Jim Cramer said Friday that the “real earnings” season will get underway Monday after the major banks posted their quarterly results earlier this week.

“We’re actually going to get the impact of both inflation and the reopening,” he said on “Mad Money.” “I think the former’s a big negative, but the latter’s so positive that the ball can stay in the air, ready for a beautiful stuff over the net and to the floor.”

Cramer gave his game plan for the week ahead. Earnings-per-share projections are based on FactSet estimates:

Monday: Coca-Cola, United Airlines, IBM
Coca-Cola

Q1 2021 earnings release: before market; conference call: 8:30 a.m.
Projected EPS: 50 cents
Projected revenue: $8.68 billion
“I worry that Coca-Cola’s pure beverage with no snacking business,” Cramer said, “but I still expect a good number from them and a great story about food service reopenings.”

United Airlines

Q1 2021 earnings release: after market; conference call: Tuesday at 10:30 a.m.
Projected losses per share: $7.05
Projected revenue: $3.27 billion
“If it’s anything like Delta, you’re going to hear about the coming boom,” he said, adding the stock can continue to rally. “I think it’s the right place to be.”

IBM

Q1 2021 earnings release: after market; conference call: 5 p.m.
Projected EPS: $1.69
Projected revenue: $17.32 billion
“What will the new IBM do, the one that kept the fast-growing businesses led by Red Hat? I think it’s too early to tell, but the stock’s been hanging in there,” Cramer said.

Tuesday: Abbott Laboratories, Johnson & Johnson, Procter & Gamble, Netflix
Abbott Laboratories

Q1 2021 earnings release: before market; conference call: 9:30 a.m.
Projected EPS: $1.27
Projected revenue: $10.69 billion
“Abbott’s done such great work on Covid diagnostics … that it’s hard to believe they won’t hit it out of the park,” Cramer said.

Johnson & Johnson

Q1 earnings 2021 release: 6:45 a.m.; conference call: 8:30 a.m.
Projected EPS: $2.34
Projected revenue: $22 billion
“J&J’s gotten more controversial, though I think it’s been unfairly punished by a CDC that seems more intent on scaring the public out of getting a vaccination than actually getting people vaccinated with some safety,” he said. “I bet J&J has a fantastic quarter and reveals an even better pipeline.”

Procter & Gamble

Q3 2021 earnings release: before market; conference call: 8:30 a.m.
Projected EPS: $1.19
Projected revenue: $17.97 billion
“The Street’s actually worried about this one. First, there are tough comparisons versus the stay-at-home numbers they were putting up a year ago,” the host said. “Second, they’re coping with real inflation from plastics to surfactants [and] freight.”

Netflix

Q1 2021 earnings release: 4 p.m.; conference call: 6 p.m.
Projected EPS: $2.97
Projected revenue: $7.14 billion
“This should be fun. Netflix typically beats the numbers and the principals always seem to have a great time talking about their business,” he said. “Even the Netflix conference call has good content.”