The mid-August earnings window arrives at a delicate moment: global growth is losing altitude as restrictive monetary policy collides with stubborn services-led inflation, while investors rotate between “higher-for-longer” defensives and the still-ebullient artificial-intelligence trade. The week’s calendar brings an eclectic mix of legacy cyclicals, high-growth disruptors and cash-rich platforms. Their guidance will help frame how widely corporate America—and beyond—can navigate softer macro data, higher funding costs and crowded equity positioning.
Metals & Mining
Barrick Mining (B) – Monday, before the bell
Gold’s surge to fresh highs above $2,300/oz and copper’s structural deficit provide a supportive backdrop, yet Barrick’s 2025 output is expected to dip to 3.2-3.5 Moz after the Mali suspension. Investors will focus on whether management can preserve unit cash costs, update on the Reko Diq build-out and outline any timeline to restart Loulo-Gounkoto. A beat coupled with confirmation of a low-leverage balance sheet could reinforce the case for multiple expansion toward the mid-$30s range.
Work-Management Software
monday.com (MNDY) – Monday, pre-market
The Israeli SaaS vendor posted 30% topline growth and record free cash flow in Q1, with 26 million AI actions executed across its platform. Consensus looks for ~$294 million in Q2 revenue and EPS near $0.84, implying a deceleration to ~24% y/y as comps toughen. Guidance on monetising the new “monday magic” AI tiers and early enterprise uptake under new CRO Casey George will be critical to justifying a still-lofty ~70× forward earnings multiple.
Next-Gen Energy & Connectivity
Oklo (OKLO) – Monday, after the bell
As a pre-revenue advanced-nuclear developer, Oklo’s quarterly loss (~-$0.12 EPS expected) matters less than progress on NRC licensing for its Aurora micro-reactor. Cash-burn trajectory and updates on government site permits will drive sentiment in a sector hunting for non-dilutive funding.
AST SpaceMobile (ASTS) – Monday, after the bell
Street models a wider net loss (~-$0.19 EPS) against a jump in revenue to ~$6.7 million as the first BlueBird satellites monetise test contracts. Watch for clarity on FCC approvals, Vodafone India deployment and the five-launch cadence aimed at 60 satellites over the next twelve months. Any slip would raise financing questions given a $20-plus billion cap-ex roadmap.
Media & Leisure
AMC Entertainment (AMC) – Monday, after the bell
Domestic box-office receipts doubled y/y in April–May, and analysts look for revenue of ~$1.34 billion and an EPS loss around -$0.04. After years of equity dilution, attention turns to free-cash-flow inflection, PLF screen expansion and whether summer blockbusters sustained Q2 momentum.
Biopharma & Life Sciences
Verona Pharma (VRNA) – Monday, pre-market
Q2 is the first full quarter post-FDA approval of Ohtuvayre (ensifentrine) for COPD maintenance. Consensus sees EPS swinging to a ~$0.39 profit on ~$90-100 million in milestone revenue. Investors will weigh early launch metrics, China phase 3 enrolment and the impact of Merck’s pending $10 billion acquisition slated to close in Q4.
Advanced Mobility
Archer Aviation (ACHR) – Monday, after the bell
With FAA certification only ~15% complete, Q2 will spotlight burn-rate discipline (-$0.25 EPS on negligible revenue) versus a $1 billion cash cushion. Management’s timeline for UAE launch, Anduril defence prototype and Stellantis-funded production ramp could re-ignite the high-beta shares—down 30% from June highs yet still up 140% y/y.
Defence-AI & Cyber
BigBear.ai Holdings (BBAI) – Monday, after the bell
Street expects revenue of ~$41 million (+2% y/y) and EPS of -$0.06. Key is backlog conversion from the $165 million U.S. Army Orion platform and airport security wins, as well as margin recovery after R&D-driven EBITDA losses.
Emerging-Market Digital Platforms
Sea Ltd. (SE) – Tuesday, pre-market
Guidance implies Q2 revenue near $5.1 billion and EPS close to $0.99. Investors want reassurance that Shopee’s double-digit GMV and improving logistics margins can offset rising competition from TikTok Shop, while Free Fire’s rebound keeps Garena cash flows humming. Any uptick in SeaMoney fintech NPLs could unsettle the recent rally.
Tencent Music Entertainment (TME) – Tuesday, pre-market
Market models 12% sales growth to ~$1.1 billion and EPS of $0.20. With 123 million paid users and ARPPU rising to RMB 11.7, upside hinges on subscription traction and advertising recovery offsetting social-entertainment drag. Gross-margin prints above 45% would reinforce the structural profitability story.
AI Infrastructure
CoreWeave (CRWV) – Tuesday, after the bell
The newly public GPU-cloud specialist guided to $1.06–1.10 billion Q2 revenue and adjusted operating income of $140–170 million. Yet net losses remain steep as the company ploughs up to $23 billion into data-center cap-ex. Watch customer-concentration risk—Microsoft still accounts for 60% of revenue—and any developments on the contested $9 billion Core Scientific acquisition.
Consumer & Dining
CAVA Group (CAVA) – Tuesday, after the bell
Consensus sees sales up ~23% to $286 million and EPS of $0.13 amid slowing same-restaurant sales growth to ~6%. Expansion plans of 64-68 new units this year keep SG&A elevated, so restaurant-level margins (25% in Q1) are in focus. Any commentary on GLP-1-driven dietary shifts and loyalty penetration could sway the premium-valued shares.
Quantum & Frontier Computing
Rigetti Computing (RGTI) – Tuesday, after the bell
Analysts forecast ~$1.9 million revenue and a -$0.06 loss per share. Beyond the headline numbers, investors will scrutinise 84-qubit Ankaa-3 performance data, federal contract pipeline and the path to positive gross margin.
Tax & Advisory Services
H&R Block (HRB) – Tuesday, after the bell
Fiscal Q4 is seasonally dominant; Wall Street expects $1.07 billion revenue (+3% y/y) and EPS of $2.81. Guidance for FY-2026 will test whether digital adoption and the Block Horizon small-business suite can offset structural DIY headwinds.
Digital-Asset Infrastructure
Circle Internet Group (CRCL) – Tuesday, pre-market
This first post-IPO report should show revenue near $640–650 million, +58% y/y, powered by interest income on USDC reserves. Metrics to watch: aggregate USDC circulation (now ~71 billion coins projected for 2025), fee capture from on-chain transfers, and commentary on the GENIUS Act’s impact on stable-coin regulation. Management may also update on the USYC yield-bearing token launch.
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Why These Reports Matter
This earnings cluster encapsulates the market’s core debates:
- Pricing Power vs. Inflation: CAVA’s menu elasticity, AMC’s ticket pricing and Monday.com’s seat expansion will illustrate whether companies can still pass costs through.
- Cap-ex Credibility: CoreWeave, Archer and AST SpaceMobile must prove that eye-watering capital plans translate into durable revenue.
- AI Monetisation: Monday.com, BigBear.ai and Tencent Music will show whether early AI adoption converts to paying users and higher margins.
- Emerging-Market Resilience: Sea and Tencent Music act as barometers for discretionary spending in ASEAN and China amid mixed macro signals.
Investors should brace for elevated volatility: eleven of the fifteen names trade with betas above 1.3, and several—ACHR, ASTS, BBAI—carry >20% short interest. Solid execution could catalyse sharp squeezes; stumbles may invite swift drawdowns. Either way, the week’s results will offer a vital read-through on the bifurcated global recovery and the durability of 2025’s rally.