"SaaS Doomsday" Meets Earnings Counterattack! Can the Software Rally Broaden?
Oracle's earnings are set to be released, Adobe continues to test the quality of its "AI applications" – A quick look at weekly earnings (Sep 7-11)
Hey, fellow investors~This week's highlights shift from AI chips toSoftware SaaS, consumer retailand a fewhigh-beta stocks. Oracle and Adobe report on the same day, while Macy's and The Kroger Co. take turns validating the strength of US consumption. Canaan and Nano X Imaging could become triggers for high volatility. Do your homework in advance!
The midterm exam for AI monetization: Oracle and Adobe report on the same day
$Oracle (ORCL.US)$ Also scheduled to release earnings after the market close on September 10. As the "shovel seller" in the AI computing power supply chain，Oracle's cloud infrastructure growth rate and remaining performance obligations are two key hard metrics. The market wants to know whether AI orders are accelerating or have already peaked. With valuations not being cheap, there is little room for error in the earnings report; any core metric missing expectations could trigger a round of profit-taking.
$Adobe (ADBE.US)$ Earnings will be released after the US market close on September 10. Market patience with Adobe is wearing thin. After talking about Firefly AI for so long, the focus has shifted from "whether it exists" to "whether it is profitable." Paid conversion rates, ARR contribution, and next-quarter guidance—these three metrics will determine whether Adobe can prove itself or continue to face skepticism.
$SailPoint (SAIL.US)$ Earnings will be released before the market open on September 9. For this small company in the identity security sector, the focus is not on a single quarter's revenue spike, but on the quality of its subscription-based transformation. As long as renewal rates and net revenue retention remain stable, the market is willing to give it more time; once they weaken, the growth story becomes unsustainable.
$Oracle (ORCL.US)$ Also scheduled to release earnings after the market close on September 10. As the "shovel seller" in the AI computing power supply chain，Oracle's cloud infrastructure growth rate and remaining performance obligations are two key hard metrics. The market wants to know whether AI orders are accelerating or have already peaked. With valuations not being cheap, there is little room for error in the earnings report; any core metric missing expectations could trigger a round of profit-taking.
$Adobe (ADBE.US)$ Earnings will be released after the US market close on September 10. Market patience with Adobe is wearing thin. After talking about Firefly AI for so long, the focus has shifted from "whether it exists" to "whether it is profitable." Paid conversion rates, ARR contribution, and next-quarter guidance—these three metrics will determine whether Adobe can prove itself or continue to face skepticism.
$SailPoint (SAIL.US)$ Earnings will be released before the market open on September 9. For this small company in the identity security sector, the focus is not on a single quarter's revenue spike, but on the quality of its subscription-based transformation. As long as renewal rates and net revenue retention remain stable, the market is willing to give it more time; once they weaken, the growth story becomes unsustainable.
![[Clap]Hey, fellow investors~ This week's focus shifts from AI chips toSoftware SaaS and consumer retailand a fewhigh-beta stocks. Oracle and Adobe report on the same day, while Macy's and The Kroger Co. take turns validating the strength of US consumption. Canaan and Nano X Imaging could become triggers for high volatility. Do your homework in advance![Let Me See] Midterm exam for AI monetization: Oracle and Adobe report on the same day $Oracle (ORCL.US)$ Both will release earnings after the market close on September 10. As the "shovel sellers" in the AI computing power chain,，Oracle's cloud infrastructure growth rate and remaining performance obligations are two key hard metrics. The market wants to know whether AI orders are accelerating or have already peaked. With valuations not cheap, there is little room for error in the earnings report; any core data missing expectations could trigger a round of profit-taking.[Thinking Face] $Adobe (ADBE.US)$ Earnings will be released after the US market close on September 10. Market patience with Adobe is wearing thin. After all the talk about Firefly AI, the focus has shifted from "whether it exists" to "whether it is generating revenue." Paid conversion rates, ARR contribution, and next-quarter guidance—these three metrics will determine whether Adobe proves itself or continues to face skepticism. $SailPoint (SAIL.US)$ Earnings will be released before the market open on September 9. This small player in the identity security sector...](https://nnqimage.futunn.com/sns_client_feed/999982/20260903/web-1788424868111-N4qMNiQ6wJ.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
A continuous test of consumer spending strength: from malls to supermarkets, and then to pets.
$Macy's (M.US)$ Earnings will be released before the market open on September 10. As the most direct window into US middle-class consumption, same-store sales and inventory turnover are core indicators. The long-term struggles of the department store model are no secret. What matters more now is whether promotions have eroded profits entirely, and how management views consumption trends for the second half of the year.
$The Kroger Co. (KR.US)$ Earnings will be released before the market open on September 11. Grocery food is a typical staple consumer good, with little suspense on the demand side. The real highlight comes from the cost side. After inflation cools, the quality of gross margin recovery is far more important than a one or two percentage point increase in revenue.
$Chewy (CHWY.US)$ Earnings will be released before the market open on September 9. The era of high growth in the pet economy has passed, and slowing user growth is consensus. The current focus is on whether average order value can still rise and whether the proportion of private-label products is increasing. Essentially, we are watching whether Americans' willingness to spend on pets is returning to rationality or starting to contract.
$American Eagle Outfitters (AEO.US)$ Earnings will be released after the market close on September 9. In the teen apparel sector, inventory and discounts are perennial topics. How well back-to-school season actually sold, and whether promotional intensity got out of control, directly reflect the health of the entire apparel retail segment. American Eagle Outfitters' earnings report serves, to some extent, as a leading indicator for subsequent apparel consumer stocks.
$Macy's (M.US)$ Earnings will be released before the market open on September 10. As the most direct window into US middle-class consumption, same-store sales and inventory turnover are core indicators. The long-term struggles of the department store model are no secret. What matters more now is whether promotions have eroded profits entirely, and how management views consumption trends for the second half of the year.
$The Kroger Co. (KR.US)$ Earnings will be released before the market open on September 11. Grocery food is a typical staple consumer good, with little suspense on the demand side. The real highlight comes from the cost side. After inflation cools, the quality of gross margin recovery is far more important than a one or two percentage point increase in revenue.
$Chewy (CHWY.US)$ Earnings will be released before the market open on September 9. The era of high growth in the pet economy has passed, and slowing user growth is consensus. The current focus is on whether average order value can still rise and whether the proportion of private-label products is increasing. Essentially, we are watching whether Americans' willingness to spend on pets is returning to rationality or starting to contract.
$American Eagle Outfitters (AEO.US)$ Earnings will be released after the market close on September 9. In the teen apparel sector, inventory and discounts are perennial topics. How well back-to-school season actually sold, and whether promotional intensity got out of control, directly reflect the health of the entire apparel retail segment. American Eagle Outfitters' earnings report serves, to some extent, as a leading indicator for subsequent apparel consumer stocks.
From computing power to imaging: High-volatility growth stocks face a major test of commercialization and cash flow.
$Canaan (CAN.US)$ Earnings will be released before the market open on September 8. Earnings reports for mining machine manufacturers are never just about performance. While mining rig sales, inventory impairments, and the proportion of self-operated computing power are worth watching, the stock price direction will likely ultimately follow Bitcoin. The earnings report itself may just be the trigger; the real market driver lies in the crypto market. $Nano X Imaging (NNOX.US)$ Earnings will be released before the market open on September 9. The story of medical imaging has been told for a long time, yet commercialized revenue has failed to reach scale. This time, the focus is on whether there has been substantial progress in installation volume, whether order conversion is accelerating, and how long the cash runway will last.
$Canaan (CAN.US)$ Earnings will be released before the market open on September 8. Earnings reports for mining machine manufacturers are never just about performance. While mining rig sales, inventory impairments, and the proportion of self-operated computing power are worth watching, the stock price direction will likely ultimately follow Bitcoin. The earnings report itself may just be the trigger; the real market driver lies in the crypto market. $Nano X Imaging (NNOX.US)$ Earnings will be released before the market open on September 9. The story of medical imaging has been told for a long time, yet commercialized revenue has failed to reach scale. This time, the focus is on whether there has been substantial progress in installation volume, whether order conversion is accelerating, and how long the cash runway will last.
This week's earnings highlights span AI software, consumer retail, and high-volatility growth stocks. Can Oracle and Adobe deliver convincing results on AI monetization? What consumer signals will retailers like Macy's and The Kroger Co. reveal? Can the commercialization progress of Canaan and Nano X Imaging ignite a new market rally? Stay tuned for the earnings releases, and feel free to share your views in the comments section.
[Earnings Live Stream Preview]:A lineup of star stocks is set to report earnings! How can you avoid missing the action? Click to learn more about corporate earnings release dates:More Earnings Calendar
‘Earnings Express’ has been fully upgraded—with three key features to help you get ahead during earnings season!![[Clap]Hey, fellow investors~ This week's focus shifts from AI chips toSoftware SaaS and consumer retailand a fewhigh-beta stocks. Oracle and Adobe report on the same day, while Macy's and The Kroger Co. take turns validating the strength of US consumption. Canaan and Nano X Imaging could become triggers for high volatility. Do your homework in advance![Let Me See] Midterm exam for AI monetization: Oracle and Adobe report on the same day $Oracle (ORCL.US)$ Both will release earnings after the market close on September 10. As the "shovel sellers" in the AI computing power chain,，Oracle's cloud infrastructure growth rate and remaining performance obligations are two key hard metrics. The market wants to know whether AI orders are accelerating or have already peaked. With valuations not cheap, there is little room for error in the earnings report; any core data missing expectations could trigger a round of profit-taking.[Thinking Face] $Adobe (ADBE.US)$ Earnings will be released after the US market close on September 10. Market patience with Adobe is wearing thin. After all the talk about Firefly AI, the focus has shifted from "whether it exists" to "whether it is generating revenue." Paid conversion rates, ARR contribution, and next-quarter guidance—these three metrics will determine whether Adobe proves itself or continues to face skepticism. $SailPoint (SAIL.US)$ Earnings will be released before the market open on September 9. This small player in the identity security sector...](https://nnqimage.futunn.com/sns_client_feed/999982/20260903/web-1788425993791-m210Lpe1J8.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Futubull AI Get instant answers to your questions, use intelligent stock selection to target promising upward momentum, and analyze your holdings to seize opportunities and avoid risks!![[Clap]Hey, fellow investors~ This week's focus shifts from AI chips toSoftware SaaS and consumer retailand a fewhigh-beta stocks. Oracle and Adobe report on the same day, while Macy's and The Kroger Co. take turns validating the strength of US consumption. Canaan and Nano X Imaging could become triggers for high volatility. Do your homework in advance![Let Me See] Midterm exam for AI monetization: Oracle and Adobe report on the same day $Oracle (ORCL.US)$ Both will release earnings after the market close on September 10. As the "shovel sellers" in the AI computing power chain,，Oracle's cloud infrastructure growth rate and remaining performance obligations are two key hard metrics. The market wants to know whether AI orders are accelerating or have already peaked. With valuations not cheap, there is little room for error in the earnings report; any core data missing expectations could trigger a round of profit-taking.[Thinking Face] $Adobe (ADBE.US)$ Earnings will be released after the US market close on September 10. Market patience with Adobe is wearing thin. After all the talk about Firefly AI, the focus has shifted from "whether it exists" to "whether it is generating revenue." Paid conversion rates, ARR contribution, and next-quarter guidance—these three metrics will determine whether Adobe proves itself or continues to face skepticism. $SailPoint (SAIL.US)$ Earnings will be released before the market open on September 9. This small player in the identity security sector...](https://nnqimage.futunn.com/sns_client_feed/999982/20260903/web-1788426096933-63muvjTChc.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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