On the record, checkable now: August 2026 to September 2026
June 2021 to May 2026 · May 2026 to July 2026 · July 2026 · July 2026 to August 2026 · August 2026, part 1 · August 2026, part 2 · August 2026 to September 2026 · September 2026 · No date set
| Company | Our call | Checkable from | Days | Checkpoint |
|---|---|---|---|---|
| Tecan Group | Defensible for now | August 11, 2026 | 89 | H1 2026 results, testing whether Q1 2026 order growth holds |
| Techtronic Industries | Hard to displace | August 2026 | 89 | H1 2026 interim results disclose tariff impact on gross margin |
| Techtronic Industries Co. Ltd. | Hard to displace | August 4, 2026 | 89 | H1 2026 interim results reveal tariff impact on margins |
| Telefónica Deutschland (O2) | Losing its protection | Aug to Nov 2026 | 89 | Q2 and Q3 2026 revenue reports, first full quarters after the 1&1 migration completes |
| Telstra | Hard to displace | August 2026 | 89 | ACMA report on the nationwide outage due, plus Universal Outdoor Mobile Obligation Bill returns to parliament |
| Temple & Webster | Losing its protection | 13 August 2026 | 89 | FY26 full year results, testing whether EBITDA margin stabilizes or keeps compressing |
| Tempstaff Co., Ltd. | Hard to displace | August 2026 | 89 | Q1 FY2026 results, first test of the 'tech-driven HR company by 2030' plan showing up in numbers |
| Temu | Losing its protection | August 2026 | 89 | PDD Q2 2026 earnings plus Xinpinmu private-label launch progress |
| Ten Square Games | Losing its protection | August 2026 | 89 | Q2 2026 earnings and Medal Hunter global launch results |
| Tencent Cloud | Defensible for now | August 2026 | 89 | Tencent H1 2026 earnings, cloud growth rate and overseas revenue disclosure |
| Tencent Cloud | Defensible for now | August 12, 2026 | 89 | Tencent Q2 2026 earnings, showing H2 capex/GPU allocation decision |
| Tencent Holdings | Hard to displace | August 12, 2026 | 89 | Tencent Q2 2026 earnings report |
| Tencent Music Entertainment Group | Protection under test | August 11, 2026 | 89 | Q2 2026 earnings, key read on paid-sub growth and Soda Music impact |
| Tencent Qidian (企点) | Defensible for now | August 2026 | 89 | Tencent H1 2026 earnings call, watch for Business Services growth and any Qidian/ADP consolidation language |
| Tencent Security | Defensible for now | mid-August 2026 | 89 | Tencent 2Q2026 earnings release discloses Business Services segment growth rate |
| Tenstorrent | Losing its protection | late 2026 to mid-2027 | 89 | Resolution of Qualcomm/Intel acquisition talks ($8-10B range) |
| TeraWulf | Losing its protection | August 2026 | 89 | Q2 2026 earnings, covering HPC revenue recognition start and $3.5B Kentucky financing status |
| Terminal Use | Little protection left | mid-to-late 2026 | 89 | Next major Claude Agent SDK and Codex SDK releases with possible native hosted-state features |
| Terumo Corporation | Hard to displace | August 2026 | 89 | FY2027 Q1 results showing post-GS 2026 strategy reset and RelayPro recall fallout |
| Thai Beverage | Defensible for now | August 13, 2026 | 89 | Q3 FY2026 earnings and possible BeerCo IPO update |
| The Iconic | Losing its protection | August 13, 2026 | 89 | GFG H1 2026 results, testing whether ANZ constant-currency growth holds |
| The Princeton Review | Protection under test | mid-2026 | 89 | ChatGPT and Gemini expand free SAT/ACT content inside their platforms |
| The RealReal | Losing its protection | August 2026 | 89 | Q2 2026 earnings and Chanel trademark case developments |
| The Trade Desk | Losing its protection | Aug 6, 2026 | 89 | Q2 2026 earnings, watch for growth re-acceleration and take-rate resilience |
| Thinkful | Little protection left | August 2026 | 89 | Chegg Q2 2026 earnings call, first read on Cornerstone/Guild enterprise revenue traction |
| Thinkific | Losing its protection | early August 2026 | 89 | Q2 2026 earnings release |
| Thomson Reuters | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings and CoCounsel next-gen agentic GA rollout |
| ThredUp | Losing its protection | Aug 3-5, 2026 | 89 | Q2 2026 earnings report |
| Tidal | Losing its protection | August 3, 2026 | 89 | US price increase to $11.99 takes effect, testing retention against cheaper Apple Music lossless tier |
| Tingyi (Master Kong) | Hard to displace | August 11, 2026 | 89 | H1 2026 interim results board meeting, testing if price-hike margin gains hold |
| Titan Company Limited | Hard to displace | 7 August 2026 | 89 | Q1 FY27 earnings release |
| Tmall | Protection under test | August 2026 | 89 | Q3 FY2026 earnings covering AI spend and margin trend |
| Tobu Railway | Hard to displace | August 2026 | 89 | Q1 FY2026 earnings release |
| Tokio Marine Holdings | Hard to displace | early August 2026 | 89 | Q1 FY2026 earnings report, watch natural catastrophe losses and solutions segment growth |
| Tokyo Broadcasting System Holdings, Inc. | Hard to displace | August 6, 2026 | 89 | Q1 FY2027 earnings report, testing if FY2025 profit surge holds without one-off boosts |
| Tokyo Seimitsu (Accretech) | Defensible for now | August 4, 2026 | 89 | Q1 FY2027/3 earnings report covering HBM capex order signals |
| Tokyo Shoko Research | Hard to displace | mid-2026 | 89 | TSR FY2026 (ended March 2026) results and headcount disclosure |
| Tokyu Fudosan Holdings | Hard to displace | August 6, 2026 | 89 | Q1 FY2027 earnings release, testing whether the five-year profit growth streak continues |
| Toll Brothers | Hard to displace | August 25, 2026 | 89 | Q3 FY2026 earnings report, testing backlog conversion and new CEO's first full quarter |
| Toll Group | Losing its protection | August 2026 | 89 | Toll's FY2026 ASIC filings test whether break-even holds under new MD Robert Reiter |
| Tonymoly Co., Ltd. | Losing its protection | August 14, 2026 | 89 | Next scheduled earnings report |
| Too Good To Go | Losing its protection | mid-2026 | 89 | FY2025 Danish annual report discloses entity level revenue and profit |
| Toray Industries, Inc. | Hard to displace | August 2026 | 89 | Q1 FY2027 results covering margin trends and any further impairment |
| Toread Holdings Group Co., Ltd. | Losing its protection | Aug 28-29, 2026 | 89 | Q2 2026 earnings report, which will show whether chip revenue growth continues or fades |
| Toridoll Holdings | Defensible for now | Aug 13, 2026 | 89 | FY3/2027 Q1 results test whether the +203% profit guidance holds after last year's overseas impairment |
| Torrent Pharmaceuticals | Hard to displace | August 2026 | 89 | Q1FY27 results, first full quarter combined with JB Pharma post-merger |
| Tory Burch LLC | Protection under test | mid-2026 | 89 | Completion of $700M leveraged loan for General Atlantic buyout and FY2026 revenue results |
| Tower Semiconductor | Protection under test | August 4, 2026 | 89 | Q2 2026 earnings report, historically moves stock 15-25% in a day |
| Townsquare Media, Inc. | Losing its protection | August 2026 | 89 | Q2 2026 earnings report, watched for whether digital and traffic declines abate |
| Toyota Motor Corporation | Defensible for now | August 4, 2026 | 89 | FY2027 Q1 earnings, with guidance already pointing to a further ~20% profit drop |
| Tracxn | Protection under test | ~Aug 6, 2026 | 89 | Q1 FY27 earnings, watch for international revenue rebound and AI Assistant uptake |
| Traeger, Inc. | Little protection left | August 5, 2026 | 89 | Q2 FY2026 earnings: grill revenue trend and revolver draw status |
| Traliant | Losing its protection | August 2, 2026 | 89 | EU AI Act high-risk (Annex III) enforcement begins, possible new demand driver |
| TransDigm Group | Hard to displace | mid-2026 | 89 | Q1/Q2 FY2026 earnings report validating aftermarket growth and Stellant fallout |
| Transport Corporation of India (TCI) | Hard to displace | Aug 2026 | 89 | Q1 FY27 earnings concall and update on coastal fleet expansion |
| Treasury Wine Estates | Protection under test | 13 August 2026 | 89 | FY2026 full-year results, testing US cash stabilization and dividend reinstatement |
| Trend Micro | Hard to displace | August 2026 | 89 | Q2 2026 earnings, checking if Vision One ARR growth holds near 50% or slows |
| Trimble | Losing its protection | early August 2026 | 89 | Q2 2026 earnings call, confirmation or denial of Goldman Sachs sale process |
| Trina Solar | Losing its protection | August 28, 2026 | 89 | H1 2026 earnings report |
| Tripadvisor Inc. | Losing its protection | August 2026 | 89 | Q2 2026 earnings report testing the CFO's under-10% organic-traffic metric for Experiences bookings |
| Trovo | Little protection left | August 31, 2026 | 89 | Elixir currency refund deadline for former users |
| TrueBlue Inc. | Losing its protection | early August 2026 | 89 | Q2 2026 earnings report |
| Trump Media & Technology Group | Little protection left | August 1, 2026 | 89 | Truth API public launch and SEC/congressional review of conflict-of-interest concerns |
| Trunarrative (LexisNexis Risk Solutions) | Hard to displace | August 2026 | 89 | RELX FY2026 interim results, first read on Risk segment growth trend |
| TrustRadius | Little protection left | within 12-24 months of mid-2026 | 89 | Possible HG Insights rebrand folding TrustRadius into its RGI platform as a data feed |
| Turquoise Health | Defensible for now | August 31, 2026 | 89 | CMS RFI comment period on price transparency data standardization closes |
| Turtle Beach | Losing its protection | August 2026 | 89 | Q2 2026 earnings report |
| TurtleTree | Losing its protection | within 2-3 quarters of mid-2026 | 89 | Whether real product revenue ships through the Novonesis channel |
| Twilio | Hard to displace | Aug 2026 | 89 | Q2 2026 earnings report, testing whether voice and AI growth keep compounding |
| Twist Bioscience | Losing its protection | Aug 3, 2026 | 89 | Twist Q3 FY2026 earnings report |
| Tyro Payments | Defensible for now | August 2026 | 89 | FY26 full-year results, the key checkpoint for margin guidance and vertical share trends |
| Tyson Foods | Defensible for now | August 3, 2026 | 89 | Q3 FY2026 earnings report, first look at whether beef losses are tracking to guidance |
| U.S. Bancorp | Hard to displace | mid-August 2026 | 89 | Amazon small-business card portfolio transfer closes, adding $75-85M quarterly revenue |
| UPL Limited | Defensible for now | mid-August 2026 | 89 | India's paraquat ban decision after 30-day comment period |
| US Cellular | Little protection left | August 10, 2026 | 89 | Array Q1 2026 earnings call clarifying tower tenancy and DISH breach impact |
| US Foods Holding | Hard to displace | August 6, 2026 | 89 | Q2 FY2026 earnings report, testing if Q1 revenue miss was a blip or a trend |
| UWorld | Hard to displace | mid-2026 onward | 89 | UAsk AI assistant rollout expands into NCLEX and other verticals |
| Ubiquiti Inc. | Defensible for now | late August 2026 | 89 | Q4 FY2026 earnings release |
| Ubisoft | Losing its protection | August 6, 2026 | 89 | Ghost Recon 25th-anniversary reveal |
| Ulta Beauty | Defensible for now | August 2026 | 89 | Ulta Beauty at Target partnership formally ends |
| Ultra Clean Holdings | Protection under test | August 3-5, 2026 | 89 | Q2 2026 earnings release and CFO transition (Michael Keogh) |
| Ultragenyx Pharmaceutical | Losing its protection | August 23, 2026 | 89 | FDA PDUFA decision on DTX401 for glycogen storage disease Ia |
| Under Armour | Losing its protection | August 2026 | 89 | FY2027 Q1 earnings call |
| Uni-President Enterprises | Hard to displace | mid-2026 | 89 | Bids close on Jardine Restaurant Group (KFC/Pizza Hut Asia), a roughly US$400M deal Uni-President is chasing |
| Uni-President Enterprises Corporation | Hard to displace | August 2026 | 89 | Parent company FY earnings release and China unit H1 2026 results |
| Unisson | Protection under test | mid-2026 | 89 | Series A fundraising and expected customer/ARR disclosures following March 2026 Demo Day |
| Unit21 | Losing its protection | 6-12 months from mid-2026 | 89 | Next priced funding round or quiet down/flat extension signals whether the AI relaunch is converting |
| Unity Technologies | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings report |
| University of Sydney | Hard to displace | mid-2026 | 89 | NSW Parliamentary inquiry into the university sector releases final findings |
| Up Banking | Hard to displace | Aug 2026 | 89 | Bendigo & Adelaide Bank FY26 full-year results, watch for Up investment priority |
| UpGuard | Losing its protection | mid-2026 | 89 | Adoption results from Trust Exchange and new Risk Automations and User Risk modules |
| Upside Foods | Losing its protection | August 5, 2026 | 89 | Believer Meats bankruptcy auction closes; Upside's $50M stalking-horse bid for the facility either wins or fails |
| Upwind | Losing its protection | mid-2026 | 89 | Google's window to fold Wiz's runtime tools natively into GCP distribution |
| Urban Company | Losing its protection | August 2026 | 89 | Q1 FY27 earnings check on InstaHelp burn and margin path |
| Urban Jungle | Losing its protection | mid-2026 | 89 | CEO Jimmy Williams' plan to bring claims handling fully in-house |
| VK | Losing its protection | ~12 August 2026 | 89 | Q2 2026 earnings and going-concern disclosure |
| VK Cloud | Losing its protection | August 2026 | 89 | VK Tech H1/Q2 2026 earnings showing VK Cloud growth vs Yandex and Sber |
| VK Group | Protection under test | August 2026 | 89 | VK reports Q2 2026 earnings, the first post-EU-sanctions revenue read |
| VNG Corporation | Defensible for now | August 2026 | 89 | Q2 2026 earnings report, first test of FY2026 profit guidance |
| Vagaro | Defensible for now | mid-2026 | 89 | Vera/Get Featured fee-change rollout and resulting provider retention data |
| ValueLabs | Losing its protection | mid-2026 | 89 | CVC Capital Partners exclusivity deal outcome and signing |
| Vanguard International Semiconductor | Protection under test | Aug 4, 2026 | 89 | Q2 2026 earnings release, watch gross margin trend against UMC's compression path |
| Vantage Circle | Losing its protection | mid-2026 to mid-2027 | 89 | 12-month window to see if Copilot recognition agent expands past its single reference customer, Wipro |
| Vapi | Losing its protection | August 18, 2026 | 89 | Forced migration from Workflows to Assistants/Squads architecture |
| Varo Bank | Losing its protection | Aug 2026 | 89 | OCC Q1-Q2 2026 call reports showing capital adequacy and net loss trend |
| VectorBuilder | Protection under test | mid-2026 | 89 | Ikarovec option conversion decision from the January 2026 deal |
| Venustech | Losing its protection | August 22, 2026 | 89 | Q2 2026 earnings report, testing whether Q1 2026 profit came from real revenue growth or just cost cuts |
| VerSe Innovation (Dailyhunt) | Little protection left | mid-to-late 2026 | 89 | PwC's first full audit opinion on FY25/FY26 accounts and H2 FY26 EBITDA break-even results |
| Veriff | Protection under test | mid-2026 | 89 | Vespia KYB integration reaches commercial availability |
| Vertex Inc | Protection under test | August 2026 | 89 | Q2 2026 earnings, first read on whether AI layoffs hurt retention or just cut costs |
| Vertex Pharmaceuticals | Hard to displace | August 3, 2026 | 89 | Q2 2026 earnings report |
| Vestas Wind Systems | Defensible for now | mid-August 2026 | 89 | Q2 2026 earnings report, showing whether the Q2 2025 order-intake drop was temporary or structural |
| ViaBTC | Protection under test | within 6 months of mid-2026 | 89 | Possible OFAC/DOJ decision on whether sanctions enforcement extends from CoinEx to ViaBTC directly |
| Viant Technology | Losing its protection | August 2026 | 89 | Q2 2026 earnings, testing guided ~28% growth and TVision integration |
| Viatris | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report |
| Viavi Solutions | Defensible for now | August 6, 2026 | 89 | Q4 FY2026 earnings, showing whether NSE growth holds as Spirent comps harden |
| Viber | Losing its protection | Aug 2026 | 89 | Rakuten Q2 FY2026 earnings, watch for Internet Services segment trend and any Viber-specific disclosure |
| Vicinity Centres | Hard to displace | 19 August 2026 | 89 | FY26 full-year results release |
| Victoria's Secret & Co | Losing its protection | August 2026 | 89 | Q2 FY2026 earnings, testing whether comp-sales growth and margin gains survive the tariff hit without the Fashion Show boost |
| Vida Health | Losing its protection | mid-2026 | 89 | Vida's promised path to profitability from its 2025 raise comes due |
| VietinBank | Hard to displace | August 2026 | 89 | H1/Q2 2026 earnings release, testing whether the 63% profit growth holds |
| Vietravel Airlines | Little protection left | August 15, 2026 | 89 | New Ho Chi Minh City to Shenzhen route launches, part of a China expansion push |
| Viettel Cyber Security | Defensible for now | mid 2026 | 89 | Progress update on 'Go Global' expansion into Japan, Philippines, Hong Kong |
| Vipshop | Losing its protection | mid-August 2026 | 89 | Q2 2026 earnings report, will show organic revenue and active customer trend versus REIT gains |
| Vipshop Holdings | Losing its protection | August 14, 2026 | 89 | Q2 2026 earnings report, testing whether revenue guidance of -5% to 0% YoY holds or worsens |
| Virgin Australia | Protection under test | August 2026 | 89 | FY26 full-year earnings disclosure |
| Visibl Semiconductors | Losing its protection | August 2026 | 89 | YC W26 Demo Day and whether Visibl closes a Series A or lands a named design win |
| Vistra | Hard to displace | mid-to-late 2026 | 89 | Cogentrix acquisition expected to close, adding gas capacity |
| Vital Farms | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings report, first test of whether margin collapse is stabilizing |
| Vivendi SE | Protection under test | August 2026 | 89 | Vivendi H1 2026 earnings and portfolio valuation update |
| Vodacom Group | Hard to displace | 17 August 2026 | 89 | Kenyan High Court ruling on Safaricom stake constitutionality |
| Vodafone Idea | Protection under test | August 2026 | 89 | Q1 FY27 (June quarter) results, testing whether early subscriber gains and losses hold |
| Voltage X Limited | Little protection left | still pending as of mid 2026 | 89 | Nasdaq IPO pricing or withdrawal decision for VXAI |
| Vonovia SE | Defensible for now | August 5, 2026 | 89 | H1 2026 earnings and portfolio revaluation as of June 30, 2026 |
| Voodoo | Losing its protection | mid-2026 | 89 | Skillz v. Voodoo litigation discovery concludes, possible trial or settlement |
| Vornado Realty Trust | Hard to displace | August 3-4, 2026 | 89 | Q2 2026 earnings call covering PENN District lease-up and FFO guidance |
| Vox Media, Inc. | Protection under test | August 3, 2026 | 89 | Netflix short-form video rollout, a sector-wide attention shift |
| Voya Financial | Protection under test | August 4-5, 2026 | 89 | Q2 2026 earnings and board response to TOMS Capital's sale demand |
| Vroom | Little protection left | early-to-mid August 2026 | 89 | Q2 2026 earnings release, watch for equity erosion and any new related-party preferred issuance |
| W.W. Grainger | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings report, testing tariff pass-through and Endless Assortment growth trend |
| WH Group | Defensible for now | around Aug 11, 2026 | 89 | Q2 2026 earnings release, expected to show China packaged meat margin trend and US demand |
| WP Engine | Losing its protection | next 6-12 months from mid-2026 | 89 | Trial or summary judgment ruling on WordPress.org access and trademark claims |
| WPP | Protection under test | August 2026 | 89 | H1 2026 interim results, testing whether revenue decline stabilizes as guided |
| WPS Office (Kingsoft Office Software) | Defensible for now | 20-26 August 2026 | 89 | Q2 2026 earnings release, testing whether WPS 365 AI growth continues at pace |
| Wacoal Holdings Corp. | Hard to displace | August 2026 | 89 | FY2027 earnings report testing +9.4% revenue guidance to Yen 187.6 billion |
| Walchandnagar Industries | Losing its protection | Aug 11, 2026 | 89 | 117th AGM: governance resolutions and new CFO announcement |
| Walgreens Boots Alliance | Protection under test | mid-2026 | 89 | Additional 10% corporate workforce cut and debt refinancing test under Sycamore ownership |
| Wallapop | Protection under test | Aug 7, 2026 | 89 | Naver Q2 2026 consolidated earnings reveal Wallapop integration and profitability |
| Wallarm | Losing its protection | August 2026 | 89 | EU AI Act enforcement deadline; also first revenue disclosure for AI Control Platform since its June 2026 GA |
| Walt Disney | Hard to displace | August 5, 2026 | 89 | Q3 FY2026 earnings release |
| Walt Disney Company | Hard to displace | August 5, 2026 | 89 | Q3 FY2026 earnings report |
| Wan Hai Lines | Defensible for now | August 19, 2026 | 89 | Q2 2026 earnings release, showing whether freight rates stabilize or keep sliding |
| Wangsu Science & Technology | Losing its protection | August 15, 2026 | 89 | Q2/Q3 2026 earnings call disclosing Akamai-migration revenue capture versus Tencent Cloud |
| Waters Corporation | Hard to displace | Aug 4, 2026 | 89 | Q2 2026 earnings call, second full quarter reporting combined Waters plus BD Biosciences |
| Watts Water Technologies | Hard to displace | August 5, 2026 | 89 | Q2 2026 earnings report |
| Waystar | Hard to displace | August 2026 | 89 | Q2 2026 earnings, plus continued Iodine integration progress toward 2027 accretion |
| Hard to displace | August 12, 2026 | 89 | Q2 2026 earnings, showing if Marketing Services growth held up or Q1 miss was one-off | |
| WeRide | Losing its protection | August 2026 | 89 | Q2 2026 earnings report, watch for sustained 58%+ revenue growth and fleet pace toward 2,000-3,000 vehicles |
| Wealthsimple | Hard to displace | August 2026 | 89 | Next quarterly AUA update, testing whether 71% YoY growth holds |
| Weaver Software (泛微网络) | Losing its protection | 21 August 2026 | 89 | H1 2026 earnings release, will show whether revenue decline is stabilizing or accelerating |
| Webtoon Entertainment | Losing its protection | around Aug 11, 2026 | 89 | Q2 2026 earnings report |
| Webtoon Entertainment Inc. | Losing its protection | August 2026 | 89 | Q2 2026 earnings report, testing return to double-digit revenue growth |
| Weibo Corporation | Losing its protection | Aug 13, 2026 | 89 | Q2 2026 earnings report, watched for MAU stabilization |
| Weimob Inc. | Losing its protection | mid-2026 | 89 | H1 2026 interim results, watched for whether AI revenue keeps growing after H2 2025's 137.5% sequential jump |
| Wens Foodstuff Group | Defensible for now | August 28, 2026 | 89 | Q2 2026 earnings release, testing whether the Q1 net loss reversed |
| Wesfarmers | Hard to displace | 27 August 2026 | 89 | FY2026 full-year results, testing Bunnings/Kmart momentum and lithium ramp |
| West Corporation (Intrado) | Losing its protection | Aug 2-5, 2026 | 89 | New CEO Damon Covey's first public strategy signal at APCO 2026 |
| West Monroe | Losing its protection | mid-2026 | 89 | Seventh Circuit ruling in Daly v. West Monroe Partners ESOP valuation appeal |
| West Pharmaceutical Services | Hard to displace | August 31, 2026 | 89 | CEO transition from Eric Green to Michel Lagarde completes |
| WestJet | Protection under test | August 2, 2026 | 89 | Flight attendant strike deadline for CUPE Local 8125, covering 4,400 mainline crew |
| Western Digital | Defensible for now | August 5, 2026 | 89 | Q4 FY26 earnings, testing whether 40TB ePMR volume ramp lands on schedule |
| Westinghouse Electric Company | Defensible for now | August 2026 | 89 | Cameco's next quarterly report on Westinghouse segment EBITDA and order conversion |
| Westlake | Defensible for now | August 4, 2026 | 89 | Q2 2026 earnings report on progress of the $600M EBITDA turnaround plan |
| Westone Information Industry | Losing its protection | August 2026 | 89 | H1 2026 earnings release, will show whether Q1's drop was a one-off or a new baseline |
| Wharf Holdings | Hard to displace | August 2026 | 89 | August 2026 interim results, testing Mainland write-down trajectory and order-book momentum |
| Whizz Education | Losing its protection | mid 2026 | 89 | Whizz's Crowdcube equity crowdfunding campaign closes and shows raise size and valuation |
| Whoop | Losing its protection | 12-24 months from mid-2026 | 89 | Whoop's planned IPO, expected after Series G |
| Will Semiconductor | Defensible for now | 25 August 2026 | 89 | Q2 2026 earnings release, testing whether margin and demand stabilize after Q1's profit drop |
| Williams | Hard to displace | Aug 4, 2026 | 89 | Q2 2026 earnings report and Power Innovation project updates |
| Wilmar International | Defensible for now | August 12, 2026 | 89 | H1 2026 results, first full AWL consolidation and Indonesia probe update |
| Winbond Electronics | Defensible for now | early August 2026 | 89 | Q2 2026 earnings report, tests whether the memory supercycle narrative holds |
| WiseTech Global | Protection under test | August 26, 2026 | 89 | WiseTech FY26 full-year earnings, first full read on Value Pack retention and e2open integration |
| Wisr | Losing its protection | August 2026 | 89 | FY26 full year Cash NPAT result and confirmation H2FY26 profitability held without a new raise |
| Wistron Corporation | Losing its protection | August 11, 2026 | 89 | Q2 2026 earnings, Nvidia allocation and Foxconn commentary |
| Wix | Losing its protection | August 4, 2026 | 89 | Q2 2026 earnings call, test of whether Harmony's feature gaps close and developer defection slows |
| Wolfspeed | Losing its protection | Aug 19-20, 2026 | 89 | Q4 FY26 earnings report, watched for gross margin direction and total revenue trend |
| Wolverine World Wide, Inc. | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings call covering tariff impact and free cash flow |
| Wondershare Technology | Losing its protection | August 24, 2026 | 89 | Q2 2026 earnings release, testing whether AI relaunches (Filmora V15, PDFelement V12) break the losing streak |
| Wonolo | Little protection left | within 6-12 months of mid-2026 | 89 | Next funding round announcement or continued silence with more layoffs |
| Woolworths Group | Hard to displace | August 2026 | 89 | FY26 full-year results confirming final wage-remediation costs and any ACCC 'Prices Dropped' judgment |
| Workable | Losing its protection | Aug 2026 | 89 | EU AI Act high-risk AI obligations take effect for hiring tools |
| Workday | Hard to displace | August 2026 | 89 | Q2 FY2027 earnings report, first full quarter after Sana and Google Gemini rollout |
| Workiva | Defensible for now | early August 2026 | 89 | Q2 2026 earnings print, watch if growth holds at guided 16-17% and AI premium tiers get real adoption |
| XAG Co., Ltd. | Losing its protection | August 2026 | 89 | FCC comment period closes on proposed ban of XAG's P150 Max (Public Notice DA 26-742) |
| XCMG Machinery | Defensible for now | around Aug 28-29, 2026 | 89 | Q2 2026 earnings release, testing the over 10% full-year revenue guidance and overseas momentum |
| XL Axiata | Protection under test | 6 August 2026 | 89 | XLSmart FY2026 half-year earnings release |
| Xiaomi Corporation | Losing its protection | August 18, 2026 | 89 | Q2 2026 earnings report, key test of EV losses and memory-cost pressure |
| Xiaomi Youpin (Mi.com) | Protection under test | August 2026 | 89 | Xiaomi Corp earnings call, watch IoT segment growth after trade-in subsidy taper |
| Xinyi Solar Holdings Limited | Losing its protection | around August 2026 | 89 | H1 2026 interim results showing whether inventory glut clears and gross profit keeps rising or rolls over |
| Xometry Inc. | Defensible for now | August 2026 | 89 | Q2 2026 earnings report against raised guidance of $214-216M revenue |
| Xoxoday | Losing its protection | FY25 filing, expected mid-2026 | 89 | Next filed India-entity revenue disclosure showing whether growth reaccelerates past 2.3% |
| Xtep International Holdings Limited | Protection under test | August 18, 2026 | 89 | H1 2026 results release, watch core Xtep brand sell-through and Saucony flagship revenue per store |
| Xueda Education Group | Losing its protection | 18 Aug 2026 | 89 | Next earnings update, watch for any AI product launch and vocational revenue mix |
| YTO Express | Defensible for now | August 28, 2026 | 89 | H1 2026 earnings release, testing guided 69-86% YoY net profit growth |
| Yandex Cloud | Losing its protection | August 2026 | 89 | H1 2026 revenue and customer metrics release, showing growth trend versus Selectel |
| Yang Ming Marine Transport | Protection under test | August 13, 2026 | 89 | Q2 2026 earnings release |
| Yatsen Holding | Losing its protection | around August 20, 2026 | 89 | Q2 2026 earnings report showing net loss trend and Douyin traffic-acquisition cost |
| Yatsen Holding Limited | Protection under test | mid-to-late 2026 | 89 | Q2 2026 earnings and second tranche of the ~$120M convertible notes |
| Yeahka | Losing its protection | August 2026 | 89 | 1H2026 interim results reveal overseas growth versus domestic stall |
| Yellow Card | Losing its protection | mid-2026 | 89 | Series D funding round expected to close, or stall |
| Yelp Inc. | Losing its protection | Aug 6, 2026 | 89 | Q2 2026 earnings print, first full quarter to show if Hatch and data licensing outrun RR&O decline |
| Yili Group | Hard to displace | around August 27, 2026 | 89 | Q2 2026 earnings release, key check on FY2026 revenue target of RMB 121.5 billion |
| Yodobashi.com | Hard to displace | Jul/Aug 2026 | 89 | Next annual financial disclosure showing margin trend |
| Yokogawa Electric | Hard to displace | August 4, 2026 | 89 | Q1 FY2026 earnings report covering margin trend and order guidance |
| Yonex Co., Ltd. | Hard to displace | Aug 2026 | 89 | Q1 FY3/27 earnings, first post-Olympics quarter test of demand |
| Yonghui Superstores | Little protection left | August 21, 2026 | 89 | H1 2026 earnings release confirming same-store sales and cash flow trend |
| York Space Systems | Losing its protection | August 2026 | 89 | Q2 2026 earnings call, expected to address Tranche 3 award status |
| Youzan Inc. | Losing its protection | mid-August 2026 | 89 | H1 2026 interim results, first full reporting cycle after 2025 profit turnaround |
| Yuanbao | Protection under test | mid-to-late August 2026 | 89 | Tencent Q2 2026 earnings call, where it may clarify whether Yuanbao or the new WeChat assistant is the main consumer AI product |
| Yuexiu Property Company | Losing its protection | August 2026 | 89 | H1 2026 interim results confirming the flagged 90-95% profit drop |
| Yunda Express | Losing its protection | August 2026 | 89 | Full H1 2026 results release, following the preannounced profit jump |
| Yutong Bus Co., Ltd. | Defensible for now | August 2026 | 89 | UK/Australia kill-switch and remote-access investigations conclude, plus H1 2026 earnings confirm whether Q1 revenue drop was a blip |
| ZIM Integrated Shipping Services | Little protection left | ~Aug 19, 2026 | 89 | Q2 2026 earnings report and update on Israeli government approval of the deal |
| ZOZO, Inc. | Hard to displace | early August 2026 | 89 | Q1 FY2027 earnings, testing GMV guidance and HIGH LINK integration effects |
| ZTO Express | Protection under test | mid-August 2026 | 89 | Q2 2026 earnings print, key test of whether margin decline continues or anti-involution price floor holds |
| Zai Lab | Losing its protection | August 6, 2026 | 89 | Q2 2026 earnings release, first full quarter under new leadership after COO departure |
| Zalando | Protection under test | August 2026 | 89 | Q2 2026 earnings report testing standalone GMV growth and BaFin fallout |
| Zalando SE | Losing its protection | 4 August 2026 | 89 | Q2 2026 results reporting German wallet-share trend and ABOUT YOU synergy progress |
| Zappos | Little protection left | mid-2026 | 89 | Whether Zappos and Shopbop formally merge operations under shared leadership |
| Zapproved | Little protection left | mid to late 2026 | 89 | Exterro's 6 to 12 month window to relaunch or fully retire the Zapproved brand |
| Zebra Technologies | Hard to displace | August 4, 2026 | 89 | Q2 2026 earnings report, testing memory cost pressure and growth excluding Elo |
| Zee Entertainment Enterprises Limited | Losing its protection | mid-2026 to late 2026 | 89 | Q1-Q2 FY27 results showing whether ZEE5 profitability and ad revenue decline have stabilized |
| Zenius | Little protection left | unscheduled, none apparent as of mid-2026 | 89 | Any confirmed relaunch, funding, acquisition, or founder statement on Zenius's future |
| Zensho Holdings | Defensible for now | early August 2026 | 89 | Q1 FY2027 earnings covering Sukiya same-store sales and margin recovery |
| Zeplin | Protection under test | annual Figma Config conference, mid-2026 | 89 | Next Figma Dev Mode or Figma Make feature expansion |
| Zepp Health (Amazfit) | Losing its protection | August 2026 | 89 | Q2 2026 earnings call, testing whether margin gains hold under chip and currency costs |
| Zero Hash | Losing its protection | mid-to-late 2026 | 89 | OCC national trust bank charter decision, filed Feb 2026 with ICBA objection |
| Zeta Global | Losing its protection | Aug 4, 2026 | 89 | SDNY securities case discovery phase and Q2 2026 earnings |
| Zhaopin | Little protection left | August 2026 | 89 | SEEK FY2026 full-year results, third potential impairment or first sign of stabilization |
| Zhejiang Huahai Pharmaceutical | Losing its protection | August 27, 2026 | 89 | Q2 2026 earnings release |
| Zhihu | Little protection left | Aug 26, 2026 | 89 | Q2 2026 earnings, watch whether revenue decline narrows below 15% YoY or any AI data-licensing deal is disclosed |
| ZhongAn Online P&C Insurance | Hard to displace | August 2026 | 89 | H1 2026 results test whether 10.7% premium growth guidance holds post Ant exit |
| Zhuhai Orbita Aerospace Technology | Losing its protection | around August 24, 2026 | 89 | H1 2026 earnings release expected to resolve conflicting FY2025 loss figures |
| Zhuoyue Education Group | Losing its protection | end of August 2026 | 89 | H1 2026 interim results release, testing whether growth holds inside 9-20% guidance |
| Zillow | Protection under test | Aug 24, 2026 | 89 | FTC jury trial over Zillow's $100M Redfin rental exclusivity deal |
| Zip Co | Losing its protection | 20 Aug 2026 | 89 | FY26 full-year results release |
| ZipRecruiter | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings report on revenue-per-paid-employer trend and paid-employer growth |
| Zoetis | Defensible for now | August 6, 2026 | 89 | Q2 2026 earnings report |
| ZoomInfo | Losing its protection | August 5, 2026 | 89 | Q2 2026 earnings, first full quarter under new consumption pricing |
| Zoomcar | Little protection left | August 14, 2026 | 89 | Warrant-exchange deadline and bridge-financing close status |
| Zoomlion Heavy Industry Science and Technology Co., Ltd. | Defensible for now | August/September 2026 | 89 | H1 2026 earnings report, watched for margin recovery versus Sany and XCMG |
| Zyphra | Protection under test | August 4, 2026 | 89 | AMD Q2 2026 earnings call covering Anthropic MI450 deal execution |
| agilon health | Losing its protection | August 2026 | 89 | Q2 2026 earnings report, first full quarter under new CEO Tim O'Rourke |
| d-Matrix | Losing its protection | mid 2026 | 89 | First public hyperscaler production customer disclosure for Corsair |
| dLocal | Hard to displace | August 13, 2026 | 89 | Q2 2026 earnings, watch gross profit growth versus revenue growth for take-rate compression |
| e.l.f. Beauty | Losing its protection | August 2026 | 89 | Q1 FY2027 earnings report, testing whether 12-14% growth guidance holds |
| eBay Kleinanzeigen | Defensible for now | mid-2026 | 89 | Adevinta decides Mobile.de IPO vs sale, which could reshape Kleinanzeigen's ownership and reporting |
| eToro | Protection under test | August 11, 2026 | 89 | Q2 2026 earnings, watch for Agent Portfolios and Tori adoption and crypto profit split |
| easyJet plc | Protection under test | 3-7 August 2026 | 89 | Takeover Code deadlines for Castlelake and Apollo bids to become firm or lapse |
| eobuwie.pl | Losing its protection | mid-2026 | 89 | H1 2026 results showing whether e-commerce segment decline reverses under Modivo's brand-mix pivot |
| freee K.K. | Defensible for now | August 12, 2026 | 89 | Full-year FY2026.6 earnings, testing raised guidance and margin recovery after a 67.5% profit drop |
| i2c Inc. | Defensible for now | mid-2026 | 89 | American Express contract renewal window |
| iFlytek | Protection under test | around Aug 21, 2026 | 89 | Next quarterly earnings release covering H1 2026 results |
| iHeartMedia, Inc. | Losing its protection | August 2026 | 89 | Q2 2026 earnings, testing FCF path toward $200M full-year guidance |
| iHeartRadio | Protection under test | August 2026 | 89 | Q2 2026 earnings report on revenue growth and debt leverage progress |
| iManage | Hard to displace | August 2026 | 89 | ILTACON conference AI roadmap announcements |
| iSoftStone | Losing its protection | August 26, 2026 | 89 | Q2 2026 earnings and expected Huawei Ascend 950DT launch |
| inTEST Corporation | Protection under test | August 28, 2026 | 89 | Credit facility renewal |
| ixigo | Protection under test | August 2026 | 89 | Q1 FY27 revenue print, key test of whether Q4 FY26's growth slowdown to 8.5% YoY was a blip or a trend |
| livi Bank | Losing its protection | mid-2026 | 89 | FY2026 interim results, testing whether profit holds without further cost cuts |
| loanDepot | Little protection left | early August 2026 | 89 | Randian Capital strategic review outcome and Q2 2026 earnings debt-maturity update |
| monday.com | Losing its protection | Aug 2026 | 89 | Q2 FY2026 earnings, watch enterprise net dollar retention and AI ARR share |
| msg systems | Defensible for now | mid-2026 | 89 | 2025 Lünendonk German IT consulting ranking, shows if msg crosses €1B domestic revenue or flattens |
| onsemi (ON Semiconductor) | Losing its protection | August 3, 2026 | 89 | Q2 2026 earnings: gross margin trend and any hyperscaler HVDC design-win announcement |
| smallcase | Defensible for now | mid-2026 | 89 | FY26 revenue and loss filings expected via Entrackr, testing if growth holds above 30% |
| upGrad | Losing its protection | mid-2026 | 89 | FY26 revenue print measured against Rs 2,200 to 2,400 crore guidance |
| vLex | Defensible for now | mid 2026 | 89 | Vincent by Clio integration rollout and adoption results |
| 0x | Losing its protection | Q3 2026 | 58 | SEC-CFTC MOU compliance rules take effect (signed Mar 2026, ~6-month runway) |
| 100 Thieves | Losing its protection | Q3 2026 | 58 | Sponsorship renewal decisions following the VALORANT Esports World Cup title |
| 111 Inc | Little protection left | Q3 2026 | 58 | Q2 2026 earnings and auditor going-concern language update |
| 17zuoye | Little protection left | September 2026 | 58 | Q2 2026 earnings, checking if Yiqi Aixue growth holds sequentially against normalizing comparisons |
| 1inch Network | Losing its protection | Q3 2026 | 58 | Aqua/SwapVM mainnet launch and ETHGlobal Lisbon showcase |
| 23andMe | Protection under test | Q3 2026 | 58 | Wider rollout of AI Health Summary plus HealthEx EHR integration, testing subscription conversion |
| 4Paradigm | Losing its protection | Q3 2026 | 58 | Full H1 2026 results confirming or missing the RMB 90-130M profit guidance issued July 21, 2026 |
| 505 Games | Losing its protection | September 25, 2026 | 58 | Digital Bros FY25-26 full-year earnings covering net debt trajectory and post-Wuchang pipeline |
| ABEMA | Losing its protection | Aug-Sep 2026 | 58 | CyberAgent Q3 FY2026 earnings, testing whether ABEMA's profit holds under rising sports-rights costs |
| ABM Industries | Hard to displace | September 2026 | 58 | Q3 FY2026 earnings report, including self-insurance accounting impact |
| ACD Systems (ACDSee) | Losing its protection | September 2026 | 58 | Next ACDSee Photo Studio release and its sales/traffic traction |
| AIAI Holdings Corporation | Little protection left | Q3 2026 | 58 | Next 10-Q filing, watched for whether subsidiary EBITDA shows any AI-linked improvement |
| ARC Group Securities Acquisition II | Little protection left | Q3 2026 (est.) | 58 | IPO pricing under pending S-1/A, which starts the 18 to 21 month deal clock |
| ATA Inc. | Little protection left | Q3 2026 | 58 | First standalone post-disposition earnings report covering Q2/Q3 2026 |
| ATCO Ltd. | Hard to displace | September 2026 | 58 | Alaska Radar System contract execution begins; H2 2026 results will show early performance |
| Absolute Software | Hard to displace | Q3 2026 | 58 | Six month window to see if Agentic AI features drive real renewals or fizzle as marketing |
| Academy Sports + Outdoors | Defensible for now | September 2026 | 58 | Q2 FY2026 earnings report, testing tariff margin hit and comps against Dick's expansion |
| Accenture Security | Defensible for now | Aug-Sep 2026 / Sept 2026 | 58 | Dragos/runZero/NetRise deal expected to close, plus Q4 FY2026 earnings |
| Acer Cyber Security Inc. | Protection under test | Q3 2026 | 58 | Next quarterly earnings briefing showing managed-SOC gross margin trend |
| Adobe Commerce (Magento) | Losing its protection | Q3-Q4 2026 | 58 | Adobe names new CEO and signals whether Commerce gets fresh investment or gets cut |
| Advasa Holdings, Inc. | Little protection left | Q3 2026 | 58 | Canopy's announced full-scale Japan launch |
| Aegean Airlines | Defensible for now | September 11, 2026 | 58 | H1 2026 financial results, key signal on India route load factors and fuel/FX pressure |
| Aerodrome Finance | Losing its protection | September 2026 | 58 | Aero merger with Velodrome goes live, combining tokens and liquidity |
| AgriWebb | Protection under test | Q3 2026 | 58 | URUS acquisition expected to close, subject to regulatory approval |
| Aha! Labs | Losing its protection | Q3-Q4 2026 | 58 | Aha! Builder paid retention data after its April 2026 general release |
| Air Macau | Losing its protection | September 2026 | 58 | Manila route target of daily service, and any new carrier licence filings under the Civil Aviation Activity Law |
| Air Premia | Protection under test | September 18-29, 2026 | 58 | Rights offering subscription window, KRW 110B raise at KRW 200/share |
| Airbnb | Hard to displace | Q3 2026 | 58 | Q2 2026 earnings report, testing EMEA/APAC cancellations and post-World Cup comps |
| Airship | Losing its protection | Q3 2026-2027 | 58 | Next Gartner Magic Quadrant update for Multichannel Marketing Hubs |
| Aktoria Robotics | Losing its protection | Q3/Q4 2026 | 58 | YC Summer 2026 Demo Day, first public look at customers or funding |
| Alaska Air Group | Protection under test | September 29, 2026 | 58 | Investor Day where management may reaffirm or reset Alaska Accelerate synergy targets |
| Alation | Losing its protection | Q3 2026 | 58 | AIOS AI governance layer general availability and whether it produces disclosable new customer revenue |
| Algolia | Losing its protection | Sep 30-Oct 1, 2026 | 58 | Algolia DevCon, plus any new funding round testing the $2.25B valuation |
| Algorand Foundation | Losing its protection | Q3 2026 | 58 | Post-quantum wallet milestone due, watch for shipped vs delayed after layoffs |
| Alibaba.com | Losing its protection | September 2026 | 58 | Alibaba Group FY2027 Q1 earnings, first clean read on AI capex payoff and 1260H litigation status |
| Allegro | Defensible for now | Q3 2026 | 58 | Next quarterly report showing ad revenue and direct-traffic trend after AI partnerships |
| Allowance | Losing its protection | Q3 2026 | 58 | Deadline for Allowance to land a card-issuing license, BIN sponsorship, or consortium seat before native controls become default |
| Alltech | Hard to displace | Q3 2026 | 58 | First two-quarter performance review of the ADM-led Akralos Animal Nutrition JV |
| Alten | Losing its protection | September 2026 | 58 | H1 2026 results showing organic growth trend and operating margin direction |
| Alvarez & Marsal | Hard to displace | Q3 2026 | 58 | Fee disclosures and possible objections in active Chapter 11 cases including Cumulus Media and United Site Services |
| Amboras | Losing its protection | Q3 2026 | 58 | Amboras must close a priced seed round and show retained paying merchants after YC Demo Day |
| Amer Sports, Inc. | Defensible for now | Q3 2026 | 58 | Q2 2026 earnings report tests 20-22% growth guidance against China demand softness |
| American Ventures Acquisition Corp. I | Little protection left | Q3 2026 | 58 | AVAC prices and closes its IPO, starting the 18 to 24 month clock to find a merger target |
| Americanas | Little protection left | Q3 2026 | 58 | Court ruling on Americanas' exit from judicial reorganization plus Phase Two fraud probe outcome |
| Amika | Losing its protection | Q3 2026 | 58 | Window before Anthropic, OpenAI, or GitHub ship native orchestration/sandboxing, or before Niteshift/Entire lock enterprise design partners |
| Answear.com | Losing its protection | 22 September 2026 | 58 | Q2 2026 earnings report showing whether margin compression continues or stabilizes |
| Antalpha | Losing its protection | Q3 2026 | 58 | Next quarterly earnings, watch Bitmain contract language and whether Nina/Antalpha Skills shows revenue |
| Any.do | Little protection left | Q3-Q4 2026 | 58 | Microsoft's AI-driven overhaul of Office and To Do ecosystem rolls out further |
| Anysphere | Losing its protection | Q3 2026 | 58 | SpaceX's $60B all-stock acquisition of Anysphere expected to close |
| Apeiron Acquisition Vehicle I | Little protection left | Q3 2026 | 58 | IPO pricing decision or withdrawal, five to six months after S-1 filing with no trading start |
| Apex Systems | Losing its protection | Q3 2026 | 58 | ASGN Q2 2026 earnings report, checking consulting mix shift and margin recovery |
| Apple | Hard to displace | September 1, 2026 | 58 | John Ternus becomes CEO as Tim Cook moves to Executive Chairman |
| Arctic Wolf | Losing its protection | no S-1 as of Q3 2026 | 58 | IPO filing decision at or above the $4.3B 2021 valuation mark |
| Argo Blockchain | Little protection left | Q3 2026 | 58 | Next Nasdaq minimum-bid-price or market-value compliance check, and FY2026 earnings showing if revenue keeps falling |
| Arkham Intelligence | Losing its protection | September 2026 | 58 | September 2026 token unlock releasing about 29% of circulating ARKM supply |
| Arrival Ltd | Little protection left | Q3 2026 | 58 | Final AssetBuilt liquidation auction rounds conclude |
| Artlist | Losing its protection | Q3 2026 | 58 | Adobe Firefly video generation rollout inside Premiere Pro plus Artlist Studio retention data |
| Asana | Losing its protection | Sep 2026 | 58 | Q2 FY2027 earnings, testing if StackAI and human-agent teams lift growth past 9% |
| Ashr | Losing its protection | Apr-Sep 2026 | 58 | Braintrust and LangSmith's next product releases, watched for native multimodal eval support |
| Askul Corporation | Losing its protection | September 2026 | 58 | Q1 FY5/2027 earnings release, first read on whether B2B accounts came back or moved to Amazon Business/MonotaRO |
| Assemble | Protection under test | Q3-Q4 2026 | 58 | Salesforce or Workato extending agent config capability further cross-platform |
| Assimilate | Protection under test | September 2026 | 58 | Blackmagic's next major DaVinci Resolve showcase and release (historically tied to IBC) |
| Astra Space | Losing its protection | Q3-Q4 2026 | 58 | Rocket 4 test flight, first since 2022 |
| Audacy, Inc. | Protection under test | September 2026 | 58 | SiriusXM distribution rollout of 23 Audacy sports stations |
| Augustinus Bader | Losing its protection | Q3 2026 | 58 | Next check on China growth sustaining above 50% and any fresh funding or acquisition talks |
| Aurora Mobile (Jiguang) | Losing its protection | Q3 2026 | 58 | Next quarterly report showing whether EngageLab ARR growth holds above 100% YoY and NDR stays above 100% |
| Australia Post (StarTrack) | Losing its protection | September 2026 | 58 | Basic postage rate rises to $1.85 and Post30 restructuring continues rolling out |
| Australian Broadcasting Corporation | Hard to displace | September 2026 | 58 | Outcome of MD Hugh Marks's program cuts and new Director of News Simon Robinson's start |
| Avio S.p.A. | Defensible for now | September 2026 | 58 | Vega C carries Sentinel-3C/FLEX, a reliability test after VV29's six-week slip |
| Axa | Hard to displace | September 21, 2026 | 58 | AXA unveils its 2027-2029 strategic plan, resetting capital and tech priorities |
| Axel Springer SE | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 results showing whether ad revenue keeps falling and Politico Pro subscriptions keep growing |
| Axtria | Losing its protection | Q3 2026 | 58 | Visibility into Conexus integration retention and Veeva Vault CRM AI Agents attach rate |
| Ayala Land | Hard to displace | Q3 2026 | 58 | 2Q2026 earnings release and update on residential demand, debt, and BPO office absorption trends |
| BAIC Group | Losing its protection | Q3 2026 | 58 | Stelato G9 launch and next BAIC Motor half-year results |
| BW Industrial Holdings Inc. | Little protection left | Q3 2026 | 58 | IPO pricing decision after two delays and a cut range |
| BYD Semiconductor | Defensible for now | Q3 2026 | 58 | BYD Auto Q2/Q3 2026 earnings, testing whether the Q1 profit collapse stabilizes or deepens |
| Back Market | Hard to displace | Sep 1, 2026 | 58 | CEO handover: founder Thibaud Hug de Larauze becomes Executive Chairman, Clement Petit takes CEO |
| Backblaze | Losing its protection | Q3 2026 | 58 | Q2 2026 earnings report |
| Baidu | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 earnings showing whether AI Cloud and Core AI growth outrun search's decline |
| Baidu Security | Losing its protection | Q3 2026 | 58 | Baidu's HKEX dual-primary listing EGM and Kunlunxin IPO timing |
| Bakkt | Little protection left | Q3 2026 | 58 | Bakkt Agent commercial launch and first non-affiliated stablecoin volume |
| Balancer Labs | Little protection left | Q3 2026 | 58 | BIP-918/919 treasury buyback and fee-routing execution deadline |
| Band Protocol | Little protection left | Q3-Q4 2026 | 58 | Membit token-reward epoch redemption launch, likely to pressure BAND token price |
| Bank Mandiri | Hard to displace | Q3 2026 | 58 | Next quarterly earnings release testing 2026 loan growth and NIM guidance against margin pressure |
| Bank Rakyat Indonesia | Hard to displace | Q3 2026 | 58 | Q2/Q3 2026 earnings to confirm whether the Q1 2026 profit rebound holds |
| Bank Tabungan Negara | Defensible for now | Q3/Q4 2026 | 58 | Danantara's next SOE financial asset restructuring step, which may alter BTN's entity structure |
| Bank of Baroda | Hard to displace | Q3 2026 | 58 | RBI/CERT-In findings on the July 2026 email breach that exposed about 1TB of customer data |
| Bank of New York (BNY) | Hard to displace | Q3 2026 | 58 | State Street and Northern Trust Q3 2026 earnings, plus Senate Finance Committee outcome on Epstein-linked transfer probe |
| Barratt Developments | Defensible for now | 16 September 2026 | 58 | FY26 full annual results with audited detail on cash, provisions and litigation exposure |
| Barrett Business Services (BBSI) | Defensible for now | Q3 2026 | 58 | Q2 2026 earnings versus 3-5% gross billings guidance, plus tax court appeal ruling on WOTC credits |
| Benchling | Defensible for now | Q3-Q4 2026 | 58 | Benchling's AI Scientist tool moves from waitlist to general availability with real usage data |
| Bending Spoons | Protection under test | Q3 2026 | 58 | First post-IPO quarterly earnings showing organic growth and AOL/Vimeo/Eventbrite integration margins |
| BentoBox | Little protection left | Q3 2026 | 58 | Fiserv reveals which fine-dining stack, Clover Hospitality by BentoBox or Clover Reserve powered by Tabit, gets investment |
| Bilt Rewards | Losing its protection | Q3 2026 | 58 | Two-quarter test of Bilt 2.0 stability under Column N.A./Cardless, watched by CFPB and Senator Warren |
| Biren Technology | Losing its protection | September 2, 2026 | 58 | Biren's next earnings report, watched for loss narrowing without another dilutive raise |
| Bitmain Technologies | Losing its protection | Q3 2026 | 58 | Q3 2026 Antminer S23 shipment and production disclosures |
| Bitstamp | Protection under test | Q3-Q4 2026 | 58 | Robinhood Q3/Q4 2026 earnings calls: whether Bitstamp is named a growth driver or folded quietly into 'crypto' |
| BlackBerry Cybersecurity | Protection under test | late September 2026 | 58 | Q2 FY2027 earnings report covering quarter ended Aug 31, 2026 |
| BlackLine | Losing its protection | Q3 2026 | 58 | Strategic committee's sale process outcome and Q3 2026 earnings on SAP relationship and Verity AI revenue traction |
| BlackRock | Hard to displace | Q3 2026 | 58 | Third consecutive quarterly redemption cap at HPS's HLEND private credit fund, if it happens |
| Blackmagic Design | Hard to displace | September 2026 | 58 | IBC 2026 trade show, likely next hardware/software wave and Adobe AI feature comparison point |
| Blink | Losing its protection | Q3 2026 | 58 | Blink's next Quarterly Unlock release and any update on Shake Shack and Ennismore deployment scale |
| Bluesky Social | Losing its protection | Q3 2026 | 58 | Q3 2026 daily active user report and status of the delayed Bluesky+ subscription launch |
| Boku Inc. | Losing its protection | September 2026 | 58 | Q3 2026 interim results, watched for whether suspended carrier connections resume and growth reaccelerates |
| Bondi Sands | Defensible for now | by Q3 2026 | 58 | Window for a fourth zinc mineral sunscreen recall or TGA regulatory escalation following the March 2026 UK recall |
| Bonia Corporation Berhad | Losing its protection | Q3 2026 (Jul-Sep) | 58 | FY2026 Q4 results, testing if Q3's +10% revenue bounce and margin recovery hold |
| Boohoo Group | Protection under test | September 2026 | 58 | H1 FY27 trading update to confirm if marketplace GMV growth holds |
| Boston Metal | Losing its protection | September 2026 | 58 | Brazil critical-metals plant restart target |
| Box | Defensible for now | late Aug/Sep 2026 | 58 | Q2 FY2027 earnings report, watch Enterprise Advanced adoption and guidance |
| BrainStation | Protection under test | Sep 17 2026 | 58 | Horizons AI training summit in Toronto |
| Branch International | Losing its protection | Q3-Q4 2026 | 58 | Kenya finalizes digital-credit rate-cap regulation |
| Brand Meditech Limited | Protection under test | Q3-Q4 2026 | 58 | IPO pricing and Nasdaq listing, plus FY2026 audited revenue confirming whether the decline continues |
| Braveheart Bio, Inc. | Losing its protection | Q3 2026 | 58 | Nasdaq IPO pricing under ticker BRVE |
| Braze | Defensible for now | late Aug/Sep 2026 | 58 | Q2 FY2027 earnings report, margin and AI monetization trend check |
| British Land | Hard to displace | Q3 2026 | 58 | New CEO Simon McNamara starts, first strategic update after Carter's 31 Aug 2026 exit |
| Broadcom | Defensible for now | September 3, 2026 | 58 | Q3 FY2026 earnings, testing $29.4B revenue and $16B AI chip guidance |
| Brookfield Properties | Hard to displace | Q3 2026 | 58 | Outcome of exclusive talks to acquire Hudson Square Properties' Manhattan office portfolio |
| Brookfield Renewable | Defensible for now | Q3 2026 | 58 | Aypa Power acquisition closing and integration, plus Q2 2026 earnings call |
| Bubble | Losing its protection | Q3 2026 (targeted ahead of Q4 2026) | 58 | Broad rollout of Bubble AI Agent to all existing apps |
| Bureau Veritas | Hard to displace | September 22, 2026 | 58 | Capital Markets Day where Bureau Veritas may update growth and margin targets |
| Burt | Losing its protection | Q3-Q4 2026 | 58 | Brokers set 2027 automation budgets and vendor shortlists |
| Busuu | Protection under test | September 2026 | 58 | Chegg's convertible debt matures |
| Bybit | Losing its protection | Q3 2026 | 58 | Q3 2026 volume data and possible layoff announcement if decline from Q2's 20.9% drop continues |
| Bühler Group | Hard to displace | Q3 2026 | 58 | Order-intake trend through Q2 and Q3 2026 under new CEO Samuel Schär |
| C&K Group Limited | Little protection left | September 2026 | 58 | CIBJO mandatory 'synthetic' labeling rule for lab-grown diamonds takes effect, hitting C&K's planned lab-grown line |
| C3.ai | Losing its protection | early September 2026 | 58 | Q1 FY2027 earnings report, testing whether revenue stabilizes against guidance |
| CB Insights | Losing its protection | Q3 2026 | 58 | Two to three quarters of revenue data to show if Copilot, ChatGPT, Claude, and Glean partnerships stop the decline |
| CCAvenue | Losing its protection | around September 2026 | 58 | FY26 audited full-year results due, to confirm if Q3's 122% YoY jump was real or a one-off |
| CFPB (Consumer Financial Protection Bureau, federal) | Losing its protection | Q3-Q4 2026 | 58 | Senate confirmation vote on Brian Johnson as Director, then his 60-day call on the paused 556-person RIF |
| CHT Security | Hard to displace | Q3 2026 | 58 | Next quarterly earnings report |
| CSPC Pharmaceutical Group | Protection under test | Q3 2026 | 58 | Q2 and H2 2026 earnings show whether AstraZeneca licence income offsets falling drug sales |
| Calix | Defensible for now | Q3 2026 | 58 | Q3 2026 earnings: appliance gross margin expected to bottom near 52% |
| Calm | Protection under test | Q3 2026 | 58 | New permanent CEO announcement and stated strategic direction (consumer vs. Calm Health) |
| Cambium Networks | Little protection left | Q3 2026 | 58 | Nasdaq delisting appeal outcome and next earnings release |
| Cambridge Mobile Telematics | Defensible for now | Q3 2026 | 58 | Confirmation of CoinbaseCartel breach scope and any State Farm or Allianz renewal decisions |
| Campbell's | Losing its protection | early September 2026 | 58 | Q4 FY2026 earnings report |
| Canal+ Group SA | Losing its protection | Q3 2026 | 58 | H1 2026 earnings release covering MultiChoice subscriber trend and synergy delivery |
| Canary | Losing its protection | Q3 2026 | 58 | Deadline to show three verified, retained paying enterprise logos before it mirrors Octomind's shutdown |
| CapCut | Protection under test | September 2026 | 58 | US Congressional hearing on ByteDance's retained algorithm control after the TikTok divestiture |
| Capstone 72, Inc. | Little protection left | Q3 2026 | 58 | IPO pricing or withdrawal decision, still pending 3+ months after filing |
| Captiv8 | Losing its protection | Q3 2026 | 58 | Publicis Groupe Q3 2026 earnings call, watch for named Connected Influencer revenue commentary |
| Capture One | Losing its protection | Q3-Q4 2026 | 58 | Axcel sale outcome and first subscriber retention read after June price hike |
| CarDekho | Losing its protection | Q3 2026 | 58 | CarDekho DRHP filing, which will show whether lead-gen and organic traffic are slipping |
| Carbon Health | Little protection left | Q3 2026 | 58 | First post-emergence quarterly financials and clinic count report |
| CareBridge | Protection under test | Q3 2026 | 58 | Elevance Q3 2026 earnings, watch for further Medicaid market exits beyond D.C. |
| Cargo.one | Losing its protection | Q3 2026 | 58 | Cargofive ocean-integration adoption results and Freightos next earnings report |
| Casey's General Stores | Hard to displace | September 14, 2026 | 58 | Q1 FY2027 earnings report |
| Castari | Little protection left | Q3 2026 | 58 | MadeThis's stated push to hit $85K monthly revenue |
| Catalent, Inc. | Protection under test | Q3-Q4 2026 | 58 | Next Novo Holdings portfolio move or asset carve-out announcement |
| Cegid | Losing its protection | September 1, 2026 | 58 | France's mandatory B2B e-invoicing go-live |
| Celestia | Losing its protection | Q3 2026 | 58 | July 31, 2026 token unlock of ~27M TIA plus Sovereign Labs revenue check |
| Cellebrite | Hard to displace | Q3 2026 | 58 | Q2 2026 earnings report and any new export-control or human-rights findings on government use |
| Centrica plc | Defensible for now | 22 September 2026 | 58 | Interim dividend payment and H2 2026 trading update |
| Cerebras Systems | Losing its protection | September 2, 2026 | 58 | Q2 2026 earnings call showing margin trend and OpenAI/AWS revenue mix versus MBZUAI/G42 concentration |
| Cerenovus | Little protection left | September 2026 | 58 | YC S26 demo day, where Cerenovus needs to show a paying customer or a narrowed focus |
| ChangXin Memory Technologies (CXMT) | Protection under test | Q3 2026 | 58 | US Commerce Department decision on adding CXMT to the Entity List |
| ChargePoint Holdings | Protection under test | September 2026 | 58 | Q2 FY2027 earnings, guided $100 to 110M revenue |
| Charlotte Tilbury Beauty | Defensible for now | Q3 2026 | 58 | Puig H1 2026 results and FY2026 guidance release |
| Chart Industries | Protection under test | Q3 2026 | 58 | Baker Hughes' first post-close update on Chart segment synergy cuts and headcount targets |
| Cheetah Mobile | Protection under test | September 2026 | 58 | Smart-wheelchair commercial launch and Q2/Q3 2026 earnings under new segment reporting |
| Cheil Worldwide | Protection under test | Q3 2026 | 58 | Q3 2026 earnings report, testing whether revenue keeps falling after two straight down quarters |
| Cherre | Losing its protection | Q3-Q4 2026 | 58 | Window for non-RealPage data partners and rival PMS vendors to renew or quietly drop integrations |
| China Railway Construction Corporation | Defensible for now | Q3 2026 | 58 | Q2/Q3 2026 new-contract intake disclosures showing whether the order-book decline is cyclical or structural |
| China Spacesat Co., Ltd. | Losing its protection | Q3 2026 | 58 | Next quarterly earnings release, watched for whether the loss streak breaks |
| China State Construction Engineering Corporation | Defensible for now | Q3 2026 | 58 | Next quarterly filing showing whether revenue decline hits double digits or property sales stabilize |
| Cholamandalam Investment and Finance Company | Hard to displace | 30 Sep 2026 | 58 | Outstanding convertible debentures worth 630 crore rupees must convert to equity |
| Chroma ATE | Defensible for now | Q3 2026 | 58 | Q3 2026 earnings print, watched for margin trajectory and revenue growth off the AI-capex peak |
| Ciena Corporation | Defensible for now | Sep 3, 2026 | 58 | Ciena fiscal Q3 2026 earnings report |
| Ciputra Development | Hard to displace | Q3 2026 | 58 | FY2025/1H2026 marketing sales report showing whether pre-sales decline continues or stabilizes |
| Clemenger Group | Losing its protection | Q3 2026 | 58 | Omnicom Q2/Q3 2026 earnings and Investor Day update on ANZ synergy pace and Omni pricing model |
| Clio Cosmetics Co., Ltd. | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 earnings, testing whether Amazon cushion line and Peripera tint launch reverse North America decline |
| Clockify | Losing its protection | September 15, 2026 | 58 | Free plan cap drops to 5 users and exports get paywalled |
| CloudWalk | Defensible for now | Q3 2026 | 58 | JIM.com's US merchant traction and any new priced equity round |
| Cloudbric | Losing its protection | Q3 2026 | 58 | Cloudbric WAF+ Managed Rules feature update ships, after slipping from Q2 |
| CoSchedule | Little protection left | Q3 2026 | 58 | Next G2 quarterly review cycle that could reset High Performer standing |
| Coalfire | Losing its protection | mid-September 2026 | 58 | CMMC Phase II reform task force review outcome, following July 13 suspension |
| Codag | Losing its protection | September 2026 | 58 | YC S26 Demo Day and possible seed round announcement |
| Cofense | Losing its protection | Q3 2026 | 58 | Cofense mid-year threat report and webinar, plus ongoing Fortune 500 renewal cycles against Microsoft E5 bundling |
| Coffee Stain Studios | Defensible for now | 9 September 2026 | 58 | Valheim 1.0 launch and console release |
| CollegeDekho | Losing its protection | Q3 2026 | 58 | CarDekho Group's expected DRHP filing, which will show if CollegeDekho gets rolled into the parent's IPO or left to raise on its own |
| Columbia University | Defensible for now | September 2026 | 58 | MSCHE accreditation compliance report due |
| Com2uS | Losing its protection | Q3 2026 | 58 | Zeus: God of Pride launch |
| Compagnie Financiere Richemont | Hard to displace | September and November 2026 | 58 | AGM shareholder vote on Johann Rupert's board re-election, plus H1 FY2027 results |
| Compass Datacenters | Defensible for now | Q3 2026 | 58 | Big Tech tenants report quarterly AI capex guidance, next major readout |
| Computable | Losing its protection | September 10, 2026 | 58 | YC S26 Demo Day, first public look at Computable's traction and founders |
| Computacenter | Hard to displace | 8 September 2026 | 58 | H1 2026 results confirming if North American hyperscale growth is durable or a one-off capex surge |
| Concirrus | Losing its protection | Q3 2026 | 58 | Inspire product's first 6-12 months of customer traction outside marine, launched Feb 2026 |
| Confluent | Protection under test | Q3 2026 | 58 | IBM's first full quarter reporting Confluent inside its Software segment, revealing integration and headcount trend |
| Conifer | Little protection left | September 10, 2026 | 58 | YC S26 Demo Day |
| Constant Contact | Protection under test | Q3 2026 | 58 | Resolution of conflicting headcount signals and cross-sell results from SharpSpring, Moosend, and Txtify integration |
| Constellation Space | Losing its protection | Q3-Q4 2026 | 58 | Pilots with design partners must convert to paid, repeatable contracts |
| Container Corporation of India (CONCOR) | Defensible for now | Q3 2026 | 58 | Resolution of the Land Licence Fee dispute with Indian Railways and Q2 FY27 earnings release |
| Content Guru | Protection under test | September 2026 | 58 | Next Gartner Magic Quadrant for CCaaS, which will show if Content Guru moves toward Leader or slips back |
| Context.dev | Little protection left | Q3-Q4 2026 | 58 | Seed round and hiring pattern after YC Demo Day |
| Coolbit Technologies Limited | Little protection left | Q3 2026 | 58 | Postponed Nasdaq IPO pricing decision and going-concern resolution |
| CopperTech Metals Inc. | Losing its protection | Q3 2026 | 58 | 30-day underwriter greenshoe window closes and first post-IPO quarterly results report AISC progress |
| Cordial | Losing its protection | Q3-Q4 2026 | 58 | Expected funding round, down-round, or acquisition announcement |
| Core & Main | Hard to displace | September 9, 2026 | 58 | Q2 fiscal 2026 earnings release |
| Core Scientific | Losing its protection | Q3 2026 | 58 | 450 MW delivery target for CoreWeave sites due by end of summer |
| Cosm | Losing its protection | September 2026 | 58 | Cosm The D (Detroit) venue opening |
| Costco Wholesale | Hard to displace | September 24, 2026 | 58 | Q4 FY2026 earnings release |
| Cotton On Group Pty Ltd | Protection under test | Q3 2026 | 58 | India market entry via Apparel Group partnership begins rolling out |
| Couchbase | Losing its protection | Q3 CY2026 | 58 | Trino SQL query engine adaptor release, plus whether Haveli's May 2026 AI hiring push turns into growth or more cost cuts |
| Craigslist | Protection under test | Q3 2026 | 58 | Q2/Q3 2026 revenue print on job listings, 35.6% of revenue |
| CrowdStrike | Hard to displace | Q3 2026 | 58 | Q2 FY2027 earnings, testing billings momentum after Q1 miss and post-split rally |
| Crowe LLP | Protection under test | Q3 2026 | 58 | KKR investment in Crowe Advisory LLC expected to close, reshaping ownership and equity structure |
| Crusoe Energy | Protection under test | Q3 2026 | 58 | Close of the roughly $3 billion pre-IPO round at a reported $30 to $40 billion valuation |
| Cubic Corporation | Losing its protection | Q3 2026 | 58 | Outcome of confidential lender talks over new financing |
| Cumberland Farms Limited | Losing its protection | Q3 2026 | 58 | CMBY IPO pricing and completion on Nasdaq |
| Currys | Defensible for now | 10 September 2026 | 58 | AGM trading update, first major results under new CEO Fredrik Tønnesen |
| Cursor (Anysphere) | Losing its protection | Q3 2026 | 58 | SpaceX's $60B acquisition of Anysphere expected to close, with antitrust review and possible model access cuts from Anthropic or OpenAI |
| Customer.io | Protection under test | Q3 2026 | 58 | Design Studio (email editor) general availability |
| CyCognito | Losing its protection | Q3-Q4 2026 | 58 | Adoption results from Continuous AI Pentesting launch, watched for renewed ARR growth versus churn to bundled rivals |
| Cybertrust Japan | Hard to displace | September 2026 | 58 | OSS Attestation Service launch with Dark Sky Technology, first material new revenue test |
| Cygames | Hard to displace | Q3 FY2026 (Nov 2026) | 58 | CyberAgent's next quarterly earnings covering game segment growth and Umamusume overseas retention |
| D2L | Protection under test | Sep 2026 and early 2027 | 58 | US K-12 renewal cycle, about one third of base up for renewal, results visible in earnings |
| Dabang | Losing its protection | September 2026 | 58 | MOLIT/HUG Safe Jeonse App public rollout integrating fraud-risk data into Dabang |
| Danal | Protection under test | Aug/Sep 2026 | 58 | Q2/Q3 2026 earnings check on whether carrier-billing revenue decline stabilizes and whether Binance Pay-Circle volumes are disclosed |
| Danske Bank | Hard to displace | Q3 2026 | 58 | Q3 2026 earnings test whether raised full-year profit guidance survives NII pressure |
| Daraz | Losing its protection | Q3 2026 | 58 | Alibaba's next fiscal disclosure on International Digital Commerce Group capital allocation |
| Datavant | Hard to displace | September 4, 2026 | 58 | Fairness hearing on $900K data breach settlement |
| Decart | Losing its protection | Q3 2026 | 58 | Google DeepMind's next Genie/Gemini world-model update, reportedly being watched closely inside Decart |
| DeepSeek | Losing its protection | Q3/Q4 2026 | 58 | R2/V5 model release versus Kimi K3 and Qwen 3.8 Max benchmarks |
| Deloitte | Hard to displace | September 2026 | 58 | Deloitte FY2026 global revenue announcement |
| Deloitte Cyber | Hard to displace | September 2026 | 58 | Deloitte's FY2026 global revenue announcement, testing whether Cyber growth holds above 15% |
| Density | Little protection left | Q3 2026 | 58 | Silence beyond this point without a new funding round or disclosed revenue growth would confirm a down-round or sale track |
| Deribit | Protection under test | September 9, 2026 | 58 | Coinbase International Exchange hard cutover to Deribit's Starbase engine, no parallel run window |
| Dhruva Space | Losing its protection | Sep 2026 | 58 | FY26 revenue filing expected, showing whether the ₹500 crore order book converts to cash |
| Dick's Sporting Goods | Defensible for now | September 2026 | 58 | Q2 FY2026 earnings report on Foot Locker margin trajectory |
| Digital Garage | Defensible for now | September 2026 | 58 | Kakaku.com tender offer outcome, including any rival counter-bid |
| Dimerco Express Group | Protection under test | Q3 2026 | 58 | Q2/Q3 2026 quarterly earnings showing whether the FY2025 net-profit rebound holds or fades |
| Discovered Materials | Protection under test | Q3 2026 | 58 | Runway from the $500K note runs out, forcing a seed raise or a named fab design-partner win |
| DispatchHealth | Losing its protection | Q3-Q4 2026 | 58 | First two post-waiver quarters of headcount and new health-system contract data |
| DistroKid | Defensible for now | Q3 2026 | 58 | CVC Capital Partners' majority-stake acquisition of DistroKid expected to close |
| Divergent 3D | Defensible for now | Q3 2026 to Q1 2027 | 58 | Long Beach factory ramp to 8x output with 64 Monolith One printers |
| DocuSign | Defensible for now | September 2026 | 58 | Q2 FY27 earnings, tracking IAM ARR mix against 18% year end target |
| Docura Health | Losing its protection | Q3 2026 | 58 | First paying evaluators reach the 3-month retention mark |
| Dollar Tree | Defensible for now | early September 2026 | 58 | Q2 FY2026 earnings report |
| Dotdash Meredith, Inc. | Losing its protection | Q3 2026 | 58 | IAC/People Inc. next quarterly earnings call, where Google traffic share and digital revenue streak get updated |
| Dover Corporation | Hard to displace | Q3-Q4 2026 | 58 | Refrigeration segment capacity recovery expected to complete, per management guidance |
| Dr Lal PathLabs | Hard to displace | Q3-Q4 2026 | 58 | Sunshine Healthcare Ghana acquisition expected to close, plus Q2 FY27 earnings to confirm growth holds |
| Dream Security | Losing its protection | Sep 2026 | 58 | ARR reconciliation checkpoint testing whether $300M TCV converts to verified recurring revenue |
| Dremio | Defensible for now | Q3 2026 | 58 | SAP quarterly earnings commentary on Dremio integration and synergy costs |
| Drift | Little protection left | Q3-Q4 2026 | 58 | Publication of a hard Drift end-of-life date for support and security patches |
| Drift Protocol | Little protection left | Q3 2026 | 58 | Velocity DEX public mainnet relaunch |
| Droga5 | Losing its protection | September 2026 | 58 | Accenture Q1 FY2027 earnings call reveals Song headcount and revenue trend |
| Dusit International | Losing its protection | Q3 2026 | 58 | Q2 and Q3 2026 earnings reports, testing whether the Q1 revenue rebound holds and losses narrow |
| Dwolla | Protection under test | Q3-Q4 2026 | 58 | NMI's decision on whether to keep Dwolla as a named brand or fold it into NMI's payment stack |
| E.Sun Financial Holding | Hard to displace | September 2026 | 58 | Mercuries Life merger takes effect, roughly doubling E.SUN's balance sheet and adding IFRS 17 insurance exposure |
| ESDS Software Solution | Losing its protection | Q3 2026 | 58 | SharonAI take-or-pay payments (~$250M/year) begin with no disclosed matching Indian customer order book |
| Early Warning Services (Zelle) | Hard to displace | Q3 2026 | 58 | Ruling expected on NY AG lawsuit against Zelle (motion to dismiss filed April 2026) |
| Edgio | Little protection left | September 28, 2026 | 58 | Shareholder class-action settlement claims deadline |
| Edviro | Losing its protection | September 10, 2026 | 58 | YC Demo Day, likely fundraising and investor scrutiny |
| Efference | Little protection left | September 2026 | 58 | H1 limited-production hardware launch |
| EigenLayer | Losing its protection | Q3 2026 | 58 | EigenCompute mainnet launch and ELIP-12 buyback governance vote |
| Elementum | Protection under test | Q3-Q4 2026 | 58 | Sanofi Concierge rollout expansion past 60 reps, and Nucleus Research's next Control Tower Value Matrix report |
| ElevenLabs | Losing its protection | Sep 2026 | 58 | Reported talks on a secondary/tender sale near $22B valuation expected to close |
| Elex Technology | Losing its protection | Q3 2026 | 58 | Whether Clash of Queens: Light or Dark turns its installs into lasting revenue |
| Emdash | Losing its protection | Q3 2026 | 58 | Window to sign 2-3 paying design partners for cross-agent governance before platforms bundle it free |
| Enbridge Inc | Hard to displace | Q3 2026 | 58 | Michigan Supreme Court ruling on tribal tunnel-permit challenge tied to Line 5 |
| Encore Medical, Inc. | Little protection left | Q3 2026 | 58 | IPO pricing decision or another S-1 amendment/lapse |
| End Close | Protection under test | Q3 2026 | 58 | Typical YC W26 seed extension / Series A push and first disclosed production customers |
| Endava | Little protection left | early September 2026 | 58 | Q4 FY2026 earnings report |
| Enflame | Losing its protection | Q3 2026 | 58 | STAR Market IPO debut after registration approval |
| Enghouse Systems (Enghouse Interactive) | Losing its protection | early September 2026 | 58 | Q3 FY2026 earnings report |
| Enigma Technologies | Losing its protection | Q3 2026 | 58 | Adoption results from Google Cloud KYB Agent and Proof Business Certificates rollouts |
| Enjin | Little protection left | Q3 2026 | 58 | Unity/Unreal C#/C++ SDK plugin launch and whether real studios adopt it |
| EnterpriseDB (EDB) | Protection under test | Q3-Q4 2026 | 58 | EDB Postgres AI platform release cycle and expected competitive response to Databricks/Snowflake moves |
| Epidemic Sound | Losing its protection | September 2026 | 58 | Meta litigation trial and H2 2025 profitability results |
| Epiroc AB | Hard to displace | Q3 2026 | 58 | Q3 2026 earnings plus expected close of the Eventspec acquisition |
| Erdos Group | Defensible for now | Q3 2026 | 58 | FY2025 annual report segment split, showing whether cashmere/brand or commodity arms drove the revenue drop |
| EssilorLuxottica | Hard to displace | Q3 2026 | 58 | Delfin family ownership settlement and Meta manufacturing exclusivity talks resolve |
| Estun Automation | Losing its protection | Aug/Sep 2026 | 58 | H1 2026 earnings report tests whether Q1's profit jump was a real margin shift or a one-off |
| Etched | Losing its protection | Q3 2026 | 58 | First production racks scheduled to ship and face independent benchmark tests |
| Ethico | Losing its protection | Q3-Q4 2026 | 58 | Planned ship date for Ethico's Intelligent Compliance Platform AI case-assistance module |
| Experiential Labs | Losing its protection | Q3 2026 | 58 | YC S26 Demo Day and first named design partner announcement |
| Explain Everything | Little protection left | Q3 2026 | 58 | Mynd.ai next quarterly filing and NYSE American compliance check |
| Extended Stay America | Losing its protection | Q3 2026 | 58 | $1.9B refinancing must close ahead of the July 2026 debt maturity |
| F&F Co., Ltd. | Defensible for now | Q3 2026 | 58 | Q2 2026 earnings release, likely to update China trajectory and TaylorMade deal status |
| FTI Consulting | Defensible for now | Q3 2026 | 58 | Q3 2026 earnings, will show if margin drop from 12.8% to 9.8% is a blip or a trend |
| FWD Group | Protection under test | 3 September 2026 | 58 | FWD Half Year 2026 results reveal whether new business growth kept decelerating from Q1's +4% |
| Factorial | Defensible for now | Q3-Q4 2026 | 58 | Reconciliation of headcount and deployment of $150M Series D plus $540M Customer Value Fund |
| Faraday Future | Little protection left | Q3 2026 | 58 | Q3 2026 earnings call reporting robot shipments against the 2,000-unit target |
| Fasset | Losing its protection | Q3-Q4 2026 | 58 | DAO PropTech merger integration window closes |
| Fibery | Losing its protection | Aug 2026 / Q3 2026 | 58 | Custom Apps public launch, plus Q3 profitability target |
| FieldRoutes | Hard to displace | early September 2026 | 58 | ServiceTitan Q1 FY2027 earnings call, which will disclose Property Care segment performance |
| Fifth Third Bancorp | Hard to displace | September 2026 | 58 | Labor Day core systems conversion, final Comerica integration milestone |
| Fission AI | Little protection left | Q3-Q4 2026 | 58 | Fission AI's Workspaces enterprise product launch and first named paying customers |
| Five Below | Defensible for now | early September 2026 | 58 | Q2 FY2026 earnings report, testing whether comp growth holds without a viral SKU boost |
| Flight Centre Travel Group | Losing its protection | September 2026 | 58 | FY26 full-year results, testing whether the mid-2026 profit guidance cut was one-off or the start of a structural slide |
| Fonterra Co-operative Group | Hard to displace | September 2026 | 58 | FY26 full-year results, first complete year after the Mainland Group divestment to Lactalis |
| Fool's Theory | Losing its protection | Aug 2026 / Q3-Q4 2027 | 58 | Gamescom reveal of Songs of the Past plus CD Projekt Red's post-Witcher 4 headcount decision |
| Ford | Defensible for now | September 1, 2026 | 58 | Q3 2026 earnings call and dividend payment |
| Forensic Logic | Losing its protection | Q3 2026 | 58 | H2 2026 close of delayed CrimeTracer contract and Puerto Rico ShotSpotter renewal; next earnings will show if churn spread past Oakland |
| Foresight | Little protection left | Q3 2026 | 58 | Foresight's next funding round decision, which determines runway against better-capitalized rivals |
| Forsta | Losing its protection | Q3-Q4 2026 | 58 | Qualtrics integration announcement naming which Forsta products survive, merge, or sunset |
| Foxtel Group | Protection under test | September 2026 | 58 | Foxtel Plus and Platinum Plus prices rise $5/month, testing subscriber tolerance after Kayo's 33% hike |
| Franklin Templeton | Protection under test | September 21, 2026 | 58 | Ken Leech sentencing in the Western Asset fraud case |
| Freeport Markets | Little protection left | Q3/Q4 2026 | 58 | SEC rulemaking on tokenized securities under Atkins' Regulation Crypto Assets initiative |
| Freightview | Losing its protection | Q3 2026 | 58 | C.H. Robinson Q3 2026 earnings call, watch for TMC/Freightview portfolio commentary |
| Frost & Sullivan | Losing its protection | Q3/Q4 2026 | 58 | Transformation Engine ARR, customer names, and retention disclosure window |
| FuelCell Energy | Protection under test | September 2026 | 58 | Q3 FY2026 earnings report, testing whether the Fit Energy, SDCL, Inuverse, and Siemens MOUs convert to signed contracts |
| Fuji Electric Co. | Hard to displace | September 2026 | 58 | Mitsubishi Electric, Rohm, and Toshiba target a merger agreement for their power-chip units |
| FunPlus | Losing its protection | Q3 2026 | 58 | Aniimo launches on Xbox, PS5, Steam and Epic Games Store |
| Funding Circle | Defensible for now | 8 September 2026 | 58 | Half Year 2026 results, testing if H1 revenue momentum holds into a weaker second half |
| Fundrise | Protection under test | September 2026 | 58 | VCX's 6-month lockup expires, freeing shares to trade and testing demand |
| G2 | Losing its protection | Q3 2026 | 58 | First full post-merger quarter reporting on Capterra/Software Advice/GetApp integration and vendor retention |
| GAC Group (Guangzhou Automobile Group) | Little protection left | Q3 2026 | 58 | GAC's formal H1 2026 interim earnings release, confirming or worsening the RMB 4.06-4.57B loss warning |
| GC Biopharma | Hard to displace | Q3 2026 | 58 | Q2/Q3 2026 earnings, which show whether the profit turnaround holds once Curevo cash stops landing |
| GCL Technology Holdings Limited | Losing its protection | Aug/Sep 2026 | 58 | H1 2026 earnings release, which will show whether polysilicon prices stabilized or GCL needed another dilutive capital raise |
| GE Aerospace | Hard to displace | Q3 2026 | 58 | Q3 2026 earnings, including update on GE9X loss trajectory as 777X ramps |
| GMO Internet Group | Defensible for now | Q3 2026 | 58 | Q2 FY2026 earnings release, testing if GPU Cloud margins and revenue growth hold |
| GMX | Protection under test | Q3 2026 | 58 | GMX ships v2.2/v2.3 (gasless, cross-collateral, multichain) and commodities perps traction gets tested |
| GOAT | Losing its protection | Q3-Q4 2026 | 58 | Next disclosed funding round or valuation mark, plus Sneakers.com traction check |
| GPclub | Losing its protection | Q3 2026 | 58 | Jolse control tranches complete and any renewed Kospi IPO filing forces disclosed financials |
| GS Engineering & Construction | Defensible for now | Q3 2026 | 58 | Q2 2026 earnings release, with IBK forecasting revenue down 11.4% and operating profit down 29.6% YoY |
| GUILD | Protection under test | Q3/Q4 2026 | 58 | GUILD's YC Demo Day and first priced seed round |
| Gaussian Robotics | Losing its protection | Q3 2026 | 58 | US clarification of whether the July 28 FCC robotics import rule covers commercial cleaning robots |
| GeeksforGeeks | Protection under test | Q3 2026 | 58 | Next monthly organic-traffic readings from Similarweb, Semrush and Ahrefs, plus any reported course/subscription revenue mix |
| Gemini | Little protection left | Q3 2026 | 58 | Q2/Q3 2026 earnings on cost cuts, loss rate, and adoption of prediction markets and stock trading |