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
July 2026
- 29mediumEarningsPTCPTC fiscal Q3 2026 earningsFirst print after the March Onshape-to-Isaac-Sim launch; watch for whether the robotics workflow converts industrial/humanoid pilots into named ARR rather than staying a marketing integration.
August 2026
- 26mediumEarningsNVDANVIDIA fiscal Q2 2027 earningsRobotics is now buried inside the new Edge Computing platform, so the call commentary on Isaac/GR00T design wins and GR00T N2 progress is the only read on the chokepoint's momentum.
December 2026
- 31mediumProgramNVDAGR00T N2 humanoid foundation model targeted availabilityNVIDIA previewed GR00T N2 as performing more than twice as often as leading vision-language-action models; shipping it deepens the model-layer lock-in that is the real moat above the open-source simulators.
March 2027
- 15lowConferenceNVDANVIDIA GTC 2027 (San Jose, Mar 15-19)GTC is where NVIDIA expands the named humanoid partner roster and ships the next Isaac Lab/Cosmos/GR00T releases — the qualitative design-win signal that reprices this chokepoint absent a disclosed robotics revenue line.