Microsoft, Meta, and Ten Other Major Companies Report Earnings After the Bell on July 29

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Summary · why it matters

A slate of major companies including Microsoft, Meta Platforms, and Lam Research are scheduled to report quarterly earnings after the market closes on July 29, 2026. Microsoft is expected to post earnings per share of $4.21, a 15.34% increase from the same quarter last year, with a forward price-to-earnings ratio of 23.55. Meta Platforms' consensus estimate stands at $7.10 per share, a slight 0.56% decline year-over-year, and its P/E ratio is 20.18. Lam Research is forecast to report $1.69 per share, up 27.07%, with a P/E of 47.47. Other notable reports include Arm Holdings with a consensus of $0.18 per share, Qualcomm at $1.54, Starbucks at $0.66, Fortinet at $0.66, Equinix at $10.14, Canadian Pacific Kansas City at $0.89, O'Reilly Automotive at $0.85, Robinhood Markets at $0.43, and Deutsche Bank at $0.91. Several of these companies have consistently beaten estimates in recent quarters, while a few, such as Arm Holdings and Robinhood, missed in the prior quarter.

Impact on assets 13

Artificial Intelligence▲
Arm Holdings plc American Depositary Shares
ARM
± MixedCapitalrelevance

Arm Holdings is mentioned as reporting earnings with a consensus estimate of $0.18 per share and having missed estimates in the prior quarter, but the article only lists expectations without actual results or market reaction.

Microsoft Corporation
MSFT
± MixedCapitalrelevance

Earnings preview with consensus estimate of $4.21 per share, 15.34% increase YoY; no actual results yet.

Consumer Discretionary▲
Starbucks Corporation
SBUX
± MixedCapitalrelevance

Earnings preview with consensus estimate of $0.66 per share; no actual results yet.

Semiconductors▲
Qualcomm Incorporated
QCOM
± MixedCapitalrelevance

Earnings preview with consensus estimate of $1.54 per share; no actual results yet.

Financials▲
Deutsche Bank Aktiengesellschaft
DBK
± MixedCapitalrelevance

Deutsche Bank is mentioned as reporting earnings with a consensus estimate of $0.91 per share, but the article only lists expectations without actual results or market reaction.

Spatial Computing / AR/VR▲
Meta Platforms Inc.
META
± MixedCapitalrelevance

Earnings preview with consensus estimate of $7.10 per share, slight decline YoY; no actual results yet.

Energy Transition & Power Demand▲
Cloud & Digital Infrastructure▲
Cybersecurity & Digital Trust▲
Digital Finance & Tokenization▲