Earnings to Watch: Week of August 11 - August 15, 2025
From AI innovators and clean energy disruptors to retail giants and industrial leaders, this week’s earnings stretch across some of the market’s most dynamic sectors.
Q2 earnings season rolls into mid-August with a lineup spanning everything from cutting-edge AI and clean energy startups to iconic retailers and global industrial powerhouses. This week’s earnings is much lighter we’ve seen in previous weeks, but it still packs a few names with the power to move industries and set trends.
All eyes will be on China’s e-commerce and tech behemoths: BABA 0.00%↑, JD 0.00%↑, NTES 0.00%↑, TME 0.00%↑, and WB 0.00%↑. Yheir results will help set the tone for sentiment on the world’s second-largest economy. Layer in niche disruptors like OKLO 0.00%↑, ACHR 0.00%↑, and NN 0.00%↑ in the clean energy and mobility space, plus established giants in semiconductors, industrials, and consumer brands, and you’ve got a condensed but impactful lineup that could ripple across markets.
Meanwhile, established firms like DE 0.00%↑, CSCO 0.00%↑, and AMAT 0.00%↑ will give a read on global manufacturing demand, enterprise tech spending, and the health of supply chains heading into the back half of the year.
Here’s your full daily breakdown with times:
All times in ET.
Monday, August 11
OKLO 0.00%↑ (Oklo)
Earnings release: After market close
Earnings call: 5:00 PM
ACHR 0.00%↑ (Archer Aviation)
Earnings release: After market close
Earnings call: 5:00 PM
WW 0.00%↑ (Weight Watchers)
Earnings release: Before market open
Earnings call: 8:30 AM
AMC 0.00%↑ (AMC Entertainment)
Earnings release: After market close
Earnings call: 5:00 PM
Tuesday, August 12
SE 0.00%↑ (Sea Limited)
Earnings release: Before market open
Earnings call: 7:30 AM
CAH 0.00%↑ (Cardinal Health)
Earnings release: Before market open
Earnings call: 8:30 AM
TME 0.00%↑ (Tencent Music)
Earnings release: Before market open
Earnings call: 7:30 AM
ONON 0.00%↑ (On Holding)
Earnings release: Before market open
Earnings call: 8:00 AM
HRB 0.00%↑ (H&R Block)
Earnings release: After market close
Earnings call: 4:30 PM
PONY 0.00%↑ (Pony AI)
Earnings release: Before market open
Earnings call: 8:00 AM
MSGS 0.00%↑ (Madison Square Garden Sports)
Earnings release: Before market open
Earnings call: 10:00 AM
Wednesday, August 13
CSCO 0.00%↑ (Cisco Systems)
Earnings release: After market close
Earnings call: 4:30 PM
ESLT 0.00%↑ (Elbit Systems)
Earnings release: Before market open
Earnings call: 9:00 AM
COHR 0.00%↑ (Coherent)
Earnings release: After market close
Earnings call: 5:00 PM
EQX 0.00%↑ (Equinox Gold)
Earnings release: After market close
Earnings call: Thursday at 10:30 AM
MSGE 0.00%↑ (Madison Square Garden Entertainment)
Earnings release: Before market open
Earnings call: 10:00 AM
DLO 0.00%↑ (DLocal)
Earnings release: After market close
Earnings call: 5:00 PM
Thursday, August 14
AMAT 0.00%↑ (Applied Materials)
Earnings release: After market close
Earnings call: 4:30 PM
DE 0.00%↑ (Deere & Co.)
Earnings release: Before market open
Earnings call: 10:00 AM
NTES 0.00%↑ (NetEase)
Earnings release: Before market open
Earnings call: 8:00 AM
NU 0.00%↑ (Nu Holdings)
Earnings release: After market close
Earnings call: 6:00 PM
JD 0.00%↑ (JD.com)
Earnings release: Before market open
Earnings call: 8:00 AM
TPR 0.00%↑ (Tapestry)
Earnings release: Before market open
Earnings call: 8:00 AM
BAP 0.00%↑ (Credicorp)
Earnings release: After market close
Earnings call: Friday at 10:30 AM
BIRK 0.00%↑ (Birkenstock)
Earnings release: Before market open
Earnings call: 8:00 AM
WB 0.00%↑ (Weibo)
Earnings release: Before market open
Earnings call: 7:00 AM
NN 0.00%↑ (Nano Nuclear)
Earnings release: After market close
Earnings call: 5:00 PM
Also look out for BABA 0.00%↑ (Alibaba). Consensus expects them to release earnings between BMO on Thursday, August 14. Others indicate anywhere between August 13 and 15. To date, nothing’s been confirmed by Alibaba.
While this week is lighter in volume than the peak stretches of earnings season, it still carries weight for market direction. The spotlight will be on China’s biggest internet and e-commerce giants, whose results could influence sentiment well beyond Asia. With BABA 0.00%↑, JD 0.00%↑, and NTES 0.00%↑ set to report, investors will be watching not just headline growth, but also clues on consumer spending trends, competitive dynamics, and regulatory pressures that have shaped the sector over the past two years.
Meanwhile, established U.S. and global players will offer a critical read on industrial activity, enterprise technology spending, and semiconductor demand. Deere’s results will be a barometer for agriculture and construction equipment markets, Cisco will provide insight into network infrastructure and enterprise IT budgets, and Applied Materials will be a key test for the ongoing chip cycle amid shifting supply chain conditions.
With fewer names reporting, individual earnings surprises may have an outsized effect on both sector sentiment and the broader market narrative. This dynamic means that even a single strong beat (or miss) can ripple across related industries. As we head into the back half of August, the market will be weighing whether pockets of resilience can offset ongoing macro uncertainty, and whether the guidance offered this week signals stability or fresh volatility ahead.
Thank you for reading!