Independent research on the AI infrastructure buildout
Earnings calendar: what’s next
The dates the names we cover are due to report — plus the memory-sector prints that set the tone for the whole buildout. Each row says when, who, and what we are actually watching for.
01How we use this
The standing rule
Only dates we can source. Every row links to an IR page, a filing, or the reporting behind it. Where a date is an estimate or two sources disagree, the row says so rather than picking one silently.
Earnings are the scheduled catalysts. For unscheduled news — a lease signed, a financing priced — see the news log. Anything that changes a whole investment case gets folded back into the ticker page itself.
02The calendar
2026
Western Digital (WDC) — Q1 FY2027 results. Storage/HDD pricing and AI data-center demand; its last print (FQ4’26) was a record.
2026
Seagate (STX) — Q1 FY2027 results (after close). Nearline exabyte demand and the HAMR ramp.
2026
SK hynix — Q3 2026 results (call 28 Oct, 09:00 KST). The memory read: HBM4 ramp, DRAM pricing, 2027 supply. Last quarter it beat EPS by 92% and the shares still fell ~15%.
2026
Samsung Electronics — Q3 2026 results (full breakdown, 10:00 KST). HBM qualification and memory-division margins.
2026
SanDisk (SNDK) — Q1 FY2027 results (4:30pm ET). NAND pricing and enterprise-SSD mix.
2026
Kioxia Holdings — Q2 FY2026 results. NAND pricing; also its new Nanya DRAM supply tie-up. Some calendars list 12 Nov instead — treat the date as provisional.
2026
Nanya / Winbond (Taiwan) — Q3 2026 results (dates TBA). Specialty DRAM and NOR-flash pricing. Exact dates not yet confirmed.
2026
CoreWeave (CRWV) — Q3 2026 results (after close). The AI-debt read: funding costs, backlog conversion and capex against the October bond rout.
2026
Nvidia (NVDA) — Q3 FY2027 results. The HBM-order read-through for the whole memory chain. Some calendars list 25 Nov.
2026
Micron (MU) — Q1 FY2027 results (after close). HBM4E/NVHBM progress, FY27 supply-demand and China (CXMT) risk. Date is estimated.
Dates are shown in the company’s reporting convention; US names report after the close unless noted. Past dates drop off as they are reported.
Sources & method
- Western Digital first-quarter FY2027 results, 22 October 2026: Western Digital investor relations (wdc.com)
- Seagate first-quarter FY2027 results, 27 October 2026 (after close): Seagate investor relations press release (investors.seagate.com)
- SK hynix third-quarter 2026 results: conference call scheduled for 28 October 2026, per SK hynix Form 6-K; earnings date listed 27 October 2026 by some calendars
- Samsung Electronics third-quarter 2026 results, 29 October 2026 (10:00 KST): Samsung investor relations (samsung.com/global/ir)
- SanDisk first-quarter FY2027 results, 29 October 2026 (4:30pm ET): SanDisk investor relations (investor.sandisk.com)
- Kioxia second-quarter FY2026 results: Kioxia investor relations lists 30 October 2026; some calendars list 12 November 2026 (provisional)
- Nanya / Winbond third-quarter 2026 results: expected early November 2026; exact dates not yet confirmed
- CoreWeave third-quarter 2026 results, 16 November 2026 (after close): as noted on the CoreWeave page (earnings-calendar aggregation)
- Nvidia third-quarter FY2027 results: investor relations indicated 17 November 2026; some calendars list 25 November 2026
- Micron first-quarter FY2027 results: estimated for 23 December 2026 (after close); not yet confirmed
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