Akros Google Value Chain Index

Q3 2026 earnings release scheduled; significant price impact from the previously guided approximately $29.4 billion revenue is expected.

Ciena's fiscal Q3 2026 earnings release is scheduled for September 3, 2026, with analysts forecasting EPS of $1.67-$1.73; a 5% price impact is estimated and the event is scheduled.

Q2 fiscal 2027 earnings release scheduled. Analysts forecast strong growth, and a >10% price impact is estimated. scheduled

Q2 2026 earnings release on 2026-08-24, for which analysts forecast significant year-over-year growth following strong Q1 results, scheduled. High importance is estimated due to the potential for >10% price impact.

Q2 2026 earnings release scheduled.

Q3 2026 earnings release and guidance of $1.73-$1.75 billion revenue and $2.43-$2.49 non-GAAP EPS, which is estimated to have a >5% price impact based on the updated financial outlook, scheduled.

Q2 2026 earnings release on August 12, 2026; this high-importance event is scheduled.

Lumentum is scheduled to release its fiscal fourth quarter and full year 2026 financial results on August 11, 2026. With guidance of $960M-$1.01B revenue and $2.85-$3.05 EPS, a price impact of at least 5% is estimated based on historical volatility scheduled.

Arista Networks is scheduled to release its financial results for the second quarter of 2026 after the market closes on August 4, 2026, with a conference call to follow. Analysts forecast revenue of approximately $2.85 billion and EPS of $0.88, which is forecasted. A price impact of ≥5% is estimated based on historical earnings volatility. The event is scheduled.

Q2 2026 earnings report and Q3 2026 outlook to be announced on July 31, 2026, scheduled. High importance is estimated due to the significant market impact typically associated with quarterly results and guidance.

Amphenol is scheduled to report its Q2 2026 earnings results on 2026-07-29, with analysts forecasting EPS around $1.17-$1.19. The company has guided for sales between $8.1 billion and $8.2 billion and adjusted EPS of $1.14-$1.16. High importance is estimated as earnings releases for major tech components companies typically drive significant price movement. This event is scheduled.

Q2 2026 earnings release on 2026-07-29; analysts forecast EPS of $0.92, with company guidance at $0.82-$0.88; high importance due to historical volatility estimated.

Amkor Technology to announce its financial results for the second quarter of 2026 after the close of trading, scheduled. Medium importance estimated based on historical earnings volatility.

Celestica will release its second quarter 2026 financial results on July 27, 2026, scheduled.

Alphabet is scheduled to release its second-quarter 2026 financial results after the market closes on July 22, 2026; analysts forecast focus on Google Cloud and AI growth, with high importance estimated.

News reports on July 20, 2026, indicate a major AI server order from SpaceX, which is expected to have a high market impact and is expected.

The company published its post-hearing prospectus for a secondary listing on the Hong Kong Stock Exchange on 2026-07-17, indicating the listing process is advancing.

Ex-dividend date for a cash dividend of NT$15.6 per share on 2026-07-16. The record date is July 22, 2026, and the payment date is August 28, 2026 (estimated 6% impact based on dividend yield).

Announced a long-term strategic partnership with Standard Chartered to modernize the bank's global infrastructure in 54 markets using VMware Cloud Foundation.

Announced Q2 2026 results with revenue of $40.2B (+33.7% YoY) and EPS of $4.31, beating estimates. The company also raised its full-year 2026 revenue growth forecast to over 40%. Despite strong results, the stock fell on capex concerns.

Raised 2026 capital expenditure forecast to $60B-$64B (from $52B-$56B) and announced an additional $100B investment for new fabs in Arizona, USA. The news caused a stock price drop of over 4% due to investor concerns about high spending.

Q2 2026 earnings beat expectations with net sales of €9.3 billion and net income of €2.9 billion. The company raised its full-year 2026 sales forecast to €43-45 billion and provided strong Q3 guidance. On the same day, ASML announced that Intel has started using its new High-NA EUV technology in high-volume production, a key milestone.

CEO Gary Smith and SVP Gage Brodie sold company shares under pre-arranged 10b5-1 trading plans on July 15, 2026.