The signals · Robotics · Signal type · Commentary / Analysis

Commentary / Analysis in robotics: 95 signals in the last 90 days

Signal type: Commentary / Analysis · Expert opinion, market analysis, or commentary · latest 1 Nov 2026

95 signals in robotics carried the tag Commentary / Analysis in the last 90 days (expert opinion, market analysis, or commentary), out of 247 in the last thirteen months. October 2026 had 9 signals against an average of 41 for Jul to Sept: down 78%. Named most often: Figure (3), Waymo (2), AgiBot (1). Below: the count per month, the companies named most, and the latest headlines with outlet and date. Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every signal it extracts.

Signals per month

17May
20Jun
32Jul
42Aug
50Sept
9Oct
2Nov

October 2026 had 9 signals against an average of 41 for Jul to Sept: down 78%. The current month is partial.

The latest headlines

  1. IDC cuts 2030 U.S. humanoid robot sales outlook 58% under FCC foreign-robot rulesRobot News
  2. IDC projects more than $6 billion in U.S. robot industry sales losses from 2026 to 2030Robot News
  3. China’s construction robot market is projected to exceed RMB 28 billion in 2026 and RMB 80 billion by 2030.Robot News
  4. WorldOracle’s world model falsely predicted a successful fruit grasp after the robot missed.The Robot Report · WorldOracle
  5. Advanced Robotics Conference 2026 is scheduled for 25–26 November in Aachen, Germany.humanoid.guide
  6. James Davidson, chief AI officer at Teradyne Robotics, will speak at RoboBusiness 2026Teradyne — 2026-10
  7. Roborock Qrevo S Pro performs well on hard floors but struggles with obstacles, high carpets, and edge cleaning.Heise
  8. JEITA held a CEATEC 2026 symposium on Japan’s industrial competitiveness in physical AI.MONOist (ITmedia) · CEATEC 2026, Hitachi, Toshiba, Yaskawa
  9. RoboBusiness 2026 will host a panel on reshoring manufacturing with robots.The Robot Report
  10. Physical AI Operators held its second event in San Francisco with AgiBot, Astera Robotics, and Veesion.humanoid.guide · AgiBot

Members see every signal with its source, the body and the company file behind each name, filtered by tag, source and date.

Named most often, last 90 days

3Figure2Waymo1AgiBot1CEATEC 20261Hitachi1McKinsey1Mobileye1NVIDIA

Questions this page answers

How much commentary / analysis activity was there in robotics in the last 90 days?

95 commentary / analysis signals in robotics in the last 90 days, 247 in the last thirteen months. October 2026 had 9 signals against an average of 41 for Jul to Sept: down 78%. Per month: May 17, Jun 20, Jul 32, Aug 42, Sept 50, Oct 9, Nov 2. Frontier Tech Intelligence, from 100+ sources.

Which robotics companies were named most in commentary / analysis signals recently?

Named most in the last 90 days: Figure (3), Waymo (2), AgiBot (1), CEATEC 2026 (1), Hitachi (1).

What are the latest commentary / analysis signals in robotics?

IDC cuts 2030 U.S. humanoid robot sales outlook 58% under FCC foreign-robot rules (Robot News, 1 Nov 2026) IDC projects more than $6 billion in U.S. robot industry sales losses from 2026 to 2030 (Robot News, 1 Nov 2026) China’s construction robot market is projected to exceed RMB 28 billion in 2026 and RMB 80 billion by 2030. (Robot News, 28 Oct 2026)

The counts are public. The signals behind them are the product.

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