US Sector Earnings Intelligence

Technology earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window12 Aug to 10 Nov 2026275 matched companies

Group read

Delivery and earnings growth are broadly constructive

61% of companies with measured latest results beat estimates, while 79% show positive year-on-year EPS growth. Technology carries the largest forward market-cap exposure.

Forward events277next 90 days
Market-cap exposure$17.2Tmatched companies
Latest beat breadth61%latest measured quarter
Positive EPS growth79%year on year

Forward exposure

Technology reporting load by date

Count and matched market cap

Delivery

Latest result breadth

61%beat breadth

Timing

Session certainty

65%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Industry drilldown

Where the load sits

Semiconductors23 forward reports
$11.9Tmatched exposure
Software - Infrastructure69 forward reports
$1.3Tmatched exposure
Software - Application77 forward reports
$1.0Tmatched exposure
Semiconductor Equipment & Materials7 forward reports
$1.0Tmatched exposure
Communication Equipment18 forward reports
$785.0Bmatched exposure
Information Technology Services24 forward reports
$478.1Bmatched exposure
Computer Hardware11 forward reports
$275.8Bmatched exposure
Scientific & Technical Instruments13 forward reports
$180.5Bmatched exposure

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
NVDANVIDIA CorporationSemiconductors
26 Aug14 days
Event risk23/100Contained
Market cap$5.1TAfter the close
Beat rate100%up to 8 quarters
EPS growth107.9%year on year
Open earnings dossier
TSMTaiwan Semiconductor ManufacturingSemiconductors
15 Oct64 days
Event risk17/100Contained
Market cap$2.2TTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth53.6%year on year
Open earnings dossier
AVGOBroadcom IncSemiconductors
3 Sep22 days
Event risk21/100Contained
Market cap$2.1TTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth127.0%year on year
Open earnings dossier
MUMicron Technology IncSemiconductors
22 Sep41 days
Event risk25/100Moderate
Market cap$1.0TTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth710.8%year on year
Open earnings dossier
ASMLASML Holding NV ADRSemiconductor Equipment & Materials
14 Oct63 days
Event risk19/100Contained
Market cap$615.8BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth13.0%year on year
Open earnings dossier
INTCIntel CorporationSemiconductors
22 Oct71 days
Event risk38/100Moderate
Market cap$576.4BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
ORCLOracle CorporationSoftware - Infrastructure
8 Sep27 days
Event risk34/100Moderate
Market cap$549.2BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth37.3%year on year
Open earnings dossier
CSCOCisco Systems IncCommunication Equipment
12 Aug0 days
Event risk32/100Moderate
Market cap$474.6BAfter the close
Beat rate100%up to 8 quarters
EPS growth22.1%year on year
Open earnings dossier
AMATApplied Materials IncSemiconductor Equipment & Materials
13 Aug1 days
Event risk32/100Moderate
Market cap$357.3BAfter the close
Beat rate100%up to 8 quarters
EPS growth25.9%year on year
Open earnings dossier
TXNTexas Instruments IncorporatedSemiconductors
27 Oct76 days
Event risk22/100Contained
Market cap$278.2BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth20.1%year on year
Open earnings dossier
IBMInternational Business MachinesInformation Technology Services
21 Oct70 days
Event risk17/100Contained
Market cap$239.9BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth83.9%year on year
Open earnings dossier
PANWPalo Alto Networks IncSoftware - Infrastructure
1 Sep20 days
Event risk27/100Moderate
Market cap$228.5BAfter the close
Beat rate88%up to 8 quarters
EPS growth-31.9%year on year
Open earnings dossier
DELLDell Technologies IncComputer Hardware
27 Aug15 days
Event risk44/100Moderate
Market cap$207.2BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth87.9%year on year
Open earnings dossier
SAPSAP SE ADRSoftware - Application
21 Oct70 days
Event risk21/100Contained
Market cap$205.3BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth19.2%year on year
Open earnings dossier
ADIAnalog Devices IncSemiconductors
19 Aug7 days
Event risk29/100Moderate
Market cap$204.5BBefore the open
Beat rate100%up to 8 quarters
EPS growth80.9%year on year
Open earnings dossier
CRWDCrowdstrike Holdings IncSoftware - Infrastructure
26 Aug14 days
Event risk30/100Moderate
Market cap$186.1BAfter the close
Beat rate75%up to 8 quarters
EPS growth-year on year
Open earnings dossier
MRVLMarvell Technology Group LtdSemiconductors
27 Aug15 days
Event risk16/100Contained
Market cap$174.0BAfter the close
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
CRMSalesforce.com IncSoftware - Application
26 Aug14 days
Event risk33/100Moderate
Market cap$145.2BAfter the close
Beat rate88%up to 8 quarters
EPS growth29.3%year on year
Open earnings dossier

Forward company tape

Technology upcoming earnings reports

120 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context