Among those currently scheduled to release results next week:
26-Jan | |
|---|---|
Baker Hughes* | Q4 Results |
27-Jan | |
|---|---|
Cranswick | Q3 Trading Statement |
Dr Martens | Q3 Trading Statement |
Goodwin | Half Year Results |
Sage Group | Q1 Trading Statement |
WAG Payment Solutions | Q4 Trading Statement |
28-Jan | |
|---|---|
ASML* | Q4 Results |
Computacenter | Full Year Trading Update |
Fresnillo | Full Year Production Report |
Meta Platforms* | Q4 Results |
Microsoft* | Q2 Results |
Oakley Capital Investments | Q4 Trading Statement |
Paragon Banking Group | Q1 Trading Statement |
Pets at Home | Q3 Trading update |
Tesla* | Q4 Results |
29-Jan | |
|---|---|
3i Group | Q3 Operational Update |
Alfa Financial Software | Q4 Trading Update |
Antofagasta | Q4 Production Report |
Apple* | Q1 Results |
Chrest Nicholson | Full Year Trading Update |
easyJet* | Q1 Results |
Glencore | Full Year Production Report |
Greencore Group | Q1 Trading Statement |
Hilton Food Group | Full Year Trading Statement |
Lloyds* | Full Year Results |
Mastercard* | Q4 Results |
Patria Private Equity Trust | Full Year Results |
Rank Group | Half Year Results |
St James's Place | New Business Announcement |
Visa* | Q1 Results |
Wizz Air | Q3 Results |
30-Jan | |
|---|---|
Airtel Africa | Q3 Results |
Verizon* | Q4 Results |
Can Apple provide clarity on the AI roadmap?
It’s a pivotal year for Apple, which is working to regain momentum after slipping behind the curve on AI. Early signs suggest the latest iPhone lineup is performing well, and markets are looking for 11% revenue growth in next week’s first-quarter results, including a 13% lift in iPhone sales. Expectations for 2026 point to around 10% growth in iPhone sales with a slowdown later in the year. That may prove conservative, but there’s a lot riding on how compelling Apple’s AI narrative becomes.
The recently announced partnership with Alphabet gives Apple access to cutting‑edge language models via Gemini, raising the stakes ahead of an AI‑powered Siri launch in the coming months. Pressure is building for Apple to demonstrate a clear strategy and tangible progress on the AI front. The strength of the brand can keep customers upgrading for now, but patience won’t last forever. Delivering meaningful AI features isn’t optional.
Meta looks to prove the doubter wrong
Meta has come under pressure lately as investors question the scale and pace of its AI investment plans. Spending growth is set to outstrip even the most aggressive tech peers, yet there’s still limited visibility on what Zuckerberg’s new “frontier AI lab” will ultimately deliver. That uncertainty has weighed on sentiment, but it also creates an opportunity. Meta’s core ad business is powering ahead, and our modelling suggests fourth‑quarter revenue could top the $58bn consensus.
The company is assembling one of the largest AI compute clusters outside the cloud giants, all aimed at strengthening its family of apps. There’s a growing narrative that Meta’s AI push is simply Metaverse 2.0, but we don’t see it that way. Meta’s models are largely open‑source, internally focused, and designed to enhance engagement and advertiser performance rather than chase benchmark‑beating results. Crucially, the benefits are already starting to show through the Meta ecosystem.
Autonomous future in focus for Tesla
Tesla is expected to post a small year‑on‑year revenue decline in the fourth quarter following softer delivery numbers. Strong growth in the Energy Storage segment helps, but it isn’t enough to offset weaker vehicle sales driven by the loss of US tax credits. The new “affordable” Model 3 and Y trims haven’t bridged that gap, and China remains fiercely competitive despite Tesla’s enduring brand pull. That all points toward a steeper drop in profits as lower volumes collide with heavy investment in the next‑generation product roadmap.
Still, investors are largely looking past the near‑term fundamentals. Market sentiment is being driven by Tesla’s broader autonomy ambitions, including progress on the Robotaxi platform and anticipation of the Cybercab entering full production in 2026. Momentum behind Full Self‑Driving continues to fuel the narrative that Tesla is entering a new phase of growth, placing more weight on Elon Musk’s commentary during the earnings call than on the results themselves.
The author holds shares in Tesla.
This article is original Hargreaves Lansdown content, published by Hargreaves Lansdown. It was correct as at the date of publication, and our views may have changed since then. Unless otherwise stated estimates, including prospective yields, are a consensus of analyst forecasts provided by LSEG. These estimates are not a reliable indicator of future performance. Past performance is not a guide to the future. Investments rise and fall in value so investors could make a loss. Yields are variable and not guaranteed.
This article is not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment.