The earnings season is ramping up, and investors are once again focusing on whether companies will beat or miss expectations. However, the major driver of share prices in 2025, and arguably in the long run,

Apple shares are down nearly 15% this year and analysts at Bank of America Securities said they expect the company to report an in-line the third quarter and in-line to a slight revenue beat for the fourth quarter guidance.

Tech investors are likely bracing for volatility as companies report earnings over the coming weeks. Big names are slated to report and give watchers a look at what's moving companies, industries, and the economy, and three Motley Fool contributors think tech investors may want to focus on reports from the following companies.

Forvia SE (FURCF) reports strong order intake and improved cash flow, despite facing currency impacts and market volatility.

Roku (NASDAQ:ROKU) is expected to announce its Q2 2025 earnings in early August. We anticipate that the company will report a net loss of approximately $0.16 per share, with revenue projected at $1.07 billion,

W. P. Carey (WPC) will release Q2 earnings results on Tuesday, July 29th, after market close, and the net lease REIT's stock price could be impacted by its interest income on cash deposits.

The trade war briefly hit earnings expectations for the likes of Nvidia Corp. and Amazon, but they swiftly bounced back. More than just a retailer, Amazon has a massive cloud business that’s relatively trade-proof, and Nvidia has benefitted from positive reversals in policy since the trade war first broke loose (more on that later).

Nevertheless, Ford may be in a more favorable position than many of its competitors, with an estimated 80% of its U.S. sales in 2024 derived from vehicles assembled domestically. The company boasts a current market capitalization of $44 billion.

However, earnings acceleration has a greater impact on increasing stock prices. Studies suggest that successful stocks often experience earnings acceleration prior to a rise in stock value.

Nike shares jumped in extending trading Thursday after the sports apparel and equipment maker posted quarterly results above Wall Street’s expectations and outlined plans to mitigate the impact from tariffs.