5 key earnings reports to watch this week: Rocket Lab (RKLB), CoreWeave (CRWV), etc.

Key Points

The Rocket Lab report released Monday focuses on the development progress of the Neutron rocket and its management of its $2.2 billion order backlog.

CoreWeave's earnings report on Tuesday will reveal the profitability and capital allocation strategy of AI infrastructure.

Super Micro Computer disclosed unprecedented order volume, exceeding US$60 billion, while improving profit margin expectations.

Lumentum is emerging as a key AI network infrastructure provider, accelerating its growth trajectory.

Applied Materials will release a report on Thursday that provides comprehensive indicators of semiconductor industry spending.

In the week starting August 10, the market will usher in a series of intensive and blockbuster events.

Contents

Rocket Laboratory (Rocket Lab)

CoreWeave

Ultracomputer (Super Micro Computer)

Lumentum

Applied Materials (Applied Materials)

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Investors will face a series of key economic indicators and a concentrated release of the earnings reports of five closely watched technology companies. Consumer price index (CPI) data kicks off on Wednesday, with producer prices on Thursday and ending on Friday with retail sales data and consumer confidence.

Here is an in-depth analysis of five companies worth watching this week.

Rocket Lab

Rocket Laboratory will release its quarterly earnings after the U.S. stock market closes on Monday. The aerospace manufacturer currently has cumulative orders worth approximately $2.2 billion and recently signed a $266 million agreement with the U.S. Space Force.

https://knockoutstocks.com/api/stocks/RKLB/embed

Rocket Lab USA, Inc., RKLB

Despite strong revenue growth, market participants focus more on development milestones than financial indicators. Progress in the neutron rocket, the company's upcoming medium-sized reusable launch vehicle, is the main highlight. Any change in the development timeline, whether accelerated or delayed, could trigger a big share price swing.

The company aims to capture a larger market share in the commercial and government launch segments. Successful deployment of neutron rockets is key to achieving this strategic goal.

CoreWeave

CoreWeave will report earnings on Tuesday. The AI cloud infrastructure provider is expanding rapidly as technology companies compete to gain access to Nvidia-powered computing resources.

https://knockoutstocks.com/api/stocks/CRWV/embed

CoreWeave, Inc. Class A Common Stock, CRWV

Analysts expect revenue to grow more than 100% year-on-year. However, the market focus is on the profit economics behind the expansion. Capital expenditure levels, leverage ratios and gross margin performance will be closely watched.

The derivatives market shows that stock prices may experience sharp double-digit percentage swings after the earnings report. That makes CoreWeave one of the most volatile opportunities this week.

Super Micro Computer

Super Micro Computer will also release quarterly updates on Tuesday. The AI server maker had previously forecast revenue would be at the lower limit of previous forecasts, but gross margins could exceed expectations.

The most eye-catching development is demand dynamics. Management revealed that the number of new orders during the reporting period exceeded US$60 billion, bringing the backlog of orders to an unprecedented level.

Concerns in the investment community include the efficiency with which backlogs of orders are converted into recognized revenue. In addition, management's comments on the next-generation Nvidia server architecture will also attract much attention.

Lumentum

Lumentum will report earnings on Tuesday, focusing on providing optical components needed to transfer data between servers and within data center networks. As the scale of AI computing clusters continues to expand, the demand for their high-performance network solutions has grown significantly.

Analysts generally expect another period of significant growth. Given that the stock has risen significantly in 2026, future guidance is as important as historical results.

Market observers will focus on order patterns for 800G and 1.6T network products, as well as management's outlook for profit margins.

Applied Materials

Applied Materials will report earnings on Thursday, bringing this week's earnings season to an end. The semiconductor equipment manufacturer provides tools for the entire chip manufacturing process, covering advanced logic, memory production and advanced packaging.

Investment in AI infrastructure has created favorable conditions for it, especially for high-bandwidth storage devices. Optimistic performance guidance will strengthen the market's view that the semiconductor capital expenditure cycle still has growth potential.

Conversely, conservative forecasts could put pressure on the entire semiconductor industry. Applied materials provide the clearest signal of chip manufacturing investment trends in the industry.

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