Microsoft (MSFT) — Wed, Oct 29 (AMC)
- Consensus: EPS ≈ $3.65; Revenue ≈ $75.0B.
- Call: 2:30 p.m. PT webcast.
- Watch: Azure growth, Copilot monetization, AI capex & margins.
📅 Calendar (Oct 27–31)
Mon
Oct 27
Keurig Dr Pepper
Bank of Hawaii
Avis Budget
Times/estimates subject to change — verify on IR pages.
Tue
Oct 28
UPS
Visa
PayPal
Wed
Oct 29
Microsoft
Alphabet
Meta Platforms
Boeing
Caterpillar
Thu
Oct 30
Amazon
Apple
Mastercard
Merck
Comcast
Fri
Oct 31
Exxon Mobil
Chevron
AbbVie
Linde plc
🔎 Company Data & Estimates — Key Prints
Alphabet (GOOGL) — Wed, Oct 29 (AMC)
- Consensus: EPS ≈ $2.28; Revenue ≈ $84.6B.
- Call: 2:30 p.m. PT webcast.
- Watch: Search/YouTube ad trends; Cloud margin.
Meta (META) — Wed, Oct 29 (AMC)
- Consensus: EPS ≈ $6.61; Guidance: revenue $47.5–$50.5B.
- Call: 1:30 p.m. PT webcast.
- Watch: Ads growth, Reels monetization, infra capex cadence.
Amazon (AMZN) — Thu, Oct 30 (AMC)
- Consensus: EPS ≈ $1.56; Revenue ≈ $177.7B.
- Call: 2:00 p.m. PT webcast.
- Watch: AWS growth & AI workload mix; retail margins; ads.
Apple (AAPL) — Thu, Oct 30 (AMC)
- Consensus: EPS ≈ $1.76; Revenue ≈ $102.1B.
- Call: 2:00 p.m. PT webcast.
- Watch: iPhone 17 cycle, Services growth, tariff commentary.
🏛️ Government & Macro Snapshot — Week of Oct 27–31, 2025
- Policy calendar: The FOMC meets Tue–Wed (Oct 28–29) with the statement due 2:00 p.m. ET on Oct 29.
- Shutdown backdrop: Washington remains in a federal shutdown begun Oct 1, creating operational ripple effects and near-term growth headwinds.
- Top U.S. data: Q3 GDP (advance) on Thu (Oct 30, 8:30 a.m. ET) and Personal Income & Outlays incl. core PCE on Fri (Oct 31, 8:30 a.m. ET).
- Treasury financing: Markets eye the next Quarterly Refunding announcement (Wed, Nov 5) which shapes coupon supply and term premium expectations.
- Global policy watch: Bank of Japan decision Thu (Oct 30, Asia hours); guidance on any next hike can sway USD/JPY, rates, and risk.
Macro ↔ Micro: why this matters
- Rates & USD path from FOMC + PCE will color equity factor leadership (duration-sensitive tech vs. cyclicals), credit spreads, and mega-cap multiples.
- Growth pulse (GDP) informs revenue sensitivity in transports, semis, industrials, and ad-exposed platforms; a solid consumer print supports retail and payments.
- Shutdown effects (delays, furloughs) add noise to high-frequency data and weigh on federally exposed contractors, travel infrastructure, and select services.
📅 Week in Focus — Oct 27–31
- Wed (2:30 p.m. PT): MSFT/GOOGL earnings calls (overlap risk for coverage teams).
- Thu (2:00 p.m. PT): AMZN and AAPL earnings back-to-back.
- Macro: Fed blackout into Oct 28–29 FOMC; watch claims, housing, PMIs.
📚 Sources
- Kiplinger “Earnings Calendar and Analysis for This Week (Oct 27–31)” — dates & many EPS estimates.
- Microsoft IR — FY26 Q1 date/time.
- Alphabet IR — Q3 2025 date/time.
- Meta IR — Q3 2025 date/time; revenue guidance.
- Amazon IR — Q3 2025 date/time.
- Apple IR — Q4 FY25 date/time.
- Zacks/Yahoo Finance — selective consensus figures.
Sources
This article contains QBH publications editorial analysis. No external source links were included in the original article.