🇺🇸 US Earnings Week (October 28–31) AAPL-META-GOOGL-MSFT-AMZN

Big Tech, Healthcare and Energy Giants Prepare for a Busy Earnings Week

The third quarter earnings season continues unabated in U.S. indexes.
This week, earnings reports are expected from a wide range of sectors, from technology giants to healthcare and energy. Especially, mega-cap companies like Microsoft, Alphabet, Meta, Amazon, and Apple are set to determine market direction. Analysts suggest that strong cloud revenues and artificial intelligence investments will be decisive for technology stocks, while in the pharmaceutical sector, companies like Eli Lilly and Merck will focus on R&D results. Meanwhile, in the energy sector, Guyana production and oil prices continue to exert pressure on profitability.

Monday, October 28 – Pre-Opening

PayPal (PYPL) – $8.24 billion revenue, EPS 1.20 (previous: $7.89 billion, 1.08) → +11% profitability is expected.
Digital transaction volume increased following the multi-year payment infrastructure integration with Google.

UnitedHealth (UNH) – $113.1 billion revenue, EPS 2.80 (previous: $92.9 billion, 2.38) → +18% increase is expected.
Growth in the Optum unit is strong, with revenues driven by the Medicare Advantage portfolio.

UPS (UPS) – $20.8 billion revenue, EPS 1.31 (previous: $22.1 billion, 1.57) → -17% decline is expected.
Despite weak e-commerce volume, a new distribution agreement with Walmart may boost volume.

MSCI (MSCI) – $0.80 billion revenue, EPS 4.37 (previous: $0.79 billion, 3.52) → +24% profitability is expected.
High demand for ESG indices and completion of data collaboration in China.

D.R. Horton (DHI) – $9.43 billion revenue, EPS 3.29 (previous: $9.73 billion, 3.90) → -16% decline is expected.
New home demand remains strong despite interest rate hikes, particularly supported by sales in southern states.

Monday, October 28 – After Closing

Visa (V) – $10.6 billion revenue, EPS 2.97 (previous: $8.94 billion, 2.42) → +23% profitability is expected.
Strong cross-border spending, Paysend partnership has increased transaction volume.

Booking Holdings (BKNG) – $8.72 billion revenue, EPS 95.9 (previous: $7.84 billion, 72.0) → +33% increase is expected.
The European tourism season went strong, a new reservation platform was launched.

Seagate (STX) – $2.54 billion revenue, EPS 2.28 (previous: $2.32 billion, 1.89) → +21% profitability is expected.
The new 30 TB HDD series and demand from AI data centers played a significant role.

Enphase Energy (ENPH) – $0.36 billion revenue, EPS 0.51 (previous: $0.30 billion, 0.46) → +11% increase is expected.
Renewable energy incentives in the U.S. and Europe are boosting sales.

Tuesday, October 29 – After Closing

Microsoft (MSFT) – $75.2 billion revenue, EPS 3.66 (previous: $76.7 billion, 3.65) → +1% profitability is expected.
Azure and Copilot revenues are prominent. Hardware supply agreements with OpenAI expanded during this period.

Alphabet (GOOGL) – $93.9 billion revenue, EPS 2.27 (previous: $84.7 billion, 1.89) → +20% increase is expected.
The advertising segment has recovered, and Google Cloud became profitable for the first time. A mobile ad agreement was signed with Samsung.

Meta Platforms (META) – $49.4 billion revenue, EPS 6.66 (previous: $39.1 billion, 4.52) → +47% profitability is expected.
Strong revenues from Reels and data center investments. The Blue Owl partnership increases long-term capacity.

Starbucks (SBUX) – $9.36 billion revenue, EPS 0.56 (previous: $9.17 billion, 0.68) → -18% decline is expected.
Demand in the U.S. is weak, but recovery signals are emerging in China operations.

Wednesday, October 30 – After Closing

Amazon (AMZN) – $177.8 billion revenue, EPS 1.58 (previous: $147.0 billion, 1.00) → +58% profitability is expected.
Strong performance in cloud and advertising segments. The NFL “Black Friday” broadcast agreement increased digital revenues.

Apple (AAPL) – $101.7 billion revenue, EPS 1.76 (previous: $90.8 billion, 1.46) → +21% profitability is expected.
Service revenues reached record levels, and the Formula 1 broadcast rights agreement diversified brand revenues.

Coinbase (COIN) – $1.78 billion revenue, EPS 1.10 (previous: $1.36 billion, 0.76) → +45% profitability is expected.
Bitcoin ETF flows and the partnership with BlackRock increased transaction volume.

Roku (ROKU) – $1.21 billion revenue, EPS 0.08 (previous: $0.96 billion, –0.35) → positive turnaround is expected.
Advertising revenues recovered, and the publishing agreement with FreeWheel increased viewership.

Thursday, October 31 – Pre-Opening

Chevron (CVX) – $49.9 billion revenue, EPS 1.69 (previous: $48.8 billion, 1.60) → +6% increase is expected.
Strong cash flow from Guyana production, and synergy expectations continue after the Hess merger.

ExxonMobil (XOM) – $84.9 billion revenue, EPS 1.81 (previous: $82.9 billion, 1.94) → -7% decline is expected.
Volatility in crude oil prices limits profitability, and production targets in the Guyana project have been advanced.

AbbVie (ABBV) – $15.6 billion revenue, EPS 1.80 (previous: $13.9 billion, 2.31) → -22% decline is expected.
Humira sales are weak, but new generation drugs maintain strong volumes to balance out.

Linde (LIN) – $8.61 billion revenue, EPS 4.18 (previous: $8.34 billion, 3.74) → +12% profitability is expected.
Green hydrogen and semiconductor supply agreements support growth.

Colgate-Palmolive (CL) – $5.13 billion revenue, EPS 0.89 (previous: $4.82 billion, 0.86) → +4% increase is expected.
The acquisition of the Prime100 brand provides entry into the pet segment.

Charter Communications (CHTR) – $13.75 billion revenue, EPS 9.42 (previous: $13.6 billion, 8.58) → +10% profitability is expected.
The mobile partnership with T-Mobile increases revenue diversification.

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This does not constitute investment advice.