The week of May 5-9, 2025, is set to be the pinnacle of the Q1 earnings season, with over 3,300 companies slated to release their financial results. This earnings week preview offers an in-depth look at the most anticipated earnings reports, including tech powerhouses like Palantir Technologies, Advanced Micro Devices (AMD), and Uber Technologies, alongside a slew of global economic events that could sway markets. Key catalysts like the FOMC announcement, Bank of England (BoE) rate decision, US ISM Services PMI, Canadian jobs report, and Chinese trade data will also take center stage. Whether you’re an investor, trader, or market enthusiast, this comprehensive guide provides actionable insights to navigate this critical week.
Earnings For The Week of May 5-9, 2025
The earnings calendar is brimming with companies across industries, from tech and healthcare to automotive and energy. Below is a detailed breakdown of the week’s schedule, highlighting key players and potential market movers.
Monday, May 5
Before Market
- Berkshire Hathaway (Saturday release): Warren Buffett’s conglomerate provides a broad market perspective, with insights into insurance, energy, and consumer goods.
- Ares: Alternative asset manager, expected to shed light on private equity and credit markets.
- Biotech: Sector trends could signal investor sentiment in healthcare innovation.
- Lowe’s: Home improvement giant, reflecting consumer spending and housing market health.
- Tyson: Food industry leader, potentially impacted by inflation and supply chain issues.
- Onsemi: Semiconductor firm, offering a window into the chip industry’s trajectory.
- CNA: Insurance updates amid rising climate and economic risks.
- Henry Schein: Dental and medical supply chain performance.
- TG Therapeutics: Biotech firm with potential pipeline updates.
After Market
- Palantir Technologies (PLTR): Consensus estimate of $0.13 per share on $862.89 million in revenue, with 72.0% of investors expecting a beat. The stock has soared 93.6% above its 200-day moving average.
- Hims & Hers Health (HIMS): Expected to report $0.23 per share on $537.85 million in revenue, with 67.0% anticipating a beat.
- Ford Motor (F): Consensus predicts breakeven results on $35.48 billion in revenue, though only 26.5% expect a beat.
- Vertex Pharmaceuticals: Biotech leader with potential drug pipeline updates.
- Williams: Energy infrastructure firm, reflecting natural gas trends.
- Realty Income: REIT performance amid interest rate uncertainty.
- Diamondback Energy: Oil and gas sector insights.
- The Clorox Company: Consumer goods updates in a high-inflation environment.
- Celanese: Chemical industry trends.
- GlobalFoundries: Semiconductor manufacturing updates.
Tuesday, May 6
Before Market
- Celsius Holdings (CELH): Expected to report $0.20 per share on $341.65 million in revenue, with 86.4% expecting a beat despite a 4.0% revenue decline.
- Datadog: Cloud monitoring and analytics firm, reflecting enterprise tech demand.
- Ferrari: Luxury automaker, providing insights into high-end consumer spending.
- BP: Energy giant, navigating global oil market dynamics.
- Marriott International: Hospitality sector updates amid travel recovery.
- Duke Energy: Utility sector performance in a shifting energy landscape.
- Brookfield: Infrastructure and real estate trends.
- Arista: Networking solutions for cloud computing.
- Energy Transfer: Midstream energy updates.
- TransDigm: Aerospace component manufacturer.
- Constellation: Beverage industry leader.
- Zoetis: Animal health sector performance.
- American Superconductor: Renewable energy technology updates.
After Market
- Advanced Micro Devices (AMD): Consensus estimate of $0.93 per share on $7.12 billion in revenue, with 72.3% expecting a beat despite a 23.1% drop below its 200-day moving average.
- Super Micro Computer (SMCI): Expected to report $0.29 per share on $4.55 billion, with 68.6% anticipating a beat.
- Rivian: Electric vehicle maker, facing production and demand challenges.
- Electronic Arts: Gaming industry trends.
- Corpay: Corporate payment solutions.
- iFF: Financial technology updates.
Wednesday, May 7
Before Market
- Uber Technologies (UBER): Expected earnings of $0.51 per share on $11.60 billion in revenue, with 65.9% expecting a beat and the stock 18.3% above its 200-day moving average.
- Walt Disney: Media and entertainment giant, reflecting streaming and theme park performance.
- Novo Nordisk: Pharmaceutical leader, focusing on diabetes and obesity treatments.
- Siemens Healthineers: Medical technology updates.
- Emerson: Industrial automation trends.
- Vistra: Energy generation and retail.
- Verisk: Data analytics for insurance and risk.
- Ahold Delhaize: Grocery retail performance.
- CDW: IT solutions provider.
- Rockwell Automation: Industrial automation updates.
After Market
- AppLovin (APP): Consensus estimate of $1.45 per share on $1.38 billion, with 83.9% expecting a beat.
- Carvana (CVNA): Expected to report $0.75 per share on $4.02 billion, with 81.8% anticipating a beat.
- Arm: Chip design firm, critical for tech sector insights.
- DoorDash: Food delivery trends in a competitive market.
- Dutch Bros: Coffee chain expansion updates.
- Fortinet: Cybersecurity solutions.
- Axon: Public safety technology.
Thursday, May 8
Before Market
- Peloton: Fitness equipment and subscription trends.
- Shopify: E-commerce platform performance.
- ConocoPhillips: Oil and gas sector updates.
- Toyota: Global automotive trends.
- AB InBev: Beverage industry leader.
- Mercado Libre: Latin American e-commerce and fintech.
- Canadian Natural: Energy sector performance.
- Sempra: Utility and energy infrastructure.
After Market
- The Trade Desk (TTD): Expected to report $0.25 per share on $574.27 million, with 81.6% expecting a beat despite a 45.3% drop below its 200-day moving average.
- Coinbase: Cryptocurrency exchange trends.
- Warner Bros. Discovery: Media and streaming updates.
- DraftKings: Sports betting and gaming.
- McKesson: Healthcare distribution.
- Monster Beverage: Energy drink market trends.
- Macquarie: Financial services in Asia-Pacific.
- Cloudflare: Internet infrastructure and security.
- HubSpot: Marketing and sales software.
- Microchip: Semiconductor solutions.
- Essent: Mortgage insurance updates.
Friday, May 9
Before Market
- Enbridge: Pipeline and energy infrastructure.
- Telus: Telecommunications in Canada.
- IAG: Airline industry updates.
- Kubota: Agricultural machinery.
- Dr. Reddy’s: Generic pharmaceuticals.
- Onex: Private equity and investment management.
- Paramount: Media and entertainment.
Most Anticipated Earnings Releases
Palantir Earnings: A Bullish Outlook
Palantir Technologies (PLTR) is a focal point for investors, reporting on Monday after market close. The consensus estimate is $0.13 per share on $862.89 million in revenue, reflecting a robust 36.0% year-over-year growth. With 72.0% of investors expecting a beat, the Palantir earnings are generating significant buzz. The stock has surged 93.6% above its 200-day moving average of $64.19, and short interest has dropped by 37.6%, signaling strong market confidence. Option traders are pricing in a 14.4% move, though the stock has averaged a 20.7% move in recent quarters, suggesting potential for significant volatility.
AMD Earnings: High Stakes in Tech
Advanced Micro Devices (AMD) will report on Tuesday after market close, with a consensus estimate of $0.93 per share on $7.12 billion in revenue, a 30.1% year-over-year increase. The AMD earnings are highly anticipated, with 72.3% of investors expecting a beat. However, the stock is 23.1% below its 200-day moving average of $128.48, and short interest has decreased by 21.7%. Option traders are pricing in an 8.8% move, slightly above the historical average of 7.1%. Despite bearish sentiment, AMD’s focus on AI and data center growth could drive upside.
Uber Earnings: Mobility and Growth in Focus
Uber Technologies (UBER) is set to report on Wednesday before market open, with expected earnings of $0.51 per share on $11.60 billion in revenue, up 14.5% year-over-year. The Uber earnings have 65.9% of investors expecting a beat, supported by a stock price 18.3% above its 200-day moving average of $71.23. Short interest has fallen by 5.9%, and option traders are pricing in a 7.9% move, compared to a historical average of 6.2%. Uber’s performance will offer insights into the gig economy and urban mobility trends.
Other Notable Releases
- Super Micro Computer (SMCI): Tuesday after close, expecting $0.29 per share on $4.55 billion, with 68.6% anticipating a beat. The stock is 18.4% below its 200-day moving average, and short interest has risen 26.8%.
- Hims & Hers Health (HIMS): Monday after close, forecasting $0.23 per share on $537.85 million, with 67.0% expecting a beat. The stock is 46.0% above its 200-day moving average.
- AppLovin (APP): Wednesday after close, projecting $1.45 per share on $1.38 billion, with 83.9% expecting a beat. The stock is 29.4% above its 200-day moving average.
- Carvana (CVNA): Wednesday after close, expecting $0.75 per share on $4.02 billion, with 81.8% anticipating a beat. The stock is 28.1% above its 200-day moving average.
- The Trade Desk (TTD): Thursday after close, forecasting $0.25 per share on $574.27 million, with 81.6% expecting a beat despite a 45.3% drop below its 200-day moving average.
- Ford Motor (F): Monday after close, expecting breakeven results on $35.48 billion, with only 26.5% anticipating a beat. The stock is 2.9% below its 200-day moving average.
Economic Events: Global Catalysts to Watch
FOMC Announcement: Navigating Uncertainty
The FOMC announcement on Wednesday, May 7, at 14:00 EDT will be a defining moment for markets. The Federal Reserve is expected to hold rates at 4.25-4.5%, with a 3% probability of a 25bps cut priced in by Refinitiv. Fed Chair Powell has emphasized a cautious approach amid Trump’s tariffs, which could slow growth and fuel inflation. Morgan Stanley anticipates a statement downgrade on economic activity, noting a moderation in growth. Investors will scrutinize Powell’s press conference for hints on future rate cuts.
BoE Announcement: A Dovish Tilt
On Thursday, the Bank of England is expected to cut rates by 25bps to 4.25%, with a unanimous 9-0 vote anticipated. Some desks, however, predict a 7-2 split, with external member Dhingra potentially pushing for a 50bps cut. ING expects the BoE to signal a “gradual and careful” approach to future cuts, while Morgan Stanley suggests the MPC may drop this language to allow flexibility. The Monetary Policy Report is likely to lower 2025 inflation forecasts while upgrading growth projections based on Q1 data.
US ISM Services PMI: Signs of Slowdown
Monday’s US ISM Services PMI is forecasted to dip to 50.6 from 50.8, remaining in expansion territory above 50.0. However, the S&P Global Flash US Services PMI fell to 51.4 in April, reflecting weaker demand, export declines, and rising costs due to tariffs. Service sector optimism is at its lowest since October 2022, with government policy uncertainty weighing on sentiment. This data will provide early clues on the services sector’s health amid economic headwinds.
Canadian Jobs Report: Trade Tensions Loom
Friday’s Canadian jobs report will reveal the labor market’s resilience amid US tariffs. The Bank of Canada has noted a stalled job market recovery, with businesses scaling back hiring due to trade uncertainty. A weaker report could bolster the case for rate cuts, though the BoC remains cautious, balancing growth slowdown and inflation risks. Two scenarios outlined by the BoC—limited tariffs with stable inflation versus a trade war with recessionary pressures—will shape policy decisions.
Chinese Trade Balance: Tariff Impacts in Focus
Friday’s Chinese trade data will offer the first glimpse of tariff-related impacts, with double-digit declines expected in exports and imports. Exports to the US, which account for 14-15% of China’s outbound shipments, are likely to see significant slowdowns. While redirecting trade to other markets may mitigate some effects, ING notes that supply chain adjustments are not immediate, signaling near-term challenges for China’s economy.
Additional Economic Highlights
- Swiss CPI (Monday): April’s release will inform SNB rate cut odds, with a 0.00% rate 80% implied for June amid CHF strength as a safe haven.
- Chinese Caixin Services PMI (Tuesday): Expected to reflect softening momentum, with employment declines and trade war pressures in focus.
- Swedish CPIF (Wednesday): A key input for the Riksbank, with travel-related inflation potentially driving a 3.3% print.
- Riksbank and Norges Bank Announcements (Thursday): Both are expected to hold rates at 2.25% and 4.50%, respectively, though global economic pressures may prompt dovish tones.
Market Implications and Strategies
Earnings Strategies
- Tech Sector Focus: With Palantir earnings, AMD earnings, and Uber earnings in the spotlight, tech investors should watch for guidance on AI, cloud, and mobility trends. Palantir’s strong momentum and AppLovin’s bullish outlook suggest potential upside, while AMD’s challenges may require cautious positioning.
- Volatility Plays: Option traders are pricing in significant moves for companies like AppLovin (22.4%) and Hims & Hers (19.8%). Consider strategies like straddles or strangles to capitalize on potential swings.
- Value Opportunities: Ford’s bearish outlook (only 26.5% expecting a beat) may present a contrarian opportunity if results surprise to the upside, though risks remain high.
Economic Event Preparation
- FOMC and BoE Reactions: A dovish FOMC or BoE could lift equities, particularly in tech and consumer sectors, while a hawkish stance may pressure growth stocks. Prepare for volatility in bond yields and the US dollar.
- Global Trade Dynamics: Weak Chinese trade data could weigh on global growth stocks, particularly in tech and industrials. Monitor for signs of stimulus from Beijing to gauge recovery potential.
- Labor Market Sensitivity: A deteriorating Canadian jobs report may weaken the CAD and prompt BoC rate cuts, impacting cross-border investments.
Conclusion: Navigating a High-Stakes Week
The week of May 5-9, 2025, is a critical juncture for markets, with the earnings week preview highlighting major players like Palantir, AMD, and Uber, alongside global economic events that could reshape investor sentiment. The FOMC announcement, BoE rate decision, and Chinese trade data will provide essential context for interpreting corporate performance. By staying informed and strategic, investors can position themselves to capitalize on opportunities and mitigate risks during this pivotal week.
