Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Strain-wave gears & RV reducersII · Ball screws, linear guides & bearingsIII · Frameless motors & integrated actuatorsIV · Rare-earth magnets & motor materialsV · Force-torque, tactile & vision sensingVI · Robot brains & edge AI computeVII · Batteries & power densityVIII · Robot platforms & integratorsIX · Simulation, training & robot softwareX · Private giants & exposure vehicles
August 2026
- 11mediumEarningsHSYDFHarmonic Drive Systems quarterly earnings (TSE 6324)As the strain-wave reducer near-monopolist, Harmonic Drive's order and reducer-volume commentary is the cleanest read on whether humanoid demand is reaching the reducer chokepoint.
October 2026
- 19lowConferenceRoboBusiness 2026, Santa Clara (Oct 19-21)Primary venue where reducer and frameless-motor suppliers (Nidec Drive Technology demoed in 2025) unveil humanoid-targeted actuator parts and any design wins that would move the chokepoint from positioning to revenue.
December 2026
- 01lowConferenceHumanoids Summit Silicon Valley (Dec 1-2)Concentrated forum for humanoid OEMs to announce production-volume actuator platform standardization — the trigger that would re-rate any merchant frameless-motor supplier from option to revenue.
Past
- 2026-07-22Tesla Q2 2026 earnings