Watchlist: Earnings This Week, Oct 27 to 30

Haverhill Financial Research · Watchlist · October 23, 2026

Live prices · this week's reports

Market data by TradingView; may be delayed. For reference only, not a recommendation.

Why these twelve

This is one of the busiest weeks of the season. Microsoft and Alphabet report on Wednesday and Amazon on Thursday, so by Friday we will know how much the largest cloud companies are spending on AI and whether their customers are keeping up. Around them, Visa and Mastercard give a read on consumer spending, and several of the fintech and crypto names we cover report too.

The watchlist

Earnings this week12 names · Oct 27 to 30

Company	Reports	The number to watch
SOFI SoFi Technologies	Tue, Oct 27 Before the open	Members and loan volume How much of the profit still comes from lending
PYPL PayPal	Tue, Oct 27 Before the open (not yet confirmed)	Branded checkout growth Whether it moves off the roughly 2% pace
V Visa	Tue, Oct 27 After the close · call 5:00 p.m.	Payments volume growth A broad read on US and cross-border spending
HOOD Robinhood Markets	Tue, Oct 27 After the close · call 5:00 p.m.	Transaction revenue How much of the quarter rode on trading activity
MSFT Microsoft	Wed, Oct 28 After the close · call 5:30 p.m.	Azure growth Cloud demand set against rising AI spending
GOOGL Alphabet	Wed, Oct 28 After the close · call 4:30 p.m.	Google Cloud and capital spending Whether cloud growth keeps pace with the build-out
LLY Eli Lilly	Thu, Oct 29 Before the open · call 10:00 a.m.	Mounjaro and Zepbound sales Demand and pricing for its obesity and diabetes drugs
MA Mastercard	Thu, Oct 29 Before the open · call 9:00 a.m.	Cross-border volume Travel and spending abroad
AMZN Amazon	Thu, Oct 29 After the close · call 5:00 p.m.	AWS growth Cloud growth against data center spending
INTC Intel	Thu, Oct 29 After the close · call 5:00 p.m.	Gross margin and foundry losses Whether the turnaround shows up in the numbers
COIN Coinbase	Thu, Oct 29 After the close · call 5:00 p.m.	Trading vs. subscription revenue How much USDC and staking income offset slower trading
XOM ExxonMobil	Fri, Oct 30 Before the open · call 9:30 a.m.	Production and cash returned How buybacks hold up at current oil prices

Dates and call times are from company announcements and public earnings calendars. Times are Eastern and can change.

What would change the mood

Good sign: cloud growth at Microsoft, Alphabet and Amazon holding steady or speeding up while capital spending rises.
Good sign: Visa and Mastercard reporting steady payment volumes, especially cross-border.
Warning sign: any of the three cloud companies raising spending plans again without faster revenue growth to match.
Warning sign: trading revenue falling at both Robinhood and Coinbase in the same week.

How this connects to our coverage

We have full reports on PayPal, SoFi, Coinbase, Strategy and Rivian, all of which also report this week.

Sources and disclosures

Report dates and call times come from company announcements and public earnings calendars. PayPal has not yet confirmed its date. Apple reports the following Monday, November 2.

Disclosures. Haverhill Financial Research is a publisher of general financial commentary. This watchlist is not personalized investment advice and does not consider any reader's financial situation; readers should do their own research. Inclusion on a watchlist is not a recommendation to buy or sell. Report dates can change. The author of this post does not hold positions in the companies named. Data as of October 23, 2026.