Update

This Week’s Earnings Round-Up So Far: Telecom, Autos, and Staples Set the Tone

This Week’s Earnings Round-Up So Far: Telecom, Autos, and Staples Set the Tone

July 23, 2025

Published by: Zorrox Update Team

As the trading week unfolds, Q2 earnings results from key names in telecom, autos, and consumer staples are already moving markets. From Monday’s open through mid-Wednesday, companies across sectors have offered a preview of sentiment heading into the peak of earnings season.

Verizon and Cleveland-Cliffs Surprise to the Upside

Monday opened with upside surprises from Verizon (NYSE: VZ) and Cleveland-Cliffs (NYSE: CLF). Verizon raised its full-year profit outlook after beating on service revenue, lifting shares over 4%. Cleveland-Cliffs jumped nearly 12% after posting smaller-than-expected losses and strong steel shipments, buoyed by trade tailwinds. The results gave traders a shot of confidence in cyclical and industrial resilience to start the week.

General Motors Weathers Tariff Blow, Shares Slide

General Motors (NYSE: GM) reported on Tuesday, revealing a $1.1 billion hit to operating profit from new U.S. import tariffs. Despite the headwind, the company beat EPS estimates ($2.53 vs. $2.44 expected), but revenue dropped 2% to $47 billion and EBIT fell 32%. The stock sank 8% as traders recalibrated margin expectations—even as GM maintained its $10–12.5 billion adjusted profit forecast for the year.

Coca-Cola Delivers on Consistency

Also on Tuesday, Coca-Cola (NYSE: KO) beat expectations and raised its guidance, delivering 1% gains as investors rewarded consistency in consumer staples. With pricing power holding and volumes stable, KO reinforced its defensive profile heading into uncertain macro conditions. The performance contrasted with broader tech hesitation as the Nasdaq hovered near record highs but showed signs of sector fatigue.

Earnings Beat Rate Points to Strength

By late Tuesday, 89 S&P 500 companies had reported—with 79% beating expectations. Aggregate earnings growth hovered near 6.7% year-over-year, driven by tech, consumer discretionary, and industrials. The beat rate suggests corporate fundamentals remain resilient despite geopolitical and rate-related overhangs. However, investors are already eyeing potential tariff escalations and Fed guidance as catalysts for the second half.

All Eyes on Tech Giants Ahead

The most closely watched results are still to come. Alphabet (NASDAQ: GOOGL), Tesla (NASDAQ: TSLA), Intel (NASDAQ: INTC), Cisco (NASDAQ: CSCO), Comcast (NASDAQ: CMCSA), and Dow (NYSE: DOW) are all scheduled to report this week. These names will drive sentiment around AI, advertising, EV demand, chip cycles, and broader capital investment trends. Strong numbers could fuel a continuation of this month’s equity rally. Misses may trigger sharp repricing, especially in stretched multiples across tech-heavy indices.

Tips for Traders

  • VZ and CLF gains suggest industrials and telecoms may rotate back into favor—watch ETF flows for confirmation.

  • GM faces headline risk—short-term pressure may continue unless tariff relief or margin stabilization emerges.

  • KO could offer defensive cover if market rotates out of tech—pairing it with cyclicals may hedge earnings volatility.

  • GOOGL, TSLA, INTC will be earnings season bellwethers—expect higher-than-usual implied volatility into print.

  • US500, US100 could swing on Big Tech results—monitor reactions to forward guidance more than headline EPS beats.

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