Major names including Tesla, Netflix, IBM, and Intel are set to report earnings—investors watch closely for market-moving results and forward guidance.
Why This Week Matters for Investors
The week of October 20, 2025, is shaping up to be a high-impact earnings stretch, with several blue-chip stocks and high-growth tech names releasing quarterly results. From Tesla (TSLA) and Netflix (NFLX) to General Electric (GE) and Intel (INTC), these reports could set the tone for markets heading into November.
Investors will be especially focused on forward guidance, margin pressures, and how companies are navigating macroeconomic challenges, including inflation, global demand shifts, and ongoing interest rate concerns.
Monday, October 20
Key Reports:
- Cleveland-Cliffs (CLF) – Steel sector under margin pressure.
- Steel Dynamics (STLD) – Investors eye outlook on steel demand in construction and automotive.
Tuesday, October 21
Biggest Lineup of the Week
Notable Reports:
- Coca-Cola (KO) – Demand trends and pricing power.
- General Electric (GE) – Aviation strength vs. renewables segment drag.
- General Motors (GM) – EV rollout and labor costs in focus.
- Lockheed Martin (LMT) – Defense spending and backlog updates.
- Halliburton (HAL) – Energy sector sentiment check.
- 3M (MMM) – Progress on restructuring and litigation costs.
- Raytheon (RTX) – Supply chain constraints and defense backlog.
- Netflix (NFLX) – Subscriber growth, ad tier performance.
- Intuitive Surgical (ISRG) – Growth in surgical robotics.
- Philip Morris (PM) – Smoke-free products growth.
- Capital One (COF) – Credit trends and consumer loan health.
Wednesday, October 22
High-Volatility Day Ahead
Key Highlights:
- AT&T (T) – Wireless subscriber growth and fiber expansion.
- Vertiv (VRT) – AI and data center cooling demand.
- General Electric Vernova (GEV) – Renewable margins.
- Tesla (TSLA) – Model Y refresh, delivery momentum, FSD and AI updates.
- IBM (IBM) – AI-driven enterprise tools and consulting strength.
- Lam Research (LRCX) – Semiconductor equipment demand.
- QuantumScape (QS) – Battery tech development progress.
- Crown Castle (CCI) – 5G infrastructure updates.
Thursday, October 23
Focus on Transport, Telecom, and Semiconductors
Reports to Watch:
- American Airlines (AAL) – Travel demand and fuel cost pressures.
- T-Mobile (TMUS) – Subscriber growth and 5G network investments.
- Honeywell (HON) – Industrial demand and automation trends.
- Southwest Airlines (LUV) – Leisure travel metrics.
- Intel (INTC) – 18A node updates, foundry business traction.
- Ford (F) – UAW impact, EV cost control.
- (NME) – Watch for unexpected name or surprise debut.
Friday, October 24
Finishing Strong with Consumer and Defense
Reports Include:
- Procter & Gamble (PG) – Consumer resilience and pricing strategy.
- Booz Allen Hamilton (BAH) – Government contracts and AI strategy.
- General Dynamics (GD) – Defense backlog strength.
- Sanofi (SNY) – Drug pipeline updates and pricing outlook.
What to Watch This Week
- Tesla’s earnings are expected to be the most watched, with eyes on EV margins and Musk’s AI comments.
- Netflix will provide insight into streaming trends, including ad-supported tier performance.
- Intel and IBM are under the microscope as investors track AI infrastructure and chip development.
- The consumer sector, including Procter & Gamble and Coca-Cola, will shed light on inflation’s impact on spending.
