2026-10-30 (The Robot Report, ~12:19 PM ET; Yahoo Finance carrying the joint Agility–Churchill release — finance.yahoo.com/technology): the close gets its date — the business combination is expected to close November 4, 2026, subject to Churchill Capital Corp. XI shareholder approval, with Nasdaq trading under AGLT expected to begin November 5 and the expected gross capital raise pinned at approximately $465 million — down from the filed $620M-plus with the $200M Foxconn-led PIPE. Development of the October 14 November-2 gate and the October 13 S-4-effective entry: the first size cut lands days before the vote. Watch: the November 2 shareholder vote against the November 4 close, whether the roughly $155M gap closes before completion, and AGLT's first trading print against the filed $1.8M 2025 net sales baseline.
2026-10-23 (~8:47 PM ET, Salem Business Journal — local-outlet report): Agility Robotics is planning a Pittsburgh expansion alongside Salem's RoboFab manufacturing hub, as coverage reports Digit orders topping $300 million (salembusinessjournal.org/salem). The order sum corroborates rather than extends the S-4 filing already on file ($300M+ multi-year Digit v5 orders from ONE customer, September 7); the new fact is the reported second site. Local-report grade — no facility size, hiring number, or date in the reporting, days ahead of the November 2 Churchill Capital Corp. XI close. Watch: a company or filing confirmation of the Pittsburgh site, and whether the $300M order figure appears in the closing documents.
2026-10-22 (~6:27 PM ET, Agility Robotics on X — x.com/agilityrobotics): Foxconn publicly confirmed as PIPE lead — Agility names co-founder and chairman Damion Shelton as a speaker on robotics performance at the Foxconn Investment Summit in Taipei on October 31, restating on its own account that Foxconn leads the PIPE for the proposed Churchill Capital Corp. XI business combination (linking Hon Hai's HHTD26 event page). The $200M PIPE size stays the S-4 figure; the delta is the company-side public restatement and the October 31 summit date, five days before the November 2 close. Watch: the summit's content and whether the November 2 close holds.
2026-10-19 (~7:15 AM ET, Agility Robotics on X): the board builds ahead of the SPAC gate — former UPS president Mark Vale is expected to join the board as audit committee chair once the Churchill Capital Corp. XI (Nasdaq: CCXI) merger closes (x.com/agilityrobotics). Development of the October 13 S-4-effective record and the November 2 dated gate beside the September 30 named-directors tranche: a logistics-industry heavyweight taking the audit-committee seat. Watch unchanged: the November 2 vote, AGLT's first trading print, remaining board seats.
2026-10-14 the cluster's dates firm up — (1) Churchill Capital Corp. XI sets November 2 for the SPAC process that would put Agility Robotics on Nasdaq as the first US pure-play humanoid listing (MSN 8:49 AM ET + NAI500 8:46 AM ET syndications): the S-4 record's pending-close watch converts to a dated gate against the Beijing IPO-curb backdrop already on file; (2) FF EAI Robotics (FFR) signs definitive agreements to combine FFAI's full robotics business at ~$200M / $2.246 per share, an approximate 5% premium per the release headline (Yahoo Finance, 8:47 AM ET) — the October 5 proposed-transaction record now at signing stage; (3) funding datum: KOSDAQ-listed OA invested ₩650.32M (~$494,000) for a 24.07% stake in logistics-robotics startup PyBrain AI (wowtale, 8:50 AM ET). Watch: the November 2 vote, FFR's close, PyBrain's next round.
nai500.com/blog
2026-10-13 (~5:45 PM ET, Agility Robotics on X — x.com/agilityrobotics): the S-4 clears the SEC — the agency declared effective the Form S-4 for the proposed business combination with Churchill Capital Corp. XI (Nasdaq: CCXI), with the expected ticker named as AGLT (first ticker name on the record). Development: the September 7 "S-4 comment period/close" watch resolves a rung, ahead of the November 2 process date logged October 14. The deployment projections (~800 Digit v5 units in 2027 → 25,000 by 2035) still stand against the filed $1.8M 2025 net sales baseline. Watch: the November 2 vote, AGLT's first trading print, and whether the $40–50M 2026 contracted-revenue claim appears in closing filings.
2026-10-06 the investor-event day + two fundings. (1) Agility's
Analyst & Investor Day convened — live floor post (Oct 6 ~9:11 AM
ET: "From Cassie to Digit 5, all in one room"), replay by evening
(leadership on Digit 5 + business + full Q&A,
agilityrobotics.com/investors). Substance ahead of it: CBO Daniel
Diez (Oct 5) — "real deployment — not demo reels — is what scales
this market"; CTO Pras Velagapudi (Oct 6) — network-level
security and robot-hardware-level safety are two separate layers
on Digit (the week's most checkable technical stance; pairs with
SafeWorld's seed and the AI-side agent-permissions record). The
S-4/marketing thread's investor-facing event is now part of the
record. (2) Minerva Humanoids out of stealth — $10M pre-seed led
by General Catalyst (GlobeNewswire via Manila Times + MSN):
semi-autonomous, teleop-forward humanoid for hazardous
energy/public safety ("world's most dangerous jobs"); "built in
five months" unaudited. (3) $75M SF robotics raise for robot-
run CAR-T/gene-therapy manufacturing (Hoodline single source,
startup unnamed — verify before any table entry).
September 2026 · 2 updates
2026-09-30 (Agility process): three named directors for the
post-business-combination board (Churchill Capital Corp XI):
Merline Saintil, Derek Aberle, Pierre Gentin — the S-4/CCXI watch
advancing with governance in place. Counterpoint the same window:
TMTPost's "the door to robotics IPOs is closing" (the informal vs
formal curb watch's second datapoint). Color: Agility safety
director Kevin Reese — ""Safety" is one word. That's what makes
it easy to underestimate." And Micron's bull case: >200GB DRAM
per humanoid — the supply chain pricing our beat.
2026-09-07 the audited-numbers moment. Agility's S-4 (SPAC:
Churchill Capital Corp. XI, $2.5B valuation, $620M+ gross incl. $200M
Foxconn-led PIPE): 2025 net sales $1.8M vs $140M operating loss,
$111M opex (from $71M), ~$100M burn — ~1,400× valuation/revenue.
Confirmed in filing: 65,000+ hours, 9 sites, $300M+ multi-year Digit
v5 orders from ONE customer. RaaS ~$8,500/mo (~$535k/robot over 5
years); projections 800 units 2027 → 7,000 by 2030 → 25,000 by 2035
(implied ~$2.55B). Comp: Unitree STAR debut mid-Aug +460%, ¥6.1B
(~$905M). The $40–50M 2026 contracted-revenue claim now has a filed
$1.8M baseline to live up to.