When does Cisco (CSCO) report earnings in August 2026?

Cisco Systems is expected to report Q4 FY2026 earnings on Wednesday, August 12, 2026, after market close. The key metrics are product revenue growth tied to AI networking demand, Annualized Recurring Revenue (ARR) for the software transition, and full-year FY2027 guidance. A guidance raise would be the most significant bullish signal for the AI infrastructure sector.

What is Coherent Corp (COHR) and why does it matter for AI?

Coherent Corp makes 800G optical transceivers — fiber-optic components that connect GPU clusters inside AI data centers at ultra-high speeds. As hyperscalers expand from tens of thousands to hundreds of thousands of GPUs, demand for these components is growing exponentially. COHR reports Q4 FY2026 on Wednesday, August 12, after close. EarningsShot's highest-conviction BEAT call for the week.

When does Applied Materials (AMAT) report earnings?

Applied Materials reports Q3 FY2026 results on Thursday, August 13, 2026, after market close. As the world's largest semiconductor equipment company, AMAT is the picks-and-shovels play on AI chip manufacturing expansion at TSMC, Samsung, and Intel. Consensus EPS is $3.46 on revenue of $9.17B.

What is CoreWeave (CRWV) and what should I watch in its earnings?

CoreWeave is an AI cloud infrastructure platform that rents NVIDIA GPU compute to hyperscalers, AI startups, and enterprises. It reports Q2 2026 results on Tuesday, August 11, after close. Revenue consensus is $2.61B. Watch for revenue growth rate, contract backlog updates, and commentary on the path to profitability. This is the first major AI-pure-play cloud company to report a full public-company quarter.

Earnings Week Aug 10–14: CSCO, AMAT, COHR, CRWV — The AI Infrastructure Report Card

By Yogurt · 2026-08-09 · Earnings Preview

The week of August 10–14 is the biggest AI-themed earnings week of the late Q2 season. Cisco, Applied Materials, Coherent, CoreWeave, Cerebras, Lumentum, and Super Micro all report — delivering a 360-degree view of the AI buildout. Here's Yogurt's full preview and predictions.

The AI Infrastructure Report Card Is Here

If last week was about checking whether the hyperscalers are still spending on AI, this week is about finding out whether that spending is actually filtering through to the companies that build the infrastructure. The week of August 10–14, 2026 delivers the most concentrated AI-themed earnings slate of the entire Q2 season — more than a dozen companies that collectively provide a 360-degree view of the AI buildout, from chip design to optical networking to cloud compute.

Every major link in the AI data center supply chain reports this week: Cerebras (AI chips), Applied Materials (chip manufacturing equipment), Coherent and Lumentum (AI networking optics), Cisco (network infrastructure), Super Micro Computer (GPU server racks), and CoreWeave (AI GPU cloud). If they all beat, the AI boom is unquestionably real, broad, and accelerating. If any crack, the market gets a reality check it has been avoiding.

Monday, Aug 10 — The Warm-Up

$SPG (Simon Property Group) kicks off the week Monday after close. The premium mall REIT has been a beneficiary of resilient consumer spending and international tourism. Consensus expects EPS of $1.69 on revenue of $1.63B. Yogurt's prediction: BEAT (72% confidence) — luxury retail demand remains sticky, and Simon's premium properties command strong lease renewals and escalating rents.

$FERG (Ferguson Enterprises) reports Monday before open. The plumbing and HVAC distributor is quietly benefiting from data center construction — hyperscaler campuses require massive HVAC and fluid management infrastructure. Expect EPS of $3.35 on $8.84B revenue. BEAT (70% confidence).

$RKLB (Rocket Lab) reports Monday after close. The small launch vehicle company continues to grow its Electron launch cadence and Space Systems segment. EPS est: -$0.08, Revenue est: $236M. BEAT (68% confidence) — launch cadence and recurring space systems contracts are scaling.

Tuesday, Aug 11 — CoreWeave, SMCI, and Sea

Tuesday is a significant day for the AI cloud and server narratives.

$CRWV (CoreWeave) reports its second quarter as a public company after the close. CoreWeave is the most important AI cloud infrastructure stock of the year — a GPU-as-a-service platform built on NVIDIA hardware, serving hyperscalers, AI startups, and government clients. Revenue consensus is $2.61B, with EPS est of -$1.22 (the company is still burning cash to build out capacity). Yogurt's prediction: BEAT (79% confidence). CoreWeave has secured long-term contracts from Microsoft, Google, and several sovereign AI programs. Revenue visibility is high. The debate is on margins and capex guidance — watch whether the path to profitability is accelerating or getting pushed out. This report sets the tone for the entire AI cloud sector.

$SMCI (Super Micro Computer) also reports Tuesday after close. SMCI assembles the GPU server racks that house NVIDIA's Blackwell chips in hyperscaler data centers. Revenue consensus is $11.78B, EPS est $0.98. The company has been recovering from 2024 accounting scrutiny, and this quarter's clean report (or lack thereof) will be crucial for rebuilding investor confidence. Yogurt's prediction: MEET (65% confidence) — demand is unquestionable, but margin pressure from component costs and aggressive pricing for large contracts may keep EPS near consensus rather than above it.

$SE (Sea Ltd) reports before open Tuesday. The Southeast Asian tech conglomerate (Shopee e-commerce, Garena gaming, SeaMoney digital finance) is one of the most interesting EM growth stories. Consensus: EPS $0.80, Revenue $7.28B. BEAT (71% confidence) — SeaMoney's digital lending and payments are scaling rapidly across Indonesia, Thailand, and the Philippines, and Shopee has expanded profitably into new markets.

$LITE (Lumentum Holdings) reports Tuesday after close. Lumentum makes optical components that form the backbone of AI data center networking — specifically the lasers and transceivers that carry data between GPU clusters at the speed of light. Consensus: EPS $3.03, Revenue $1.01B. BEAT (80% confidence) — the same AI data center optical demand that has been driving Coherent is driving Lumentum. These two are the twin pillars of AI networking optics, and both should shine this week.

$CAH (Cardinal Health) reports Tuesday before open. The healthcare distribution giant is a defensive name in a growth-heavy week. Consensus: EPS $2.44, Revenue $65.68B. BEAT (74% confidence) — pharmaceutical distribution demand is stable and predictable, and Cardinal has been executing its specialty pharma segment expansion.

Wednesday, Aug 12 — The Biggest Day: CSCO, COHR, CBRS, NBIS

Wednesday is the week's centerpiece — four major AI-adjacent names all report on the same day.

$CSCO (Cisco Systems) — $478B market cap, reports after close. Cisco is the quiet backbone of the AI data center boom. Every NVIDIA GPU cluster requires high-speed Ethernet networking infrastructure to function — and Cisco's switches, routers, and networking silicon dominate enterprise data centers. Beyond hardware, Cisco is three years into a software and subscription model transition, accelerated by the $28B Splunk acquisition in 2024. This quarter is Q4 FY2026 (fiscal year ending July), so the full-year guide is the most important signal of the night.

Consensus: EPS $1.19, Revenue $17.16B. Yogurt's prediction: BEAT (78% confidence). AI networking demand is structurally strong, Splunk integration synergies are ramping, and enterprise security spending (a Splunk strength) has never been higher. A guidance raise here — even a modest one — would confirm that the AI CapEx cycle has years of runway, not months. Cisco is the highest-market-cap report of the week; its after-hours move will drive futures.

$COHR (Coherent Corp) — $74B market cap, reports after close. This is Yogurt's top pick of the week for a beat. Coherent makes 800G optical transceivers — the fiber-optic components that allow AI data centers to move petabytes of data between GPU racks without throttling the compute. As hyperscalers scale their GPU fleets from tens of thousands to hundreds of thousands of chips, the demand for high-speed optical interconnects has been growing exponentially. Consensus: EPS $1.65, Revenue $2.03B. BEAT (82% confidence) — highest conviction call of the week.

Coherent has been reporting explosive order books all year. The company exited its networking revenue slump in 2024 and has been posting accelerating growth as 800G becomes the standard for AI networking. Any revenue guidance above $2.1B would be a significant positive surprise. Watch for commentary on 1.6T (next-generation optical) design wins — that's the next catalyst.

$CBRS (Cerebras Systems) — $58B market cap, reports after close. Cerebras is the wildcard of the week. The company makes wafer-scale AI chips — a radically different architecture from NVIDIA's GPU approach — and has secured significant contracts with the Saudi Arabian government's AI program and several US national labs. Consensus: EPS -$0.18 (still loss-making), Revenue $198M. BEAT (73% confidence).

Cerebras is at an inflection point. Revenue has been accelerating as government AI contracts convert from pilot to production. The key question: is the $198M consensus already incorporating the Saudi contracts, or is there upside? Watch for any commentary on US Department of Defense and national security AI deployments — that's the growth driver that differentiates Cerebras from the hyperscaler-dependent GPU cloud companies.

$NBIS (Nebius Group) — $47B market cap, reports before open. The European AI cloud infrastructure company (formerly Yandex's Western assets, renamed post-Russia exit) is building GPU compute clusters across the EU. Consensus: EPS -$0.71, Revenue $592M. BEAT (67% confidence) — EU AI sovereignty spending and enterprise cloud demand are driving rapid growth, though the path to profitability is still long.

Thursday, Aug 13 — Applied Materials, Nu Holdings, Brookfield

$AMAT (Applied Materials) — $403B market cap, reports after close. Applied Materials is the world's largest semiconductor equipment company, providing the deposition, etching, and inspection systems that chip foundries use to manufacture advanced semiconductors. With TSMC, Samsung, and Intel all aggressively expanding advanced node capacity to meet AI chip demand, AMAT is in the sweet spot of the capex cycle.

Consensus: EPS $3.46, Revenue $9.17B. Yogurt's prediction: BEAT (75% confidence). AMAT's order book has been strong across advanced logic (TSMC N2/N1.4 for Apple and NVIDIA) and HBM memory (Samsung and SK Hynix for AI chips). China revenue risk is real — Beijing restrictions have pressured equipment exports — but Western foundry demand is more than compensating. A strong guidance raise here is a statement that the global chip manufacturing buildout has multi-year momentum.

$NU (Nu Holdings) — $66B market cap, reports after close. Nu is the world's largest digital banking platform, with over 110 million customers across Brazil, Mexico, and Colombia. Its no-fee model, mobile-first approach, and AI-driven credit underwriting have disrupted traditional Latin American banking. Consensus: EPS $0.21, Revenue $5.38B. BEAT (76% confidence). Nu has been beating estimates consistently on the back of user growth, cross-sell (credit cards, personal loans, insurance), and NIM expansion as Brazilian interest rates remain elevated. Watch for Mexico and Colombia user metrics — those are the growth frontiers.

$BN (Brookfield Corp) — $107B market cap, reports before open. The global alternative asset manager has significant exposure to data center infrastructure, renewable energy, and real estate. Consensus: EPS $0.67, Revenue $1.72B. BEAT (70% confidence) — Brookfield's infrastructure unit has been winning data center deals tied to AI buildout, and the asset management fee stream is growing as private capital deployment accelerates.

$TPR (Tapestry) — $32B market cap, reports before open. The luxury fashion house (Coach, Kate Spade, Stuart Weitzman) is a consumer discretionary play in a tech-heavy week. Consensus: EPS $1.29, Revenue $1.89B. BEAT (71% confidence) — Coach's brand strength and Chinese luxury tourism recovery are driving above-consensus results. North American handbag demand has shown resilience despite macro concerns.

The Week's Key Question: Is the AI Boom Real and Broad?

The week of August 10–14 is a stress test for the most important investment thesis of 2025–2026: that AI spending is durable, broad, and filtering through the entire technology supply chain — not just concentrated at NVIDIA and the three hyperscalers.

Here's the scorecard to watch:

COHR + LITE both beat on revenue → AI optical interconnect demand is exploding, and the data center networking buildout has years of runway ✅
CRWV beats with strong guidance → AI GPU cloud is a real market, not just a hyperscaler internal play ✅
CSCO guides up → AI CapEx is translating to broad enterprise infrastructure investment ✅
AMAT guides up → The global chip manufacturing buildout is multi-year and accelerating ✅
CBRS beats on revenue → A genuine NVIDIA alternative is emerging in the AI chip market ✅

All five of those = the AI boom is real, broad, and extending deep into the infrastructure stack. The market deserves its current premium. If any two of those five miss significantly, expect a rotation out of AI infrastructure names and a re-rating of the entire sector's forward multiples.

The Schwartz reveals all — especially after earnings close. May yours be with you this week. 🧘‍♂️📊