Oracle and Adobe Lead Heavyweight Tech Earnings Week

Earnings
โดย Seeking Alpha·US·Read original
Summary · why it matters

Oracle and Adobe headline a relatively light but notable earnings week, with both reporting Thursday and offering fresh reads on enterprise AI spending and cloud demand. Oracle is expected to show continued strength in its AI-driven backlog, having guided to 27%-29% revenue growth for the quarter, while Adobe faces questions on AI monetization and a leadership transition. Other major reports include GameStop on Tuesday, Chewy on Wednesday, and Kroger on Friday, alongside retail names like Macy's and American Eagle Outfitters. GameStop pre-announced Q2 net income of $290M to $310M, with about $238M from eBay stock gains, while Kroger's results will be watched for consumer trends after its $1.65B Giant Eagle acquisition.

Impact on stocks 24

Consumer Discretionary▲ · 10 stocks
GameStop Corp.
GME
▲ PositiveCapitalrelevance

GameStop pre-announced Q2 net income of $290M to $310M, with about $238M from eBay stock gains.

Consumer Staples▲ · 3 stocks
Kroger Company
KR
± MixedDemandrelevance

Kroger's results will be watched for consumer trends after its $1.65B Giant Eagle acquisition.

Artificial Intelligence▲ · 2 stocks
Adobe Systems Incorporated
ADBE
± MixedDemandrelevance

Adobe faces questions on AI monetization and leadership transition, with no clear positive or negative impact.

Industrials▲ · 2 stocks
Information Technology▲ · 2 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
Oracle Corporation
ORCL
▲ PositiveDemandrelevance

Expected to show continued strength in AI-driven backlog with 27-29% revenue growth guidance.

Biotech & Genomic Medicine▲ · 1 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks
Energy▲ · 1 stocks
Cybersecurity & Digital Trust▲ · 1 stocks

Off-coverage companies 1

Giant EaglePrivate± Mixed
relevance

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