Tech earnings dominate the second half of July 2026. Microsoft, Alphabet, and Apple all report on Monday, July 13 — the single most consequential evening of the season for AI capex read-through. Meta, Tesla, AMD, Intel, and Broadcom follow that week. Here is the complete July 2026 technology earnings calendar with what to watch on every print.
Intel (INTC) — Tuesday, July 7, 4:00 PM PDT
Current price ~$44. PC demand recovery and 7nm foundry yield credibility are the swing factors. New CEO Pat Gelsinger's turnaround thesis hinges on Process Tech execution and foundry customer wins. Support at $42–43; upside to $55 if foundry wins are announced on the call.
AMD (AMD) — Tuesday, July 7, 4:00 PM PDT
Current price ~$177. MI300X data-center accelerator traction against NVIDIA is the entire story. Watch data-center revenue growth, gross-margin trajectory, and client-computing recovery. Read-through for NVIDIA is mechanical: a strong AMD print tightens, but does not break, NVIDIA's pricing power.
Apple (AAPL) — Monday, July 13, 4:00 PM PDT
Current price ~$228. Services growth (target 15%+) is the highest-margin lever; iPhone revenue is flat to slightly negative ahead of the iPhone 16 launch in September. Gross-margin target is 46%+. $235 = new all-time-high territory; $220 is critical support.
Microsoft (MSFT) — Monday, July 13, 4:00 PM PDT
Current price ~$441. Azure growth (25–30% YoY, re-accelerating from AI workloads), Office 365 net seat growth, and Copilot AI monetization timing are the three numbers that matter. Risk: OpenAI dependency and Azure pricing pressure from AWS/GCP. Breakout above $450 on Azure beat.
Alphabet/Google (GOOGL) — Monday, July 13, 4:00 PM PDT
Current price ~$177. Search resilience versus generative-AI substitution, Cloud margin expansion, and YouTube ad trends are the focus. Cloud profitability inflection is the bull-case upside. Litigation overhang remains the structural drag.
Meta Platforms (META) — Week of July 13
Current price ~$495 (ATH zone). Reels monetization closing the gap to Feed, AI-targeting lift on ad pricing, and Reality Labs burn discipline are the three reads. Operating margin path to 30%+ via cost discipline is the longer-term thesis. New highs above $500 on a clean ad-revenue beat.
Tesla (TSLA) — Wednesday, July 15, 4:00 PM PDT
Current price ~$245. Vehicle delivery volumes (1.8M annualized run-rate), auto gross margin (20%+ target), and Full Self-Driving monetization commentary drive the print. Risk: BYD/China competition and price-cut margin compression. $245 sits on the 50-day MA; downside to $200 on a guidance cut, upside to $280–300 if China stabilizes.
Broadcom (AVGO) — Thursday, July 16, 4:00 PM PDT
Current price ~$158. The pick-and-shovel AI play. Data-center connectivity revenue (30%+ growth bar), broadband stabilization, and gross-margin mix shift are the reads. Breakout above $165 signals continued momentum; $145 is key support.
How to trade tech earnings in July 2026
The MSFT/GOOGL/AAPL Monday-evening cluster on July 13 is the most consequential single session of the season — expect correlated moves on AI capex guides. Size accordingly and avoid stacking three same-direction bets into a single print. TSLA implied moves typically run 8–12%; defined-risk option structures (verticals, calendars) are the cleanest expression. AVGO is the cleanest read on AI infrastructure spending — if hyperscaler capex guides ramp, AVGO is the highest-beta beneficiary in the group.
Use this on Earnings Compass
Frequently asked questions
- When does Microsoft report Q2 2026 earnings?
- Microsoft (MSFT) reports on Monday, July 13, 2026 after the close (4:00 PM PDT). Azure growth, Office 365 seat additions, and Copilot monetization are the focus.
- When does Apple report Q2 2026 earnings?
- Apple (AAPL) reports on Monday, July 13, 2026 after the close (4:00 PM PDT). Services growth and gross-margin expansion are the key reads ahead of the iPhone 16 launch.
- When does Tesla report Q2 2026 earnings?
- Tesla (TSLA) reports on Wednesday, July 15, 2026 after the close (4:00 PM PDT). Vehicle deliveries, auto gross margin, and FSD monetization are the swing factors.
- When does Alphabet (Google) report Q2 2026 earnings?
- Alphabet (GOOGL) reports on Monday, July 13, 2026 after the close (4:00 PM PDT). Search resilience, Cloud margin expansion, and YouTube ads drive the print.
- Which tech stocks report earnings in July 2026?
- Intel and AMD report July 7. Apple, Microsoft, and Alphabet cluster on July 13. Meta reports later that week, Tesla on July 15, and Broadcom on July 16.