A long post but for those interested..


Yesterday was a heavy day, Microsoft, Google, Meta, and Amazon announced their results.. Their reactions in the market are now varied but the highest is Amazon and the worst is Meta. Here, I’ve compiled several points comparing the performance and figures of the four companies from their financial reports:

Year-over-year growth rates:
Company ‎$META was the best.. Achieved:
Highest revenue growth at 33%
Earnings per share growth at 62%
Operating income growth at 30%

Company ‎$GOOGL achieved:
Revenue growth at 22%
Earnings per share jump of 82%
Operating income growth at 30%
Cloud sector growth of 63%

Company ‎$MSFT achieved..
Revenue growth at 18%
Earnings per share growth at 23%
Operating income growth at 20%
Azure sector growth of 39%

Company ‎$AMZN achieved:
Sales growth of 17%
Operating income growth of 30%
AWS sector growth of 28%

Common factors:
Company ‎$MSFT , Company ‎$AMZN , Company ‎$GOOGL , and Company ‎$META all exceeded analyst expectations in revenue and profits.

Company ‎$MSFT , Company ‎$AMZN , Company ‎$GOOGL , and Company ‎$META all recorded significant growth in AI and cloud computing.

All four increased capital expenditure to support their tech infrastructure.

Capital expenditure for 2026:
Company ‎$AMZN: around $200 billion
Company ‎$META: between $125 billion and $145 billion
Company ‎$GOOGL: $35.67 billion this quarter, with cash of $126.8 billion

Returns:
Company ‎$MSFT announced dividends and share buybacks of $10.2 billion

Company ‎$AMZN increased dividends by 5% to $0.22 per share

Different figures from reports:
Company ‎$GOOGL: 350 million paid service subscribers

Company ‎$META: Daily active users reached 3.56 billion

Company ‎$AMZN: Over 1 billion products sold in a single day or less

Company ‎$MSFT: AI sector achieved an annual revenue rate of $37 billion...
$GOOGL $META
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