# Week ahead: CoreWeave, Nebius, Applied Materials and Cisco test AI infrastructure demand

> CoreWeave reports Tuesday and three more AI infrastructure companies report Thursday. Anthropic's IPO price range is still blank, and two developer deadlines arrive November 30.

Source: Promptea — https://www.promptea.me/en/blog/week-ahead-2026-11-08-coreweave-nebius-applied-cisco-earnings · Language: English · Last updated: 2026-11-08

Published: 2026-11-08 · Event date: 2026-11-08 · Category: other · Author: Promptea Editorial · Covers: 2026-11-08 – 2026-11-14

**Summary:** Between November 8 and 14, the scheduled AI events are earnings reports from the companies that sell and enable compute: CoreWeave on November 10, then Nebius, Applied Materials and Cisco on November 12. Anthropic's November 2 S-1 amendment leaves its price range blank, and no pricing date has been announced.

The week of November 8 belongs to the companies that build and rent out AI compute. CoreWeave reports on Tuesday. On Thursday, Nebius, Applied Materials and Cisco all report. Each date below comes from the company's own announcement. We list no model launches, because no lab has announced a date for one this week.

## Tuesday, November 10: CoreWeave

CoreWeave holds its third-quarter 2026 call at 5:00 p.m. ET ([company release, via Yahoo Finance](https://finance.yahoo.com/technology/ai/articles/coreweave-announces-date-third-quarter-200500709.html)). The GPU cloud provider does not print guidance in its press releases. It gives guidance on the call. That leaves backlog as the main written baseline. In its [Q2 release](https://www.sec.gov/Archives/edgar/data/1769628/000176962826000362/coreweave2q26earningspress.htm), CoreWeave put revenue backlog at about $104 billion as of June 30. It said that figure excluded more than $25 billion of net new customer commitments added early in Q3. Q2 revenue was $2.58 billion, up from $1.21 billion a year earlier. The company also reported a $626 million net loss and $640 million in net interest expense. Tuesday will show how much of that backlog is becoming revenue, and how much the debt behind the build-out is costing.

## Thursday, November 12: Nebius, Applied Materials and Cisco

**Nebius** releases its third-quarter results before the U.S. market opens and holds a call at 8:00 a.m. ET ([company release, via Yahoo Finance](https://finance.yahoo.com/markets/stocks/articles/nebius-group-announces-date-third-120000127.html)). Its [Q2 release](https://www.sec.gov/Archives/edgar/data/1513845/000110465926094568/tm2622968d1_ex99-1.htm) reported revenue of $582.3 million, up 454% year over year, and adjusted EBITDA of $236.2 million. CoreWeave and Nebius report two days apart, so readers get two independent readings of neocloud demand in the same week.

**Applied Materials** holds its fiscal Q4 2026 call at 4:30 p.m. ET ([company release, via Yahoo Finance](https://finance.yahoo.com/markets/stocks/articles/applied-materials-report-fourth-quarter-113000957.html)). In August, the chip-equipment maker [guided](https://www.sec.gov/Archives/edgar/data/6951/000162828026056699/exhibit991q32026earningsre.htm) Q4 revenue to $10.25 billion, plus or minus $500 million, and non-GAAP EPS to $4.02, plus or minus $0.20. That followed a record Q3 of $9.12 billion, up 25%. Its results are a read on how much chipmakers are spending on equipment, one layer below the AI accelerators themselves.

**Cisco** reports fiscal Q1 2027 after the close and holds its call at 4:30 p.m. ET ([Cisco newsroom](https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m11/cisco-schedules-conference-call-for-q1-fiscal-year-2027-financial-results.html)). It [guided](https://www.sec.gov/Archives/edgar/data/858877/000085887726000106/exhibit991pressrelease-q4f.htm) to revenue of $18.0 to $18.2 billion and non-GAAP EPS of $1.32 to $1.34. The AI line is the one to watch. Cisco said it took $4 billion of AI infrastructure orders from hyperscalers in fiscal Q4 and $9.3 billion over fiscal 2026. It recognized about $4 billion of that as revenue last year and expects $7.5 billion in fiscal 2027. Those are the company's own expectations, and Thursday is the first quarter they get tested against.

## Not on the calendar: Anthropic's IPO pricing

Anthropic filed its [first S-1 amendment](https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm) on November 2. The price range and share counts in that filing are still blank, and the company has not announced a pricing date. Reported timelines for the listing are circulating. Until a dated filing or an announcement from Anthropic appears, we are not putting the IPO on this week's calendar.

## Just past this window

Two developer deadlines fall later in November. They don't land this week, but they are close enough to plan around. Anthropic's [deprecation page](https://platform.claude.com/docs/en/about-claude/model-deprecations) lists November 30 as the retirement date for claude-sonnet-4-5-20250929, with claude-sonnet-5-5 as the recommended replacement. OpenAI's [deprecations page](https://developers.openai.com/api/docs/deprecations) lists the same day for shutting down the v1/prompts API, the Evals dashboard and API, and Agent Builder.

## What this means if you build with AI

Nothing this week changes how you prompt a model. The earnings matter indirectly. CoreWeave and Nebius rent the GPUs that many inference APIs run on, and Cisco and Applied sit further upstream. If their results show tight capacity, API prices and rate limits are less likely to ease soon. If you are still on Sonnet 4.5 or OpenAI's Prompts API, this is a quiet week to start migrating.

## Key takeaways

- CoreWeave reports Q3 on Nov 10, with its call at 5:00 p.m. ET. Nebius, Applied Materials and Cisco all report on Nov 12.
- Anthropic's S-1/A, filed Nov 2, has no price range and no pricing date has been announced. Claude Sonnet 4.5 and OpenAI's Prompts API both shut down on Nov 30.

## Why this matters

- CoreWeave and Nebius rent capacity that many AI APIs run on, so their results show how tight inference compute still is.
- Cisco says it expects $7.5 billion of AI infrastructure revenue in fiscal 2027. Thursday's report is the first test of that expectation.

## Sources

- [CoreWeave Announces Date of Third Quarter 2026 Financial Results and Conference Call](https://finance.yahoo.com/technology/ai/articles/coreweave-announces-date-third-quarter-200500709.html) — CoreWeave (Business Wire, via Yahoo Finance) (primary source), accessed 2026-11-08
- [CoreWeave Reports Strong Second Quarter 2026 Results (Form 8-K, Exhibit 99.1)](https://www.sec.gov/Archives/edgar/data/1769628/000176962826000362/coreweave2q26earningspress.htm) — U.S. SEC / CoreWeave (primary source), accessed 2026-11-08
- [Nebius Group announces date of third quarter 2026 results and conference call](https://finance.yahoo.com/markets/stocks/articles/nebius-group-announces-date-third-120000127.html) — Nebius Group (Business Wire, via Yahoo Finance) (primary source), accessed 2026-11-08
- [Nebius reports second quarter 2026 financial results (Form 6-K, Exhibit 99.1)](https://www.sec.gov/Archives/edgar/data/1513845/000110465926094568/tm2622968d1_ex99-1.htm) — U.S. SEC / Nebius Group (primary source), accessed 2026-11-08
- [Applied Materials to Report Fourth Quarter and Fiscal 2026 Results on Nov. 12, 2026](https://finance.yahoo.com/markets/stocks/articles/applied-materials-report-fourth-quarter-113000957.html) — Applied Materials (GlobeNewswire, via Yahoo Finance) (primary source), accessed 2026-11-08
- [Applied Materials Announces Third Quarter 2026 Results (Form 8-K, Exhibit 99.1)](https://www.sec.gov/Archives/edgar/data/6951/000162828026056699/exhibit991q32026earningsre.htm) — U.S. SEC / Applied Materials (primary source), accessed 2026-11-08
- [Cisco Schedules Conference Call for Q1 Fiscal Year 2027 Financial Results](https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m11/cisco-schedules-conference-call-for-q1-fiscal-year-2027-financial-results.html) — Cisco (primary source), accessed 2026-11-08
- [Cisco Reports Fourth Quarter and Fiscal Year 2026 Earnings (Form 8-K, Exhibit 99.1)](https://www.sec.gov/Archives/edgar/data/858877/000085887726000106/exhibit991pressrelease-q4f.htm) — U.S. SEC / Cisco (primary source), accessed 2026-11-08
- [Anthropic, PBC Form S-1/A (Amendment No. 1)](https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm) — U.S. SEC / Anthropic (primary source), accessed 2026-11-08
- [Model deprecations](https://platform.claude.com/docs/en/about-claude/model-deprecations) — Anthropic (primary source), accessed 2026-11-08
- [Deprecations](https://developers.openai.com/api/docs/deprecations) — OpenAI (primary source), accessed 2026-11-08

*Researched with AI assistance and verified against primary sources before publishing. Every claim links to where it came from.*