These Big Tech Earnings Just Changed Everything | GOOG, META, MSFT, AMZN Earnings

Ajouté : 2026-04-30

[00:00:00]Hello everybody. Welcome back to another valuation investing video. And today in this video, I'm'll be going over these big tech earnings. So today, Wednesday afternoon, we had four of the big tech stocks report their earnings. Going to be Meta, Alphabet, Microsoft, and Amazon. So we're going to be taking a look at these earnings, guys. And it's kind of all over the place. There's not a clear sign on yes, this market's going to do good or yes, the market's going to do bad. Some of these companies did pretty good. some did very good and we'll be getting into that. But first, let's take a look at these earnings. So, as we see here for the earnings summary, guys, we're just going to take a look.

[00:00:38]First, look at Meta. They reported 56.31 billion in revenue. That's up 33%.

[00:00:47]EPS $1044. So, why this is key takeaways? Massive beat ad impressions up 19%. AI is driving huge efficiency.

[00:00:56]If we go ahead and take a look at their earnings, guys, this is basically their earnings right here. We see the change in their earnings. 33% on the revenue.

[00:01:05]So, let's take a look here on the revenue, guys. They grew 33%.

[00:01:10]For the cost and expenses right here, 35. So, that's one thing I don't love about this is that Meta's expenses are growing faster than their revenue.

[00:01:20]That's definitely a concern here, especially because they're spending a lot on AI. I don't like that about the business right now. That's my personal opinion. So, if we take a look again, let's take a look right here, guys. Um, look at this right here. So, for the cost and expenses, right, they're growing. Income from operations growing 30%, still very fast. Net income grew 61%. But guys, in reality, this is because of a tax benefit. So, when you see this includes an $ 8.03 03 billion income tax benefit in the first quarter.

[00:01:53]So this technically was not that good of a earnings in reality. In reality, they reported about 18 $19 billion in net income right here. Let's say 19 billion.

[00:02:06]They still grew pretty fast, but it wasn't insane. For the family daily active people, this is all the users on their basically all their meta platforms like Instagram, Facebook, WhatsApp, Messenger, all that. 3.56 billion on average for March 2026, which increased 4% year-over-year. So that's good. But the slight decline in daily active people on a quarter-over-arter basis was driven by internet disruptions in Iran.

[00:02:34]So, this did grow year-over-year, but quarter over- quarter compared to the last quarter, it actually declined. Ad impressions delivered were 19%, so that's good. Average price per ad increased by 12%. That's also very good.

[00:02:49]Once again, the revenue was pretty good.

[00:02:51]Everything looks pretty good here.

[00:02:53]Taking a look at what the outlook is looking like for Meta though, we expect second quarter 2026 total revenue to be ranged in 58 to 61 billion. what this is basically this is basically right in line with what analysts expect. So that's why the stock is kind of falling.

[00:03:11]If we take a look at the stock guys, look at the stock right here. The stock's down 6% after hours. And I think it makes sense. They raised their guidance for the um cash flow also capex. Look at this. They increased it to 125 to 140 bill 45 billion from that 115 to 135 billion. So, they're increasing spending, but their guidance is coming in the same. So, this definitely makes sense why the stock is down, which this earnings was not great.

[00:03:40]This is probably the worst one out there on the market right now. So, not great.

[00:03:44]But, let's go ahead and take a look at another one. Let's take a look here. So, we have Meta first. Now, we have Alphabet. Alphabet was the best earnings, guys. This earnings was insane. $ 106.9 billion as we can see, $2.68 estimated. So these are what was estimated for the company. If we take a look at what they reported, guys, revenue comes in at $109 billion.

[00:04:13]Margins increased. And if we take a look, where's the net income? Operating income very good. This this earnings was insane, guys. Honestly, if we take a look, let's scroll back up.

[00:04:26]Look at this. Revenues grew 22% year-over-year, 22%, cost of revenues only 14%. Total cost and expenses 18%.

[00:04:36]So, their revenues are growing faster than their expenses. That's good. Income for operations growing 30%. Net income grew 81%, guys. But I wonder if this is a provision for income taxes. As we can see here, in reality, their net income shouldn't have grown this much, but it still grew very fast. That's for sure.

[00:04:59]But as we can see, income from operations was 39 billion. This net income is honestly probably from valuations in their investments.

[00:05:09]That's probably why it's so high. This is probably realizing unrealized gains because you have to input unrealized gains into the net income. Income from operations though still growing 30% is insane for this company. And if we take a look, let's scroll down. Cloud revenue guys. 63% growth. I'm happy that this is my second largest position in my portfolio. Meta is my first though. So this is not going to be helping that much for those losses. If we take a look at Google right now, we are up 3.51% on Google. So the stock is basically the only one that's doing really good after hours. If we take a look at the other earnings guys, we have Microsoft expected $81.4 billion, $4.7.

[00:05:54]And for Azure, they were expecting 37 plus growth in that area because Azure is a very important part of this business that's continuing to grow for their revenue. If we take a look at Microsoft stock, guys, the stock's down about 2 to 3% right now. If we take a look at their earnings, look at these earnings. Revenue grew 18%. So that's pretty good. Whoops. 18% to 82.9 billion. So they did beat on this expectation. I'm pretty sure all these companies beat. They almost always do.

[00:06:26]Net income grew 20%. Earnings per share $4.27.

[00:06:30]That was also good for this company. So this earnings was pretty decent. I don't see anything that's standing out that's bad. Um they were buying back a decent amount of shares. That's good. Capex was increasing. Cash flow looks good.

[00:06:44]Everything looks good for this company.

[00:06:45]Honestly, I don't see anything wrong with these earnings for Microsoft. If you scroll through, nothing is out of the ordinary for this company. Makes sense going forward for this stock. So, that is Microsoft. If we finally take a look at Amazon, Amazon was revenue expected $177 billion. EPS was expected $163. So, we're watching for AWS acceleration.

[00:07:12]If we take a look at these earnings, net sales increased 17% to 181.5 billion. So that beat compared with 155.7%.

[00:07:21]So revenue grew 17%. That's very good for Amazon. Um everything looks pretty good here. Operating income increased to 23.9 billion. Also pretty good growth.

[00:07:30]Net income increased to 30.3 billion.

[00:07:33]$2.78 per share diluted. And that's also a very good beat there. Everything looks good for these companies. free cash flow did decrease though, which makes sense when they're going to spend a lot more on Cap X. If we scroll down here, let's see if we see anything that's more important here. Um, I don't really see that much that's too important with Amazon. Um, look at the financial guidance. Net sales are expected to be between 194 and 199 billion. So, 16 to 19% growth compared to the second quarter 2025. Amazon's reacelerating their growth rate, which is very good for this company. Operating income also pretty decent guidance. All this guidance looks pretty decent going forward for these companies. So if we take a look at Amazon stock too, look at the stock. It's down about 1.34%.

[00:08:21]Not moving too much. And I think this is what was expected from this this earnings report. With four big tech stocks out there reporting earnings today, I didn't expect a whole lot of movement. Normally big tech stocks aren't going to have any surprises. I think the best one was definitely Google. The worst one was Meta. So, makes sense with how the stock prices are moving. Google, I think, was an insane earnings. So, I'm surprised it's not going higher. And I've said in past videos, I think Google should be the most valuable company on Earth almost, maybe behind Nvidia, which it is right now. I think Google can get to that number one spot, and it's one of my larger positions. So, that is my take on these earnings. Thank you guys for watching this video. Please subscribe, hit the like button, comment down below, and see