US Earnings Desk — Week of Sep 1, 2026

As of Mon 31 Aug 2026 • Asia/Shanghai

Note: Mag7 (AAPL, MSFT, GOOGL, AMZN, NVDA, META, TSLA) are not reporting this period.

Headline of the Week
Broadcom (AVGO) — Wed 2 Sep AMC

This Week: Tue 1 – Thu 3 Sep 2026

Mon 31 Aug and Fri 4 Sep have no major earnings releases.

Date Company Timing Last-Season Report Last Quarter Summary
Tue 1 Sep Medtronic MDT BMO Q4 FY26 Results Q4 revenue $9.8B, up 9.9% reported (+6.6% organic). FY26 revenue $36.4B, strongest annual growth in 10 years. Non-GAAP EPS $1.55. Cardiac Ablation Solutions +78% globally; guided FY27 organic revenue +6.75-7.25%.
Tue 1 Sep NIO NIO BMO Q1 2026 Results Q1 revenue RMB 25.5B ($3.7B), up 112% y/y. Vehicle margin 18.8%, 4-year high. Near breakeven with adjusted net profit RMB 43.5M. Deliveries 83,465 units. Guided Q2 deliveries 110K–115K vehicles.
Tue 1 Sep Dell Technologies DELL AMC Q1 FY27 Results Record Q1 revenue $43.8B, up 88% y/y (fastest since IPO). Non-GAAP EPS $4.86, +214% y/y. ISG revenue $29B led by $16.1B AI servers. Raised FY27 outlook to $167B revenue midpoint, AI server revenue ~$60B.
Tue 1 Sep Palo Alto Networks PANW AMC Q3 FY26 Results Q3 revenue $3.0B, +31% y/y. NGS ARR $8.1B, +60% y/y. Non-GAAP EPS $0.85. Accelerating AI-security demand; TTM adjusted FCF margin 38.5%, up 430bps y/y. Guided Q4 revenue $3.35B.
Tue 1 Sep Credo Technology CRDO AMC Q4 FY26 Results Q4 revenue $437M, +157% y/y. FY26 revenue tripled to $1.3B. Non-GAAP EPS $1.16. AI connectivity driving demand; guided Q1 FY27 revenue $465-475M. Cash position $1.4B.
Tue 1 Sep MongoDB MDB AMC Q1 FY27 Results Q1 revenue $687.6M, +25% y/y. Atlas revenue +29% y/y. Non-GAAP EPS $1.32. RPO $1.46B, +88% y/y driven by AI opportunities. Free cash flow $197.5M. Raised FY27 guidance to $2.92-2.96B.
Wed 2 Sep Broadcom AVGO AMC Q2 FY26 Results Record Q2 revenue $22.2B, up 48% y/y. AI semiconductor revenue $10.8B, +143% y/y. Non-GAAP EPS $2.44. Free cash flow $10.3B. Raised FY26 AI chip guidance to $56B; expects AI revenue >$100B in FY27.
Wed 2 Sep Snowflake SNOW AMC Q1 FY27 Results Q1 product revenue $1.33B, +34% y/y (strongest sequential dollar growth ever). Total revenue $1.39B. Non-GAAP EPS $0.39. Net retention 126%. Raised FY27 product revenue guidance to $5.84B (+31% y/y).
Wed 2 Sep Hewlett Packard Enterprise HPE AMC Q2 2026 Results Record Q2 revenue $10.7B, +40% y/y. Non-GAAP EPS $0.79, +108% y/y. Free cash flow $915M. AI and traditional server demand surging. Raised FY26 EPS guidance to $3.35–$3.45; expects $3.5B+ FCF.
Wed 2 Sep NetApp NTAP AMC Q4 FY26 Results Record Q4 revenue $1.95B, +12% y/y. FY26 revenue $6.93B, +5% y/y. GAAP EPS $2.03, +23% y/y. All-flash array revenue $1.2B, +18% y/y. AI driving hybrid cloud demand; guided FY27 revenue $7.33-7.58B.
Thu 3 Sep Ciena CIEN BMO Q2 FY26 Results Q2 revenue $1.57B, +40% y/y (record). Adjusted EPS $1.64, +290% y/y. Cloud provider revenue +70% y/y. Record $7.7B backlog. Raised FY26 revenue guidance to $6.3B (+32% y/y midpoint).
Thu 3 Sep Zscaler ZS AMC Q3 FY26 Results Q3 revenue $850.5M, +25% y/y. ARR $3.53B, +25% y/y. Non-GAAP EPS $1.08, +29% y/y. Operating margin expanded to 23%. Raised FY26 revenue outlook to ~$3.33B; cautious FY27 guidance on sales transitions.
Thu 3 Sep lululemon LULU AMC Q1 FY26 Results Q1 revenue $2.5B, +4% y/y (+2% constant currency). Diluted EPS $1.69. Americas comp sales -5%; international +22%. Gross margin 54.2%, down 410bps. Lowered FY26 outlook to $11.0-11.15B due to headwinds.
Thu 3 Sep Samsara IOT AMC Q1 FY27 Results Q1 revenue $478.8M, +31% y/y. ARR $1.99B, +30% y/y. GAAP EPS $0.08, third consecutive quarter of GAAP profitability. Operational AI driving demand in physical industries. Guided FY27 revenue ~$2.0B.
Thu 3 Sep DocuSign DOCU AMC Q1 FY27 Results Q1 revenue $830.2M, +9% y/y. Non-GAAP EPS $1.09. IAM platform now 12.6% of total ARR. Free cash flow $289.4M. Record share repurchases of $317.5M. Guided FY27 revenue $3.49-3.50B.
Thu 3 Sep UiPath PATH AMC Q1 FY27 Results Q1 revenue $418M, +17% y/y. ARR $1.90B, +12% y/y. First Q1 GAAP profitability in company history. Agentic automation products moving from pilot to production. Guided FY27 revenue $1.78B.

Next Week Highlights

~Tue 8 Sep Estimated Oracle ORCL AMC (hist.) Q4 FY26 Results Q4 revenue $19.2B, +21% y/y. Cloud IaaS +93% y/y. GAAP EPS $1.45, +21% y/y. RPO grew $85B in Q4 to $638B. Multicloud AI Database +404%. Guided FY27 revenue $90B.
Thu 10 Sep Adobe ADBE AMC Q2 FY26 Results Record Q2 revenue $6.62B, +13% y/y. Non-GAAP EPS $5.96. AI-first ARR tripled y/y to >$500M. Total ARR $27.1B. Raised FY26 targets: revenue $26.5–26.6B, non-GAAP EPS $24.35–$24.45.

US Labor Day Mon 7 Sep — markets closed.