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 Most Anticipated Earnings This Week: Palantir, AMD, Disney, and More – Week of August 4, 2025

Introduction: Why This Week’s Earnings Are a Big Deal

Every few months, companies share their financial performance through earnings reports, giving investors, analysts, and the public a peek into their success or struggles. These reports can shake up stock prices, influence market trends, and even hint at where the economy is headed. The week of August 4, 2025, is packed with earnings from some of the biggest names in technology, entertainment, healthcare, and energy. From Palantir’s AI-driven growth to Disney’s streaming and theme park expansions, these reports are must-watch events for anyone interested in business or investing.

This post breaks down the most anticipated earnings reports for the week, focusing on key companies like Palantir Technologies, Advanced Micro Devices (AMD), and The Walt Disney Company. We’ll explore what to expect, why these reports matter, and how they might affect the market. Whether you’re a school student curious about how big companies work or a professional looking to make informed investment decisions, this guide is designed to be clear, engaging, and actionable. Let’s dive in!

Design Tip: Add an infographic highlighting the August 4–8, 2025 earnings calendar. Include company logos, scheduled report dates, and key financials to make the timeline visually engaging and easy to scan.

Monday, August 4: Palantir Leads the Charge

Palantir Technologies (PLTR)

Palantir Technologies, a company known for its powerful AI and data analytics platforms, reported its Q2 2025 earnings on August 4, 2025, and the results were impressive. Marking a significant milestone, the company reported over $1 billion in quarterly revenue, surpassing analysts' projection of $940 million. With EPS at $0.16, the company outperformed analyst forecasts of $0.14, signaling stronger-than-expected profitability. Palantir’s U.S. commercial revenue soared by 93% year-over-year to $306 million, driven by demand for its AI platforms like Gotham, Foundry, and AIP. The company also raised its full-year revenue guidance to $4.142–$4.150 billion, signaling 45% growth, which sent its stock up 3% in after-hours trading.

Why does this matter? Palantir’s strong performance underscores the rising significance of AI across both government and commercial industries. For example, its platforms help organizations analyze massive amounts of data to make better decisions, from national security to business operations. Investors will be watching for updates on new contracts and how Palantir plans to maintain its growth momentum.

Relatable Story: Imagine Priya, a small business owner in Mumbai, using Palantir’s tools to analyze customer data and boost her online store’s sales. By understanding trends in what her customers buy, she increased her revenue by 20% in just six months. Palantir’s technology is making this kind of impact worldwide, and its earnings show it’s on a roll.

Visual Suggestion: Include Palantir’s logo or a chart showing its revenue growth over the past few quarters.

Other Companies Reporting

• Vertex Pharmaceuticals (VRTX): This biotech company is famous for its cystic fibrosis drugs but is now exploring new treatments. Investors will look for news on its drug pipeline or potential partnerships.
• Williams Cos. (WMB): A major energy company, Williams operates pipelines that transport natural gas. With energy prices often in flux, its ability to generate steady cash flow is key.
• Axon Enterprise (AXON): Axon makes body cameras and software for law enforcement. Its earnings could reveal new contracts or innovations in public safety technology.

Source: BusinessWire: Palantir Reports Q2 2025 U.S. Comm Revenue Growth of 93% Y/Y

Tuesday, August 5: AMD and More in Focus

Advanced Micro Devices (AMD)

AMD, a leading semiconductor company, reported its Q2 2025 earnings on August 5, 2025, delivering strong results. At $7.44 billion, revenue came in ahead of expectations, exceeding the projected $7.12 billion. Its EPS was $0.944, slightly above the forecasted $0.93. AMD posted a 57% year-over-year gain in its data center division, reaching $3.7 billion in revenue, as demand soared for its Instinct MI350 series—positioned as rivals to leading AI accelerators. to Nvidia’s offerings. Revenue from the client and gaming segment climbed 28%, totaling $2.9 billion. Despite a $700 million revenue hit from export restrictions on its MI308 chips, AMD forecasted $7.4 billion in revenue for Q3 2025, signaling confidence in its growth.

AMD’s performance is a big deal because semiconductors power everything from laptops to AI systems. Its success in AI chips could challenge Nvidia’s dominance, making it a stock to watch for tech enthusiasts.

Relatable Story: Consider Arjun, a young engineer in Bangalore, who used AMD’s Ryzen processors to build a gaming PC that helped him win an e-sports tournament. AMD’s chips are not just for gamers but also power data centers that run AI applications, impacting industries worldwide.

Visual Suggestion: Include AMD’s logo or a bar chart comparing its data center revenue growth to competitors.

Other Companies Reporting

• Caterpillar (CAT): As a maker of heavy machinery, Caterpillar’s earnings reflect global construction and manufacturing trends. Strong infrastructure spending could boost its results.
• Amgen (AMGN): This pharmaceutical giant will report on its drug sales and research pipeline. Investors are cautious due to recent profit outlook cuts in the sector.
• Pfizer (PFE): Post-COVID, Pfizer is focusing on new drugs and acquisitions. Earnings results could reflect progress on these fronts.
• BP (BP): This oil and gas company is balancing traditional energy with green initiatives. Its earnings will show how it’s navigating this transition.

Source: CNBC: AMD Earnings Report Q2 2025

Wednesday, August 6: Disney Shines Bright

The Walt Disney Company (DIS)

Disney reported its Q2 2025 earnings on May 7, 2025, but its performance remains relevant as investors anticipate updates. The company achieved revenue of $23.6 billion, a 7% increase from the previous year, and income before taxes of $3.1 billion, up from $0.7 billion. Segment operating income climbed 15% to $4.4 billion. Disney+ added 1.4 million subscribers, reaching 126 million, while Disney+ and Hulu together hit 180.7 million subscriptions. Disney also announced a new theme park in Abu Dhabi, its seventh globally, signaling ambitious expansion plans. The company expects its streaming businesses to be profitable by Q4 2025, with further gains in fiscal 2025.

Disney’s earnings matter because they reflect consumer spending on entertainment, from streaming to theme parks. Its success with “Moana 2” and subscriber growth shows it’s adapting to changing viewer habits.

Consider Anjali, a dedicated schoolteacher from Delhi, who relies on Disney+ to bring educational entertainment into her classroom. Her subscription, along with millions of others, is helping Disney grow its streaming empire, as shown in its latest earnings.

Visual Suggestion: Include Disney’s logo or an image of a Disney+ interface highlighting its subscriber growth.

Other Companies Reporting

• McDonald’s (MCD): Facing lower spending from middle-income households, McDonald’s needs to show it can maintain sales and profits.
• Uber Technologies: Strong momentum in both mobility and delivery segments has analysts projecting continued upside. Strong earnings could push its stock higher.
• Shopify (SHOP): This e-commerce platform’s earnings will reveal trends in online retail, with focus on merchant growth and sales volume.

Thursday, August 7: Healthcare and Energy Take Center Stage

Eli Lilly (LLY)

Eli Lilly, a pharmaceutical leader, is expected to report earnings reflecting its strong drug pipeline despite high research costs. Investors will watch for updates on new drug approvals or clinical trials, which could drive future growth. The company’s focus on innovation makes it a key player in healthcare.

Other Companies Reporting

• ConocoPhillips (COP): This oil producer’s earnings will depend on oil prices and production levels. News on new projects could influence its stock.
• Monster Beverage (MNST): Known for energy drinks, Monster’s earnings will show consumer demand and any new product launches.

Friday, August 8: A Quiet End

No major companies are scheduled to report earnings on this day, giving investors a chance to digest the week’s results and plan for the future.

How to Understand Earnings Reports

Earnings reports can seem complex, but they’re easier to grasp with a few key concepts:

• Revenue: The gross income generated from a company’s core operations, including product sales, services, and subscriptions.
• Earnings Per Share (EPS): The profit per share of stock, showing how much money shareholders earn.
• Guidance: The company’s predictions for future performance, which can move stock prices.
• Management Commentary: What leaders say about challenges, opportunities, and strategies.

For example, when Palantir raised its revenue guidance, it signaled confidence, boosting its stock. 

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Actionable Steps for Investors

1. Research the Companies: Read about Palantir, AMD, Disney, and others on financial news sites like Investopedia or Yahoo Finance.
2. Stay Updated: Many firms host live earnings calls where executives discuss financial results and answer analyst questions. Check their investor relations websites for details.
3. Use Free Tools: Websites like TipRanks offer earnings calendars and analyst insights.
4. Start Small: If you’re a student, try a virtual stock market game to practice investing without real money.
5. Consult a Financial Advisor: Professionals can help tailor investments to your goals.

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Indian Context: Learning from Global Giants

In India, companies like Palantir, AMD, and Disney inspire local entrepreneurs and investors. For instance, Indian tech startups are exploring AI solutions similar to Palantir’s, while Bollywood studios look to Disney’s streaming success for ideas. Take the story of Rohan, a young coder from Chennai, who started an AI analytics firm after studying Palantir’s platforms. His company now helps Indian retailers predict customer trends, growing his revenue by 30% in a year. These global earnings reports can spark ideas for Indian businesses and investors alike.

Conclusion: Stay Informed, Stay Inspired

The earnings report this week offer a window into the performance of some of the world’s biggest companies. Palantir’s AI dominance, AMD’s semiconductor growth, and Disney’s entertainment strength highlight trends that could shape markets in 2025 and beyond. Whether you’re a student learning about business or a professional planning investments, these reports provide valuable lessons. Keep an eye on key metrics, listen to management insights, and use this information to make informed decisions.

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Call-to-Action: Share this post with friends to discuss which company’s earnings excite you most, or join our online poll at [insert link] to vote for the top performer this week!

Sources:

• TipRanks: Most Anticipated Earnings This Week – Week of August 4, 2025
• Investopedia: What to Expect in Markets This Week
• CNBC: AMD Q2 2025 Earnings
• The Walt Disney Company: Q2 FY25 Earnings