Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Cryogenics & dilution refrigeratorsII · Helium-3 & cryogen supplyIII · Isotopes & quantum materialsIV · Control electronics & cryo-CMOSV · Lasers & precision photonicsVI · Ultra-high vacuum systemsVII · Qubit fabrication & foundryVIII · Classical co-processing & error correctionIX · Platform pure-playsX · Private giants & exposure vehicles
July 2026
- 29EarningsFORMFormFactor Q2 FY2026 earningsFirst full quarter since the Flatiron dilution-refrigerator launch — the cleanest public-market read on whether cryo/quantum Systems-segment demand is inflecting alongside the AI test cycle.
August 2026
- 18EarningsKEYSKeysight fiscal Q3 2026 earningsManagement commentary on QCS order momentum after the AIST G-QuAT and Fujitsu/RIKEN wins is the best available proxy for merchant control-electronics spend per qubit.
September 2026
- 30PolicyNational Quantum Initiative Reauthorization Act — House floor vote (H.R. 8462 / S. 3597)The bill cleared House Science markup April 29 and Senate Commerce unanimously; it directs Commerce to produce a quantum supply-chain resilience plan and funds testbeds — federal procurement that flows directly into control-stack vendors.
November 2026
- 06ProgramDARPA Quantum Benchmarking Initiative — Stage B concludes, Stage C downselect window opensThe 11 Stage B teams (IBM, IonQ, Quantinuum, QuEra, et al.) must defend control architectures that scale to utility by 2033; Stage C selections reveal which merchant control vendors are designed into the surviving roadmaps.