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Welcome to your new week.
Between software earnings, inflation reports, Trump meeting with tech leaders, a major AI conference, and more — this week will be chaotic.
Let’s see if seasonality will be an impact over the coming days…
Read of for your full breakdown.
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Key Earnings Announcements:
Adobe and Oracle highlight another big week of earnings.
Monday (3/10): Asana, Oracle, Vail Resorts
Tuesday (3/11): Casey’s, Dick’s Sporting Goods, Kohl’s, Groupon
Wednesday (3/12): Adobe, American Eagle Outfitters, iRobot, SentinelOne, UiPath
Thursday (3/13): DocuSign, Dollar General, D-Wave Quantum, Ulta Beauty
Friday (3/14): Li Auto
What We’re Watching:
Adobe (ADBE)
Adobe (ADBE) reports Q1 fiscal 2025 Wednesday, with revenue expected at $5.65B — up +11% YoY — fueled by Creative Cloud and AI tools like Firefly. The focus is on whether Adobe’s AI bets, like GenStudio, can help sustain growth. It’s Digital Media ARR is expected to deliver $17.5B in revenue after hitting $17.22B last quarter. Shares sit at $550, down -7% YTD.
With a history of EPS beats and $19.96B in remaining performance obligations, a strong report could lift the stock. All eyes on guidance.
“Adobe has a very reliable and predictable subscription-based business model… The company faces increased competition from other large businesses and AI productivity tools. However, I believe Adobe's business model will remain unchallenged, at least in the near future… Their software offering and seamless integration is a huge asset, making transitioning to a different software suite very inconvenient. Adobe's valuation is very reasonable at this point.”
Adobe, Inc. (ADBE) Stock Performance, 5-Year Chart, Seeking Alpha
Oracle (ORCL)
Oracle (ORCL) reports Q3 fiscal 2025 earnings today, with consensus expecting revenue of $14.4B — up +8.4% YoY — driven by its cloud infrastructure boom and AI partnerships. Shares are trading near $135, up +20% YTD.
Oracle’s cloud growth (+52% IaaS in Q2) and multi-cloud deals with AWS, Microsoft, and Google fuel Wall Street’s optimism. With $99B in remaining performance obligations, demand is locked in — but Capital Expenditure spikes and gross margin pressure loom as potential risks to learn more about during the earnings call. Something else investors are eager to learn more about during the earnings call is the company’s potential updates on the Stargate Project.
“Our multi-cloud agreements with Microsoft, Google, and AWS provide customers more choice in how they can migrate their Oracle databases to the cloud. And our strategic SaaS applications continue to grow rapidly. And we are also seeing more of our industry-based cloud applications come online, which immediately contribute to revenue growth. You can see all of this in the momentum in the acceleration of our cloud growth and the +50% growth of our $97 billion RPO number, remaining performance obligation. And today, we're telling you again that revenue growth will accelerate further in the coming quarters.”
Oracle, Corp. (ORCL) Stock Performance, 5-Year Chart, Seeking Alpha
Investor Events / Global Affairs:
Cloudflare investor day, The HumanX Conference, and Trump’s meeting with tech leaders.
CloudFlare Investor Day
Source: Getty Images / SOPA
Cloudflare hosts its Investor Day this Wednesday, March 12th — live from the New York Stock Exchange. A webcast will be available at cloudflare.net.
As a leader in cybersecurity and cloud services, Cloudflare is expected to share updates on their growth strategy and recent innovations. Expect details on new products or partnerships, plus revenue and margin forecasts as we head into 2025. With NET’s stock down -26.5% over the past month, investors are hoping that this event can fuel a turnaround.
Trade policy, like tariffs on hardware or data flow restrictions, could raise costs for Cloudflare’s global network operations — potentially impacting margins or pricing.
Cloudflare, Inc. (NET) Stock Performance, 5-Year Chart, Seeking Alpha
“We continue to generate strong free cash flow, achieving $47.8 million during the quarter and $166.9 million for the full year. As we've talked about multiple times, since the beginning of 2024, customers have been disciplined with their budgets, scrutinizing deals carefully and ensuring every dollar spent delivered clear and immediate value. That trend continued through Q4. However, as the quarter progressed, we saw encouraging signs that confidence is beginning to return, particularly in the U.S.”
The HumanX Conference
Running through Thursday this week, the HumanX conference in Las Vegas is set to be an exciting event for AI enthusiasts and investors alike. Hosted at the Fontainebleau, this premier event brings together 300+ experts — including C-suite leaders and innovators — to unpack AI’s real-world impact across nine industries.
Expect actionable insights on leveraging AI for growth — from optimizing workflows to driving revenue — alongside networking with top decision-makers.
Major companies that are involved include Airbnb, Amazon, Anthropic, Databricks, Dropbox, Google, Meta, OpenAI, Snowflake, Zoom, and more.
We’ll report back if any market-moving takeaways happen at the event!
Trump to Meet with Tech Leaders
Source: Francis Chung / Politico / Bloomberg
Today, President Trump will host a high-stakes meeting with the CEOs of HP (HPQ), Intel (INTC), IBM (IBM), and Qualcomm (QCOM) at the White House.
The agenda will be centered around tackling trade policies, tariffs, and U.S. manufacturing — issues that could reshape the tech hardware landscape.
With Trump pushing for new tariffs on key markets like China as well as questioning the 2022 Chips Act, these industry giants face potential supply chain disruptions and cost pressures. Tariff hikes could squeeze margins, but a pivot to domestic production might spark long-term growth opportunities. Expect market volatility as Wall Street digests the outcomes. Stocks like INTC and QCOM, already sensitive to trade winds, could see sharp moves if negative press circulates after these meetings.
"Your CHIPS Act is a horrible, horrible thing. We give hundreds of billions of dollars and it doesn't mean a thing. They take our money and they don't spend it. You should get rid of the CHIPS Act and whatever is left over, Mr. Speaker, you should use it to reduce debt."
Major Economic Events:
Key inflation data is in the spotlight with the Consumer Price Index (CPI) and Producer Price Index (PPI).
Monday (3/10): None Scheduled
Tuesday (3/11): Job Openings, NFIB Optimism Index
Wednesday (3/12): Consumer Price Index, Core CPI, Monthly U.S. Federal Budget
Thursday (3/13): Core PPI, Initial Jobless Claims, Producer Price Index
Friday (3/14): Consumer Sentiment (prelim)
What We’re Watching:
Inflation for Consumers (CPI)
February’s CPI report is expected to show headline inflation at +2.9% (vs. +3.0% prior) and core CPI at +3.2% (vs. +3.3%) — with monthly price gains slowing to +0.3% from +0.5% in January.
While inflation appears to be cooling, Wells Fargo’s Sarah House warns that this report is just the "initial taste" of tariff-driven inflation. Either way, this will easily be one of the most important headlines of the entire week.
“The implementation of a further 10% tariffs on Chinese goods and the follow-through on 25% tariffs on goods from Canada and Mexico, even with some carve outs, is poised to stoke inflation in the near term…. Although we expect both headline and core inflation to tick down on a year-over-year basis in February, we anticipate it will start moving back up this spring and remain stuck near 3% for the duration of this year despite further easing in shelter inflation and growing signs of consumer fatigue."
“Chair Jerome Powell has said the Fed needs to see ‘real progress’ on inflation or some labor-market weakness to consider adjusting rates again. After early-year price resets stalled disinflation in January, policymakers will be looking for new progress in February’s CPI. We expect only modest improvement as residual seasonality effects linger: We estimate both headline and core CPI inflation rose 0.3%.”
Inflation for Producers (PPI)
Source: U.S. Bureau of Labor Statistics
February’s Producer Price Index (PPI) is expected to show +0.3% MoM (vs. +0.4% prior) and +3.3% YoY (vs. +3.5%) — signaling a slight easing in wholesale inflation.
While a cooling PPI could support Fed rate-cut bets, sticky producer costs — especially with tariffs in play — could keep inflation pressures alive. Markets will be watching for any additional signs of prices being passed on to consumers. The PPI can play just as impactful of a role in influencing Fed policy as the CPI!
“Wholesale price growth came in slightly higher than expected for January, and the read for December was adjusted upward. In other words, inflation at the producer level remains high, and one concern is that this inflation could ultimately be passed along to consumers.”
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Cover image source: Getty Images / SOPA
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