On the record, checkable now: 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 |
|---|---|---|---|---|
| General Mills | Defensible for now | September 2026 | 58 | Q1 FY2027 earnings, first test of organic growth guidance and $750M savings tranche |
| Genesis Motor | Defensible for now | September 9, 2026 | 58 | Genesis GV90 flagship EV unveiling, date still being adjusted internally |
| Genesis10 | Losing its protection | Q3 2026 | 58 | SIA staffing market growth forecast update and Q3 independent headcount tracker refresh |
| Genesys | Hard to displace | September 2026 | 58 | Next earnings print to check if 30-35% growth and NRR above 120% hold |
| Geneva | Little protection left | Q3 2026 and Q4 2026 | 58 | Bumble Q3 and Q4 2026 earnings calls, watching for BFF/Groups DAU, retention, or revenue disclosure |
| Genies | Protection under test | Q3-Q4 2026 | 58 | Window for MLB and NBPA avatar deals to show a shipped product or revenue |
| Genneia S.A. | Losing its protection | Q3 2026 | 58 | NYSE IPO pricing and listing debut for GENN, plus closing of the Transener 13.2% stake purchase |
| Genpact | Losing its protection | Q3 2026 (imminent as of July 2026) | 58 | Q2 2026 earnings report |
| GetResponse | Losing its protection | Q3 2026 | 58 | Headcount and 2026 revenue growth trend becomes clear |
| Getty Images | Losing its protection | September 2026 | 58 | NYSE minimum price compliance deadline and H2 2026 test of promised AI licensing revenue |
| Giant Interactive Group | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 disclosures on Supernatural Action Squad DAU and retention trends |
| Giordano International | Losing its protection | Q3 2026 | 58 | FY2026 H1 interim results, key test of Greater China same-store sales inflection |
| Global Partners | Defensible for now | Q3 2026 | 58 | MassDOT public records lawsuit ruling and Q2 2026 earnings to show if the revenue miss was one-time |
| GoGoX | Little protection left | Aug/Sep 2026 | 58 | H1 2026 interim results |
| GoGuardian | Losing its protection | Q3 2026 | 58 | Whether MCPS-style budget defunding spreads to other large districts for the 2026-27 school year |
| Gol Linhas Aereas | Losing its protection | Q3-Q4 2026 | 58 | Load factor and cash-flow results from the new GIG-JFK long-haul route |
| Gorgias | Losing its protection | Q3 2026 | 58 | Shopify's next platform roadmap update on native support or AI tooling |
| Grammarly | Losing its protection | Q3 2026 | 58 | Class certification decision in Angwin v. Superhuman Platform lawsuit over Expert Review feature |
| Graylog | Losing its protection | Q3-Q4 2026 | 58 | Next Gartner Magic Quadrant and GigaOm Radar refresh for SIEM |
| Great Eastern Holdings | Hard to displace | Q3 2026 | 58 | Next quarterly results and any update on share resumption or Class C bonus share mechanics |
| Green Dot Corporation | Losing its protection | Q3 2026 | 58 | Green Dot splits into Smith Ventures (fintech) and CommerceOne (bank charter) pending regulatory approval |
| Greenhouse | Protection under test | Q3 2026 | 58 | Greenhouse's Job Kickoff Agent and Candidate Insights Agent rollout and market reception |
| Greenlight | Losing its protection | Q3-Q4 2026 | 58 | Family Hub smart home device launch and early adoption data |
| Greensill | Little protection left | September 2026 | 58 | UK administration extension decision |
| Guidewire Software | Hard to displace | September 2026 | 58 | Q4 FY2026 earnings report |
| GungHo Online Entertainment | Losing its protection | Q3 2026 | 58 | Q2 FY2026 earnings release, testing if the profit rebound holds |
| Guru | Losing its protection | Q3/Q4 2026 | 58 | Enterprise renewal cycles test Guru retention against mature Confluence+Rovo bundles |
| H&M | Protection under test | September 2026 | 58 | Q3 FY2026 earnings report |
| H&M Group | Losing its protection | September 2026 | 58 | H&M Q3 FY2026 earnings report, the next test of whether sales stabilize or keep sliding |
| HPE (Hewlett Packard Enterprise) | Defensible for now | around September 1, 2026 | 58 | Q3 FY2026 earnings report on AI-server margins and Juniper integration |
| HS Ad | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 quarterly revenue print, next signal on whether the decline stabilizes |
| Hacker Interstellar Inc. | Little protection left | Q3 2026 | 58 | First post-IPO quarterly filing showing ARPU, MAU, and any named B2B customers |
| Haidilao International Holding | Defensible for now | Q3 2026 | 58 | H1 2026 earnings release, testing whether core decline is stabilizing or accelerating |
| Hana Financial Group | Hard to displace | Q3 2026 | 58 | Q3 2026 earnings and Value Up Plan progress toward 12% ROE target |
| Hancom Inc. | Protection under test | Q3 2026 | 58 | Q2/Q3 2026 earnings show whether AI-license revenue tracks toward the ₩36B target |
| Hanesbrands Inc. | Losing its protection | Q3 2026 | 58 | Gildan integration checkpoint and 'Get Comfortable' rebrand reception review |
| Hanjin Transportation | Protection under test | Q3 2026 | 58 | Q3 2026 operating-profit results and Hanjin KAL shareholder resolution on Hoban Group's stake |
| Hankook Tire & Technology | Defensible for now | September 2026 | 58 | Chairman Cho Hyun-bum's expected prison release and return to active management |
| Harvey Nash Group | Losing its protection | Q3 2026 | 58 | CEO Simon Crichton's first full year in charge, testing whether he pivots up-market or defends volume recruitment |
| Hashed | Losing its protection | September 28, 2026 | 58 | EastPoint:Seoul 2026 conference, watch for Fund III or Maroo regulatory announcements |
| HawkEye 360 | Defensible for now | Q3 2026 | 58 | Q2 2026 earnings report and full-year guidance update |
| Headspace | Losing its protection | Q3 2026 | 58 | UHS-Talkspace acquisition close, plus 4-quarter test of Therapy by Headspace's insurance retention |
| Hello Group (Momo) | Losing its protection | September 2026 | 58 | Q2 2026 earnings, testing RMB2.45-2.55B guidance and the RMB3B FY2026 overseas milestone |
| Hewlett Packard Enterprise | Defensible for now | September 2, 2026 | 58 | HPE Q3 FY2026 earnings, testing Juniper integration and AI backlog conversion |
| Hines | Protection under test | Q3 2026 | 58 | Next AUM and fund-performance disclosure covering Hudson Square exit and REIT NAV trend |
| Hino Motors, Ltd. | Losing its protection | Q3 2026 | 58 | Le Series BEV production ramp with disclosed pricing and real fleet orders |
| Hoplite | Little protection left | September 2026 | 58 | YC S26 Demo Day, where Hoplite must show named customers or a vertical focus |
| HouseCanary | Losing its protection | Q3 2026 | 58 | REcolorado MLS integration expected to go live, testing whether the Google rollout scales past pilot MLSs |
| Housemarque | Losing its protection | Q3 2026 | 58 | Saros long-tail sales data and Sony's next PlayStation Studios earnings commentary |
| Housing.com | Protection under test | Sep 30 2026 | 58 | Aurum PropTech's acquisition of Housing.com expected to close |
| HubSpot Service Hub | Protection under test | Q3-Q4 2026 | 58 | Gartner Magic Quadrant update for CRM Customer Engagement Center |
| Hudson RPO | Protection under test | Q3 2026 | 58 | Star Equity Holdings reports Business Services segment revenue for Q2/Q3 2026 |
| Hyperproof | Losing its protection | Q3 2026 | 58 | Revenue traction check on AI-native TPRM product built from Expent.ai acquisition |
| Hyundai AutoEver | Defensible for now | Q3 2026 | 58 | Q2/Q3 2026 earnings and Ulsan union strike resolution on robot deployment |
| Hyundai Engineering & Construction | Defensible for now | Q3 2026 | 58 | Q2/Q3 2026 earnings and resolution of GTX-A Samsung Station rebar-omission scandal |
| Hyundai Heavy Industries | Hard to displace | Q3-Q4 2026 | 58 | H2 2026 order intake and MASGA Jones Act carve-out progress in US legislation |
| Hyundai Steel Company | Defensible for now | Q3 2026 groundbreaking, production targeted before 2029 | 58 | Louisiana EAF mill construction milestones and first output timeline |
| IBEX | Losing its protection | Aug-Sep 2026 | 58 | FY2026 full-year results confirming guidance ($638-642M revenue) and Sierra deployment scale-up |
| ICEYE | Hard to displace | Q3 2026 | 58 | Series F regulatory close finalizes |
| IMC Rare Earths Ltd. | Little protection left | mid-September 2026 | 58 | 45-day IPO over-allotment option expires, likely triggering a dilutive follow-on raise |
| ISS A/S | Defensible for now | September 14, 2026 | 58 | Capital Markets Day, where management lays out growth targets beyond the current 4-5% |
| ITSEC Asia | Protection under test | Q3 2026 | 58 | Q2/Q3 2026 earnings release showing margin trend on regulated services vs. commodity tiers |
| InCorp Global | Losing its protection | Q3-Q4 2026 | 58 | Ascentium rebrand rollout continues in Vietnam and other markets, testing execution during PE ownership transition |
| Inari Agriculture | Losing its protection | September 23, 2026 | 58 | Corteva Agriscience v. Inari patent and trade-secret trial verdict (D. Del., Case No. 1:23-cv-01059) |
| Indian Hotels Company Limited (Taj Hotels) | Hard to displace | Q3 2026 | 58 | Q2 FY27 results, testing whether the Clarks/ANK/Pride integration drags margins as management flagged |
| Indofood Sukses Makmur | Hard to displace | Q3 2026 | 58 | H1 2026 financial results filing |
| Influencer.com | Protection under test | Q3 2026 | 58 | Meta Creator Marketing Hub live launch and whether Influencer.com lands new funding or acquisition |
| Influential | Protection under test | Q3 2026 | 58 | Publicis segment disclosures expected to clarify Influential/Captiv8 revenue and integration status |
| Inkbox | Protection under test | September 2026 | 58 | Y Combinator S26 Demo Day, which will show funding and investor interest |
| Insmed Incorporated | Hard to displace | Q3 2026 | 58 | Q2/Q3 2026 earnings will show whether BRINSUPRI demand keeps growing or was inflated by one-time patient assistance starts |
| Insomniac Games | Hard to displace | September 15, 2026 | 58 | Marvel's Wolverine launch, a major commercial and critical test |
| Instabase | Losing its protection | September 2026 | 58 | Gartner IDP Magic Quadrant places or excludes Instabase from Leaders quadrant |
| Instadapp | Losing its protection | Q3 2026 | 58 | Fluid's Solana DEX launch clears final audit and goes live |
| Instaplay | Losing its protection | September 2026 | 58 | YC S26 Demo Day, where founders may show traction data or a pivot away from generic prompt-to-game positioning |
| InsuranceDekho | Losing its protection | end-September 2026 | 58 | DRHP IPO filing deadline |
| Insurf | Protection under test | Q3-Q4 2026 | 58 | YC Demo Day and expected Series A fundraising push |
| Interchain Foundation | Losing its protection | Q3 2026 | 58 | Q3 2026 ATOM tokenomics redesign ships with fee capture mechanics |
| Internal Revenue Service (IRS) | Protection under test | Q3/Q4 2026 | 58 | FY2026 appropriations vote on proposed 20% budget cut and $16.5B IRA rescission |
| International Flavors & Fragrances | Defensible for now | September 15, 2026 | 58 | Antitrust class-action fairness hearing over fragrance price-fixing claims |
| International Game Technology (IGT) | Losing its protection | Q3 2026 | 58 | First full quarter results under CEO Hector Fernandez and CPTO Andy Hendrickson |
| IntraBio | Losing its protection | September 19, 2026 | 58 | FDA PDUFA decision on AQNEURSA for Ataxia-Telangiectasia (Priority Review) |
| Isar Aerospace | Losing its protection | Q3 2026 | 58 | Second Spectrum test flight, 'Onward and Upward', after four-plus scrubs |
| Iveco Group | Protection under test | Q3 2026 | 58 | Tata Motors tender offer for Iveco Group expected to close |
| JBS S.A. | Defensible for now | Q3-Q4 2026 | 58 | DOJ antitrust investigation into beef pricing expected to produce charges or a consent decree |
| JD Sports Fashion plc | Losing its protection | September 2026 | 58 | H1 FY27 results, watched for like-for-like sales turning positive or staying negative |
| JD.com | Protection under test | Q3 2026 | 58 | JD reports Q2 2026 earnings, showing whether food-delivery losses widen or shrink |
| JNBY Design Co., Ltd. | Defensible for now | around September 2026 | 58 | FY2026 annual results and H2 same-store sales at the mature JNBY brand |
| JOSS Realty REIT, Inc. | Little protection left | Q3 2026 | 58 | IPO pricing decision or withdrawal after six S-11/A amendments with no confirmed date |
| JYP Entertainment Corporation | Defensible for now | Q3-Q4 2026 | 58 | TWICE contract renewal decision |
| Jabil | Defensible for now | September 24, 2026 | 58 | Q4 FY2026 earnings report |
| Jack Henry & Associates | Hard to displace | September 15, 2026 | 58 | Investor Day: cloud-native core and AI platform updates, Dallas |
| Jain Irrigation Systems | Losing its protection | September 2026 | 58 | ₹241 crore debt payment due |
| Jamf | Defensible for now | Q3 2026 | 58 | First full earnings/operating update under Francisco Partners ownership, revealing if security ARR growth and layoffs stabilize |
| Jefferies Financial Group | Hard to displace | September 2026 | 58 | Q3 FY2026 earnings report, expected to update First Brands litigation and IB momentum |
| Jingtian & Gongcheng | Hard to displace | Q3 2026 | 58 | Momenta HKD5.89bn Hong Kong IPO closes, testing pipeline strength after MiniMax listing |
| Jito Labs | Losing its protection | Q3 2026 | 58 | SEC decision on VanEck JitoSOL ETF plus first two quarters of JTX trading volume data |
| Jobcase | Little protection left | Q3 2026 | 58 | Next headcount report and any disclosure of enterprise AI revenue from Jobcase.ai |
| Jones Lang LaSalle | Hard to displace | Q3 2026 | 58 | Q2/Q3 2026 segment results measured against Accelerate 2030 growth targets |
| Juniper Networks | Defensible for now | Q3 2026 | 58 | HPE reports next quarterly earnings with updated networking growth guidance |
| Jusung Engineering | Losing its protection | Q3 2026 | 58 | Second or third named customer order for the ALG tool, needed to confirm the FY2026 profit rebound forecast |
| K2 Capital Acquisition II Corp. | Little protection left | Q3 2026 | 58 | K2 II IPO pricing and Nasdaq listing (ticker KIIU) |
| KB Home | Protection under test | September 2026 | 58 | Q3 FY2026 earnings report tests guided 2,600-2,800 deliveries and $1.20-1.35B revenue |
| KMD Brands Limited | Protection under test | 23 September 2026 | 58 | FY26 results and conclusion of board strategic review on brand/company sale options |
| KTM AG | Losing its protection | Q3 2026 | 58 | Completion of Q3 2026 headcount reduction and audited FY2025 covenant compliance check on the €550m refinancing |
| Kakao Enterprise | Protection under test | Q3 2026 | 58 | Kakao Q2/Q3 2026 earnings release, testing whether the operating loss keeps narrowing without help from DKT consolidation |
| Kakao Healthcare | Losing its protection | Q3 2026 | 58 | July 2026 PASTA 'full agentic AI' update ships |
| Kayako | Little protection left | Q3 2026 | 58 | 6sense and Capterra market-share and review data refresh, testing whether Kayako gains any customers outside ESW |
| Kerry Express Thailand | Little protection left | Q3 2026 (rules effective July 2026) | 58 | Q3 2026 earnings plus enforcement of SET's revised delisting-threshold rules |
| Khan Academy | Hard to displace | Aug-Sep 2026 | 58 | Khan Academy Districts platform full redesign rollout |
| Khatabook | Losing its protection | Q3/Q4 2026 | 58 | FY25 MCA filing expected to resolve whether the ₹1.4 Cr revenue figure reflects real collapse or reclassification |
| Kickserv | Losing its protection | Q3 2026 | 58 | EverCommerce Q3 2026 earnings call on EverPro shared agentic platform launch |
| Kimpton AI | Losing its protection | Q3-Q4 2026 | 58 | YC P26 demo day and expected Series A fundraising push |
| King & Wood Mallesons | Defensible for now | Q3 2026 | 58 | First post-split partner attrition figures and Q2/Q3 financials for both firms |
| Klaviyo | Hard to displace | Q3 2026 | 58 | Q2 2026 earnings report, watch growth rate and net revenue retention trend |
| Klei Entertainment | Hard to displace | Q3 2026 | 58 | Don't Starve Together 'next big update' beta launch |
| Kneron | Protection under test | September 29, 2026 | 58 | Spark I SPAC liquidation deadline passes with no Kneron deal, or the reported $300M funding round confirms a close |
| Knownsec | Little protection left | Q3 2026 | 58 | Possible Western Entity List action following F5's January blocklist recommendation |
| Komoot GmbH | Losing its protection | Q3 2026 | 58 | Bending Spoons' first post-IPO earnings call with possible Komoot segment detail |
| Korea Hydro & Nuclear Power Co., Ltd. | Hard to displace | September 2026 | 58 | NSSC decision on Hanbit-2 reactor life-extension permit |
| Korea Railroad Corporation (KORAIL) | Defensible for now | September 2026 | 58 | Full KORAIL-SR merger completion and first KTX fare hike decision in 15 years |
| Krafton | Defensible for now | September 2026 | 58 | Fortis Advisors Phase 2 earnout damages ruling, could exceed $250M |
| Kredivo Holdings | Losing its protection | Q3 2026 | 58 | Krom Bank Indonesia (IDX:BBSI) next quarterly disclosure and Timo integration progress in Vietnam |
| Kudos | Losing its protection | Q3 2026 | 58 | Kudos deskless and frontline worker expansion |
| Kujiale | Losing its protection | Q3-Q4 2026 | 58 | First 2-3 quarterly earnings as a public company, checking for disclosed SpatialVerse/Aholo/SpatialTwin revenue |
| Kuli | Protection under test | Q3-Q4 2026 | 58 | Claude Cowork adoption inside brand marketing teams becomes measurable |
| LINE MAN Wongnai | Protection under test | September 30, 2026 | 58 | Chuay Thai Plus government co-payment stimulus expires |
| LINE Next | Protection under test | Q3 2026 | 58 | Unifi Pay stablecoin payments global launch target |
| Ladder Insurance | Protection under test | Q3 2026 | 58 | Ethos next quarterly earnings report, watched for sustained growth or a stumble |
| Lakewood-Amedex Biotherapeutics Inc. | Little protection left | Q3 2026 | 58 | Next 10-Q cash update or emergency financing round |
| LambdaTest | Losing its protection | Q3 2026 | 58 | First independent data on whether KaneAI usage or retention moved after its September 2025 general availability launch |
| Last Accounting Company | Protection under test | Aug-Sep 2026 | 58 | YC S26 demo day and seed round announcements, where LAC would need to show a niche or paying customers |
| Lattice Semiconductor | Hard to displace | Q3 2026 | 58 | AMI acquisition expected to close, first combined-quarter financials due |
| LayerZero Labs | Losing its protection | Q3 2026 | 58 | Next ZRO token unlock and window to show no further institutional defections |
| League | Losing its protection | September 2026 | 58 | Forge by League early access opens, testing whether payers adopt it as an orchestration layer |
| Legora | Losing its protection | Q3-Q4 2026 | 58 | Microsoft's legal-specific Copilot features land broadly in M365 tenants |
| Leica Microsystems | Hard to displace | Q3 2026 | 58 | Danaher Q3 2026 Life Sciences segment earnings call |
| LendingTree | Losing its protection | Q3 2026 | 58 | Q2 2026 earnings and any AI agent launch with direct lender rate quoting |
| Lennar | Protection under test | September 2026 | 58 | Q3 FY2026 earnings report, margin and incentive trend vs. D.R. Horton |
| Levels | Losing its protection | Q3 2026 | 58 | Window to close a Series B before cash runs out |
| Lianjia | Defensible for now | Q3 2026 | 58 | Q2 and Q3 2026 GTV prints show whether the existing-home transaction drop is temporary or structural |
| Liberty Media Corporation | Hard to displace | Q3 2026 | 58 | First full season of audience data under Apple TV's US exclusive F1 deal |
| Lila Sciences | Losing its protection | Q3 2026 | 58 | 200,000 sq ft AI Science Factory in Cambridge targeted to open |
| Lilith Games | Protection under test | Q3 2026 | 58 | Sensor Tower publisher ranking update and Clash of Critters grossing trend report |
| Lime (Neutron Holdings, Inc.) | Losing its protection | by December 2026 (refinancing), Q3/Q4 2026 (earnings) | 58 | Debt refinancing decision on ~$845.8M due principal, plus first public earnings reports |
| Linfox | Hard to displace | September 2026 | 58 | Armaguard's ACCC Enforceable Undertakings expire, with Senate decision on the Cash Distribution Framework Bill |
| Lionbridge | Protection under test | Q3 2026 | 58 | KKR's first strategic move (refinancing, carve-out, or restructuring) and Q3 2026 revenue release |
| Louis Dreyfus Company | Hard to displace | September 2026 | 58 | H1 2026 half-year results release, showing whether the 2025 profit decline reverses |
| Lucid Software | Losing its protection | Q3 2026 | 58 | Next PeerSpot mindshare read versus Miro |
| Lufax Holding | Losing its protection | Q3 2026 | 58 | Outcome of HK Exchange trading resumption or delisting decision |
| M1 Limited | Losing its protection | Q3 2026 | 58 | Keppel's 1H 2026 results, expected to detail rightsizing headcount cuts and any new buyer for M1 |
| MEDI Group Limited | Little protection left | Q3 2026 | 58 | First post-IPO quarterly revenue report, testing if the 23.8% decline was one-time or ongoing |
| MEGAZONE | Losing its protection | Q3 2026 | 58 | Preliminary KOSPI listing review filing |
| MGT | Protection under test | Q3 2026 | 58 | AI Experience Center (Protopia/HPE) and Eddi platform adoption results reported |
| MRI Software | Hard to displace | by Q3 2026 | 58 | PE owners' targeted sale or IPO decision at up to $10B valuation, advised by Goldman Sachs |
| MSC Mediterranean Shipping Company | Hard to displace | Q3 2026 | 58 | Hirslanden hospital acquisition closes, testing capital focus away from core shipping |
| MSCI Inc. | Hard to displace | Q3 2026 | 58 | First Street Technology acquisition expected to close |
| Macy's | Losing its protection | September 2, 2026 | 58 | Q2 FY2026 earnings report |
| MadeThis | Little protection left | Q3-Q4 2026 | 58 | Named mid-market logos and retention data due from the PE/construction pivot |
| Magazine Luiza | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 earnings on Lu-on-WhatsApp AI commerce GMV and SCFI credit restructuring results |
| Mandarin Oriental Hotel Group | Hard to displace | September 2026 | 58 | LTI 2026 World's Best Luxury Hotel Brands ranking release |
| Mandiant | Protection under test | Q3 2026 | 58 | Alphabet Q3 2026 earnings call, watch for any separate security-services disclosure |
| Marchex | Little protection left | Q3 2026 | 58 | Q3 2026 earnings, first full quarter testing Archenia revenue and EBITDA targets |
| MarketLine | Losing its protection | 14 September 2026 | 58 | GlobalData 'Growth Transformation Plan' disclosure |
| Masan Group | Defensible for now | Q3 2026 | 58 | H1/Q2 2026 earnings test whether raised FY2026 guidance (VND 98 to 105T revenue) holds after the $750M loan |
| MasterClass | Losing its protection | September 24, 2026 | 58 | MasterClass Executive cohort 2 application deadline and enrollment results |
| Material Resource Acquisition Corp. | Little protection left | Q3 2026 | 58 | MTRL IPO pricing and Nasdaq listing under ticker MTRL |
| Matter Labs (zkSync) | Losing its protection | Q3 2026 | 58 | Cari Network's tokenized-deposit platform go-live |
| Maxis Berhad | Hard to displace | Q3 2026 | 58 | DNB 5G wholesale valuation clarity expected from analysts |
| MediaOn Group Inc. | Little protection left | Q3 2026 | 58 | IPO pricing and Nasdaq listing decision |
| Megastudy | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 earnings filings to confirm whether Q1's near-flat revenue is real stabilization |
| Megazone Cloud | Losing its protection | Q3 2026 | 58 | KOSPI preliminary listing review filing |
| Meituan | Losing its protection | September 2, 2026 | 58 | Q2 2026 earnings report, key test of whether losses narrow or the price war reignites |
| Memory Store | Losing its protection | Q3 2026 | 58 | Post-accelerator Demo Day fundraising window opens |
| Menlo Security | Losing its protection | Q3 2026 | 58 | First full quarters of ARR growth disclosure under new CEO Bill Robbins |
| Meritnation | Little protection left | Q3 2026 | 58 | Aakash/BYJU'S ownership settlement between Manipal, GLAS Trust, and Raveendran expected to finalize |
| MessageMedia | Losing its protection | Q3 2026, expected Aug-Sep 2026 | 58 | Sinch Q3 2026 earnings call showing whether APAC keeps declining and headcount keeps shrinking |
| Meten EdtechX | Little protection left | Q3 2026 | 58 | Fog Computing AI data-center framework agreement converting to a binding, revenue-generating contract |
| Metrodata Electronics | Hard to displace | Q3 2026 | 58 | H1 2026 earnings release, testing whether Q1's 21.4% YoY growth spike holds and whether Services mix improves |
| MicroBT | Losing its protection | Q3-Q4 2026 | 58 | MicroBT expected to ship M79S/M7x chips at competitive efficiency |
| Micron Technology | Defensible for now | September 22, 2026 | 58 | Fiscal Q4 2026 earnings report |
| Miidas | Protection under test | Q3-Q4 2026 | 58 | Window for Miidas to ship a customer facing AI matching product before rivals ship credible AI scouting |
| Milanote | Losing its protection | Q3 2026 | 58 | Next release notes window to check for any generative-AI feature |
| Milk Makeup | Little protection left | Q3 2026 | 58 | Q3 2026 earnings, first standalone-Milk results after Obagi sale closes and warrant deadline nears |
| MindMaze | Protection under test | Q3 2026 | 58 | Next quarterly update on US revenue traction and cash runway under CEO Zach Henderson |
| MindTickle | Losing its protection | Q3-Q4 2026 | 58 | Highspot-Seismic merger expected to close, reshuffling enablement market share |
| Miniso Group Holding | Protection under test | Q3 2026 | 58 | Q2 2026 earnings report, testing guided 20-22% H1 revenue growth and margin trend |
| Minsait | Protection under test | Q3 2026 | 58 | Indra Q3 2026 earnings show whether Outsourcing revenue decline stabilizes |
| Mireye | Losing its protection | Sep 2026 | 58 | YC Summer 2026 Demo Day, where funding or named customer traction would first surface |
| Miro | Losing its protection | Q3-Q4 2026 | 58 | Next quarterly ARR and net revenue retention disclosure, plus Reforge acquisition integration progress |
| Modern Education & Training Group Limited | Little protection left | September 2026 | 58 | FY2026 annual results filing under new auditor GTG after Baker Tilly's resignation |
| MoneyView | Losing its protection | Q3/Q4 2026 | 58 | MoneyView IPO listing expected after June 2026 SEBI approval |
| Moneybox | Defensible for now | Q3 2026 | 58 | FCA/Treasury Advice Guidance Boundary Review decision on AI-driven advice (affects Aurora rollout) |
| Moore Threads | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 earnings, testing whether Q1 2026's 29M yuan profit repeats or was a one-off |
| Morgan McKinley | Protection under test | Q3 2026 | 58 | Next quarterly Employment Monitor report and Org Group revenue update |
| Movable Ink | Losing its protection | Q3 2026 | 58 | Verification of reported revenue drop and STG's growth-vs-margin decision under new CEO Adam Stambleck |
| MuleSoft | Protection under test | Aug/Sep 2026 | 58 | Salesforce FY27 Q2 earnings, where MuleSoft vs Informatica roadmap split should get clarified |
| Multifactor | Little protection left | Q3-Q4 2026 | 58 | Enterprise plan and developer API, promised for launch, actually shipping with named paying customers |
| Muthoot Finance | Defensible for now | Q3 2026 (results expected around November 2026) | 58 | Q2 FY27 results test whether guided ~15% AUM growth and margins hold under new RBI tiered-LTV rules |
| Mux | Losing its protection | Q3 2026 | 58 | Rumored GenAI video clips launch and possible Claude integration |
| Mynavi Corporation | Hard to displace | September 2026 | 58 | FY2025 full-year results reporting |
| NES Fircroft | Losing its protection | Q3-Q4 2026 | 58 | $650m bond recapitalization expected to close |
| NHN KCP | Defensible for now | Q3 2026 | 58 | Toss/Naver face-payment device rollout results and NHN KCP Q3 2026 earnings |
| NICE Information Service | Hard to displace | Q3 2026 | 58 | Next quarterly earnings report showing consulting/advisory revenue trend versus core data revenue |
| NTPC Limited | Hard to displace | 30 Sep 2026 and Nov 2026 | 58 | Mahi Banswara nuclear EPC tender bids due, plus Q2 FY27 results showing if demand decline reverses |
| Nacon | Little protection left | Q3 2026 | 58 | Nacon must file its debt-restructuring continuation plan with Lille Métropole Commercial Court |
| Natera | Hard to displace | Q3 2026 | 58 | FIND early-cancer-detection study finishes enrollment, aimed at 2027 launch |
| Native Instruments | Losing its protection | September 2026 | 58 | Garden-leave deadline for hardware and dev staff decides independent unit vs. absorption into Akai/M-Audio |
| Naver Pay | Hard to displace | Q3 2026 | 58 | Korea's 'Everyone's AI' national platform selection, expected to name a winner |
| Naver Smart Store | Hard to displace | Q3 2026 | 58 | AI Briefing ad monetization rollout and KFTC self-preferencing retrial resume |
| Nectar HR | Losing its protection | Q3 2026 | 58 | Q3 2026 web traffic data confirms or reverses the 6% QoQ decline flagged by Crustdata |
| Nequi | Defensible for now | Q3-Q4 2026 | 58 | Nequi's legal separation from Cibest concludes, with first standalone financials |
| Netradyne | Losing its protection | Q3 2026 | 58 | Netradyne Intelligence agentic Rewards/Reporting features roll out to customers |
| Netskope | Losing its protection | September 2026 | 58 | Q2 FY2027 earnings, the quarter management flagged as the sales-ramp and loss-narrowing inflection point |
| Neurones | Protection under test | September 2026 | 58 | H1 2026 results release |
| New World Development | Protection under test | September 2026 | 58 | FY2026 annual results and covenant compliance test |
| Newegg | Little protection left | Q3 2026 | 58 | Next quarterly earnings report covering GMV, active customers, and any update on chairman He Zhitao's detention |
| NexStreaming (KineMaster) | Little protection left | Q3 2026 | 58 | Q2 2026 earnings release, historically mid-August |
| Next Insurance | Protection under test | Q3 2026 | 58 | ERGO NEXT ChatGPT or Shopify native distribution deal deadline implied by competitive pressure |
| Norwegian Cruise Line Holdings Ltd. | Losing its protection | Q3 2026 | 58 | Q2 2026 earnings and updated FY2026 yield guidance |
| Nothing | Losing its protection | Q3/Q4 2026 | 58 | Planned launch of Nothing's first AI-native device |
| Notion Labs | Defensible for now | Q3 2026 | 58 | Asana, ClickUp, Linear, and Atlassian expected to launch copycat agent platform features |
| Nourish | Defensible for now | Q3 2026 | 58 | Amazon Health Benefits Connector placement status and GLP-1 physician launch execution review |
| Nous Research | Losing its protection | Q3 2026 | 58 | Confirmation or collapse of the reported $75M funding round at a $1.5B valuation |
| Nova Credit | Losing its protection | September 10, 2026 | 58 | Cash Flow Intelligence Summit, where new product and partnership announcements typically land |
| Nuclino | Little protection left | Q3 2026 | 58 | Next quarterly web traffic read, testing whether the 32.5% QoQ drop continues |
| OS3 | Losing its protection | September 10, 2026 | 58 | YC S26 Demo Day, where OS3 must show funding, customers, or valuation |
| Obie | Losing its protection | Q3 2026 | 58 | Baldwin Group's next earnings report, expected to show Obie headcount and integration status |
| Odoo | Hard to displace | September 24-26, 2026 | 58 | Odoo Experience Brussels, where Odoo 20 and its agentic AI features get unveiled |
| Olam Labs | Protection under test | Q3 2026 | 58 | YC S26 Demo Day and seed fundraising |
| Old Republic International | Hard to displace | Q3 2026 | 58 | Everett Cash Mutual acquisition expected to close, plus Q2 2026 earnings showing whether combined ratio keeps deteriorating |
| Omada Health | Losing its protection | September 10, 2026 | 58 | First Investor Day, where renewal and NRR disclosures could confirm or undercut the efficacy story |
| Omdia | Losing its protection | Q3 2026 | 58 | Informa TechTarget Q2/Q3 2026 earnings, watch Intelligence & Advisory segment print |
| Omio | Losing its protection | September 2026 | 58 | Rail Europe acquisition expected to close |
| On Holding AG | Defensible for now | September 21-22, 2026 | 58 | First Investor Day in three years, new multi-year targets under founder Co-CEOs |
| Onclusive | Losing its protection | Q3 2026 | 58 | US GEO Analytics rollout and new CEO Peter Harris's first 90 days review |
| OneSource Virtual | Losing its protection | Q3-Q4 2026 | 58 | Workday's next AI-payroll or BPaaS partnership announcement, watch for Strada exclusivity signals |
| Ooak Data | Losing its protection | Q3 2026 | 58 | YC Demo Day and Q3 2026 target of 300+ signed data ecosystems |
| Ooma | Losing its protection | September 2026 | 58 | Q2 FY2027 earnings, first full quarter showing integration of FluentStream and Phone.com plus any AI Receptionist traction |
| Opalite Health | Losing its protection | Q3 2026 | 58 | Confirmation of the promised large healthcare enterprise rollout, originally stated for around March 2026 |
| Open Financial Technologies | Protection under test | September 2026 | 58 | FY26 financial filings, which will show whether losses keep shrinking toward profitability |
| OpenTrade | Little protection left | Q3 2026 | 58 | YC S26 Demo Day and first public product launch with real trading functionality |
| Oracle | Protection under test | Q3 2026 | 58 | Q1 FY2027 earnings test whether guided 27-29% revenue growth and backlog actually convert to cash |
| Orvixo | Losing its protection | September 2026 | 58 | YC S26 Demo Day and any Series A news from Orvixo or Arrakis |
| Osseus | Losing its protection | Q3-Q4 2026 | 58 | First design-partner cohort onboarding and 90 day retention test |
| Otter.ai | Losing its protection | Q3-Q4 2026 | 58 | Ruling on motion to dismiss in In re Otter.AI Privacy Litigation (N.D. Cal.) |
| Ourpalm Co. | Losing its protection | Q3 2026 | 58 | Q2 2026 quarterly filing, showing whether the Q1 uptick holds or the five-year decline resumes |
| Outschool | Losing its protection | 2026 Q3-Q4 | 58 | Permanent CEO naming and any new primary funding round or confirmed down-round terms |
| Overdrive Health | Losing its protection | Q3 2026 | 58 | Design-partner acquisition expected to close, testing client retention |
| Overstock (Bed Bath & Beyond Inc.) | Little protection left | Q3 2026 | 58 | Q2/Q3 2026 earnings to show if the +7% Q1 revenue bump was real growth or a base bounce |
| Oximy | Losing its protection | Q3 2026 | 58 | CISO adoption data on Purview and Netskope AI-DLP modules clarifies if bundled defaults crowd out standalone tools |
| PChome Online | Losing its protection | Q3 2026 | 58 | PChome Q2/Q3 2026 earnings release, testing whether Q1's growth uptick holds |
| PNC Financial Services Group | Hard to displace | Q3 2026 | 58 | FirstBank core-system integration and client conversion |
| PTT Public Company Limited | Hard to displace | Q3 2026 | 58 | Next earnings report and continued DSI fuel-hoarding investigation involving PTTGC |
| PVH | Losing its protection | September 2026 | 58 | Q2 FY2026 earnings under new CFO Alexis Rollier, testing the $100M tariff refund and EMEA demand |
| Pacaso | Losing its protection | September 2026 | 58 | Q3 2026 earnings release, watched for continued margin gains and EBITDA loss narrowing |
| Pacific Biosciences | Losing its protection | Q3 2026 | 58 | Two quarters of SPRQ-Nx chemistry sales data needed to show revenue reacceleration |
| Palette | Little protection left | September 2026 | 58 | YC S26 Demo Day, watch for paying customers, vertical focus, or funding news |
| Panacea | Losing its protection | Aug-Sep 2026 | 58 | YC Fall 2026 Request for Startups cohort launches, expected to add 5 to 20 new AI-compliance entrants |
| Pantone | Hard to displace | Q3 2026 | 58 | Veralto Q2/Q3 2026 earnings call commentary on the color-solutions segment |
| Paradox Interactive | Defensible for now | Q3 2026 | 58 | Q3 2026 earnings showing whether EU5 DLC pipeline offsets Bloodlines 2 write-down |
| Pat McGrath Labs | Little protection left | Q3 2026 | 58 | GDA Luma's first post-emergence audited revenue report |
| Paul Weiss Rifkind Wharton & Garrison | Defensible for now | September 2026 | 58 | Publication of Jacob Weisberg's book 'Profiles in Cowardice' on Karp and the Trump deal |
| Pax Historia | Losing its protection | Q3-Q4 2026 | 58 | Fine-tuned model performance data and mobile launch via new Unity hire expected |
| Payhawk | Defensible for now | Q3 2026 | 58 | FY2025 audited results reveal true burn trajectory; also watch for Ramp EU licence news |
| Pearl Abyss | Losing its protection | Q3 2026 | 58 | Q3 2026 earnings test whether Crimson Desert revenue holds without launch tailwind |
| Pegatron Corporation | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 earnings showing whether Mexico/Texas AI-server ramp offsets consumer decline and lifts margins |
| Pennylane | Hard to displace | September 2026 | 58 | France's mandatory e-invoicing reform takes effect, testing Pennylane's PDP certification at scale |
| People Can Fly | Protection under test | October 6, 2026 (filing due September 17, 2026) | 58 | Gears of War: E-Day launch and H1 2026 financial filing |
| Percepta | Losing its protection | Q3 2026 | 58 | TTEC quarterly earnings call: Percepta seat-count and AI substitution disclosure |
| Perception Point | Defensible for now | Q3-Q4 2026 | 58 | Gartner Magic Quadrant for Email Security next cycle plus Microsoft Project Perception expected launch |
| Perceptyx | Losing its protection | Q3 2026 | 58 | Next major AI feature release, following the Lyceum AI acquisition and prior launch cadence |
| Perfectly | Losing its protection | Q3 2026 | 58 | YC W26 Demo Day, watch for a priced seed round and any disclosed retention numbers |
| Periscope Holdings | Defensible for now | Q3 2026 | 58 | 12 month window to show customer adoption of Ontopical AI features and net new logo wins versus Bonfire and OpenGov |
| Perplexity | Losing its protection | Q3 2026 | 58 | First retention and expansion-revenue data from Comet browser and Computer agent usage |
| Perplexity AI | Losing its protection | September 15, 2026 | 58 | CIPA class action case management conference and ChatGPT Atlas vs Comet traffic comparison |
| PharmaEssentia | Losing its protection | Q3 2026 | 58 | FDA PDUFA decision on Takeda/Protagonist's rusfertide in first-line PV |
| Philip Morris International | Hard to displace | Q3 2026 | 58 | Outcome of PMI's appeal against Italy AGCM's €7M marketing fine and required corrective actions |
| Piaggio Group | Defensible for now | Q3 2026 | 58 | Full H1 2026 financial results and US tariff litigation outcome |
| Pilot | Protection under test | Q3 2026 | 58 | Xero JAX agentic bookkeeping rollout |
| Ping An OneConnect Bank | Losing its protection | Q3 2026 | 58 | Next annual results and CEO Ronald Iu's first full year in charge |
| Losing its protection | Q3 2026 | 58 | Google Images US desktop masonry rollout completes | |
| Piris Labs | Protection under test | Q3-Q4 2026 | 58 | Series A raise closes and independent verification of the GLM-5.2 inference speed claim, both pending |
| PitchBook Data | Defensible for now | Q3 2026 | 58 | Morningstar Q2/Q3 2026 earnings calls report licensed user counts and corporate churn |
| Planet Labs PBC | Hard to displace | September 2026 | 58 | Q2 FY2027 earnings report, guided to $102-107M revenue |
| Planoly | Little protection left | Q3 2026 | 58 | Six to twelve month window for new owners to show monetization traction or further churn |
| Platform Science | Losing its protection | Q3 2026 | 58 | First full renewal cycle for Trimble-acquired customer base tests retention |
| Playabl.ai | Protection under test | Q3-Q4 2026 | 58 | Roblox or YouTube shipping a polished swipeable AI-game discovery feed |
| Playroll | Losing its protection | Q3-Q4 2026 | 58 | Whether Playroll discloses an institutional funding round and whether web traffic stabilizes |
| Pleo | Losing its protection | September 2026 | 58 | Pleo's internal report on whether its AI-agent suite holds retention and pricing |
| PokerClubHub | Protection under test | Q3 2026 | 58 | YC S26 Demo Day and follow-on funding decision |
| Poly Group | Losing its protection | Q3 2026 | 58 | Poly Developments (600048.SS) Q2 and Q3 2026 earnings, testing if 2025 impairment stabilized profit |
| Polymarket | Losing its protection | Q3 2026 | 58 | House Oversight document deadline and possible hearing following its June 5, 2026 request |
| Pomfort | Defensible for now | September 2026 | 58 | IBC Amsterdam trade show, a likely venue for new Pomfort or rival on-set product announcements |
| Pond5 | Protection under test | Q3 2026 | 58 | Shutterstock's next quarterly earnings call after the Getty merger collapse |
| Poolside | Losing its protection | Q3 2026 | 58 | Whether the $2B Nvidia-led round closes and a new compute partner replaces CoreWeave |
| Poth Labs | Losing its protection | Q3 2026 | 58 | Likely seed round announcement following YC Demo Day |
| Prana | Losing its protection | Q3 2026 | 58 | Decision point on returning to continuous monitoring versus staying with the $39 symptom-chat model |
| Premier Investments | Protection under test | 23 Sep 2026 | 58 | Smiggle FY26 full-year results |
| President Chain Store Corp | Hard to displace | Q3-Q4 2026 | 58 | Taiwan Labor Ministry minimum-wage decision, likely above NT$30,000/month |
| Presto Automation | Little protection left | Q3 2026 | 58 | Results of Dairy Queen national franchisee voice AI rollout |
| PrideStaff | Losing its protection | September 2026 | 58 | Franchise Times 2026 Top 400 list publishes, showing whether PrideStaff's rank keeps slipping |
| Primeage Technology Group Co., Ltd | Little protection left | Q3 2026 | 58 | IPO pricing and close, still pending four months after S-1 filing |
| Priority Technology Holdings | Protection under test | Q3 2026 | 58 | Resolution of CEO Priore's take-private buyout offer |
| ProEst | Protection under test | Q3-Q4 2026 | 58 | Autodesk earnings call commentary on Forma product consolidation |
| Prodigy Education | Losing its protection | September 2026 | 58 | Back to school 2026/27 enrollment and engagement numbers, plus any AI tutor launch announcement |
| Productive Robotics | Losing its protection | September 2026 | 58 | IMTS manufacturing trade show, where cobot buyers compare OB7 against newer AI-native rivals |
| Progress Software | Defensible for now | Sep 2026 | 58 | MOVEit customer data breach MDL settlement hearings, D. Mass. |
| Protiviti | Protection under test | Q3-Q4 2026 | 58 | Q3-Q4 2026 earnings test vs guidance of 8-12% EPS growth and 7-9% Protiviti segment margin |
| ProvenMetal | Losing its protection | September 2026 | 58 | YC Demo Day, where ProvenMetal will pitch investors and may reveal funding or contract traction |
| PubMatic | Losing its protection | Q3-Q4 2026 | 58 | H2 2026 earnings, testing management's promised return to double-digit revenue growth |
| Pulumi | Losing its protection | Q3 2026 | 58 | First full quarter of Neo billable code-review usage after free preview ends |
| QCP Capital | Defensible for now | Q3-Q4 2026 | 58 | Nasdaq/Canton Network collateral tooling product launches |
| Qlik | Losing its protection | Q3 2026 | 58 | Qlik Analytics Agent reaches general availability |
| Qovery | Losing its protection | Q3 2026 | 58 | 12-month window for Qovery to prove its governance layer is sticky before hyperscalers or rivals match it |
| QuVideo (VivaVideo) | Little protection left | September 2026 | 58 | a16z's next Top 100 Gen AI Consumer Apps ranking refresh |
| Quanta Computer Inc. | Defensible for now | Q3 2026 | 58 | VR200 sampling and volume ramp target |
| Quantic Dream | Protection under test | Q3 2026 | 58 | NetEase's next earnings call commentary on international studios and any formal word on Star Wars Eclipse |
| QuestMobile | Protection under test | Q3 2026 | 58 | Next quarterly QuestMobile mobile internet report and any PIPL/Data Security Law enforcement update |
| Quizlet | Little protection left | Q3 2026 | 58 | Q3 back to school traffic season, the historical peak usage window |
| Qurate Retail Group (QVC/HSN) | Little protection left | Q3-Q4 2026 | 58 | First two post-emergence quarterly reports test whether revenue decline slows and direct-channel customers grow |
| RELEX | Hard to displace | September 3, 2026 | 58 | RELEX webinar on agentic AI in retail and manufacturing |
| ROHM Semiconductor | Losing its protection | September 2026 | 58 | Toshiba/Mitsubishi/ROHM three-way merger decision on structure and leadership |
| Rabbit Inc. | Little protection left | Q3 2026 | 58 | Confirmation of whether the November 2025 funding round ever closes |
| Rabbit LINE Pay | Losing its protection | Q3 2026 | 58 | LINE MAN Wongnai final IPO venue decision (Hong Kong, Singapore, Nasdaq, or Thailand) |
| Radiant Logistics | Losing its protection | September 2026 | 58 | Q4 FY2026 earnings, next check on organic growth vs. margin trend |
| Rakuten Mobile | Losing its protection | end of September 2026 | 58 | KDDI 4G roaming agreement for Rakuten Mobile expires; network must stand on its own |
| Rave Mobile Safety | Defensible for now | Q3 2026 | 58 | Motorola Solutions Q3 2026 earnings call, Command Center Software segment commentary |
| Realpact | Protection under test | September 2026 | 58 | YC S26 demo day, where funding and customer traction get tested publicly |
| Realty Income Corporation | Hard to displace | August 5, 2026 / Q3 2026 | 58 | Q2 2026 earnings release, plus expected Q3 close on Cloud Capital data-center JV first asset |
| RedCircle | Losing its protection | Q3 2026 | 58 | Kalshi $75K/quarter ad contract renewal cycle and 12-month check on Spotify threshold impact |
| Defensible for now | Q3 2026 | 58 | Google AI-licensing deal renewal decision | |
| Redo | Losing its protection | Q3/Q4 2026 | 58 | Redo's UK, Canada, and China launch plus ReturnBear integration results |
| Reliance Retail Ventures | Hard to displace | Q3 2026 | 58 | Q2 FY27 earnings release showing whether quick-commerce losses widen or narrow |
| Reltio | Losing its protection | Q3 2026 | 58 | SAP acquisition close and first post-close integration roadmap review |
| Remedy Entertainment | Losing its protection | September 24, 2026 | 58 | Control Resonant global launch on PS5, Xbox, and PC |
| Remember | Protection under test | Q3 2026 | 58 | Q3 2026 MAU reporting for Remember vs JobKorea and Saramin |
| Remini | Losing its protection | Q3 2026 | 58 | Bending Spoons' first full post-IPO earnings cycle discloses Remini retention, not just installs |
| RenewBuy | Losing its protection | September 2026 | 58 | DRHP filing for combined RenewBuy-InsuranceDekho IPO |
| Renishaw plc | Hard to displace | 23 September 2026 | 58 | Full-year FY2026 results |
| Rent the Runway | Losing its protection | September 2026 | 58 | Q2 FY2026 earnings report on gross margin, cash position, and subscriber growth versus Nuuly |
| Rentec Direct | Protection under test | Q3 2026 | 58 | AppFolio Q2/Q3 2026 earnings showing whether AI agents are pulling small-portfolio landlords downmarket |
| ReportLinker | Little protection left | Q3 2026 | 58 | Next headcount and traffic snapshot showing whether the decline continues or stabilizes |
| ResMan | Losing its protection | Q3 2026 | 58 | Next G2 grid refresh showing ResMan's score movement against AppFolio and Entrata |
| ResearchAndMarkets.com | Little protection left | Q3 2026 | 58 | Q3 2026 deadline for shipping an AI-native research product or locking exclusive publisher licensing |
| Resonac Holdings | Defensible for now | September 29, 2026 | 58 | Crasus Chemical petrochemicals spin-off lists on TSE, narrowing Resonac to semiconductor materials |
| Respawn Entertainment | Losing its protection | September 28, 2026 | 58 | CFIUS national security review outside date on EA take-private deal |
| Ressl AI | Little protection left | Q3 2026 | 58 | Deadline for Ressl to show a named PE roll-up customer with multi-location deployment and renewal |
| Retool | Losing its protection | Q3-Q4 2026 | 58 | Results of July 2026 React/Agents relaunch and net revenue retention data |
| Revel Systems | Little protection left | Q3-Q4 2026 | 58 | Shift4 Q3/Q4 2026 earnings calls, watch for Revel end-of-life language or migration metrics |
| Revolut | Hard to displace | Q3 2026 | 58 | US OCC/FDIC national bank charter decision expected |
| Revolve Group | Losing its protection | Q3 2026 | 58 | Q2 2026 earnings report, management guided to $0.23 EPS |
| Rheinmetall AG | Hard to displace | Q3 2026 | 58 | H2 2026 results test whether Rheinmetall converts backlog into the 40-45% sales growth it guided for FY26 |
| Rhode Skin | Defensible for now | Autumn 2026 / Q3 FY2026 (Feb 2026) | 58 | Sephora Europe launch and e.l.f. Beauty's next quarterly earnings covering Rhode's post-launch numbers |
| Rhumbix | Losing its protection | Q3/Q4 2026 | 58 | Autodesk decides whether Rhumbix ships as a named Forma pillar or gets absorbed into generic features |
| Ricursive Intelligence | Losing its protection | September 8, 2026 | 58 | Synopsys earnings call, flagged as a checkpoint for the AI chip-design competitive picture |
| Riskonnect | Protection under test | Q3 2026 | 58 | Adoption data from Riskonnect's Intelligent Risk Framework (Agentforce-based) launch |
| River Financial | Protection under test | Q3 2026 | 58 | Confirmation of River's mining-hosting exit and customer wind-down, plus first full quarter of Lead Bank deposit results |
| Robi Axiata | Defensible for now | Q3 2026 | 58 | Robi's Q3 2026 earnings, showing whether subscriber or ARPU share shifts after Grameenphone's 700MHz 5G rollout |
| Rocksteady Studios | Losing its protection | Q3 2026 | 58 | Paramount Skydance acquisition of WBD expected to close after WGA litigation resolves |
| Rubrik | Defensible for now | September 8, 2026 | 58 | Q2 FY27 earnings, with guided revenue of $395 to $397 million |
| Runtime | Losing its protection | Q3/Q4 2026 | 58 | YC P26 Demo Day and expected seed round disclosure |
| Ryder System | Hard to displace | Q3 2026 | 58 | Q3 2026 earnings report and update on H2 freight recovery |
| SAI360 | Losing its protection | Q3-Q4 2026 | 58 | First full sales cycle after GRC Elevate 6.0 launch and Plural Policy integration shows whether it wins new logos, not just retains old ones |
| SAIC | Defensible for now | early September 2026 | 58 | Q2 FY2027 earnings report showing recompete win rate and SilverEdge integration progress |
| SICK AG | Protection under test | Q3-Q4 2026 | 58 | Expected formal German restructuring or layoff announcement following April 2026 cost-cutting language |
| SK On | Losing its protection | Q3 2026 | 58 | SK Innovation Q3 2026 earnings, watched for a second battery-asset impairment |
| SThree plc | Protection under test | 22 Sep 2026 | 58 | Q3 FY26 trading update |
| SUNeVision Holdings | Hard to displace | late Aug/early Sep 2026 | 58 | FY2025/26 full-year results, tracking MEGA IDC utilization ramp toward 80% target |
| SVOLT | Losing its protection | September 2026 | 58 | Semi-solid-state battery series production launch tied to BMW Mini 2027 platform |
| Samsara | Defensible for now | September 3, 2026 | 58 | Q2 FY2027 earnings report, watch for deal cadence and growth rate versus 24% guide |
| Samsung Biologics | Hard to displace | Q3 2026 | 58 | Q3 2026 earnings, first quarter to show cost impact of the ongoing labor strike |
| Sansiri Public Company | Defensible for now | Q3 2026 | 58 | Sansiri reports Q2 2026 presales against its THB 48bn full-year target |
| Sartorius AG | Hard to displace | Q3 2026 reporting, late 2026 | 58 | Q3/FY2026 results, watch whether advanced-therapy customer order delays spread beyond the two already flagged |
| Sasol Limited | Losing its protection | 1 September 2026 | 58 | FY2026 full-year results, testing whether net debt falls below the US$3bn dividend trigger |
| ScienceSwarm | Losing its protection | September 2026 | 58 | Six month window for founders to show repeat researcher engagement or a pivot to private problem sets |
| Scoop | Losing its protection | Q3 2026 | 58 | Window to land a named CRO or biotech pilot and publish an FDA-cleared IND case study |
| Scoro | Losing its protection | Q3 2026 | 58 | Scoro's AI vision and roadmap webinar, plus watch for a funding or exit signal after 65 months without a round |
| Scott AI | Losing its protection | Q3-Q4 2026 | 58 | Cursor or GitHub Copilot expected to deepen native plan-mode features |
| Securitas AB | Protection under test | Q3 2026 / early 2027 | 58 | Q3 2026 results and FY2026 mix disclosure showing whether tech/monitoring revenue share and margin actually rise |
| SeeQC, Inc. | Losing its protection | Q3-Q4 2026 | 58 | Dual-track IPO resolves: Nasdaq S-1 listing or Allegro Merger Corp SPAC deal closes |
| Sekisui Chemical Co., Ltd. | Hard to displace | Q3 FY2026 (December 2026) | 58 | FY2026 full-year results reporting against ¥1,408.4B sales and ¥115.0B operating profit guidance |
| SelectQuote | Losing its protection | September 2026 | 58 | NYSE listing compliance cure deadline expires |
| SellRaze | Protection under test | Q3 2026 | 58 | Launch and early traction of SellRaze's own proprietary marketplace, announced October 2025 |
| SemiDrive | Losing its protection | Q3-Q4 2026 | 58 | X10 AI cockpit SoC ramp and premium OEM design-win results against Qualcomm 8295 and Huawei |
| Semrush | Losing its protection | Q3 2026 | 58 | First Adobe earnings call breaking out Semrush's contribution as a standalone line |
| Semtech | Losing its protection | late Aug/Sep 2026 | 58 | Q2 FY27 earnings, first clean read on whether >50% data-center growth guidance holds |
| SentinelOne | Losing its protection | September 2026 | 58 | Q2 FY2027 earnings report |
| ServiceTitan | Defensible for now | September 2026 | 58 | Q2 FY2027 earnings, watch Max adoption and margin trend |
| Shakepay | Losing its protection | Q3/Q4 2026 | 58 | Physical Shakepay Visa card launch after 2026 waitlist, and Quebec class action appeal outcome |
| Shanghai Pharmaceuticals Holding | Defensible for now | Q3 2026 | 58 | H1 2026 interim results, first clean read on whether organic profit holds once the SHPL one-time gain rolls off |
| Sharewow Limited | Little protection left | Q3 2026 | 58 | SEC decision on F-1 IPO: pricing, repricing, or withdrawal |
| ShiftKey | Losing its protection | Q3 2026 | 58 | California and Illinois state legislature votes on gig-worker reclassification bills |
| Shimamura Co., Ltd. | Hard to displace | Q3 2026 | 58 | Next quarterly results plus any update on GU suburban store format expansion |
| Shine.com | Little protection left | Q3 2026 | 58 | HT Media's next quarterly filing, watched for any dated Shine AI feature or revenue reversal |
| Shofo | Losing its protection | Q3 2026 | 58 | Deadline for landing named anchor frontier lab contracts to prove the model works |
| Siam Cement Group (SCG) | Defensible for now | Q3 2026 | 58 | SCGC-PTT Global Chemical olefins JV feasibility outcome and Q3 earnings update |
| Signet Jewelers Limited | Losing its protection | Sep 2026 | 58 | Q2 FY2027 earnings, watching same-store sales, margin, and Blue Nile traction |
| Simplecast | Little protection left | Q3 2026 | 58 | SiriusXM earnings call covering podcast segment and cost cuts |
| Simpplr | Losing its protection | September 2026 | 58 | Comms AI general availability and paid add-on pricing decision |
| Sin Lian Seng Construction | Protection under test | Q3 2026 | 58 | Nasdaq IPO pricing and first post-listing trading |
| Sirius Computer Solutions | Losing its protection | Q3 2026 | 58 | CDW Q3 2026 earnings, showing whether Geared for Growth savings hit services headcount further |
| Sisense | Protection under test | Q3/Q4 2026 | 58 | Sisense's promised managed-LLM service and new AI features ship |
| Skillshare | Little protection left | Q3 2026 | 58 | New teacher payout thresholds (50 followers, 75 premium minutes watched) test creator retention |
| Skillsoft | Little protection left | September 2026 / September 26, 2027 | 58 | Q2 FY27 earnings report, plus NYSE compliance deadline |
| Slab | Little protection left | Q3-Q4 2026 | 58 | Whether Slab ships its promised 'AI Ask' feature and whether it holds renewals against free Confluence Rovo AI |
| Smart Pointer Group Holdings Limited | Protection under test | Q3 2026 | 58 | Nasdaq IPO pricing and listing decision |
| Smilegate | Protection under test | September 9, 2026 | 58 | First-instance verdict in founder Kwon Hyuk-bin's divorce case, which could split up to half his holdings |
| Smokeball | Losing its protection | Q3 2026 | 58 | Archie AI next-gen rollout (mobile, draft-by-example, form-filling) |
| Snow Peak Inc. | Losing its protection | Q3-Q4 2026 | 58 | Coleman Japan follow-up stove SKUs or category refresh |
| Snowflake | Hard to displace | Q3 2026 | 58 | Q2 FY2027 earnings release, next test of NRR and product revenue growth |
| Solend | Little protection left | Q3 2026 | 58 | Solana Alpenglow network upgrade could reshuffle DeFi lending economics |
| Somnigroup International | Defensible for now | Q3 2026 | 58 | Leggett & Platt integration and Q2 2026 earnings report |
| Sonnet Insurance | Losing its protection | Q3 2026 | 58 | Definity Q2 2026 earnings call, where Sonnet is named or dropped from growth narrative |
| Sony Semiconductor Solutions | Hard to displace | Q3 2026 | 58 | iPhone 18 launch, which will show whether Samsung actually wins the main rear sensor slot |
| Sovos | Defensible for now | Q3 2026 | 58 | New CTO David McCann's first two quarters executing AI and data strategy |
| Spectris plc | Defensible for now | September 2026 | 58 | Constance Baroudel becomes CEO of Spectris Limited |
| Spiber | Little protection left | Q3-Q4 2026 | 58 | CRANE's first independent post-restructuring financial disclosure |
| Spire Global | Losing its protection | September 18, 2026 | 58 | NOAA GNSS radio-occultation contract renewal decision |
| Spirit AI | Losing its protection | Q3 2026 | 58 | AgiBot's planned Hong Kong IPO listing |
| Spreaker | Losing its protection | Q3 2026 | 58 | iHeartMedia Q2 2026 earnings, watch free cash flow and any SiriusXM deal news |
| Sprinklr | Losing its protection | early September 2026 | 58 | Q2 FY2027 earnings report |
| SpyFu | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 revenue and headcount trend confirms whether the decline continues |
| Stability AI | Protection under test | September 8, 2026 | 58 | Andersen v. Stability AI class action trial (LAION-5B training data) |
| StepStone | Losing its protection | September 2026 | 58 | New CEO Christian Schmalzl (from Stroeer, outside recruiting) starts and sets first strategy signals |
| StoreDot | Little protection left | September 9, 2026 | 58 | Andretti Acquisition Corp. II SPAC liquidation deadline |
| Story Protocol | Little protection left | Q3 to Q4 2026 | 58 | DATA token unlock event, plus Q3 to Q4 2026 enterprise revenue disclosures from the AI pivot |
| StreamYard | Losing its protection | Q3 2026 | 58 | Bending Spoons Q3 2026 earnings report, first full quarter as public company, watch for StreamYard margin and headcount disclosures |
| Streamline Studios | Little protection left | Q3 2026 | 58 | Next quarterly headcount snapshot to see if the 3.5-year decline (257 to ~60) has stopped |
| Sublime Systems | Losing its protection | September 2026 | 58 | Window closes for DOE grant restoration or a funded alternative plant announcement |
| Sun Hung Kai Properties | Hard to displace | September 2026 | 58 | FY2025/26 full-year results, testing Citi's forecast of 13-18% development-margin recovery |
| Sun Life Financial | Hard to displace | September 8, 2026 | 58 | Court hearing on $213.5M MetLife-legacy class-action settlement |
| SunScout Holding Limited | Little protection left | Q3 2026 | 58 | IPO pricing and NYSE American listing under ticker SNSC |
| Sword Group | Losing its protection | 10 September 2026 | 58 | H1 2026 results release, key signal on whether margins hold under AI pricing pressure |
| Synack | Losing its protection | Q3 2026 | 58 | Federal agencies hit implementation deadlines under the AI cybersecurity Executive Order |
| Synergie SA | Defensible for now | September 2026 | 58 | H1 2026 results, showing whether Q1 momentum held and Agilus integration costs hit margins |
| Syngenta Group | Defensible for now | expected September 2026 or later | 58 | Hong Kong IPO filing and pricing decision |
| Synopsys | Hard to displace | September 2026 | 58 | Q3 FY2026 earnings, key signal for margins and China export recovery |
| Syntiant | Losing its protection | Q3 2026 | 58 | Nasdaq IPO pricing and debut under ticker SYTN |
| Sézane | Defensible for now | Q3-Q4 2026 | 58 | H2 2026 US store conversion and repeat-customer data lands, testing whether new stores in LA, DC, Seattle, Dallas and Atlanta pay back |
| TAL Education Group | Losing its protection | Q3 2026 | 58 | Securities settlement fairness hearing and next quarterly earnings |
| TCGX Acquisition Corp. | Losing its protection | Q3 2026 | 58 | IPO pricing and Nasdaq listing following the July 20, 2026 S-1 filing |
| TD Synnex | Hard to displace | late September 2026 | 58 | Q3 FY2026 earnings report, guidance calls for about $18.6B revenue |
| TMI Associates | Hard to displace | Q3 2026 | 58 | Thomson Reuters Q3 legal-demand forecast, projecting a slip to -0.7% YoY across Big Five firms |
| Tableau | Losing its protection | September 2026 | 58 | Salesforce Q2 FY2027 earnings on Tableau bookings and Tableau Next attach rates |
| Tailored Brands, Inc. | Protection under test | Q3 2026 | 58 | Next quarterly print showing whether rental revenue holds up while margins have been shrinking |
| Talkspace | Protection under test | Q3 2026 (close); Aug 4, 2026 (earnings) | 58 | UHS acquisition expected to close, plus Q2 2026 earnings |
| Tasklet | Losing its protection | Q3-Q4 2026 | 58 | First renewal cycle and retention data for Tasklet for Teams |
| Tata Consumer Products | Hard to displace | Q3 FY27 (Dec 2026 quarter) | 58 | Q2/Q3 FY27 results showing tea inflation pass-through and Starbucks India same-store sales trend |
| TaxDome | Defensible for now | Q3 2026 | 58 | MCP connector letting AI models query TaxDome data goes to broad rollout after beta |
| Taylor Wimpey | Defensible for now | Q3/Q4 2026 | 58 | Competition Appeal Tribunal ruling on certification of the £4.5bn buyer claim |
| TechStyle Fashion Group | Losing its protection | Q3/Q4 2026 | 58 | Post-settlement retention data after AG-mandated cancellation reforms and FTC click-to-cancel rule fully bind |
| Techman Robot | Losing its protection | September 2, 2026 | 58 | Earnings report testing whether Q2-Q3 revenue tracks the 20-30% full-year guidance |
| Telecom Italia (TIM) | Protection under test | 11 Sep 2026 | 58 | Poste Italiane takeover acceptance period closes, payment expected days later |
| TelevisaUnivision, Inc. | Losing its protection | Q3 2026 | 58 | Q3 2026 earnings showing whether ViX growth holds once World Cup halo fades |
| Telix Pharmaceuticals | Losing its protection | September 11, 2026 | 58 | FDA PDUFA decision on Pixclara (TLX101-Px) NDA |
| Telus Corporation | Defensible for now | Q3 2026 | 58 | CRTC junk-fee review decision (60-day window opened June 30, 2026) |
| The Document Foundation (LibreOffice) | Defensible for now | Q3-Q4 2026 | 58 | Euro-Office government RFP outcomes and LibreOffice Conference 2026 in Pordenone |
| The Graph | Losing its protection | Q3-Q4 2026 | 58 | Substreams mainnet and Amp SQL institutional platform launch |
| Thomas | Little protection left | Q3 2026 | 58 | YC Spring 2026 batch Demo Day and any priced seed round announcement |
| Three Lions Acquisition Corp. | Little protection left | Q3 2026 | 58 | TLAC's Nasdaq IPO pricing and trading start |
| Thunder Bridge Capital Partners V, Ltd. | Little protection left | Q3 2026 | 58 | Nasdaq IPO pricing and trading debut for TBCV units |
| Thyme Care | Defensible for now | September 1, 2026 | 58 | Robin Shah steps down as CEO to Executive Chairman; Brad Diephuis becomes CEO |
| Ticketplus Ltd. | Losing its protection | Q3 2026 | 58 | IPO pricing and NYSE American listing completion |
| Tier Mobility | Little protection left | 30 September 2026 | 58 | Deadline for audited FY2025 financials under bond covenants, after two prior delays |
| Tietoevry | Protection under test | Q3 2026 | 58 | Q2 2026 earnings, showing whether Tech Consulting organic decline stabilizes or deepens |
| TikTok | Protection under test | September 15, 2026 | 58 | House Select Committee on CCP hearing on Beijing's residual influence over the algorithm |
| TikTok Shop | Defensible for now | September 15, 2026 | 58 | House Select Committee testimony from TikTok US chief security officer Will Farrell on Beijing influence |
| Titan Machinery | Defensible for now | September 2026 | 58 | Q2 FY2027 earnings (period ended July 31, 2026): whether losses narrow or widen |
| Titan Medical | Little protection left | Q3 2026 | 58 | Novasight 3.0 US commercial launch |
| Too Faced Cosmetics | Losing its protection | Aug/Sep 2026 | 58 | ELC Q3/Q4 2026 earnings disclosure on makeup-segment and Too Faced performance |
| Torrid Holdings Inc. | Protection under test | September 3, 2026 | 58 | Q2 FY2026 earnings, first real test of the promised second half turnaround |
| Toshiba Electronic Devices & Storage | Losing its protection | September 2026 | 58 | Definitive agreement on merging TDSC's semiconductor business with ROHM and Mitsubishi Electric |
| Toss | Defensible for now | Q3 2026 | 58 | Q3 2026 earnings for Toss Bank, KakaoBank, and K Bank showing whether the profit-per-employee gap widens or closes |
| Toss (Viva Republica) | Defensible for now | Q3 2026 | 58 | Next quarterly disclosure on Toss Pay volume, take-rate, and profitability amid the offline payments fight |
| Total Quality Logistics (TQL) | Losing its protection | September 2026 | 58 | D.C. Circuit oral arguments in Pink Cheetah v. TQL on broker rate transparency waivers |
| Tower 28 Beauty | Losing its protection | Q3 2026 | 58 | 2H 2026 Sephora shelf allocation decisions and Q3 2026 DTC revenue data |
| Trancom Co. | Protection under test | Q3 FY2026 (results due around Feb 2026) | 58 | Trancom's next quarterly earnings report showing whether operating margin stabilizes under Bain ownership |
| Treehouse | Little protection left | Q3 2026 | 58 | July 2026 AI Bootcamp launch enrollment and revenue results |
| TrendForce | Hard to displace | Q3 2026 | 58 | 3Q26 DRAM/NAND/foundry quarterly reports and any AI-native semiconductor research competitor launch |
| Trianz | Protection under test | Q3-Q4 2026 | 58 | Concierto Agentic standalone revenue disclosure or continued bundling into services contracts |
| Truist Financial | Defensible for now | September 1, 2026 | 58 | Mike Lyons takes over as CEO from Bill Rogers |
| Trumid | Hard to displace | Q3 2026 | 58 | Next Coalition Greenwich MarketView share report and Trumid's next monthly ADV release |
| TrustAI | Little protection left | Q3 2026 | 58 | SAP AI Agent Hub reaches general availability with native governance, bundled free |
| Trustly | Losing its protection | Q3 2026 | 58 | Trustly Q3 2026 earnings, testing if constant-currency growth reaccelerates and bond spreads narrow |
| Trustpilot | Defensible for now | September 15, 2026 | 58 | Italian AGCM appeal ruling and H1 2026 results call |
| Turkish Airlines | Defensible for now | Q3 2026 | 58 | Q2/Q3 2026 earnings showing whether new CEO Olmustur and Chairman Seker hold 22-24% EBITDAR margin guidance |
| Turvo | Losing its protection | Q3 2026 | 58 | Lineage Q2 earnings and update on Boyle Heights fire recovery spend |
| Twitch | Losing its protection | Q3 2026 | 58 | Streams Charts Q3 2026 watch-time report, tests whether Twitch's 54% share holds or keeps sliding |
| UBTECH Robotics | Losing its protection | September 2026 | 58 | UWORLD U1 consumer deliveries begin, testing whether 13,000 refundable pre-orders convert to paid sales |
| UBTech Robotics | Losing its protection | September 2026 | 58 | UWORLD U1 consumer deliveries begin, testing if 13,000 refundable pre-orders convert to paid units |
| UNHCR (UN Refugee Agency) | Losing its protection | September 2026 | 58 | 1,200+ international staff contracts terminate after positions are cut |
| USAID | Little protection left | around September 2026 | 58 | Expected formal statutory disbandment under H.R. 1123 and related appropriations fight |
| UST | Losing its protection | Q3 2026 | 58 | FY26 revenue disclosure testing whether $2B+ guidance holds as AI reshapes margins |
| Uber Freight | Losing its protection | Q3 2026 | 58 | Uber Freight Q2 and Q3 2026 segment earnings, testing whether the Q1 revenue uptick holds |
| Udemy | Losing its protection | Q3 2026 | 58 | First full combined Coursera-Udemy quarterly earnings report |
| UniCredit | Hard to displace | September 2026 | 58 | ECB ruling on UniCredit's control of Commerzbank |
| Union Bank of India | Hard to displace | Aug-Sep 2026 | 58 | Q2 FY27 earnings release, testing whether the Q1 profit and NII rebound holds |
| Unisound | Losing its protection | Q3 2026 | 58 | U-series 266B MoE agentic model targeted to ship per company guidance |
| United Airlines Holdings | Hard to displace | Q3 2026 | 58 | Q3 2026 earnings report against $2.50-$3.50 adjusted EPS guidance |
| United Natural Foods | Losing its protection | late September 2026 | 58 | Q4 FY2026 earnings release, first full quarter under new CFO Giorgio Tarditi |
| United Overseas Bank | Hard to displace | Q3 2026 | 58 | Q3 2026 earnings report showing whether wealth-management fee income accelerates or keeps declining |
| UnitedHealth Group | Defensible for now | September 8, 2026 | 58 | Luigi Mangione state murder trial opens, reviving reputational scrutiny |
| Unitree Robotics | Losing its protection | Q3 2026 | 58 | Shanghai STAR Market IPO pricing and debut trading |
| Universal Health Services | Defensible for now | Q3 2026 | 58 | Talkspace acquisition expected to close |
| Unsplash | Losing its protection | Q3 2026 | 58 | Getty Q2 2026 earnings, watch for AI-licensing revenue growth and subscriber trend |
| Urban Outfitters Inc. | Defensible for now | September 2026 | 58 | Q2 FY2027 earnings report, testing whether Anthropologie's comp slowdown continues or reverses |
| V2X, Inc. | Hard to displace | Q3 2026 | 58 | Q2 2026 earnings report and GAO ruling on LOGCAP V task-order protests |
| VK Play | Losing its protection | Q3 2026 | 58 | VK Group Q2/Q3 2026 earnings and any movement on Russia sanctions or payment normalization |
| Vecteezy | Losing its protection | September 2026 | 58 | Adobe fiscal Q3 2026 earnings call, watch Firefly/Stock integration metrics |
| Velocity Global | Losing its protection | Q3 2026 | 58 | Independent confirmation (or absence) of repeated 40%+ growth in Q2/Q3 2026 following self-reported Q1 figure |
| Velodrome Finance | Protection under test | September 2026 | 58 | Aero merger executes, unifying VELO and AERO tokens after mandatory LP migration |
| Velvet | Protection under test | by Q3 2026 | 58 | Whether Velvet names its first frontier-lab contract |
| Venafi | Defensible for now | Aug/Sep 2026 | 58 | Palo Alto fiscal Q1 2027 earnings, first full quarter with Idira fully rebranded |
| Verana Health | Protection under test | Q3-Q4 2026 | 58 | IRIS Registry and other specialty-society contract renewal cycle |
| Veraset | Losing its protection | Q3 2026 | 58 | Orchestrator platform adoption results and any FTC action following the Kochava ban |
| Vercel | Defensible for now | Q3 2026 | 58 | Regulatory and customer fallout from the April 2026 Context.ai breach plays out |
| VeriSilicon | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 earnings show whether record AI order backlog narrows losses or losses widen again |
| Veria Labs | Losing its protection | Sep 10, 2026 | 58 | ISC2 East Bay Chapter speaking event, watch for messaging shift toward crypto/agent security vertical |
| Vertafore | Hard to displace | Q3 2026 | 58 | Roper Q3 2026 earnings call, first hard revenue signal on Vertafore's AMS growth |
| Vestris | Losing its protection | Q3 2026 | 58 | Vestris must show a named paying customer or wider jurisdiction coverage by YC S26 Demo Day |
| ViSenze | Protection under test | mid-September 2026 | 58 | UK court ruling on Rezolve's $300M buyback plan |
| Viasat | Losing its protection | Aug-Sep 2026 | 58 | ViaSat-3 F3 targeted service entry, plus Carronade Capital strategic review outcome |
| VinFast Auto Ltd. | Losing its protection | Q3 2026 / Nov 2026 | 58 | VFTP manufacturing asset sale expected to close, plus Vingroup loan expiry |
| Vince Holding Corp. | Protection under test | September 2026 | 58 | Q2 FY2026 earnings report, testing guided 10-12% growth |
| Vinhomes | Protection under test | Q3-Q4 2026 | 58 | Bond issuance window under Decree 245/2025 mandatory credit ratings, plus presale updates on Global Gate Ha Long |
| Virgin Galactic | Little protection left | Q3 2026 | 58 | Delta-class glide flight tests scheduled to complete |
| Visional Inc. (Bizreach) | Defensible for now | September 2026 | 58 | FY2026/7 full-year results, key read on client growth, fee-rate impact, and HRMOS breakeven |
| Vista Global | Losing its protection | September 2026 | 58 | September 2026 put option comes due, testing refinancing and liquidity |
| Visteon Corporation | Defensible for now | around September 2026 | 58 | Q3 2026 earnings release, watch for new business award pace and margin trend |
| Volkswagen | Losing its protection | Q3-Q4 2026 | 58 | Labor board decision on 100,000 job cuts and four German plant closures |
| Vouch Insurance | Losing its protection | Q3 2026 | 58 | First full year of Hiscox distribution deal and client count check |
| Vrbo | Protection under test | Q3-Q4 2026 | 58 | Uber's vacation-rental inventory rollout, plus Expedia's Q3 2026 earnings commentary on Vrbo versus unified vacation rentals |
| WME (Endeavor) | Defensible for now | Q3 2026 | 58 | TKO Group earnings call, which discloses WME Group's post-buyout agency financials |
| Walmart | Hard to displace | Q3 2026 | 58 | Q2 FY2027 earnings report, guided at $0.72-0.74 EPS and about $185.4B revenue |
| Warner Bros. Games | Losing its protection | Q3 2026 | 58 | Court ruling on Paramount Skydande antitrust challenge to WBD acquisition |
| Warp | Losing its protection | Q3 2026 | 58 | Impact of July 2026 platform credit metering on self-serve user retention becomes visible |
| Wasabi Technologies | Losing its protection | Q3-Q4 2026 | 58 | Wasabi Fire general availability rollout and Lyve Cloud migration churn results |
| Waterdrop Inc. | Losing its protection | around September 9, 2026 | 58 | Q2 2026 earnings release, testing if 60%+ YoY growth holds or slows as super-apps push harder |
| Waterdrop Inc. | Losing its protection | September 2026 | 58 | Q2 2026 earnings report, watch if marketing spend normalizes while revenue growth holds |
| Wattpad | Protection under test | Q3 2026 | 58 | Disney 2% equity stake and joint digital comics platform deal, binding or collapsed |
| Wayfair | Losing its protection | Q3 2026 | 58 | Q2 2026 earnings, testing whether Q1's customer growth and margin gains hold up |
| Webull | Losing its protection | Q3 2026 | 58 | Next quarterly earnings and any Congressional or SEC move on China ownership or PFOF |
| Weichai Power | Defensible for now | Aug-Sep 2026 | 58 | H1 2026 interim results, which will show whether FAW/Dongfeng in-housing has actually cut into engine volumes |
| Weights & Biases | Defensible for now | Q3 2026 | 58 | CoreWeave earnings call where W&B revenue/retention may first be broken out |
| Wheelock and Company | Hard to displace | September 2026 | 58 | Wharf REIC FY2026 interim results and Singapore Orchard Road mall sale outcome |
| Wideframe | Protection under test | Q3-Q4 2026 | 58 | Adobe and Descript's next AI feature releases could add footage-search or organization tools |
| Wiley Education Services | Protection under test | September 2026 | 58 | Q1 FY2027 earnings, test of whether the Learning segment's inclusive access turnaround shows up |
| Windsurf (Codeium) | Losing its protection | Q3 2026 | 58 | Expected close of SpaceX's acquisition of Cursor, a rival agentic coding tool |
| Winning Health Technology | Little protection left | Q3 2026 | 58 | Q2/Q3 2026 earnings report showing whether the Q1 revenue rebound turns into positive YoY growth |
| Wins | Losing its protection | Q3 2026 | 58 | FY2026 Q2/Q3 earnings, watched for revenue re-acceleration and SNIPER BD1 AI Plus traction |
| Wizards of the Coast | Hard to displace | Q3 2026 | 58 | Hasbro Q3 2026 earnings call, showing Magic set performance after Marvel Super Heroes |
| Wongnai | Losing its protection | Q3 2026 | 58 | IPO venue decision (Hong Kong or New York) ahead of targeted 2027 listing |
| Workvivo | Losing its protection | Aug-Sep 2026 | 58 | Zoom quarterly earnings likely to disclose Workvivo's post migration organic growth |
| X Corp | Losing its protection | Q3 2026 | 58 | France criminal probe outcome and possible EU operational restrictions |
| Xiaoi Robot | Little protection left | September 28, 2026 | 58 | Q2 FY2026 earnings report, testing whether revenue stabilizes or the collapse continues |
| Xiaomi Auto | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 earnings show whether per-vehicle losses shrink or widen |
| Ximalaya FM | Losing its protection | Q3 2026 | 58 | TME earnings call detailing Ximalaya integration plans, layoffs, and product overlap with QQ Music |
| YBM Net | Protection under test | Q3 2026 | 58 | Q3 2026 earnings release, plus AIDT court appeal window closing |
| YETI Holdings, Inc. | Losing its protection | Q3 2026 | 58 | September 2026 Investor Day plus Q2/Q3 2026 earnings prints |
| YG Entertainment Inc. | Losing its protection | September 2026 | 58 | New 5-member boy group debut, YG's first new boy act in six years |
| Yamato Holdings | Hard to displace | September 1, 2026 | 58 | YCF sale to Nojima closes, cutting debt by ¥31.6 billion |
| Yandex Market | Losing its protection | Q3 2026 | 58 | Q2 2026 earnings report showing whether war-related logistics damage and seller attrition are hitting growth guidance |
| Yext | Losing its protection | September 2026 | 58 | Q2 FY27 earnings report on revenue trend and small-customer ARR |
| Yingke Law Firm | Losing its protection | September 2026 | 58 | Global 200/China 45 FY2025 revenue and headcount rankings publish |
| Yiren Digital | Little protection left | Aug-Sep 2026 | 58 | Q2/Q3 2026 earnings report showing whether revenue collapse continues or stabilizes |
| YooZoo Games | Protection under test | Q3 2026 | 58 | Audited H1 2026 interim report confirming or denying the ¥200-300M profit forecast |
| Yotpo | Losing its protection | Q3 2026 | 58 | 12-month window to show Klaviyo Reviews hasn't taken flagship Shopify Plus accounts |
| Youi | Defensible for now | September 2026 | 58 | OUTsurance Group H2 FY26 results, testing whether the 66% claims ratio normalizes |
| Youngone Corporation | Defensible for now | Q3 2026 | 58 | Q3 2026 earnings showing first full quarter of US forced-labor tariff impact on Bangladesh/Vietnam output |
| Youngor Group Co., Ltd. | Losing its protection | Q3 2026 | 58 | Q2/Q3 2026 consolidated results showing whether Intime integration stabilizes revenue or drags margins |
| Yuga Labs | Protection under test | Q3 2026 | 58 | Ape Accelerator launch with developer traction metrics |
| Yum China Holdings | Hard to displace | Q3 2026 | 58 | Pizza Hut China acquisition closes, converting Yum China from licensee to owner |
| Zaid Ibrahim & Co | Protection under test | Q3 2026 | 58 | High Court ruling on ZICO's stay application in the Zaid Ibrahim name-litigation discovery order |
| Zaplar | Losing its protection | September 10, 2026 | 58 | YC S26 Demo Day, first public traction reveal |
| Zearn | Losing its protection | Q3 2026 | 58 | RAND RCT results conclude and Ohio's statewide free access agreement comes up for renewal |
| Zepto | Protection under test | Q3 2026 | 58 | Zepto IPO pricing and listing |
| Zhiyuan Robot | Losing its protection | Q3 2026 | 58 | Hong Kong IPO prospectus filing expected to reconcile the $147M vs $17M revenue dispute |
| Zhiyuan Robotics (AgiBot) | Losing its protection | Q3 2026 | 58 | Hong Kong IPO prospectus publication, first audited look at margins and unit economics |
| Zilliqa | Little protection left | Q3 2026 | 58 | GLEIF vLEI Issuer certification and Mediation Layer launch target |
| Zscaler | Defensible for now | September 8, 2026 | 58 | Q4 FY2026 earnings call, first guidance test after May 2026 miss and sales leadership turnover |
| Zuoyebang | Little protection left | Q3 2026 | 58 | US Treasury/USTR scrutiny of Chinese AI apps could restrict Question.AI and Poly.AI distribution |
| e& (Etisalat Group) | Hard to displace | Q3 2026 | 58 | Q2/Q3 2026 earnings test whether organic revenue growth holds once PPF Telecom consolidation effects fade |
| eSentire | Losing its protection | Q3-Q4 2026 | 58 | CEO James Foster's first capital or transaction move (growth round, sale process, or hyperscaler channel deal) |
| edX | Little protection left | Q3 2026 | 58 | First full revenue quarters under Executive Director Adrian Norman after April 2026 recapitalization |
| iCHEF | Defensible for now | Q3 2026 | 58 | 91APP's next quarterly disclosure on iCHEF synergy revenue and AgentOne/Location Intelligence adoption |
| iMocha | Losing its protection | Q3-Q4 2026 | 58 | Udemy partnership commercial traction and possible Series B decision window |
| iQIYI | Losing its protection | Q3 2026 | 58 | Q2 2026 earnings release, plus Hong Kong listing decision |
| iRobot | Little protection left | Q3/Q4 2026 | 58 | IDC market-share data covering the July 2026 relaunch lineup |
| machine0 | Little protection left | September 2026 | 58 | YC S26 Demo Day, where funding or a pivot toward a specific vertical would first show up |
| n8n | Defensible for now | Q3 2026 | 58 | SAP Joule Studio GA with native n8n embedding |
| o11 | Losing its protection | Q3 2026 | 58 | Window closes if Microsoft or Google ship native financial-workflow agents and o11 shows no net-new customers |