Earnings week ahead: DIS, CSCO, OXY, PLUG, B, AMAT, JD, BYND, PSKY, and more

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Mohamad Faizal Bin Ramli

Earnings in the upcoming week will spotlight a diverse lineup across media, technology, energy, aerospace, and consumer sectors.

The Walt Disney Company (DIS [https://seekingalpha.com/symbol/DIS]) and Paramount Skydance (PSKY [https://seekingalpha.com/symbol/PSKY]) will be in focus, with an emphasis on content strategy and streaming profitability.

Meanwhile, Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]), Tencent Holdings (OTCPK:TCEHY [https://seekingalpha.com/symbol/TCEHY]), Sony Group (SONY [https://seekingalpha.com/symbol/SONY]), Nu Holdings (NU [https://seekingalpha.com/symbol/NU]), Vodafone Group (VOD [https://seekingalpha.com/symbol/VOD]), JD.com (JD [https://seekingalpha.com/symbol/JD]), Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), and Circle Internet Group (CRCL [https://seekingalpha.com/symbol/CRCL]) will provide insights into enterprise spending and cloud AI workloads.

In energy and commodities, Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), Barrick (B [https://seekingalpha.com/symbol/B]), Occidental Petroleum (OXY [https://seekingalpha.com/symbol/OXY]), and Lithium Argentina (LAC [https://seekingalpha.com/symbol/LAC]) will be watched closely for capital expenditure trends and commodity price impacts.

Consumer demand shifts will be gauged through results from Sea Limited (SE [https://seekingalpha.com/symbol/SE]), Plug Power (PLUG [https://seekingalpha.com/symbol/PLUG]), Beyond Meat (BYND [https://seekingalpha.com/symbol/BYND]), and Tyson Foods (TSN [https://seekingalpha.com/symbol/TSN]).

The space and advanced technology segment will highlight commercialization progress with Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]), Virgin Galactic (SPCE [https://seekingalpha.com/symbol/SPCE]), AST SpaceMobile (ASTS [https://seekingalpha.com/symbol/ASTS]), Rigetti Computing (RGTI [https://seekingalpha.com/symbol/RGTI]), Quantum Computing (QUBT [https://seekingalpha.com/symbol/QUBT]), Oklo (OKLO [https://seekingalpha.com/symbol/OKLO]), and BigBear.ai (BBAI [https://seekingalpha.com/symbol/BBAI]).

Meanwhile, financial sector companies Starwood Property Trust (STWD [https://seekingalpha.com/symbol/STWD]) and Manulife Financial (MFC [https://seekingalpha.com/symbol/MFC]) will offer valuable perspectives on credit conditions and capital flows.

Below is a rundown of major earnings reports due in the week of November 10 to November 14:

MONDAY, NOVEMBER 10

PLUG POWER (PLUG [https://seekingalpha.com/symbol/PLUG])

Plug Power (PLUG [https://seekingalpha.com/symbol/PLUG]) is set to report Q3 earnings on Monday before the market opens, with analysts projecting a ~50% Y/Y improvement in profits despite limited revenue growth.

Shares are up ~18% YTD and ~27% over the past year, though sentiment remains cautious, with Seeking Alpha’s Quant Rating at Hold [https://seekingalpha.com/symbol/PLUG/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating], matching broader sell-side caution.

SA Investing Group Leader Stone Fox Capital reiterates a Sell [https://seekingalpha.com/article/4828334-plug-power-dont-ignore-operational-issues], contending that recent share strength has been driven more by speculative enthusiasm tied to AI-related power demand than by meaningful operational progress. The firm continues to face ongoing losses, execution challenges, and repeated revenue guidance resets, even as it pushes forward with green hydrogen expansion initiatives such as the Quantum Leap cost-reduction program.

Meanwhile, SA analyst Rock Orford recently moved [https://seekingalpha.com/article/4828593-plug-powers-black-cloud-addressed-downgrade] his view from speculative Buy to Hold, citing persistent losses, liquidity constraints (with cash near ~$140M), and potential dilution amid uncertainty surrounding DOE funding. Although PLUG has demonstrated some operational improvement, such as better gross margins, increased electrolyzer sales, and record hydrogen output at its Georgia plant, visibility toward sustainable profitability remains limited, keeping long-term conviction muted.

* Consensus EPS Estimates: -$0.13
* Consensus Revenue Estimates: $176.06M
* Earnings Insight: Plug Power has missed EPS estimates in 8 consecutive reports, exceeding revenue forecasts in just 2 of those quarters.

ALSO REPORTING: Organon (OGN [https://seekingalpha.com/symbol/OGN]), Occidental Petroleum (OXY [https://seekingalpha.com/symbol/OXY]), Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]), Inovio Biomedical (INO [https://seekingalpha.com/symbol/INO]), Starwood Property Trust (STWD [https://seekingalpha.com/symbol/STWD]), Tyson Foods (TSN [https://seekingalpha.com/symbol/TSN]), Gevo (GEVO [https://seekingalpha.com/symbol/GEVO]), Chegg (CHGG [https://seekingalpha.com/symbol/CHGG]), Agenus (AGEN [https://seekingalpha.com/symbol/AGEN]), Global Ship Lease (GSL [https://seekingalpha.com/symbol/GSL]), EVgo (EVGO [https://seekingalpha.com/symbol/EVGO]), Pagaya Technologies (PGY [https://seekingalpha.com/symbol/PGY]), Bitdeer Technologies Group (BTDR [https://seekingalpha.com/symbol/BTDR]), Getty Images (GETY [https://seekingalpha.com/symbol/GETY]), Paramount Skydance (PSKY [https://seekingalpha.com/symbol/PSKY]), monday.com (MNDY [https://seekingalpha.com/symbol/MNDY]), Barrick Mining Corporation (B [https://seekingalpha.com/symbol/B]), TeraWulf (WULF [https://seekingalpha.com/symbol/WULF]), Tidewater (TDW [https://seekingalpha.com/symbol/TDW]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Lithium Argentina AG (LAC [https://seekingalpha.com/symbol/LAC]), and more.

TUESDAY, NOVEMBER 11

SEA LIMITED (SE [https://seekingalpha.com/symbol/SE])

Sea Limited (SE [https://seekingalpha.com/symbol/SE]) will report Q3 results on Tuesday before the market opens, with analysts expecting profits and revenue to rise more than 25% Y/Y.

The stock was recently downgraded from Buy to Hold [https://seekingalpha.com/symbol/SE/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating] by Seeking Alpha’s Quant Rating System, though most Wall Street analysts continue to rate it Strong Buy.

SA contributor Multiplo Invest reiterated [https://seekingalpha.com/article/4838941-sea-q3-earnings-preview-positive-outlook-and-attractive-valuation] a Buy rating with a $200 price target, seeing ~27% upside driven by favorable risk–reward dynamics. Performance at Shopee will be closely watched, with Q3 revenue seen up ~27% Y/Y amid rising competitive pressure from MercadoLibre and TikTok Shop, while Garena continues to face margin and engagement risks due to heavy reliance on Free Fire. Meanwhile, SeaMoney’s rapid expansion is expected to fuel ~60% Y/Y revenue growth. Despite operational challenges across segments, analysts note that Sea’s diversified ecosystem and disciplined execution provide a supportive backdrop for long-term value creation.

* Consensus EPS Estimates: $0.95
* Consensus Revenue Estimates: $5.62B
* Earnings Insight: The company has beaten EPS estimates in 2 of the past 8 quarters, exceeding revenue forecasts in 7 of those reports.

ALSO REPORTING: Nebius Group N.V. (NBIS [https://seekingalpha.com/symbol/NBIS]), Rigetti Computing (RGTI [https://seekingalpha.com/symbol/RGTI]), Beyond Meat (BYND [https://seekingalpha.com/symbol/BYND]), Oklo (OKLO [https://seekingalpha.com/symbol/OKLO]), Sony Group Corporation (SONY [https://seekingalpha.com/symbol/SONY]), MicroVision (MVIS [https://seekingalpha.com/symbol/MVIS]), Westport Fuel Systems (WPRT [https://seekingalpha.com/symbol/WPRT]), Workhorse Group (WKHS [https://seekingalpha.com/symbol/WKHS]), SFL Corporation Ltd. (SFL [https://seekingalpha.com/symbol/SFL]), SoftBank Group (OTCPK:SFTBY [https://seekingalpha.com/symbol/SFTBY]), Ceragon Networks (CRNT [https://seekingalpha.com/symbol/CRNT]), VAALCO Energy (EGY [https://seekingalpha.com/symbol/EGY]), Spruce Power Holding Corporation (SPRU [https://seekingalpha.com/symbol/SPRU]), Vodafone Group Public Limited Company (VOD [https://seekingalpha.com/symbol/VOD]), Polestar Automotive Holding (PSNY [https://seekingalpha.com/symbol/PSNY]), and more.

WEDNESDAY, NOVEMBER 12

CISCO SYSTEMS (CSCO [https://seekingalpha.com/symbol/CSCO])

Tech stalwart Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]) is scheduled to report its FQ1 results after Wednesday’s close, with consensus expectations pointing to ~8% Y/Y EPS growth on a ~7% rise in revenue.

The stock was recently upgraded [https://seekingalpha.com/news/4512923-cisco-systems-upgraded-to-buy-due-to-role-in-ai-infrastructure-ubs] to Buy from Neutral at UBS, which highlighted Cisco’s growing role in AI infrastructure, noting more than $2B in FY2025 AI orders, mostly from hyperscalers, and an accelerating ramp in enterprise and sovereign demand. UBS also raised its price target to $88, citing sustained AI-driven growth potential into FY2026–FY2027.

While Wall Street broadly maintains a Buy stance, Seeking Alpha’s Quant Rating sits at Hold [https://seekingalpha.com/symbol/CSCO/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating].

In contrast, SA contributor Alan Galecki maintains a Sell view [https://seekingalpha.com/article/4833684-cisco-systems-value-maxed-out-switch-off], arguing that Cisco’s pivot to AI is not yet translating into meaningful improvements in margins, cash flow, or long-term growth, and that the Splunk acquisition adds valuation and integration risks. Given these diverging perspectives, Q1 commentary around AI order conversion, margin trajectory, and Splunk synergies will be key for sentiment.

* Consensus EPS Estimates: $0.98
* Consensus Revenue Estimates: $14.78B
* Earnings Insight: Cisco has beaten EPS and revenue estimates in 8 straight quarters.

ALSO REPORTING: Pan American Silver (PAAS [https://seekingalpha.com/symbol/PAAS]), Manulife Financial (MFC [https://seekingalpha.com/symbol/MFC]), HUYA (HUYA [https://seekingalpha.com/symbol/HUYA]), Circle Internet Group (CRCL [https://seekingalpha.com/symbol/CRCL]), Tencent Music Entertainment Group (TME [https://seekingalpha.com/symbol/TME]), Gilat Satellite Networks (GILT [https://seekingalpha.com/symbol/GILT]), Perion Network (PERI [https://seekingalpha.com/symbol/PERI]), TransDigm Group (TDG [https://seekingalpha.com/symbol/TDG]), CuriosityStream (CURI [https://seekingalpha.com/symbol/CURI]), Rockwell Medical Technologies (RMTI [https://seekingalpha.com/symbol/RMTI]), Flex LNG (FLNG [https://seekingalpha.com/symbol/FLNG]), HudBay Minerals (HBM [https://seekingalpha.com/symbol/HBM]), IZEA (IZEA [https://seekingalpha.com/symbol/IZEA]), Innoviz Technologies (INVZ [https://seekingalpha.com/symbol/INVZ]), GlobalFoundries (GFS [https://seekingalpha.com/symbol/GFS]), Rumble (RUM [https://seekingalpha.com/symbol/RUM]), and more.

THURSDAY, NOVEMBER 13

THE WALT DISNEY COMPANY (DIS [https://seekingalpha.com/symbol/DIS])

Disney (DIS [https://seekingalpha.com/symbol/DIS]) is set to report its FQ4 earnings before the market opens on Thursday, with analysts projecting profits to decline about 10% Y/Y.

Wall Street analysts continue to rate the stock a Buy, and Seeking Alpha’s Quant Rating upgraded it to Strong Buy [https://seekingalpha.com/symbol/DIS/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating] last month.

SA contributor IWA Research also moved to a Buy stance [https://seekingalpha.com/article/4832008-disney-upgrading-to-buy-as-streaming-turns-profitable-and-valuation-becomes-attractive], citing strengthening free cash flow, improving direct-to-consumer margins, and solid performance across parks and sports assets. The author expects subscriber growth to continue and sees FY2026 as a potential inflection year with margin expansion, operational efficiencies, and strategic content and distribution deals supporting double-digit EPS growth. While macro uncertainty remains a risk, particularly around consumer spending, Disney’s brand portfolio and market positioning provide a long-term upside case.

* Consensus EPS Estimates: $1.02
* Consensus Revenue Estimates: $22.78B
* Earnings Insight: Disney has topped EPS expectations for 8 straight quarters, missing revenue expectations in 50% of those reports.

ALSO REPORTING: JD.com (JD [https://seekingalpha.com/symbol/JD]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), Virgin Galactic Holdings (SPCE [https://seekingalpha.com/symbol/SPCE]), Tencent Holdings (OTCPK:TCEHY [https://seekingalpha.com/symbol/TCEHY]), Bionano Genomics (BNGO [https://seekingalpha.com/symbol/BNGO]), Stratasys (SSYS [https://seekingalpha.com/symbol/SSYS]), Ballard Power Systems (BLDP [https://seekingalpha.com/symbol/BLDP]), Luminar Technologies (LAZR [https://seekingalpha.com/symbol/LAZR]), Canadian Solar (CSIQ [https://seekingalpha.com/symbol/CSIQ]), Paysafe Group Holdings (PSFE [https://seekingalpha.com/symbol/PSFE]), Bilibili (BILI [https://seekingalpha.com/symbol/BILI]), Vuzix Corporation (VUZI [https://seekingalpha.com/symbol/VUZI]), Eagle Point Credit (ECC [https://seekingalpha.com/symbol/ECC]), Co-Diagnostics (CODX [https://seekingalpha.com/symbol/CODX]), and more.

FRIDAY, NOVEMBER 14

QUANTUM COMPUTING (QUBT [https://seekingalpha.com/symbol/QUBT])

Quantum Computing (QUBT [https://seekingalpha.com/symbol/QUBT]) is slated to report its Q3 results after the market close on Friday.

The stock has surged more than 1,000% over the past year, reflecting heightened investor enthusiasm around the broader quantum computing space.

Seeking Alpha’s Quant Rating sits at Hold [https://seekingalpha.com/symbol/QUBT/ratings/quant-ratings#source=firstLevelUrl%3Asymbol%7CbiSectionAsset%3ARatingSummary%7CbiName%3AQuant_rating], while Wall Street analysts remain more optimistic with a Buy stance.

SA contributor Bram De Haas rates the stock Strong Buy [https://seekingalpha.com/article/4837206-why-quantum-computing-is-an-interesting-speculation-into-november-earnings], highlighting QUBT’s differentiated photonic quantum architecture and its new foundry that targets high-performance networking and AI applications using room-temperature hardware. While the company still generates minimal revenue, its sizable cash position offers operational runway and reduces downside risk despite a rich $3.7B valuation. Potential government contract wins, and sector momentum could function as catalysts into year-end, making QUBT a speculative but closely watched name this earnings season.

* Consensus EPS Estimates: -$0.06
* Consensus Revenue Estimates: $116.67K
* Earnings Insight: QUBT has topped EPS expectations in 4 of the last 8 quarters, missing revenue expectations in 7 of those reports.

ALSO REPORTING: Twist Bioscience (TWST [https://seekingalpha.com/symbol/TWST]), RLX Technology (RLX [https://seekingalpha.com/symbol/RLX]), Spire (SR [https://seekingalpha.com/symbol/SR]), SIGMA Lithium Corporation (SGML [https://seekingalpha.com/symbol/SGML]), LM Funding America (LMFA [https://seekingalpha.com/symbol/LMFA]), Banzai International (BNZI [https://seekingalpha.com/symbol/BNZI]), Dragonfly Energy Holdings (DFLI [https://seekingalpha.com/symbol/DFLI]), Venu Holding (VENU [https://seekingalpha.com/symbol/VENU]), and more.

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