The upcoming quarterly earnings reports from NVIDIA, C3.ai, and Salesforce are of great importance to investors, as they provide key insights into the business developments of these leading technology companies and could potentially impact the markets.
NVIDIA
NVIDIA will release its first quarter results for the fiscal year 2026 on May 28, 2025. Analysts expect a revenue of about $43.2 billion, reflecting a growth of around 66 percent compared to the previous year. The adjusted earnings per share are projected to be approximately $0.73, which represents an increase compared to the same quarter last year.
Despite the high expectations, Bank of America warns of a potentially weaker outlook for the second quarter. The business in China is under pressure due to ongoing export restrictions and increasing competition from Chinese AI processors like those from Huawei. Furthermore, the growth pace has significantly slowed compared to previous periods (from over 260% revenue growth last year to now about 65%), which is causing anxiety among investors.
Positive impulses are coming from large orders from the Middle East as well as cloud service providers like Oracle and new processors specifically for the Chinese market. A weak guidance despite this positive news would be a surprise and could trigger negative price reactions.
C3.ai
C3.ai is also among the companies whose quarterly results are expected on the same day. Although there are fewer details available regarding the specific expectations compared to NVIDIA, investor interest is high as C3.ai is considered an important provider in the field of artificial intelligence, and its results could provide insights into the development of the AI market.
Salesforce
Salesforce will also publish its financial data at the same time. As one of the largest providers of cloud software solutions, the numbers are particularly relevant for assessments of demand for enterprise software as well as for the general economic development in the technology sector.
Overall, these three companies are in the spotlight of many investors on the day of their earnings release (May 28). The results could set significant impulses for the US technology sector and thus also influence broader stock market movements. In particular, there is great anticipation regarding whether NVIDIA can continue to show strong growth despite challenges or if initial signs of slowdown will become apparent.
In summary, the reports from these technology giants provide important indicators for the current state in key areas such as AI hardware (NVIDIA), AI software (C3.ai), and cloud services (Salesforce) – essential drivers of modern digital economic developments.