- The technology sector experienced growth in Q2 2025 due to increased adoption of AI, machine learning, and GenAI. Key tech companies like Meta Platforms, Lam Research, Flex, and Seagate Technology are expected to surpass earnings estimates this season.
- Cloud computing giants like Amazon, Microsoft, and Meta Platforms are investing billions in AI infrastructure. The semiconductor industry also saw a sales increase in May 2024, reaching $59 billion, up 19.8% year over year.
- In Q2 2025, the PC segment saw growth with IDC estimating 68.4 million units sold, up 6.5% year over year. Gartner estimates shipments of 63.2 million units, up 4.4% year over year, driven by demand for AI-enabled PCs and the Windows 10 upgrade cycle.
- Meta Platforms, focusing on AI integration, is set to report Q2 2025 earnings with estimates of $43.94 billion in ad revenues. Lam Research, benefiting from the semiconductor demand shift, is expected to see 48.5% YoY growth in Systems revenues.
- Flex Ltd, due to report Q1 fiscal 2026 results, is expected to reflect growth in its Agility Solutions segment. Seagate Technology, set to report Q4 fiscal 2025 results, is benefiting from mass capacity revenue momentum driven by cloud demand and AI expansion.
Read more at Nasdaq: 4 Technology Stocks Poised to Beat Earnings Estimates in Q2