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
December 2026
- 31mediumProgramQNTDARPA QBI Stage C downselect — end of yearlong Stage BStage B (started Nov 2025, yearlong) includes Quantinuum and QuEra among 11 teams; advancement to the final stage is non-dilutive government validation that reprices both cap tables, and elimination breaks them.
- 08lowConferenceQ2B26 Chicago (Dec 8-10, Marriott Marquis Chicago)The commercial-quantum scorecard where Quantinuum, PsiQuantum, and QuEra publish roadmap proof points — the first Q2B with a public QNT tape to react in real time.
Past
- 2026-07-23Honeywell Q2 2026 earnings — first print since the Quantinuum IPO