing its protection | August 6, 2026 | 89 | GoDaddy Q2 2026 earnings call, watch for Sucuri branding vs Core Platform bundling |
| Sumitomo Forestry Co. | Defensible for now | August 7, 2026 | 89 | Q2 FY2026 earnings, first full quarter with Tri Pointe consolidated |
| Sumitomo Life Insurance Company | Hard to displace | mid-2026 | 89 | FY-ending-March-2026 full results showing Symetra/Singlife integration and AI rollout effects |
| Sumitomo Realty & Development | Hard to displace | August 6-7, 2026 | 89 | Q1 FY2026 earnings release |
| Sumitomo Warehouse | Hard to displace | Aug 7, 2026 | 89 | Q1 FY2027 earnings release, first test of whether FY2026's profit drop was one-off |
| Sun TV Network Limited | Losing its protection | ~14 Aug 2026 | 89 | Q1 FY27 results, key readout on ad revenue and Sun NXT metrics |
| Sunac China Holdings | Little protection left | 28 August 2026 | 89 | H1 2026 results, including whether the auditor clears the FY2024-2025 disclaimer of opinion |
| Sungrow Power Supply | Protection under test | August 29, 2026 | 89 | Q2 2026 earnings report, key test of whether storage margins stop falling |
| Sunrise Communications | Defensible for now | 19 August 2026 | 89 | Q2 2026 earnings report, key test of whether restructuring is finished and PHOENIQS shows revenue |
| Sunrun | Losing its protection | Aug 5, 2026 | 89 | Q2 2026 earnings, watch whether organic subscriber adds stop falling |
| Supalai | Defensible for now | August 11, 2026 | 89 | Q2 2026 earnings release, will show if Q1's 6.9% quarterly bump was real stabilization |
| Super Micro Computer | Losing its protection | August 2026 | 89 | Q4 FY2026 earnings report, wide $11.0-12.5B guidance range |
| Superloop | Defensible for now | August 2026 | 89 | FY26 full year results, testing EBITDA guidance and Lightning Broadband/neoloop integration progress |
| Superset | Losing its protection | 9-15 months from mid-2026 | 89 | Cursor or Claude Code ships polished native parallel-agent worktree management with UX parity to Superset |
| Surge AI | Defensible for now | within 6 months of mid-2026 | 89 | Resolution of Cavalier v. Surge Labs Inc. worker-misclassification lawsuit |
| Suzlon Energy | Protection under test | August 11, 2026 | 89 | Q1 FY27 earnings release, key test of margin trajectory amid Adani Wind's order growth |
| Suzuki Motor Corporation | Protection under test | ~Aug 5, 2026 | 89 | Suzuki Q1 FY27 earnings covering India share trend and e VITARA ramp |
| Swarovski AG | Defensible for now | mid-2026 | 89 | H1 2026 trading update covering China demand and Wattens layoff progress |
| Swire Properties | Hard to displace | August 2026 | 89 | H1 2026 interim results showing whether recurring profit keeps falling |
| Swiss Re | Hard to displace | 6 August 2026 | 89 | H1 2026 results, watched for margin compression after soft 1/1/2026 renewals |
| Swisscom | Defensible for now | August 6, 2026 | 89 | FY2026 half year and Italy integration update at next earnings call |
| Swisslog | Defensible for now | August 2026 | 89 | Sumitomo Drive Technologies AutoStore/SynQ system go-live |
| Syfe | Losing its protection | mid-2026 | 89 | Rollout of Syfe's 'Curate with AI' portfolio feature and Options Trading adoption results |
| Symbotic | Losing its protection | August 5, 2026 | 89 | Q3 FY2026 earnings release |
| Synctera | Losing its protection | August 17, 2026 | 89 | Federal regulatory review of fintech/bank-charter rules |
| Synthego Corporation | Little protection left | August 31, 2026 | 89 | Bankruptcy estate claims-objection deadline |
| Sysmex Corporation | Defensible for now | August 5, 2026 | 89 | Q1 FY2027 earnings, first test of guided recovery from China pricing hit and Japan weakness |
| TAFE NSW | Hard to displace | mid-2026 | 89 | FY26/27 NSW Budget confirms whether the $2.7bn funding increase is recurrent |
| TAP Air Portugal | Defensible for now | August-October 2026 | 89 | Portugal names winning bidder (Lufthansa Group or Air France-KLM) for the 44.9% stake |
| TCL Technology Group | Defensible for now | August 2026 | 89 | H1 2026 interim results, expected to show TCL Zhonghuan solar loss of RMB 3.0-3.3bn |
| TCNS Clothing Co. Limited | Losing its protection | August 2026 | 89 | ABFRL reports Q1 FY27 results with updated Ethnic Businesses margin and growth figures |
| TD Bank Group | Defensible for now | August 2026 | 89 | Q3 FY2026 earnings, the next checkpoint on whether AML remediation costs are moderating |
| TDCX | Losing its protection | mid-2026 | 89 | First public evidence (contract or revenue) that Chemin/SUPA AI-data-labeling unit is landing frontier-lab clients |
| TDK Corporation | Defensible for now | early August 2026 | 89 | Q1 FY March 2027 earnings, first test of TDK's 11%+ operating margin and 10%+ ROE guidance |
| TIME dotCom | Defensible for now | 24 August 2026 | 89 | TIME dotCom Q2/interim FY2026 results release |
| TJX | Hard to displace | late August 2026 | 89 | Q2 FY2027 earnings report, plus resolution of Section 122 tariff litigation and refund class action |
| TTY Biopharm | Hard to displace | around August 6, 2026 | 89 | Q2 2026 earnings report |
| Taboola | Losing its protection | August 2026 | 89 | Q2 2026 earnings call, first full quarter to show DeeperDive/Realize+ monetization detail |
| Tagger Media | Losing its protection | August 6, 2026 | 89 | Sprout Social Q2 2026 earnings, watch ARR growth and whether influencer marketing survives the Q3 restructuring as a named priority |
| Taisei Corporation | Hard to displace | August 7, 2026 | 89 | FY2026 Q1 earnings print, testing whether core margins hold as sales rise but net income is guided down |
| Taiwan High Speed Rail Corporation | Hard to displace | August 2026 | 89 | First N700ST trainset arrival, adding capacity ahead of ridership growth |
| Talabat | Losing its protection | August-November 2026 | 89 | Talabat Q2/Q3 2026 earnings showing Keeta's UAE share and margin impact |
| Taobao | Hard to displace | August 28, 2026 | 89 | Alibaba fiscal Q1 FY2027 earnings, first clean read on Qwen and Instant Commerce margins |
| Tapestry Inc | Defensible for now | mid-August 2026 | 89 | FY2026 full-year earnings, including Kate Spade trajectory under new CMO and creative director |
| Targa Resources | Hard to displace | August 6, 2026 | 89 | Q2 2026 earnings release, testing whether Q1's revenue miss was noise or a real slowdown |
| Target | Protection under test | August 2026 | 89 | Q2 FY2026 earnings report testing whether the +5.6% comp sales rebound holds |
| TaskUs | Losing its protection | August 2026 | 89 | Q2 2026 earnings, the tell on whether AI Services growth offsets Trust & Safety decline |
| Tasly Pharmaceutical Group | Protection under test | August 2026 | 89 | Q2 2026 earnings and signs of China Resources' capital-allocation plan for Tasly |
| Tata Cliq | Little protection left | August 2026 | 89 | Tata Digital FY26 annual filing showing whether losses shrink fast enough, plus any follow up from Noel Tata on ownership |
| Tata Steel | Defensible for now | August 2026 | 89 | Q1 FY27 results, first test of the ₹11,500 crore cost program and capex guidance |
| Tata Trusts | Defensible for now | August 18, 2026 | 89 | Tata Sons AGM and Chandrasekaran reappointment vote |
| Team17 Group | Protection under test | August 13, 2026 | 89 | Hell Let Loose: Vietnam launch, key test of the new-release engine under CEO Mikkel Weider |