Earnings Preview: Disney, AMD Headline Another Packed Reporting Week

This week’s earnings calendar is stacked with major names, but all eyes will be on Walt Disney Co. and Advanced Micro Devices (AMD) as both prepare to release quarterly results that could steer investor sentiment across sectors.

Disney is scheduled to report midweek and faces a pivotal moment in its ongoing transformation strategy under CEO Bob Iger. Investors will closely monitor the company’s progress toward making Disney+ profitable, especially after the recent wave of price hikes and bundled subscription offers. There’s also growing anticipation around Disney’s plans to launch ESPN Bet and fully transition ESPN into a direct-to-consumer platform. Beyond streaming, Disney’s theme park segment, particularly international performance, and the results of its aggressive cost-cutting program will be key talking points. Analysts expect moderate revenue growth but will be watching margins and subscriber numbers closely.

Meanwhile, AMD will release its earnings earlier in the week and is poised to deliver insights into the fast-moving world of AI and chipmaking. The company’s MI300 accelerators are gaining attention as a potential alternative to Nvidia’s dominant AI chips, making this a critical quarter to prove traction in the data center market. AMD’s PC chip segment is also under scrutiny as the broader market shows signs of recovery. Investors will look at how the product mix impacts margins and whether AMD can guide toward stronger growth in the face of stiff competition from Intel and Nvidia.

Beyond these two giants, companies like Uber, DraftKings, PayPal, and Moderna are also on deck to report. Uber’s profitability and ride-hailing growth, DraftKings’ momentum ahead of the NFL season, PayPal’s resilience in a slowing consumer environment, and Moderna’s COVID booster pipeline will all offer valuable signals on consumer behavior and sector trends.

In short, this week is packed with high-stakes earnings that could offer a clearer look at how industries are adjusting to post-pandemic demand patterns, cost pressures, and the growing influence of AI technologies. Disney and AMD will be the main attractions, with their performance likely to have ripple effects across both Wall Street and Main Street.