Earnings Week Ahead: NVIDIA, Alibaba, CrowdStrike, and More Set to Report
PorAinvest
domingo, 24 de agosto de 2025, 4:23 pm ET2 min de lectura
BABA--
NVIDIA (NVDA)
NVIDIA is one of the most anticipated earnings reports due to its critical role in the AI and high-performance computing (HPC) markets. The company is expected to release its fiscal 2026 second-quarter earnings report after the close on Wednesday, August 27. Analysts are forecasting earnings of $1.01 per share, up 48.5% year over year, with revenue projected to reach $46.0 billion, a 53.1% improvement over the year-ago period [1].
Key areas of focus for analysts include NVIDIA's next-gen efforts, robotics updates, and competition. Jamie Meyers, senior analyst at Laffer Tengler Investments, expects earnings to skew to the upside due to strong demand and the resumption of China H20 shipments. Meyers also wants to learn more about NVIDIA's partnerships with firms like Siemens and Schneider Electric, as well as updates on software and AI tools [1].
Alibaba (BABA)
Alibaba is another major player in the tech sector, with earnings expected to provide insights into its performance in the face of regulatory headwinds. The company is expected to report its earnings on August 28. Market analysts are closely watching Alibaba's smart car spinoff, Banma, which plans to list shares in Hong Kong [3].
CrowdStrike (CRWD)
CrowdStrike is expected to report its earnings on August 29. The company specializes in cybersecurity and has been a beneficiary of the increased focus on cybersecurity due to the rise of remote work and digital transformation.
Snowflake (SNOW)
Snowflake, a cloud-based data warehousing company, is expected to report its earnings on August 29 as well. The company's performance will provide insights into the growing demand for cloud-based data solutions.
Okta (OKTA)
Okta, a cloud-based identity and access management company, is expected to report its earnings on August 29. The company's performance will be closely watched due to its role in facilitating secure access to cloud applications.
Marvell (MRVL)
Marvell, a semiconductor company, is expected to report its earnings on August 30. The company's performance will provide insights into the semiconductor industry, which has been a key driver of growth for many tech companies.
Dell (DELL)
Dell, a technology company, is expected to report its earnings on August 30. The company's performance will provide insights into the broader tech sector and its ability to adapt to changing market conditions.
PDD, Li, and Best Buy
PDD, Li, and Best Buy are expected to report their earnings on August 30. These companies operate in the retail sector and will provide insights into the performance of these companies in the face of e-commerce growth and changing consumer behavior.
Market Implications
The earnings reports from these companies are expected to have a significant impact on the market. NVIDIA's earnings, in particular, are likely to influence the broader tech sector due to the company's leadership in AI and HPC. Alibaba's earnings will provide insights into the company's ability to navigate regulatory headwinds and adapt to changing market conditions. The earnings reports from other companies will also provide valuable insights into their respective sectors and the broader market.
Investors and financial professionals should closely monitor these earnings reports and the accompanying analyst commentary to gain a better understanding of the companies' performance and the broader market outlook.
References
[1] https://www.kiplinger.com/investing/live/nvidia-earnings-live-updates-and-commentary-august-2025
[2] https://www.ainvest.com/news/nvidia-q2-2025-earnings-defining-moment-ai-driven-tech-rally-2508/
[3] https://stockanalysis.com/stocks/baba/revenue/
CRWD--
NVDA--
Next week's earnings season is expected to be market-moving, with major names including NVIDIA, Alibaba, CrowdStrike, Snowflake, Okta, Marvell, Dell, PDD, Li, and Best Buy. These companies are expected to report results across AI, tech, retail, financials, and energy.
Next week's earnings season promises to be a pivotal moment for the market, with several major companies poised to report their results. Among the key names expected to release earnings are NVIDIA, Alibaba, CrowdStrike, Snowflake, Okta, Marvell, Dell, PDD, Li, and Best Buy. These companies span across various sectors, including AI, tech, retail, financials, and energy.NVIDIA (NVDA)
NVIDIA is one of the most anticipated earnings reports due to its critical role in the AI and high-performance computing (HPC) markets. The company is expected to release its fiscal 2026 second-quarter earnings report after the close on Wednesday, August 27. Analysts are forecasting earnings of $1.01 per share, up 48.5% year over year, with revenue projected to reach $46.0 billion, a 53.1% improvement over the year-ago period [1].
Key areas of focus for analysts include NVIDIA's next-gen efforts, robotics updates, and competition. Jamie Meyers, senior analyst at Laffer Tengler Investments, expects earnings to skew to the upside due to strong demand and the resumption of China H20 shipments. Meyers also wants to learn more about NVIDIA's partnerships with firms like Siemens and Schneider Electric, as well as updates on software and AI tools [1].
Alibaba (BABA)
Alibaba is another major player in the tech sector, with earnings expected to provide insights into its performance in the face of regulatory headwinds. The company is expected to report its earnings on August 28. Market analysts are closely watching Alibaba's smart car spinoff, Banma, which plans to list shares in Hong Kong [3].
CrowdStrike (CRWD)
CrowdStrike is expected to report its earnings on August 29. The company specializes in cybersecurity and has been a beneficiary of the increased focus on cybersecurity due to the rise of remote work and digital transformation.
Snowflake (SNOW)
Snowflake, a cloud-based data warehousing company, is expected to report its earnings on August 29 as well. The company's performance will provide insights into the growing demand for cloud-based data solutions.
Okta (OKTA)
Okta, a cloud-based identity and access management company, is expected to report its earnings on August 29. The company's performance will be closely watched due to its role in facilitating secure access to cloud applications.
Marvell (MRVL)
Marvell, a semiconductor company, is expected to report its earnings on August 30. The company's performance will provide insights into the semiconductor industry, which has been a key driver of growth for many tech companies.
Dell (DELL)
Dell, a technology company, is expected to report its earnings on August 30. The company's performance will provide insights into the broader tech sector and its ability to adapt to changing market conditions.
PDD, Li, and Best Buy
PDD, Li, and Best Buy are expected to report their earnings on August 30. These companies operate in the retail sector and will provide insights into the performance of these companies in the face of e-commerce growth and changing consumer behavior.
Market Implications
The earnings reports from these companies are expected to have a significant impact on the market. NVIDIA's earnings, in particular, are likely to influence the broader tech sector due to the company's leadership in AI and HPC. Alibaba's earnings will provide insights into the company's ability to navigate regulatory headwinds and adapt to changing market conditions. The earnings reports from other companies will also provide valuable insights into their respective sectors and the broader market.
Investors and financial professionals should closely monitor these earnings reports and the accompanying analyst commentary to gain a better understanding of the companies' performance and the broader market outlook.
References
[1] https://www.kiplinger.com/investing/live/nvidia-earnings-live-updates-and-commentary-august-2025
[2] https://www.ainvest.com/news/nvidia-q2-2025-earnings-defining-moment-ai-driven-tech-rally-2508/
[3] https://stockanalysis.com/stocks/baba/revenue/
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