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3 September
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Hypotheses · Open · Decides 30 Nov 2026 · Quantum is leaving the lab

Government and academic stay above 60% of revenue

On the Q3 2026 prints, the revenue-weighted government plus academic share across the three largest listed pure-plays is above 60%, by the published classification rule.

XLinkedInEmail
Resolves by
30 Nov 2026
Confirm
Above 60%.
Kill
At or below 60%, commercial is arriving faster than the theme expects.
Void
Classification impossible from disclosures for 2 or more names, say so.
Grade
Desk, by the published classification rule.
Grade

Open. Resolves by 30 Nov 2026. Blocked: series not wired; grades by the published desk rule when the source publishes.

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