What's Actually on the Earnings Calendar (Aug 10–14, 2026)

What's Actually on the Earnings Calendar (Aug 10–14, 2026)

Despite chatter about a blockbuster week ahead, next week's earnings calendar is lighter than it first appears. Several closely watched names Walmart, Home Depot, Alibaba and Jack Henry & Associates among them  don't report until later in August, and CyberArk is no longer on the board at all following its acquisition by Palo Alto Networks. What's left is a compact but meaningful slate centered on AI infrastructure, cybersecurity-adjacent tech, and consumer dining, with cybersecurity, cloud computing and semiconductor equipment emerging as the week's real throughlines.

Monday (Aug 10)

The week opens quietly, with no major reports scheduled. Markets will likely spend the session digesting the prior week's results and positioning ahead of a busier midweek stretch.

Tuesday (Aug 11)

Tuesday is the week's most active day for earnings.

Before the market opens:

• Tencent Music Entertainment (TME) - Investors will watch subscription growth and monetisation trends in China's streaming market, along with any updates on content licensing and margin trajectory.

After the close:

• CoreWeave (CRWV) — One of the most anticipated reports of the week. Wall Street will focus on GPU capacity utilisation, new compute contracts, and whether revenue guidance keeps pace with surging AI infrastructure demand.

• CAVA Group (CAVA) — Analysts will be watching same-store sales growth and the pace of new restaurant openings as the fast-casual chain works to rebuild momentum after a rocky stretch for the stock.

Wednesday (Aug 12)

A single heavyweight name headlines the middle of the week.

After the close:

• Cisco Systems (CSCO) — Reporting fiscal fourth-quarter results, with investors focused on enterprise networking demand, AI infrastructure order growth, and full-year guidance heading into fiscal 2027.

Thursday (Aug 13)

Thursday brings the week's busiest single day, spanning e-commerce, semiconductors and fintech.

Before the open:

• JD.com (JD) - Markets will look for signs of stabilising Chinese consumer demand and continued momentum in JD's logistics and retail segments.

After the close:

• Applied Materials (AMAT).

• Nu Holdings (NU) — Investors will watch customer growth across Brazil, Mexico and Colombia, along with credit quality trends as the digital bank's loan portfolio continues to expand.

Friday (Aug 14)

The week winds down with a light calendar. Attention is likely to shift back to macroeconomic data as investors digest the week's results.

The Bigger Picture

This is a transitional week for earnings season , heavier on AI infrastructure and enterprise tech than on the broad consumer read investors got from big-box retail last cycle. CoreWeave's report will be closely watched as a referendum on AI infrastructure spending, while Cisco and Applied Materials offer two different angles - networking and semiconductor equipment - on enterprise and AI-related capital expenditure.