On Wednesday, four tech giants—Microsoft, Google, Amazon, and Meta—will release their earnings reports.


Meta is expected to be the one most likely to bring a positive surprise, because its advertising + AI flywheel has already been proven, and the magnitude of the upside versus expectations has been consistently the largest;
Google has the strongest fundamental certainty: its cloud business is set to surge, but expectations for it are also already well set;
Amazon’s focus is on AWS growth rate and retail guidance, with the most room for two-way swings;
Microsoft is the riskiest among the four—if Azure comes in slightly below the market, it will be punished, but if it beats expectations by more, it also has the largest rebound elasticity.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments