Earnings This Week: Heavyweights Tesla And Google

Here’s our take on it…

This week, we're staring down the barrel of a high-stakes earnings stretch across tech, defense, EVs, and AI. While we won't break down every report, here's a structured look at the most important names and the themes we're watching… especially around semiconductors, enterprise software, and energy.

MONDAY: SEMIS START ROLLING

Before Open:

• Verizon (VZ) and Domino's Pizza (DPZ) kick off the week… important bellwethers for telecom and consumer spending.

After Close:

•  NXP Semiconductors (NXPI) steps up as our first major semi name this week. It's a $70B+ company with expectations of $3.0B in revenue and $2.51 EPS this quarter. NXP is heavily tied to the automotive chip space, so pay attention to any read-through on EV and IoT momentum.

TUESDAY: DEFENSE, DRINKS, AND CHIPS

Before Open:

•  Lockheed Martin (LMT) and Raytheon (RTX) report, giving us insight into defense spending amid rising geopolitical tension.
•  Coca-Cola (KO) returns with updates on global consumption trends. Strong international sales are expected to continue as FX headwinds ease.
• General Motors (GM) also reports. Watch for EV margins and unit volume guidance, especially in North America.

After Close:

• Texas Instruments (TXN) and Enphase Energy (ENPH) lead the way.
  
  • Enphase is especially noteworthy… after significant policy rollback in California and the Southwest, the company's solar hardware segment has been under pressure. This is a litmus test for residential solar.
•  Intuitive Surgical (ISRG), the robotic surgery pioneer, is expected to show double-digit YoY growth with strong international procedure expansion.
• SAP rounds out the day with enterprise software performance, a key read-through for demand in Europe.

WEDNESDAY: THE MAIN EVENT

Before Open:

• NextEra Energy (NEE) and GE Vernova (GEV) both report… major players in the nuclear and renewable energy push.
• AT&T (T) and Fiserv (FI) will give a pulse on telecom infrastructure and payment platforms.

After Close: This is the moment everyone's watching:

• Tesla (TSLA) returns to the spotlight as a $1T company again. Analysts expect mixed results… high volumes but margin pressure as the EV price war continues. AI and FSD updates could move the stock.
• Alphabet (GOOGL) reports alongside. Core search growth is expected to stabilize near 10% YoY, but eyes will be on YouTube monetization, Gemini updates, and cloud growth.

• IBM delivers after close… less of a market mover, but useful for legacy enterprise demand.
• ServiceNow (NOW) is a big one. This $150B+ software leader is expected to show AI ACV growth >60% YoY and continued Pro Plus adoption. Execution here matters.

THURSDAY: DIVERSE DATA POINTS

Before Open:

• Blackstone (BX) reports, key for understanding real estate trends, credit, and alternative asset flows.
• American Airlines (AAL) and Nasdaq (NDAQ) – add airline and exchange insights.
• Honeywell (HON) speaks to industrial automation and smart infrastructure… watch their guidance closely.

After Close:

• Intel (INTC) is the big headline. Expectations are modest, but with Gaudi 3 ramping and foundry commentary on deck, this will shape semi sentiment.
• Deckers Outdoor (DECK) closes the day. Expect strength from HOKA and margin expansion commentary.

FRIDAY: WRAPPING IT UP

Before Open:

• HCA Healthcare (HCA) delivers healthcare insights as elective procedure volumes recover and wage pressures ease.

This week will be packed… and next week brings even more mega-cap earnings. Stay tuned. We'll be tracking surprises, revisions, and market reactions in real-time.

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Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.