After reading through Market Panic, my money would be on NeoNet dropping from the Court. Evo is certainly taking a lashing, but the way they're written makes it sound like the devs have rough times planned for them in the same vein as Renraku after the SCIRE incident. More than that though, I think it would make sense from a world-building standpoint. I think they really bring something to the table (from an out-of-character standpoint) that other corps don't with their transhumanist angle, and it wouldn't make sense for Catalyst to scrap that as a prominent element in the the world.
NeoNet, on the other hand, is looking at indications that both Celedyr AND Richard Villiers may be jumping ship, though? If those both pan out, it seems like NeoNet would be hard pressed to recover. I'd imagine them breaking up into their old parts with Spinrad Industries scoring Villier's golden ticket and making that jump up to AAA. Similarly, even though each of the AAAs is fairly diverse, it makes sense for them to have one or two really identifiable niches to make understanding them approachable to players new to the settings. It's simplifying things, sure, but as far as a lot of people are concerned, Ares is the gun corp, Evo is the augmentation corp and meta-friendly corp, Horizon is the PR corp, Aztechnology has consumer products and blood magic, and Mitsuhama are the dudes with the Yakuza thing. NeoNet doesn't really stand out in the way that most other AAAs do in that regard. Is there really a need, from a world-building perspective, for a matrix corp when we also have a software corp (Renraku) and a computer corp (MCT)? It would make more sense to me to drop them and put a major medical or chemical player into the top ranks.
Alternatively, would it be possible for Spinrad to remain an AA but gain a seat on the court, while one of these massive new conglomerates from Bloody Business becoming an unrepresented AAA? Or maybe seeing the number of AAAs changing once again? It was once simply the Big Eight, remember, and there are thirteen seats on the Corporate Court.