The upcoming quarterly results from NVIDIA, C3.ai, and Salesforce will be in the spotlight of the financial markets on May 28, 2025, and could have significant impacts on stock prices as well as sentiment on the NASDAQ and NYSE.
Expectations for the Quarterly Results
NVIDIA
- Release: May 28, 2025
- Expectations: Analysts expect revenue of about $43 billion for the first quarter, representing an increase of around 65% compared to the previous year. Adjusted earnings per share are estimated to be around $0.73.
- Outlook: Expectations are high, especially after positive news about large orders from the Middle East and from cloud providers like Oracle, as well as new processors for the Chinese market. However, analysts warn of potentially weaker guidance for the second quarter or a slowdown in growth compared to the previous year (then up +262% revenue growth).
- Risks: Export restrictions could impact business in China; furthermore, Huawei is aggressively entering the market with its AI processors.
C3.ai
- Release: May 28, 2025
- Expectations: There are no specific forecasts available, but as a provider of AI solutions, C3.ai is in the spotlight of investors as artificial intelligence remains a central topic.
- Outlook: The industry is currently experiencing high investments in AI capabilities from large tech companies like Amazon, Meta Platforms, and Microsoft – this could also benefit C3.ai.
- Risks: Delayed or scaled-down projects could adversely affect the figures.
Salesforce
- Release: May 28, 2025
- Expectations: Specific forecasts are also lacking in the available sources; however, Salesforce, as a leading provider of CRM software, is an important indicator of demand for enterprise software.
- Outlook: The overall momentum in the technology sector remains positive; investors are particularly focused on growth rates in cloud revenues.
- Risks: A weaker outlook could lead to price corrections.
Significance for the Markets
The release of the figures from these three companies will be closely watched as they represent significant indicators for sentiment and developments in the relevant sectors.