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 have 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.
Company ‎$MSFT , Company ‎$AMZN , Company ‎$GOOGL , and Company ‎$META all increased capital expenditure to support technological 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 and cash of $126.8 billion
Returns:
Company ‎$MSFT announced dividends and share buybacks of $10.2 billion
Company ‎$GOOGL 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 in a single day or less
Company ‎$MSFT: AI sector achieved an annual revenue rate of $37 billion...
$US30500 $HK50
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