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A focused calendar of major conferences, industry summits, government-facing events and selected company watchpoints across space, defense and artificial intelligence. The goal is not to list everything: it is to flag the dates most likely to produce contracts, product roadmaps, procurement signals, partnerships, demonstrations or other market-relevant developments.
Information as of October 11, 2026. AUSA and OCP lead the immediate calendar, followed by developer, AI-infrastructure, satellite and defense gatherings through 2027. Dates follow the organizer; sessions, exhibitions and local times are distinguished where disclosed. Elapsed 2026 entries remain labeled for reference. Each Editorial focus explains what evidence to follow and is Merlintrader analysis, not a promised announcement. Company names indicate thematic relevance unless participation is explicitly sourced.
| Date | Event | Location | Sector | Listed names / themes to watch | Importance | Why it matters | Official |
|---|---|---|---|---|---|---|---|
| Past date · Oct 5–9, 2026 | 77th International Astronautical Congress | Antalya, Türkiye | SPACE | Global launch, satellite, lunar and space-infrastructure ecosystem | ●●●●○ | Scheduled date has passed. Retained as a historical reference; this does not verify outcomes or announcements. The broadest international space gathering of the autumn, with agencies, academia and industry in one place. Useful for program updates, partnerships and competitive read-throughs. | Official ↗ |
| Past date · Oct 7–8, 2026 | World Summit AI | Taets Art & Event Park, Amsterdam area, Netherlands | AI | Enterprise AI, frontier models, governance | ●●●○○ | Scheduled date has passed. Retained as a historical reference; this does not verify outcomes or announcements. Cross-industry summit bringing together enterprise, researchers, investors and policymakers. Relevant to AI deployment, partnerships and European adoption trends. | Official ↗ |
| Oct 12–14, 2026 | AUSA Annual Meeting & Exposition | Washington, DC | DEFENSE AI | Autonomy, drones, C2, AI, counter-UAS, defense tech | ●●●●○ | Major U.S. Army/defense procurement forum with more than 750 exhibits. Strong read-through potential for autonomous systems, drones, sensors, communications and AI-enabled battlefield technology. Editorial focus: Separate demonstrations from funded procurement. For drones and autonomy, look for the customer, contract vehicle, production scope and delivery period; a booth appearance alone says little about revenue. C2 and counter-UAS discussions are most useful when they show how systems connect to existing Army networks and how procurement could move beyond trials. Confirm each company’s participation through its own release or the exhibitor directory. | Official ↗ |
| Oct 12–15, 2026 | OCP Global Summit | San Jose McEnery Convention Center, CA | AI | NVDA · open compute, networking, power, cooling | ●●●●○ | Open data-center infrastructure and AI scaling. NVIDIA confirms participation and an October 12 keynote by Ian Buck; relevant to AI factories and the server supply chain. Program detail: NVIDIA schedules Ian Buck’s keynote on October 12, 5:45–6:15 p.m. in San Jose local time. Its published sessions include 800 VDC infrastructure, liquid cooling, networking and AI-factory operations. Editorial focus: Watch published specifications, interoperability and deployment readiness, rather than treating every reference architecture as a customer order. OCP says sessions will be recorded and slides posted after the summit. NVIDIA program. | Official ↗ |
| Oct 16–Nov 10, 2026 · selected dates | OpenAI DevDay Exchange | Eight cities worldwide | AI | Developer tools, Codex, AI applications | ●●●○○ | Regional developer series: Bengaluru Oct 16; Tokyo Oct 20; Seoul Oct 22; Berlin Oct 26; Paris Oct 28; London Nov 3; São Paulo Nov 6; Mexico City Nov 10. Application-based attendance; technical sessions and adoption signals, with no guaranteed product launch. Editorial focus: Follow what developers can actually use: documented APIs, availability, deployment constraints and the economics of running applications. A regional workshop is an adoption checkpoint; distinguish a technique demonstrated in a session from a generally available product. OpenAI is a private company, so these sessions are ecosystem indicators rather than a dated earnings catalyst for a listed issuer. | Official ↗ |
| Oct 20–21, 2026 | PyTorch Conference North America | San Jose, CA | AI | Open-source AI, training, inference, accelerators | ●●●○○ | PyTorch Foundation event covering model training, inference and the software stack behind AI applications. Watch performance, deployment tooling and hardware-software integration. Editorial focus: Look for reproducible improvements in training and inference, support for different accelerators, portability and production tooling. A benchmark should identify model, hardware, precision and workload before it becomes a useful comparison. Software adoption may affect compute demand, but an open-source release does not establish a chip order or a supplier’s revenue. | Official ↗ |
| Oct 20–22, 2026 | NVIDIA GTC Berlin | Berlin, Germany | AI | NVDA · AI factories | ●●●●● | Workshops October 20; conference and expo October 21–22. Jensen Huang keynote October 21, 11 a.m.–1 p.m. CEST (5–7 a.m. ET). Industrial AI, robotics and AI infrastructure. Editorial focus: Track announced availability, partner deployments and the distinction between physical-AI demonstrations and production applications. For AI factories, compare computing, networking, power and software requirements together. The keynote is a confirmed information event; any specific chip, contract or guidance announcement remains uncertain until NVIDIA publishes it. | Official ↗ |
| Oct 25–28, 2026 | Oracle AI World | Las Vegas, NV | AI | ORCL · cloud and enterprise AI | ●●●●○ | Cloud infrastructure, databases and enterprise AI. Dates follow the current organizer FAQ. Editorial focus: Look for customer deployments, product availability and the connection between AI services, databases and cloud infrastructure. Capacity announcements require separate evidence on power, construction and customer commitments. Distinguish an AI feature demonstrated on stage from a monetized service and from revenue recognized in a reported quarter. | Official ↗ |
| Oct 27–29, 2026 | Silicon Valley Space Week | Computer History Museum, Mountain View, CA | SPACE DEFENSE | Satellite connectivity, launch capacity, military SATCOM | ●●●●○ | Satellite Innovation and MilSat Symposium share one program. Watch commercial and military satellite demand, spectrum access, launch capacity and industry financing; listed as one event to avoid duplication. Editorial focus: Read commercial and military satellite discussions together: buyers may value resilient connectivity, terminals and ground integration as much as spacecraft capacity. Watch procurement structure, spectrum constraints and launch access. Partnerships are more informative when the parties disclose scope and implementation; a panel discussion does not establish contract backlog. | Official ↗ |
| Oct 28–29, 2026 | Space Economy Summit | University of Central Florida, Orlando, FL | SPACE / AI / DEFENSE | SATL · Earth observation, orbital compute, connectivity | ●●●○○ | Economist summit on the commercial space economy. Sessions cover Earth observation with AI, orbital data centers, direct-to-device connectivity and dual-use markets. The program lists an October 29 fireside chat with Satellogic CEO Emiliano Kargieman. Editorial focus: The useful question is how sensing, communications and orbital compute become services customers can buy. Watch the distinction between an experimental demonstration and a deployed network, and between technical capability and recurring demand. Satellogic’s scheduled appearance confirms participation in that session, not an advance commitment to disclose a new award. | Official ↗ |
| Nov 2–5, 2026 | Global MilSatCom | Riverbank Park Plaza, London, UK | SPACE DEFENSE | Military SATCOM, resilient networks, ground systems | ●●●●○ | Focus day November 2; main conference November 3–5. Military satellite communications and future capability priorities offer a checkpoint for government demand and supplier partnerships. Editorial focus: Follow the resilience of communications under interference, integration of commercial capacity and interoperability between national systems. Separate operational requirements from budget appropriations and actual awards. Ground terminals, gateways and network management can be relevant supplier themes without implying that a particular listed company has won a program. | Official ↗ |
| Nov 3, 2026 | Space & Defense Investor Summit | Los Angeles, CA | SPACE DEFENSE | Space and defense financing, investment, partnerships | ●●●○○ | Payload’s invitation-only, off-the-record investor summit. Relevant to capital allocation and industry partnerships; public announcements are not guaranteed. Editorial focus: Monitor any subsequent public funding or strategic-partnership releases, including transaction structure and whether money is committed. An invitation-only conversation may not create a public information catalyst on the same day. Private-company financing also needs careful translation before making comparisons with public-company valuations. | Official ↗ |
| Nov 15–20, 2026 | SC26 | Chicago, IL | AI / HPC | Accelerators, networks, storage | ●●●●○ | High-performance computing and AI infrastructure; the conference spans November 15–20, with exhibits November 17–19. Editorial focus: Compare system performance with power consumption, memory, networking and software configuration. Watch practical deployment of HPC and AI systems, not just peak theoretical throughput. A technical result may inform infrastructure demand, while order size, customer identity and financial contribution still need separate corporate disclosure. | Official ↗ |
| Nov 17–20, 2026 | Microsoft Ignite | San Francisco, CA | AI | MSFT ecosystem, cloud, agents, enterprise AI | ●●●●○ | Major enterprise-AI and cloud event. Relevant for agentic AI, platform roadmaps, infrastructure partnerships and enterprise deployment signals. Editorial focus: Follow deployment and governance of enterprise agents, the integration with existing workloads and the availability of announced services. Customer case studies are most useful when they identify production scale and measurable usage. Product announcements alone do not quantify incremental revenue, cloud margins or the cost of the supporting infrastructure. | Official ↗ |
| Nov 17–19, 2026 | Space Tech Expo Europe | Bremen, Germany | SPACE DEFENSE | Space hardware, smallsats, connectivity, supply chain | ●●●●○ | B2B space-engineering and supply-chain event covering launch services, satellite operations, communications, ground systems, materials and components. Editorial focus: Examine hardware qualification, manufacturing capacity, subsystem integration and the timetable for customers to accept delivery. This is particularly useful for distinguishing space-industry supply-chain capability from speculative program association. Exhibitor presence confirms marketing participation; it does not prove a purchase order or flight qualification. | Official ↗ |
| Nov 29–Dec 4, 2026 | AWS re:Invent | Las Vegas, NV | AI | AMZN, NVDA, AMD, cloud/AI infrastructure partners | ●●●●● | One of the year’s most important cloud and AI-infrastructure events, with potential for new accelerators, partnerships, model services, networking and data-center architecture announcements. Editorial focus: Watch how AWS connects model services to compute, networking and storage, including availability and customer migration paths. For any accelerator or partner announcement, check architecture, performance assumptions and commercialization timetable. AMZN, NVDA and AMD are thematic exposure names here; their individual announcements must be confirmed independently. | Agenda ↗ |
| Nov 30–Dec 3, 2026 | NVIDIA GTC Washington, D.C. | Washington, DC | AI GOV/DEF | NVDA, AI factories, physical AI, HPC, government ecosystem | ●●●●● | Workshops November 30; conference and expo December 1–3. Jensen Huang’s keynote is scheduled for December 1 at 2 p.m. ET. The organizer covers AI factories, physical AI, HPC and public-sector adoption. Editorial focus: Watch government adoption, procurement eligibility, secure deployment and the physical infrastructure behind AI factories. Policy support and demonstrations are distinct from funded customer commitments. Read NVIDIA’s releases alongside any agency announcement before attributing a public-sector contract, spending amount or implementation deadline. | Official ↗ |
| Nov 30–Dec 3, 2026 | I/ITSEC 2026 | Orange County Convention Center, Orlando, FL | DEFENSE AI | Simulation, military training, AI integration | ●●●●○ | Defense modeling, simulation and training. The official public program runs November 30–December 3, including exhibits, tutorials, technical sessions and workshops. Editorial focus: Look for how simulation and training products integrate with operational systems, how AI-generated scenarios are validated and whether customers announce adoption. A successful demonstration may be technically significant without adding booked revenue. Check the session program and exhibition hours separately when following individual demonstrations. | Official ↗ |
| Dec 6–13, 2026 · venue-specific dates | NeurIPS 2026 | Sydney / Atlanta / Paris | AI | Frontier AI research, models, optimization, infrastructure | ●●●○○ | Less directly tied to near-term earnings, but one of the world’s most important AI research conferences and a source of technical read-throughs for model architecture and compute demand. Program detail: Sydney runs December 6–12, with the main conference December 8–10; Atlanta and Paris run December 9–13. Editorial focus: Look for reproducible work on model efficiency, evaluation and deployment. A research improvement is an early technical signal, not evidence that a listed company’s commercial product has adopted it. | Dates ↗ |
| Dec 8–10, 2026 | AOC International Symposium & Convention | National Harbor, MD | DEFENSE | Electronic warfare, spectrum operations, sensors | ●●●○○ | Defense technology and procurement discussions focused on electromagnetic warfare and spectrum operations. Main symposium December 8–10; optional pre-conference courses December 7. Editorial focus: Monitor sensing, protection against interference and integration of electromagnetic capabilities across platforms. Technical performance, export restrictions and customer qualification can matter more than a product name. Only an official award or company disclosure can support a statement about a supplier’s contracted role. | Official ↗ |
| Jan 6–9, 2027 | CES 2027 | Las Vegas, NV | AI | AI hardware, robotics | ●●●●○ | Consumer and industrial technology announcements; relevant to edge AI, robotics and chips. Individual company participation must be verified separately. Editorial focus: Separate hardware that ships from prototypes, concept demonstrations and speculative product cycles. For AI devices and robotics, follow real-world performance, power consumption and availability. Kopin’s planned Neural I/o demonstration is listed separately as company guidance; the CES calendar itself does not confirm that its demonstration has happened. | Official ↗ |
| Jan 11–14, 2027 | Commercial Space Week / SpaceCom | Orlando, FL | SPACE / DEFENSE | Launch, spaceports, mobility | ●●●●○ | Spaceport Summit January 11; Space Mobility January 12; SpaceCom / Space Congress January 13–14. Expo January 12–14. Editorial focus: Follow the operating infrastructure of the commercial space economy: launch access, spaceport capacity, mission logistics and customer requirements. Agenda participation does not establish an award. The overlapping events are grouped as one week so readers do not count a shared exhibition as several independent catalysts. | Official ↗ |
| Jan 11–15, 2027 | AIAA SciTech Forum | Hyatt Regency Orlando, FL | SPACE / DEFENSE / AI | Aerospace R&D, digital engineering, simulation | ●●●○○ | The organizer confirms January 11–15 and lists speakers from NVIDIA, NASA and the Air Force Research Laboratory. The forum’s theme is resilience across aerospace and engineering. Editorial focus: Follow the connection between research, simulation and qualification of deployable systems. A paper or technical demonstration is an early development signal; customer acceptance, manufacturing scale and procurement follow separately. Speaker inclusion confirms that person’s listed role in the program, not a new contract. | Official ↗ |
| Feb 16–18, 2027 | WEST 2027 | San Diego Convention Center, CA | DEFENSE / AI | Naval platforms, communications, maritime systems | ●●●●○ | AFCEA and the U.S. Naval Institute’s event connects Navy, Marine Corps and Coast Guard leaders with industry. The published theme addresses combat power across multiple maritime fronts. Editorial focus: Watch operational requirements, communications resilience and integration of new capabilities with fleets. Program requirements and discussions can frame demand; contract awards, funded scope and delivery schedules must still be verified separately. Company participation can be confirmed in the exhibitor directory or company releases. | Official ↗ |
| Mar 1–3, 2027 | AFA Warfare Symposium 2027 | Colorado | DEFENSE SPACE | USAF, Space Force, defense primes, autonomy & space systems | ●●●●○ | Next major AFA policy-and-technology checkpoint after Air, Space & Cyber, useful for budget priorities, operational requirements and defense-industry roadmaps. Editorial focus: Track operational priorities and acquisition requirements, then check whether they translate into funded programs. Statements about future needs can be useful context for autonomy, communications and space systems, but should not be turned into orders for a named contractor without supporting evidence. | AFA events ↗ |
| Mar 1–4, 2027 | MWC Barcelona 2027 | Fira Gran Via, Barcelona, Spain | AI / SPACE | Telecom, AI networks, connectivity, non-terrestrial systems | ●●●●○ | GSMA confirms the four-day event and highlights networks and AI among its themes. Editorial focus: Watch the commercial interface between terrestrial networks and satellite services, together with AI deployment by operators. A partnership headline needs detail on coverage, devices, spectrum, pricing and service availability before its commercial meaning can be assessed. No participation or announcement by a particular satellite issuer is assumed merely because its business is relevant to connectivity. | Official ↗ |
| Mar 8–11, 2027 | SATShow Week / SATELLITE & GovMilSpace | Washington, DC | SPACE / DEFENSE | Satellite networks, terminals, government connectivity | ●●●●○ | The organizer confirms conference dates March 8–11, with the exhibition March 9–11 at the Walter E. Washington Convention Center. SATELLITE and GovMilSpace are grouped as one week. Editorial focus: Follow network economics, resilient communications and integration between commercial and government customers. Supplier partnerships are more meaningful when capacity, customer commitments and implementation are disclosed. A shared event agenda is not the same as multiple separate contract catalysts. | Official ↗ |
| Mar 14–18, 2027 · FAQ | NVIDIA GTC San Jose | San Jose, CA | AI | NVDA · AI computing | ●●●●● | Organizer FAQ gives March 14–18; the main landing page currently says March 15–18. Recheck the detailed program before planning; no specific keynote date inferred. Editorial focus: Monitor the organizer’s agenda for a resolution of the date difference and a confirmed keynote slot. AI-system roadmaps, software and deployment economics are useful topics to follow. No specific product launch, commercial availability date or performance claim is inferred from the conference reservation. | Official ↗ |
| Apr 4–7, 2027 | Sea-Air-Space 2027 | Gaylord National, National Harbor, MD | DEFENSE / AI | Maritime defense, sensors, communications, autonomy | ●●●●○ | The organizer publishes April 4–7 for the 2027 edition at the Gaylord National Resort & Convention Center. Detailed session dates should be rechecked when the full schedule is released. Editorial focus: Follow maritime capability requirements, systems integration and the path from demonstration to procurement. For a named supplier, look for funded scope and delivery responsibilities; an event appearance or statement of strategic need is not proof of a new contract. | Official ↗ |
| Apr 12–15, 2027 | 42nd Space Symposium | Colorado Springs, CO | SPACE / DEFENSE | Civil, commercial and military space ecosystem | ●●●●○ | Space Foundation confirms April 12–15 for the 42nd edition; the event brings the civil, commercial and military space communities together. Editorial focus: Watch program direction, service procurement and the relationship between spacecraft, launch and ground infrastructure. The venue is a useful checkpoint for official agency and company releases, but no announcement is assumed in advance. Distinguish new binding commitments from broad cooperation statements and recurring program presentations. | Official ↗ |
| Jun 1–4, 2027 · organizer main site | COMPUTEX Taipei 2027 | Taipei, Taiwan | AI | AI computing, robotics, power and server supply chain | ●●●●○ | The main organizer site and booth-registration page publish June 1–4. A separate TCA overview currently says June 2–4; the discrepancy remains unresolved. Editorial focus: Follow physical AI, computing platforms and the supply chain behind deployable systems. Check hardware availability, power requirements and production readiness. Company keynotes and product launches need their own confirmation. TCA overview with different dates. | Official ↗ |
| Jun 14–20, 2027 | Paris Air Show | Paris–Le Bourget, France | SPACE / DEFENSE | Aerospace, propulsion, space systems, suppliers | ●●●●○ | The organizer and ESA confirm June 14–20, 2027. The show covers civil and defense aviation as well as the space sector. Editorial focus: Compare binding orders with letters of intent, framework agreements and options. Delivery timing and supplier responsibilities are essential to assess a headline’s financial significance. The full show dates do not establish a specific company’s press conference or demonstration slot; verify those through the organizer program and corporate releases. | Official ↗ |
| Sep 7–10, 2027 | DSEI UK 2027 | Excel London, UK | DEFENSE / AI / SPACE | Defense systems, autonomy, sensing, integration | ●●●●○ | The organizer confirms September 7–10 at Excel London. Editorial focus: Watch customer requirements, interoperability and the transition from individual products to integrated capabilities. International partnerships require attention to export permissions, local manufacturing and procurement conditions. Exhibition visibility is useful for mapping competitors, but it does not establish who has won an award. Official government and company disclosures are the evidence needed for contract value, funding and delivery claims. | Official ↗ |
| Sep 20–22, 2027 | AFA Air, Space & Cyber Conference | Venue to recheck in organizer program | DEFENSE / SPACE / AI | Air and space capability, cyber, acquisition priorities | ●●●●○ | AFA’s events calendar lists September 20–22, 2027. Venue and session specifics are subject to the final event program. Editorial focus: Follow the relationship between operational needs, force structure and funded acquisition. This is a policy and technology checkpoint, not a pre-announced contract award. A statement supporting autonomy, AI or space resilience only becomes a company-specific catalyst when an official program or supplier disclosure makes the connection. | Official ↗ |
| Sep 27–Oct 1, 2027 | 78th International Astronautical Congress | Poznan, Poland | SPACE | Space agencies, launch, exploration, orbital infrastructure | ●●●●○ | The International Astronautical Federation and the host confirm September 27–October 1 in Poznan. Editorial focus: Follow official program updates and partnerships across agencies and commercial operators, while separating scientific research from funded missions. For listed companies, the most useful follow-through is a disclosed role, binding scope, schedule and customer. Detailed speakers and technical sessions can evolve; the confirmed congress dates do not guarantee a particular company’s announcement. | Official ↗ |
| Oct 6–7, 2027 | World Summit AI 2027 | Taets Art & Event Park, Amsterdam area | AI | Enterprise adoption, research, governance | ●●●○○ | The organizer’s current homepage announces October 6–7, 2027. This is the next edition, separate from the elapsed 2026 entry retained above. Editorial focus: Watch practical deployments, governance and the conversion of experiments into production workloads. Merlintrader has found no published 2027 speaker list or agenda; speaker material still labeled 2026 is not a confirmed 2027 appearance. The event date alone does not establish a model launch or earnings impact. | Official ↗ |
Dated reporting events and company-guided development, commissioning and transaction windows. Confirmed calls include RTX and Northrop Grumman on October 20, Lockheed Martin on October 22, and the IR-listed L3Harris date on October 29. Satellogic’s October 20 investor presentation is included separately. Historical source dates are stated so older guidance is not mistaken for a fresh announcement. Month, quarter and half-year targets do not guarantee completion. LUNR windows are explicitly attributed to a third-party-hosted management transcript.
| Date / window | Watchpoint | Ticker | Importance | What to watch |
|---|---|---|---|---|
| Oct 20, 2026 · 8:30 a.m. ET | RTX third-quarter results | RTX | ●●●●○ | Results before the U.S. market opens; conference call at 8:30 a.m. EDT. Watch backlog, deliveries and margins; no new contract is assumed. Official source ↗ Editorial focus: Compare reported results and guidance with delivery execution and cash generation. A growing backlog is not the same as revenue recognized in the quarter; watch conversion and the assumptions behind any outlook change. The scheduled earnings release does not guarantee a new defense award. |
| Oct 20, 2026 · 9:30 a.m. ET | Northrop Grumman third-quarter results | NOC | ●●●●○ | The September 17 company release confirms results before the market opens and a 9:30 a.m. ET audio webcast. Editorial focus: Compare execution, cash conversion and guidance with the company’s reported program progress. Listen for changes in cost estimates and the distinction between new awards and the delivery of existing commitments. This is a confirmed reporting date, with no earnings result, guidance change or contract announcement assumed in advance. Official source ↗ |
| Oct 20, 2026 · 5 p.m. ET / 2 p.m. PT | Satellogic at LD Micro Main Event | SATL | ●●●○○ | The October 8 release confirms a Track 3 presentation in Los Angeles by interim CFO Dustin Greer and chief of staff Caitlin Kontgis, alongside investor meetings at the October 20–21 conference. The stated subjects include recent results, persistent global intelligence and the October satellite launch. Editorial focus: Follow any published presentation for commissioning progress and demand indicators. Attendance is confirmed; a new contract or earnings release is not promised. Official source ↗ |
| Oct 22, 2026 · 8:30 a.m. ET | Lockheed Martin third-quarter results | LMT | ●●●●○ | Company webcast confirmed for 8:30 a.m. EDT. Watch defense and space programs, cash generation and company guidance. Official source ↗ Editorial focus: Look for execution against company guidance, program costs and cash conversion. Separate management commentary about future opportunities from funded orders, and read the accompanying presentation as well as the headline earnings figures. The webcast date is confirmed; its outcome is unknown. |
| Oct 29, 2026 · IR-listed date | L3Harris third-quarter earnings call | LHX | ●●●●○ | The current investor-relations event listing identifies October 29, 2026 for the third-quarter earnings call. Merlintrader has found no published call time. Editorial focus: Follow reported demand, program execution, cash generation and guidance. Compare booked business with delivery obligations and any changes in management’s financial outlook. This date is a reporting checkpoint, not a scheduled announcement of a new program award. Official source ↗ |
| October 2026 · target | New SpaceShip flight-test phase | SPCE | ●●●●○ | Updated August 12 guidance targets a captive-carry flight in October. Replaces the old Q3 glide-flight window; exact day unconfirmed. Source ↗ Editorial focus: Monitor confirmation of the captive-carry step and subsequent test progress. A captive-carry flight keeps the vehicle attached to its carrier aircraft; it is distinct from a free flight or commercial passenger service. Check which phase management reports completed before moving the calendar forward. |
| October 2026 · target | IM-3 follow-up flight readiness review | LUNR | ●●●●○ | Management’s August 13 call places the follow-up readiness review in October ahead of the Q1 2027 launch window. This is a review, not a launch. Evidence status: This timing comes from management remarks on the August 13, 2026 earnings call, not a launch-date announcement in a filing. Editorial focus: Watch readiness findings and any revised mission schedule; completing a review does not certify that a launch or landing has occurred. |
| Mid-October 2026 · target | Merlin.01 payload testing and commissioning | SATL | ●●●●○ | After the October 1 launch, payload testing and commissioning are expected to begin once the launch and early-orbit phase ends in mid-October. This is the next operational step, not another satellite launch. Source ↗ Editorial focus: Follow payload performance, commissioning completion and service integration after launch. Initial contact and spacecraft health are different from validated customer service. The target is based on the October 2, 2026 release; it does not confirm that commissioning has already finished. |
| November 2026 · target | AMD expansion: first 10 IT MW | RIOT / AMD | ●●●●○ | First phase of the additional 25 MW at Rockdale; delivery timing is company guidance, not a fixed day. Source ↗ Editorial focus: Follow commissioning, customer acceptance and commencement of contracted service. Capacity under construction is different from energized and accepted capacity. Timing follows the August 10, 2026 release. |
| Q4 2026 · target | Start of rocket production | SPCE | ●●●●○ | August 12 company guidance targets the start of rocket production in Q4. This manufacturing milestone is separate from the captive-carry test and the February 2027 commercial-flight target. Source ↗ Editorial focus: Watch evidence that manufacturing has begun and whether the test and supply-chain schedules remain aligned. A production-start target does not establish finished inventory, a flight clearance or revenue. Basis: August 12, 2026 company disclosure. |
| Q4 2026 · target | AI light-source and 800G/1.6T Tx prototypes | POET | ●●●●○ | The August MD&A targets the prototype stage in Q4. Development milestone, not confirmed production shipments or customer revenue. Source ↗ Editorial focus: Look for working prototypes, specification validation and customer qualification. A development-stage target does not establish a purchase order or recurring sales. Basis: August 13, 2026 MD&A filed with the SEC, whose timetable is explicitly an estimate. |
| Late 2026 · target | Planet Owl demonstrator | PL | ●●●○○ | Planet’s published plan targets a technology demonstration with onboard NVIDIA GPUs. Exact launch date remains unconfirmed. Source ↗ Editorial focus: Watch launch readiness and on-orbit evidence that the proposed technologies work as intended. The October 7, 2025 announcement describes a technology demonstration preceding an initial fleet. A successful experiment would reduce development uncertainty; it would not establish that a commercial fleet is already deployed. |
| By end-2026 · target | Additional BlackSky Gen-3 deployments | BKSY | ●●●●○ | September 14 update reports first light from the fifth Gen-3 and plans more satellites in orbit by year-end. Do not reuse the old “next two in Q3” entry as an uncompleted launch. Source ↗ Editorial focus: Monitor each disclosed launch, commissioning and incorporation into customer services. First light is an early performance checkpoint, distinct from steady operational capacity. The September 14, 2026 release supports the year-end direction, without specifying the number or dates of further launches. |
| CES Jan 6–9, 2027 · demo day TBC | Kopin Neural I/o demonstration | KOPN | ●●●●○ | Kopin expects a public demonstration at CES in January. CES dates are confirmed; the specific demonstration slot is not. Source ↗ Editorial focus: Follow the published demonstration, technical specifications and customer qualification path. The August 10, 2026 update is management’s expectation; it does not confirm a booked CES session. Demonstration success would be a technical milestone, distinct from volume orders and production revenue. |
| Q1 2027 · target | POET module-development prototype stage | POET | ●●●○○ | The August 13, 2026 SEC-filed MD&A lists the module-development prototype stage for Q1 2027, separately from the AI light-source and 800G/1.6T Tx programs. Editorial focus: Watch prototype validation and the path toward qualification. A development timetable does not establish a customer order, a commercial shipment or the date revenue begins; follow subsequent filings for changes. Official source ↗ |
| February 2027 · target | First new SpaceShip commercial flight | SPCE | ●●●●● | Company target moved from Q4 2026 to February 2027. Dependent on installations and the flight-test program; no exact day. Source ↗ Editorial focus: Check completion of installations and successive test stages before reading the target as launch readiness. Commercial service adds operational requirements beyond manufacturing or captive-carry testing. The August 12, 2026 disclosure supplies the month-level target, with schedule risk still explicit. |
| Q1 2027 · launch target | IM-3 / Trinity with Altus-1 | LUNR | ●●●●● | Management’s August 13 call specifies January–March 2027 for launch. Exact launch and landing days remain unconfirmed. The 10-Q contract period through March 2027 is not a launch date. Evidence status: Attributed to management remarks on the August 13, 2026 earnings call. Editorial focus: Follow spacecraft readiness, launch-provider scheduling and mission integration. A quarter-level plan is not a booked launch day; lunar landing and payload operations require separate confirmation after launch. |
| Early 2027 · target | Approximately 45 BlueBird satellites | ASTS | ●●●●○ | July 15 company disclosure targets approximately 45 satellites in early 2027, subject to launch availability. “Early” does not establish a March 1 deadline. Source ↗ Editorial focus: Follow assembly, testing and launch-provider readiness as well as the accumulated deployment total. The July 15, 2026 SEC disclosure lists launch availability and logistics among the dependencies. A planned fleet count is not the same as a service-ready network or coverage available to paying customers. |
| 2027 · target; exact date unconfirmed | Google / Planet Project Suncatcher two-satellite laser test | PL / GOOGL | ●●●●○ | Google’s September 24, 2026 update places a two-satellite test of high-bandwidth laser links in 2027. Its November 4, 2025 announcement had described a by-early-2027 prototype target; the newer article does not repeat that narrower timing. Latest schedule ↗ · Original target ↗ Already completed: Google announced on October 1, 2026 that a separate first prototype, built with Planet, had launched on SpaceX Transporter-18, established contact and was operating as expected. That mission tests TPU hardware in orbit; it is not the planned two-satellite laser-link test. October 1 launch update ↗ Editorial focus: Follow radiation and thermal performance from the first mission, then inter-satellite connectivity in the next phase. Suncatcher is a research program, distinct from Owl’s NVIDIA GPU demonstrator; neither a successful launch nor two linked prototypes would establish a commercial orbital data center or a financial contribution. |
| March 2027 · target | Virgin Galactic second new SpaceShip joins fleet | SPCE | ●●●●○ | The August 12, 2026 disclosure plans the second spaceship to join the fleet in March 2027. Editorial focus: Follow its own installation and testing progress, rather than assuming it follows automatically from the first ship’s commercial-service target. Fleet expansion is a separate execution step; the month is management guidance without a confirmed flight day, utilization level or revenue amount. Official source ↗ |
| May 2027 · target | AMD expansion: remaining 15 IT MW | RIOT / AMD | ●●●●○ | Expected delivery completes AMD’s contracted 50 MW at Rockdale. Company month-level target, not a May 1 event. Source ↗ Editorial focus: Follow acceptance of the added capacity and its conversion into contracted operations. The two stages belong to the AMD expansion; do not combine them with the separate 191 IT MW lease. Basis: August 10, 2026 release. |
| H1 2027 · target | GATE/Bron U.S.-produced products and systems | ONDS | ●●●○○ | September 14 company target for U.S. localization after the acquisition. No exact day; not evidence of booked orders or recognized revenue. Source ↗ Editorial focus: Look for localization, qualification and evidence that customers can receive U.S.-produced systems. The September 14, 2026 acquisition release provides the window. An acquisition expands capability; its commercialization still depends on integration, production readiness and customer demand. |
| Q2 2027 · target | AI light-source and 800G/1.6T Tx production stage | POET | ●●●○○ | Follow-on stage in the August MD&A development schedule. Management estimate, dependent on execution and qualification. Source ↗ Editorial focus: Track qualification and the transition from prototype work to repeatable manufacturing. Management’s production-stage estimate is distinct from volume shipments, customer acceptance and revenue. Basis: August 13, 2026 MD&A; completion and scale remain subject to execution. |
| By mid-2027 · target | Rocket Lab–Iridium merger closing | RKLB / IRDM | ●●●●● | Iridium stockholders approved the deal on September 24, 2026 (about 99.6% of votes cast). Closing is expected by mid-2027, subject to the remaining regulatory approvals and customary conditions; no exact date. Source ↗ Editorial focus: Monitor remaining approvals, closing conditions and any revised transaction timeline. Shareholder approval advances a transaction but does not complete it. The September 24, 2026 release supplies the closing window; potential operating combinations remain conditional until closing and subsequent execution. |
| Mid-2027 · target | Domestic color MicroLED manufacturing | KOPN | ●●●○○ | August 10 update targets transition to domestic product manufacturing around mid-2027 under the Army IBAS program. No precise day. Source ↗ Editorial focus: Follow manufacturing transfer, yield and qualification for intended applications. Domestic capability and program development are distinct from volume procurement. The August 10, 2026 company release supplies the midyear target without a precise production date or a quantified revenue commitment. |
| Q3 2027 · target | POET module-development production stage | POET | ●●●○○ | The August 13, 2026 MD&A places the module-development production stage in Q3 2027. This is a separate line in the timetable from Q2 2027 production targets for AI light sources and 800G/1.6T Tx. Editorial focus: Follow qualification, repeatability and actual customer acceptance. The estimate alone does not establish commercial volume or revenue. Official source ↗ |
| H2 2027 · target | Merlin full operational capacity | SATL | ●●●●○ | The October 2 launch update targets full operational capacity in the second half of 2027. This uses the latest October 2 company timetable; constellation capability remains a company target with no exact day. Source ↗ Editorial focus: Monitor the progression from individual spacecraft commissioning to the proposed constellation service. The October 2, 2026 release is the basis for this timetable. Designed capability is distinct from demonstrated performance and customer access. |
| Late 2027 · target | IM-4 lunar mission | LUNR | ●●●●○ | Management reiterated late 2027 on the August call. The revised relay plan has Altus-1 on IM-3 and the remaining four in 2028; IM-4 does not carry the first two relay launches. Evidence status: The late-2027 timing and relay sequencing are management remarks on the August 13, 2026 earnings call. Editorial focus: Follow mission preparation and any official timetable revision. Do not use a contract’s performance-period endpoint as evidence of a confirmed launch day. |
| December 2027 · target | First 96 IT MW of the 191 MW Rockdale lease | RIOT | ●●●●○ | Initial delivery target for the separate AI data-center lease. Full 191 MW deployment is expected by June 2028, outside this calendar’s horizon. Source ↗ Editorial focus: Watch construction, power availability, commissioning and customer acceptance. This is a separate delivery program from the AMD expansion, even though both involve Rockdale. Basis: August 10, 2026 release. |
