MSFT, META, QCOM, ARM, F, HOOD, EBAY, HSBC, AAPL, AMZN, MA, CVS, SPGI, COIN, XOM, CVX | Q2 2025 Earnings Preview: July 30 – August 1, 2025

As the July–August reporting window gathers momentum, investors face a three-day deluge of results spanning megacap tech, consumer finance, industrial stalwarts, and the energy super-majors. Persistent inflation expectations, tariff-driven cost volatility, and an every-day-stronger generative-AI theme have all combined to make guidance commentary more valuable than headline numbers. Below, we group the scheduled reporters by day and sector, outline their recent strategic moves, and pinpoint the signals that could swing sentiment when the figures hit the tape.

Economic and Market Backdrop

Growth forecasts for Q2 2025 S&P 500 earnings sit at 6.4% year-over-year, the slowest pace since Q4 2023, with net profit margins projected to contract to 12.3%. Energy, Financials, and Communication Services remain the largest positive contributors to aggregate earnings revisions, while Utilities and Health Care have dragged. Federal Reserve officials continue to telegraph data-dependent caution, and futures markets still price in a first 25 bp cut in the December meeting. Against that macro palette, forward guidance and margin language from management teams may matter more than top-line “beats.”

Wednesday, July 30 – Tech Titans and Global Diversifiers

Cloud & AI Powerhouses

Microsoft (MSFT)

Azure remains the fulcrum of bullishness, with management guiding 34–35% constant-currency growth and calling out capacity constraints as the only brake on demand. Analysts project revenue near $73.7 billion and EPS around $3.35, but the real focus will be commentary on AI Copilot monetization and capital-intensive GPU build-outs. A $30 billion buyback authorization and a three--year cloud backlog topping $315 billion frame MSFT’s durable cash-machine narrative.

Meta Platforms (META)

Consensus sees revenue of $42.5–45.5 billion and EPS near $5.83, with ad-pricing strength (average price per ad +10% YoY) offsetting Reality Labs’ $4.2 billion quarterly loss. Watch for hints on Advantage+ AI uptake, WhatsApp monetization, and whether management slows its $60–70 billion 2025 capex plan as regulators scrutinize data practices.

Semiconductor & IP Enablers

QUALCOMM (QCOM)

The Street expects fiscal-Q3 revenue of $10.3 billion and EPS of $2.70, but the guide already bakes in tariff-related handset softness. Automotive and IoT—up 59% and 27% YoY respectively—remain bright spots, and investors will parse modem-share commentary amid Apple’s in-house chip migration rumors.

Arm Holdings (ARM)

Arm’s fiscal-Q1 2026 will be its first full report since IPO lock-ups expired. Consensus calls for $1.06 billion revenue and $0.40 EPS. Market share in AI accelerators and royalty-rate uplift will dominate Q&A, as partners shift to Arm-based PC silicon. Margin color carries extra weight given management’s pledge to reinvest heavily in R&D.

Legacy Industrials & Fintech Challengers

Ford Motor (F)

Unit sales gained 14.2% in Q2, thanks to a pickup-heavy product mix. Analysts still forecast EPS compression to roughly $0.33 on commodity headwinds and Trump-era tariff costs. Investors will look for pricing resilience in the F-Series and clarity on Model e EV profit timelines after the “From America, For America” discount campaign.

Robinhood Markets (HOOD)

After a 346% twelve-month rally, HOOD trades at 79 × forward earnings. Street models call for Q2 EPS of $0.29 and revenue near $980 million. Expectations hinge on Gold subscription momentum and international expansion; a beat would likely hinge on options and crypto trading spreads holding up amid summer volatility.

eBay (EBAY)

GMV is slated to rise to $19 billion (+3.1% YoY), with a steady 14% take-rate underscoring pricing power. Management’s AI-driven listing tools and Focus Category push (luxury, refurbished tech) are in the spotlight. Look for updated active-buyer counts and commentary on authentication services scaling.

HSBC Holdings (HSBC)

Europe’s largest bank is expected to post EPS of about $1.75 on continued net-interest-income strength. Credit-loss reversals powered a 9.4% H1 ROTE in 2024; investors will watch commercial real-estate exposure and any hints on dividend top-ups after several quarters of share-price outperformance versus EU peers.

Thursday, July 31 – Consumer Behemoths, Payments, and Rating Agencies

Megacap Consumer & Ecommerce

Apple (AAPL)

Consensus revenue sits near $88.8 billion (+4% YoY) with EPS of $1.44. iPhone sales in China finally grew 8% after two years of contraction, albeit supported by aggressive discounts. Services growth and early signals on Vision Pro uptake will be critical to the multiple. Margin watchers expect gross margin to retrace toward 46% as tariffs add roughly $900 million in quarterly costs.

Amazon.com (AMZN)

The market leans toward $162 billion revenue and $16.7 billion operating income. AWS growth slowed to 17% but sports a 39.5% margin and a $117 billion run rate. Watch for AI-related capex commentary, including deployment of the new “Alexa +” assistant and Bedrock model monetization. Advertising and third-party marketplace fees remain silent profit engines, with ad revenue expected to top $14 billion this quarter.

Payment Networks & Health Services

Mastercard (MA)

Travel rebound and resilient consumer spend have analysts eyeing high-teens cross-border volume growth and EPS near $4.18. Commentary on tokenization, real-time payments, and incremental AI fraud tools will indicate whether MA can defend its margin against upstart fintech rails.

CVS Health (CVS)

Guidance implies a profit dip to $1.47 per share as medical-cost trends normalize post-pandemic. Pharmacy-benefit management renewals and Oak Street Health clinic integration remain catalysts, but investors want evidence that the push into value-based care can offset margin pressure from shrinking retail scripts.

Data & Ratings

S&P Global (SPGI)

With investment-grade issuance picking up in June, SPGI is tipped to post $3.65 billion revenue and EPS of $4.18. Markets will key on guidance for Platts commodity-pricing subscriptions and the integration progress of the IHS Markit deal as cost synergies approach their $600 million annual target.

Crypto-Native Platforms

Coinbase Global (COIN)

Analysts model $1.674 billion revenue and EPS between $0.82 and $1.28, depending on trading-volume assumptions. Subscriptions and services (staking, custody) hit $698 million last quarter, roughly one-third of revenue. Deribit’s acquisition opens institutional derivatives flow; investors want visibility on regulatory capital treatment and any SEC settlement updates.

Friday, August 1 – Energy Heavyweights

Integrated Oil & Gas Majors

Exxon Mobil (XOM)

A $1.5 billion upstream earnings headwind from lower liquids pricing is partially offset by improved refining spreads. Analysts look for EPS around $1.76 on production nearing 4.0 million boe/d. Key watch-items: Pioneer Natural Resources integration synergies (now targeted at $3 billion-plus annually), $27-29 billion 2025 capex envelope, and updates on Permian output trajectory to 2.3 million boe/d by 2030.

Chevron (CVX)

Street forecasts center on EPS of $1.58 and $44.6 billion revenue. Permian production is on pace for 9–10% growth this year despite a leaner rig count, thanks to triple-frac completions and AI-optimized drilling. Investors will parse updates on the Hess acquisition arbitrage and whether refining strength can cushion E&P margin compression.

Sector-by-Sector Snapshot

 

What to Listen For on the Calls

• Margin trajectories: Are gross margins holding despite tariff headwinds (Apple, Ford) and AI-driven opex creep (Microsoft, Meta)?
• Capex discipline: Energy majors pledge flat base-capex yet outline $28–33 billion annual outlays for lower-carbon initiatives; tech giants face GPU shortages and power-grid constraints.
• AI commercialization: Concrete dollar figures—e.g., Microsoft’s $13 billion AI run-rate or Meta’s Advantage+ conversion metrics—will separate hype from durable cash flow.
• Consumer elasticity: Travel, dining, and everyday-spend data from Mastercard and Amazon’s online-store segment provide high-frequency reads on inflation resilience.
• Regulatory overhangs: Coinbase’s litigation path, HSBC’s capital requirements, and oil-major methane regulations can all shift valuation narratives faster than revenue beats.

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Conclusion

The Wednesday-to-Friday reporting crush is more than a check-mark exercise—it is a litmus test for how corporate America is navigating policy cross-winds, AI capex super-cycles, and a late-expansion macro environment. Investors should focus on forward-looking commentary, particularly around pricing power, cost discipline, and balance-sheet flexibility. Share price reactions may be swift, but staying attuned to management tone, not just the numerical deltas, will offer the clearest roadmap for positioning through the rest of the summer.

Disclaimers and Limitations