Alphabet, Tesla, IBM and Intel will lead this week’s technology earnings calendar. Alphabet, Tesla and IBM will report or discuss their second-quarter results on Wednesday, July 22, 2026. Intel will follow after the market closes on Thursday, July 23.
The four reports cover several major parts of the technology market, including digital advertising, cloud computing, electric vehicles, energy storage, enterprise software and semiconductor manufacturing.
The main questions will be whether AI investment is supporting revenue growth, how capital expenditure is affecting margins and whether management teams change their outlooks for the second half of 2026.
When Do Alphabet, Tesla, Intel and IBM Report Earnings?
Alphabet will hold its Q2 2026 earnings call on July 22 at 1:30 p.m. Pacific Time, or 4:30 p.m. Eastern Time.
Tesla will publish its Q2 2026 financial results after the U.S. market closes on July 22. Its management Q&A webcast will begin at 4:30 p.m. Central Time, or 5:30 p.m. Eastern Time.
IBM will hold its earnings conference call on July 22 at 5:00 p.m. Eastern Time. The company has already released selected preliminary results for the quarter.
Intel will report Q2 2026 results after the market closes on July 23. Its earnings conference call will begin at 2:00 p.m. Pacific Time.
Alphabet Q2 2026 Earnings Preview: Search, Cloud and AI Spending
Alphabet’s report will provide updates on Google Search, advertising, YouTube and Google Cloud.
Advertising revenue remains the company’s largest earnings driver. Investors will look for evidence that AI products such as AI Overviews and Gemini are supporting user activity without weakening Google’s core search advertising business.
Google Cloud revenue and operating income will also be important. Strong cloud growth could show that enterprise demand for AI infrastructure and services remains resilient.
Capital expenditure will be another major focus. Alphabet is investing heavily in data centers, servers and AI computing capacity. The earnings call may provide updated guidance on infrastructure spending and its effect on depreciation and operating margins.
The most important Alphabet metrics will include Google Search revenue, YouTube advertising revenue, Google Cloud growth, Cloud operating income, total capital expenditure and management’s AI spending outlook.
Tesla Q2 2026 Earnings Preview: Automotive Margins and Energy Storage
Tesla has already reported its second-quarter production and delivery figures.
The earnings report will show how these volumes affected revenue, profit and cash flow. Tesla has noted that deliveries alone should not be treated as a complete measure of financial performance. Results also depend on average selling prices, production costs, foreign exchange movements and other factors.
Automotive gross margin will therefore be one of the most closely watched figures. Investors will examine whether higher deliveries improved factory utilization or whether pricing, incentives and production expenses continued to limit profitability.
Tesla’s energy business will also receive attention after the company’s 13.5 GWh deployment figure. Energy revenue, gross profit and future deployment guidance could show whether the segment is becoming a larger contributor to Tesla’s overall results.
Other key topics include free cash flow, capital expenditure and updates on Robotaxi, autonomous driving, Optimus and AI infrastructure.
Intel Q2 2026 Earnings Preview: Foundry, 18A and Gross Margin
Intel will release its second-quarter results after the market closes on July 23, followed by an earnings call at 2:00 p.m. Pacific Time, according to the company’s
official earnings announcement.
The report will provide another update on demand across Intel’s Client Computing and Data Center and AI businesses.
Investors will examine whether demand for personal computers, server processors and data-center infrastructure supported revenue growth during the quarter. The performance of Intel’s Data Center and AI segment will be especially relevant as spending on AI servers continues to reshape enterprise hardware demand.
Intel Foundry will be another important part of the report. Investors will look for updates on manufacturing costs, external customers and the progress of Intel’s 18A process.
Gross margin remains a key measure because new manufacturing processes can carry high costs during early production. Intel’s third-quarter guidance may provide more information about manufacturing efficiency, product mix and the timing of its broader turnaround.
IBM Q2 2026 Earnings Preview: Preliminary Results Shift Focus to Guidance
IBM has already released selected preliminary financial results for the second quarter.
The company reported preliminary revenue of $17.2 billion, up 1% year over year. Software revenue increased 5%, Consulting revenue was flat and Infrastructure revenue declined 7%.
IBM also reported preliminary GAAP earnings of $2.27 per share and operating non-GAAP earnings of $2.93 per share, according to the company’s
letter to IBM investors.
IBM said some clients shifted capital spending toward servers, storage and memory products because of supply constraints and expected price increases. The company also said several large transactions did not close within the expected quarter.
The July 22 earnings call will therefore focus less on the headline results and more on the reasons behind the Software and Infrastructure performance.
Investors will listen for updates on Red Hat growth, Consulting signings, delayed transactions, enterprise AI demand, free cash flow and IBM’s full-year guidance.
What This Week’s Technology Earnings Could Show
The four reports will provide a broad view of technology spending during the second quarter.
Alphabet will show whether higher AI investment is supporting advertising and cloud growth. Tesla will show whether vehicle and energy volumes are translating into stronger margins and cash flow. Intel will provide evidence about semiconductor demand and manufacturing execution. IBM will explain how enterprise customers are dividing their budgets between software, consulting and physical infrastructure.
The common question is not simply whether these companies have exposure to AI. It is whether AI-related spending is producing measurable revenue, stronger margins or clearer future demand.
Frequently Asked Questions
When does Alphabet report Q2 2026 earnings?
Alphabet will discuss its Q2 2026 financial results on July 22 at 1:30 p.m. Pacific Time, or 4:30 p.m. Eastern Time.
What time does Tesla report earnings?
Tesla will release its results after the market closes on July 22. Its management Q&A webcast will begin at 5:30 p.m. Eastern Time.
When does Intel report Q2 2026 earnings?
Intel will release its second-quarter results after the market closes on July 23. Its earnings call begins at 2:00 p.m. Pacific Time.
Has IBM already released its Q2 2026 results?
IBM has released selected preliminary results. The company will provide more details and discuss its full-year expectations during its July 22 earnings call.