Technology

IonQ completed its acquisition of SkyWater Technology on July 31, 2026, four days before its scheduled Q2 earnings release, making the August 5 report the first to address how SkyWater's financials will be consolidated. Investors will be watching whether IonQ met its $65 million to $68 million Q2 revenue guidance and how management accounts for SkyWater's contribution following the close. Q1 2026 revenue came in at $64.7 million, a 755% year-on-year increase, setting a high baseline for comparison.

Western Digital is set to release its fourth-quarter and full-year fiscal 2026 results after market close on August 5, 2026, following three quarters in which HDD revenue reached $9.17 billion. The company guided Q4 revenue to $3.65 billion, a projected 36 to 44 percent year-over-year increase, driven almost entirely by cloud customers purchasing high-capacity enterprise drives. Actual Q4 figures, full-year totals, and any FY2027 outlook have not yet been disclosed and are the primary unknowns heading into today's announcement.

Thomson Reuters reported $2,087 million in Q1 2026 revenue, with its Tax, Audit and Accounting segment leading growth at 14% and CoCounsel expanding to one million professionals across 107 countries. Despite that adoption milestone, the company has not disclosed AI-specific revenue, paid-seat counts, or separate financial contributions from CoCounsel or Westlaw AI in any pre-Q2 documents. Q2 2026 results were scheduled for release on August 5, 2026, and will be the next opportunity to learn whether the company begins quantifying its AI product economics.