{ "report_id": "theme_robotics", "report_type": "theme_signal", "site_path": "themes/robotics/index.html", "title": "Robotics", "as_of": "2026-06-28", "generated_at": "2026-06-28T15:26:52-07:00", "categories": [ "Robotics", "Industrial automation", "Warehouse automation", "Surgical robotics", "Sensing", "Field automation", "Robot components", "Edge AI", "Funding-sensitive technology", "Discovery-backed" ], "links": { "parents": [ "themes_index" ], "related": [ "reports_home", "theme_robotics_node_surgical_robotics_procedure_platforms", "theme_robotics_node_factory_automation_robot_oem_proxies", "theme_robotics_node_warehouse_automation_logistics_deployment", "theme_robotics_node_field_robotics_off_highway_autonomy", "theme_robotics_node_sensing_vision_perception_stack", "theme_robotics_node_robot_motion_controls_precision_components", "theme_robotics_node_edge_compute_robot_semiconductors", "theme_robotics_node_emerging_service_speculative_robotics", 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"discovery:lineage-status:daily_ohlc:AME|PH" }, { "kind": "duckdb_readonly_query", "label": "Robot Motion, Controls, And Precision Components weekly OHLC and EMA chart inputs", "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:robot-motion-controls-and-precision-components:api-backed-no-static-levels:2026-06-18" }, { "kind": "duckdb_readonly_query", "label": "Robot Motion, Controls, And Precision Components eight-name coverage and manual TKR addition", "query_ref": "discovery:duckdb:daily_ohlc:AME|TKR|PH|ITT|IEX|NDSN|DOV|FTV:2026-06-18; parent return bucket not regenerated" }, { "kind": "status", "label": "Edge Compute And Robot Semiconductors node local coverage checks", "query_ref": "discovery:status:ADI|AMD|AVGO|MPWR|NVDA|NXPI|ON|QCOM|STM|TXN" }, { "kind": "lineage-status", "label": "Edge Compute And Robot Semiconductors node daily_ohlc lineage checks", "query_ref": "discovery:lineage-status:daily_ohlc:ADI|AMD|AVGO|MPWR|NVDA|NXPI|ON|QCOM|STM|TXN" }, { "kind": "duckdb_readonly_query", "label": "Edge Compute And Robot Semiconductors weekly OHLC and EMA chart inputs", "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:edge-compute-and-robot-semiconductors:2026-05-29" }, { "kind": "status", "label": "Warehouse automation local coverage checks", "query_ref": "discovery:status:AMZN|GXO|SYM|TER|ZBRA" }, { "kind": "duckdb_readonly_query", "label": "Warehouse automation weekly OHLC and EMA chart inputs", "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:warehouse-automation-and-logistics-deployment:2026-05-29" }, { "kind": "duckdb_readonly_query", "label": "Warehouse automation 5/21/63-session return context", "query_ref": "discovery:duckdb:daily_ohlc_return_windows_5_21_63:warehouse-automation-and-logistics-deployment:2026-05-29" }, { "kind": "status", "label": "Sensing, Vision, And Perception Stack local coverage checks", "query_ref": "discovery:status:CGNX|HSAI|OUST|TDY|CODA|AMBA|AEVA|INVZ|LINK|ARBE|MSAI|ODYS|MVIS|LIDR" }, { "kind": "lineage-status", "label": "Sensing, Vision, And Perception Stack representative daily_ohlc lineage checks", "query_ref": "discovery:lineage-status:daily_ohlc:CGNX|HSAI|OUST|CODA" }, { "kind": "duckdb_readonly_query", "label": "Sensing, Vision, And Perception Stack weekly OHLC and EMA chart inputs", "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:sensing-vision-and-perception-stack:2026-06-05" }, { "kind": "duckdb_readonly_query", "label": "Sensing, Vision, And Perception Stack 5/21/63-session return context", "query_ref": "discovery:duckdb:daily_ohlc:theme_robotics_sensing_vision_perception_expanded_basket:2026-06-05" }, { "kind": "status", "label": "Emerging Service And Speculative Robotics local coverage checks", "query_ref": "discovery:status:KITT|KSCP|PDYN|RR|SERV|SPPL|WETO" }, { "kind": "lineage-status", "label": "Emerging Service And Speculative Robotics daily_ohlc lineage checks", "query_ref": "discovery:lineage-status:daily_ohlc:KITT|KSCP|PDYN|RR|SERV|SPPL|WETO" }, { "kind": "duckdb_readonly_query", "label": "Emerging Service And Speculative Robotics coverage and 5/21/63-session returns", "query_ref": "discovery:duckdb:daily_ohlc:theme_robotics_node_emerging_service_speculative_robotics_returns:2026-05-29" }, { "kind": "duckdb_readonly_query", "label": "Emerging Service And Speculative Robotics weekly OHLC and EMA setup inputs", "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:emerging-service-and-speculative-robotics:2026-05-29" } ], "knowledge_sources": [ "../../../knowledge/wiki/concepts/themes/physical-ai-defense-autonomy.md", "../../../knowledge/wiki/concepts/themes/ai-capex-cycle.md", "../../../knowledge/wiki/concepts/themes/memory-and-component-scarcity.md", "../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md", "../../../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md", "../../../knowledge/wiki/concepts/risks/market-fragility-amplification.md", "../../../knowledge/wiki/lanes/sector/industrials.md", "../../../knowledge/wiki/lanes/sector/health-care.md", "../../../knowledge/wiki/lanes/sector/information-technology.md", "../../../knowledge/wiki/lanes/security/isrg.md", "../../../knowledge/wiki/lanes/security/syk.md", "../../../knowledge/wiki/lanes/security/zbh.md", "../../../knowledge/wiki/lanes/security/mdt.md", "../../../knowledge/wiki/lanes/security/cgnx.md", "../../../knowledge/wiki/lanes/security/emr.md", "../../../knowledge/wiki/lanes/security/hon.md", "../../../knowledge/wiki/lanes/security/rok.md", "../../../knowledge/wiki/lanes/security/amzn.md", "../../../knowledge/wiki/lanes/security/sym.md", "../../../knowledge/wiki/lanes/security/de.md", "../../../knowledge/wiki/lanes/security/coda.md", "../../../knowledge/wiki/lanes/security/oust.md", "../../../knowledge/wiki/lanes/security/aeva.md", "../../../knowledge/wiki/lanes/security/hsai.md", "../../../knowledge/wiki/lanes/security/invz.md", "../../../knowledge/wiki/lanes/security/odys.md", "../../../knowledge/wiki/lanes/security/link.md", "../../../knowledge/wiki/lanes/security/amba.md", "../../../knowledge/wiki/lanes/security/arbe.md", "../../../knowledge/wiki/lanes/security/msai.md", "../../../knowledge/wiki/lanes/security/mvis.md", "../../../knowledge/wiki/lanes/security/lidr.md", "../../../knowledge/wiki/lanes/security/tdy.md", "../../../knowledge/wiki/lanes/security/ame.md", "../../../knowledge/wiki/lanes/security/tkr.md", "../../../knowledge/raw/sources/security_research__tkr__autoresearch_security_profile_06212026_/output.md", "../../../knowledge/raw/sources/security_profile__tkr__autoresearch_security_profile_06212026_/output.md", "../../../knowledge/wiki/lanes/security/wwd.md", "../../../knowledge/wiki/lanes/security/amd.md", "../../../knowledge/wiki/lanes/security/avgo.md", "../../../knowledge/wiki/lanes/security/mpwr.md", "../../../knowledge/wiki/lanes/security/nvda.md", "../../../knowledge/wiki/lanes/security/txn.md", "../../../knowledge/wiki/lanes/security/rr.md", "../../../knowledge/wiki/lanes/security/sppl.md", "../../../knowledge/wiki/lanes/security/weto.md", "../../../knowledge/wiki/lanes/security/abbny.md", "../../../knowledge/wiki/lanes/security/fanuy.md" ], "external_sources": [ "https://aboutamazon.com/news/operations/amazon-robotics-robots-fulfillment-center", "https://ir.symbotic.com/news-releases/news-release-details/symbotic-reports-second-quarter-fiscal-year-2026-results", "https://investors.teradyne.com/news-events/press-releases/detail/440/teradyne-reports-first-quarter-2026-results", "https://www.zebra.com/us/en/about-zebra/newsroom/press-releases/2026/zebra-technologies-announces-first-quarter-2026-results.html", 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"https://www.sec.gov/Archives/edgar/data/1948697/000149315226015631/form20-f.htm" ], "value_chain_screen": { "method": "Local read-only DuckDB daily_ohlc close-to-close returns. Latest close compared with closes 5, 21, and 63 trading sessions earlier.", "minimum_daily_bars": 64, "price_data_as_of": "2026-05-29", "coverage": { "total_tickers": 50, "week_covered": 50, "month_covered": 50, "quarter_covered": 50, "stale_tickers": [], "missing_tickers": [], "short_history_tickers": [] }, "groups": [ { "name": "Surgical Robotics And Procedure Platforms", "sample_size": 4, "tickers": [ "ISRG", "MDT", "SYK", "ZBH" ], "sessions_5": { "average_pct": -3.8, "median_pct": -3.5 }, "sessions_21": { "average_pct": -3.5, "median_pct": -4.8 }, "sessions_63": { "average_pct": -19.4, "median_pct": -18.8 } }, { "name": "Factory Automation And Robot OEM Proxies", "sample_size": 5, "tickers": [ "CGNX", "EMR", "HON", "ROK", "TER" ], "sessions_5": { "average_pct": 4.7, "median_pct": 5.9 }, "sessions_21": { "average_pct": 15.3, "median_pct": 13.1 }, "sessions_63": { "average_pct": 8.4, "median_pct": 10.7 } }, { "name": "Warehouse Automation And Logistics Deployment", "sample_size": 5, "tickers": [ "AMZN", "GXO", "SYM", "TER", "ZBRA" ], "sessions_5": { "average_pct": 1.1, "median_pct": 0.8 }, "sessions_21": { "average_pct": 2, "median_pct": 2.9 }, "sessions_63": { "average_pct": 3.8, "median_pct": 8.8 } }, { "name": "Field Robotics And Off-Highway Autonomy", "sample_size": 5, "tickers": [ "AGCO", "CAT", "CNH", "DE", "TRMB" ], "sessions_5": { "average_pct": 0.9, "median_pct": 0.8 }, "sessions_21": { "average_pct": -2.1, "median_pct": -1.9 }, "sessions_63": { "average_pct": -9.3, "median_pct": -15.6 } }, { "name": "Sensing, Vision, And Perception Stack", "sample_size": 14, "tickers": [ "CGNX", "HSAI", "OUST", "TDY", "CODA", "AMBA", "AEVA", "INVZ", "LINK", "ARBE", "MSAI", "ODYS", "MVIS", "LIDR" ], "sessions_5": { "average_pct": -12.5, "median_pct": -11 }, "sessions_21": { "average_pct": -1.3, "median_pct": -6.9 }, "sessions_63": { "average_pct": 8.1, "median_pct": 4.2 } }, { "name": "Robot Motion, Controls, And Precision Components", "sample_size": 7, "tickers": [ "AME", "DOV", "FTV", "IEX", "ITT", "NDSN", "PH" ], "sessions_5": { "average_pct": 0.5, "median_pct": 1.2 }, "sessions_21": { "average_pct": -4.4, "median_pct": -4.9 }, "sessions_63": { "average_pct": -5, "median_pct": -3.7 }, "manual_additions_after_return_snapshot": [ "TKR" ], "return_bucket_note": "The 5/21/63-session return averages still describe the original seven-name 2026-05-29 screen. TKR was added manually on 2026-06-21 from the filed security lane and was not folded into these return averages." }, { "name": "Edge Compute And Robot Semiconductors", "sample_size": 10, "tickers": [ "ADI", "AMD", "AVGO", "MPWR", "NVDA", "NXPI", "ON", "QCOM", "STM", "TXN" ], "sessions_5": { "average_pct": 7, "median_pct": 7.5 }, "sessions_21": { "average_pct": 21.2, "median_pct": 12.3 }, "sessions_63": { "average_pct": 62, "median_pct": 42.8 } }, { "name": "Emerging Service And Speculative Robotics", "sample_size": 7, "tickers": [ "KITT", "KSCP", "PDYN", "RR", "SERV", "SPPL", "WETO" ], "sessions_5": { "average_pct": 13.7, "median_pct": 8.6 }, "sessions_21": { "average_pct": 24.0, "median_pct": 27.4 }, "sessions_63": { "average_pct": 15.3, "median_pct": 19.9 } } ] }, "value_chain_nodes": [ { "id": "theme_robotics_node_surgical_robotics_procedure_platforms", "title": "Surgical Robotics And Procedure Platforms", "slug": "surgical-robotics-and-procedure-platforms", "level": "L3 core procedure-platform node", "status": "active", "site_path": "themes/robotics/nodes/surgical-robotics-and-procedure-platforms/index.html", "tickers": [ "ISRG", "SYK", "ZBH", "MDT" ], "core_count": 2, "watch_count": 2, "chart_count": 4, "price_data_as_of": "2026-06-12", "knowledge_reviewed_as_of": "2026-06-13", "role": "Tests whether surgical robotics adoption becomes procedure volume, installed-base utilization, instruments and accessories, service revenue, margin, free cash flow, and guidance.", "description": "Surgical Robotics And Procedure Platforms covers public medtech routes where robotics is tied to hospital procedure workflows, systems, leases, service, instruments, implants, navigation, and reimbursement.", "option_count": 0 }, { "id": "theme_robotics_node_factory_automation_robot_oem_proxies", "title": "Factory Automation And Robot OEM Proxies", "slug": "factory-automation-and-robot-oem-proxies", "level": "L2 investable operating node", "status": "active", "site_path": "themes/robotics/nodes/factory-automation-and-robot-oem-proxies/index.html", "parent_anchor": "themes/robotics/index.html#factory-automation-and-robot-oem-proxies", "tickers": [ "ROK", "CGNX", "TER", "EMR", "HON" ], "core_count": 5, "option_count": 0, "watch_count": 0, "source_only_count": 7, "chart_count": 5, "price_data_as_of": "2026-06-12", "knowledge_reviewed_as_of": "2026-06-13", "local_discovery_reviewed_as_of": "2026-06-12", "source_gap_names": [ "TER", "ABBNY", "FANUY", "YASKY", "SIEGY", "Keyence", "Omron" ], "role": "Tracks whether factory automation capex becomes orders, backlog, shipments, software or service attach, margin, and cash.", "description": "The node ranks a U.S. price-covered factory automation proxy basket while keeping direct global robot OEM monitors source-only until local price and knowledge coverage improve. ROK and CGNX carry the cleanest filed factory controls and machine-vision evidence, TER adds robot and cobot exposure with semiconductor-test mix distortion, and EMR and HON provide broader automation and process-control routes." }, { "id": "theme_robotics_node_warehouse_automation_logistics_deployment", "title": "Warehouse Automation And Logistics Deployment", "slug": "warehouse-automation-and-logistics-deployment", "level": "L2 operating deployment node", "status": "active", "site_path": "themes/robotics/nodes/warehouse-automation-and-logistics-deployment/index.html", "parent_anchor": "themes/robotics/index.html#warehouse-automation-and-logistics-deployment", "tickers": [ "SYM", "ZBRA", "GXO", "TER", "AMZN" ], "core_count": 2, "option_count": 2, "watch_count": 1, "source_only_count": 1, "chart_count": 5, "price_data_as_of": "2026-06-12", "knowledge_reviewed_as_of": "2026-06-13", "official_release_reviewed_as_of": "2026-05-31", "local_discovery_reviewed_as_of": "2026-06-12", "source_gap_names": [ "GXO", "TER", "ZBRA" ], "role": "Tracks whether warehouse automation systems, visibility tools, robotics hardware, and operator deployments lower cost per order, raise throughput, and convert into revenue, margin, cash flow, renewals, and customer expansion.", "description": "Ranks SYM first as the direct source-backed warehouse automation supplier, then ZBRA, GXO, TER, and AMZN based on business relevance, source quality, and setup context. Page body uses hidden setup source fields, basket cards, right-rail chart triggers, and an evidence-board checklist." }, { "id": "theme_robotics_node_field_robotics_off_highway_autonomy", "title": "Field Robotics And Off-Highway Autonomy", "slug": "field-robotics-and-off-highway-autonomy", "level": "L2 operating-cycle node", "tickers": [ "DE", "CAT", "TRMB", "AGCO", "CNH" ], "status": "active", "site_path": "themes/robotics/nodes/field-robotics-and-off-highway-autonomy/index.html", "core_count": 5, "option_count": 0, "watch_count": 0, "chart_count": 5, "price_data_as_of": "2026-06-12", "knowledge_reviewed_as_of": "2026-06-13", "official_release_reviewed_as_of": "2026-05-31", "role": "Tracks whether farm, construction, mining, and fleet equipment buyers pay for autonomy, guidance, machine control, precision attachments, sensors, software, dealer service, and financing because those tools improve utilization, labor productivity, fuel use, input use, uptime, safety, and cost per acre, ton, route, or job site.", "description": "The node ranks the inherited AGCO, CAT, CNH, DE, and TRMB robotics basket. All five basket names have maintained local lanes; AGCO and CNH remain lower-conviction routes until margin, dealer inventory, financing, and cash-conversion proof improves. Operating proof is attach rate, usage, renewal, dealer inventory, orders, margin, cash conversion, and finance quality, not product demonstrations." }, { "id": "theme_robotics_node_sensing_vision_perception_stack", "title": "Sensing, Vision, And Perception Stack", "slug": "sensing-vision-and-perception-stack", "level": "L3 product-revenue node", "status": "active", "site_path": "themes/robotics/nodes/sensing-vision-and-perception-stack/index.html", "parent_anchor": "themes/robotics/index.html#sensing-vision-and-perception-stack", "tickers": [ "CGNX", "HSAI", "OUST", "TDY", "CODA", "AMBA", "AEVA", "INVZ", "LINK", "ARBE", "MSAI", "ODYS", "MVIS", "LIDR" ], "core_count": 4, "option_count": 3, "watch_count": 7, "chart_count": 14, "price_data_as_of": "2026-06-12", "knowledge_reviewed_as_of": "2026-06-13", "official_release_reviewed_as_of": "2026-06-08", "local_discovery_reviewed_as_of": "2026-06-12", "thin_conversion_names": [ "AEVA", "INVZ", "LINK", "ARBE", "MSAI", "ODYS", "MVIS", "LIDR" ], "role": "Tracks whether machine vision, lidar, radar, sonar, tactile sensors, environmental sensors, edge perception chips, visual predictive maintenance, and inspection systems convert into shipped units, repeat orders, backlog conversion, gross margin, cash flow, and lower reliance on equity financing.", "description": "The node ranks CGNX, HSAI, OUST, TDY, CODA, AMBA, AEVA, INVZ, LINK, ARBE, MSAI, ODYS, MVIS, and LIDR. All ranked rows now have maintained local security lanes; lower-ranked rows are treated as thin-conversion or funding-risk monitors rather than source gaps." }, { "id": "theme_robotics_node_robot_motion_controls_precision_components", "title": "Robot Motion, Controls, And Precision Components", "slug": "robot-motion-controls-and-precision-components", "level": "L2 component-conversion node", "status": "active", "site_path": "themes/robotics/nodes/robot-motion-controls-and-precision-components/index.html", "tickers": [ "AME", "TKR", "PH", "ITT", "IEX", "NDSN", "DOV", "FTV" ], "core_count": 4, "option_count": 0, "watch_count": 4, "chart_count": 8, "price_data_as_of": "2026-06-18", "knowledge_reviewed_as_of": "2026-06-21", "local_discovery_reviewed_as_of": "2026-06-21", "role": "Tracks whether robotics and automation demand converts into paid actuators, drives, pneumatics, hydraulics, bearings, reducers, valves, sensors, precision dispensing, lubrication, test, measurement, and calibration content.", "description": "Robot Motion, Controls, And Precision Components uses AME and TKR as source-backed anchors. TKR is a clear-fit June 21 addition through engineered bearings, industrial-motion products, automated lubrication, Q1 sales growth, Industrial Motion margin, and raised guidance. WWD was inspected but excluded because its lane is aerospace-led controls and energy conversion, not direct robot motion content. PH, ITT, IEX, NDSN, DOV, and FTV remain source-gap component comps." }, { "id": "theme_robotics_node_edge_compute_robot_semiconductors", "title": "Edge Compute And Robot Semiconductors", "slug": "edge-compute-and-robot-semiconductors", "level": "L2 semiconductor content node", "status": "active", "site_path": "themes/robotics/nodes/edge-compute-and-robot-semiconductors/index.html", "tickers": [ "TXN", "NVDA", "MPWR", "QCOM", "NXPI", "ADI", "ON", "STM", "AMD", "AVGO" ], "core_count": 3, "watch_count": 2, "chart_count": 10, "price_data_as_of": "2026-06-12", "knowledge_reviewed_as_of": "2026-06-13", "role": "Tests whether robot, industrial, auto, warehouse, medical, and defense endpoints convert local compute, analog, power, connectivity, sensing, and control silicon into shipments, margin, inventory conversion, and source-backed disclosure.", "description": "Edge Compute And Robot Semiconductors covers the parent robotics semiconductor basket and separates endpoint robotics proof from data-center AI, smartphone, auto, and broad semiconductor-cycle attribution.", "option_count": 5 }, { "id": "theme_robotics_node_emerging_service_speculative_robotics", "title": "Emerging Service And Speculative Robotics", "slug": "emerging-service-and-speculative-robotics", "level": "L1 watch-only node", "status": "active", "site_path": "themes/robotics/nodes/emerging-service-and-speculative-robotics/index.html", "parent_anchor": "themes/robotics/index.html#emerging-service-and-speculative-robotics", "tickers": [ "SERV", "RR", "PDYN", "KSCP", "SPPL", "WETO", "KITT" ], "core_count": 0, "option_count": 0, "watch_count": 7, "source_gap_count": 0, "chart_count": 7, "coverage_table_count": 1, "price_data_as_of": "2026-06-26", "knowledge_reviewed_as_of": "2026-06-28", "local_discovery_reviewed_as_of": "2026-06-28", "source_gap_names": [], "role": "Tracks whether early public delivery, restaurant-service, facilities-automation, security, marine, and robotics-software names convert pilots into paid fleets, recurring revenue, backlog or remaining performance obligation, gross margin, cash runway, and controlled share count." } ], "ticker_basket": [ "ADI", "AEVA", "AGCO", "AMBA", "AMD", "AME", "AMZN", "ARBE", "AVGO", "CAT", "CGNX", "CNH", "CODA", "DE", "DOV", "EMR", "FTV", "GXO", "HON", "HSAI", "IEX", "INVZ", "ISRG", "ITT", "KITT", "KSCP", "LINK", "LIDR", "MDT", "MPWR", "MSAI", "MVIS", "NDSN", "NVDA", "NXPI", "ODYS", "ON", "OUST", "PDYN", "PH", "QCOM", "ROK", "RR", "SERV", "SPPL", "STM", "SYK", "SYM", "TER", "TKR", "TRMB", "TDY", "TXN", "WETO", "ZBH", "ZBRA" ], "freshness": { "price_data_as_of": "2026-06-18", "knowledge_reviewed_as_of": "2026-06-28", "representative_status_checks": [ "ISRG", "SYK", "ZBH", "MDT", "CGNX", "SYM", "DE", "OUST", "AME", "TKR", "NVDA", "RR", "KITT", "KSCP", "PDYN", "SERV", "SPPL", "WETO", "AGCO", "CAT", "CNH", "TRMB", "CODA", "AEVA", "AMBA", "ARBE", "HSAI", "INVZ", "LINK", "ODYS", "MSAI", "MVIS", "LIDR", "TDY", "AMZN", "GXO", "TER", "ZBRA" ], "value_chain_card_count": 8, "node_page_count": 8, "node_price_data_as_of": "2026-06-26", "node_chart_interval": "weekly", "node_chart_count": 48, "official_release_reviewed_as_of": "2026-06-08", "sensing_vision_perception_node_reviewed_as_of": "2026-06-08", "robot_motion_node_reviewed_as_of": "2026-06-21", "warehouse_node_reviewed_as_of": "2026-05-31", "edge_compute_semiconductors_node_reviewed_as_of": "2026-05-31", "factory_automation_node_reviewed_as_of": "2026-05-31", "emerging_service_speculative_robotics_node_reviewed_as_of": "2026-06-28" }, "revision": { "version": 12, "updated_label": "Added SPPL to Emerging Service And Speculative Robotics as a facilities-management robotics and software watch item", "metadata_path": "themes/robotics/report.json", "metadata_coordinator": true, "metadata_coordinator_as_of": "2026-06-28" } }