Image Source: Financial Mirror
As the latest earnings cycle unwinds, four of the globe's largest tech firms-Meta, Microsoft, Apple, and Amazon-have published their quarterly results, providing an insight into the industry's strength and changing tactics. Below are the major details from the announcement of each firm.
Meta: Robust Growth and AI Momentum
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Revenue Growth: Meta posted first-quarter 2025 revenue of $42.3 billion, a 16% year-over-year increase, with ad revenue increasing 16% as well.
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Profit Increase: Net income increased 35% to $16.6 billion, and diluted EPS increased 37% to $6.43.
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Operational Efficiency: Operating margin increased to 41% from 38% last year.
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AI Projects: CEO Mark Zuckerberg pointed to advancements in AI glasses and Meta AI, which now has close to 1 billion monthly active users.
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Analyst Optimism: Close to 20 analysts increased their price targets for Meta after the robust numbers, demonstrating faith in the trajectory of the company.
Microsoft: AI and Cloud Fuel Record Performance
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Growth in Revenue and Profit: Microsoft Q3 FY25 revenue was $70.1 billion, up by 13%, with net income at $25.8 billion, up 18% from a year ago.
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Cloud Powerhouse: Cloud revenue at Microsoft came in at $42.4 billion, growing 20%, while highlighting strong demand for cloud and AI services.
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Shareholder Returns: Shareholders were repaid $9.7 billion in the quarter by the company in the form of dividends and buybacks.
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Leadership Comments: CEO Satya Nadella highlighted the preeminence of cloud and AI to business innovation and growth.
Apple: Services Shine, EPS Sets Record
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Revenue and EPS Records: Apple reported Q2 2025 revenue of $95.4 billion (5% increase) and record March quarter diluted EPS of $1.65 (8% increase).
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Services Boom: Services revenue was at a new all-time high, with double-digit growth.
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Product Launches and Sustainability: The iPhone 16e, new Macs, and iPads debuted, and Apple shared a 60% decrease in carbon emissions over the last ten years.
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Shareholder Rewards: Apple announced a 4% hike in its quarterly dividend and authorized a new $100 billion share repurchase program.
Amazon: Strong Q1, Cautious Q2 Guidance
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Earnings Beat: Amazon's Q1 2025 earnings per share were $1.59, a year-over-year increase of 40.7% and a beat of estimates by almost 18%.
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Revenue Growth: Net sales were $155.7 billion, an increase of 9% from last year.
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Guidance Concerns: Even after the strong Q1 performance, Amazon provided cautious Q2 guidance, with the expected net sales growth of 7–11% and operating income lower than market expectations, leading to after-hours trading dipping by 5%.
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2025 Outlook: Consensus projections expect 8.7% sales growth and close to 14% earnings growth for the year.
Sources: investor.atmeta.com, marketbeat,, Microsoft FY25 Q3 Earnings Press Release, Apple Reports Second Quarter Results, Zacks
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