Meta's Q2 FY25 results showed daily active users up 6% to 3.48B and ad impressions up 11%. Revenue rose 22% to $47.5B, beating estimates, with a 43% operating margin and EPS of $7.14. Capex guidance increased to $66-72B. Meta's stock rose over 12% after hours. CEO Zuckerberg emphasized heavy AI talent investment, launching a Superintelligence Lab and boosting Reality Labs revenue with AI Ray-Bans. Nearly 2 million advertisers use Meta's AI tools.
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Alphabet's Q2 FY25 revenue rose 14% to $96.4B, beating estimates, with EPS at $2.31. Google Cloud revenue grew 32% to $13.6B, and YouTube ads increased 13% to $9.8B. Operating margin remained flat at 32%. The company plans to raise 2025 capital investments to $85B, driven by AI and Cloud demand. Net income rose nearly 20% to $28.2B. AI products have growing users, and expenses rose 20%, including a $1.4B legal charge.
Alphabet reported Q1 FY25 earnings with revenue up 12% year-over-year to $90.2 billion, beating estimates by $1 billion. Operating margin increased to 34%, and EPS was $2.81, exceeding expectations by $0.80. Google Cloud revenue rose 28% to $12.3 billion, with an 18% operating margin. YouTube ads grew 10% to $8.9 billion. Alphabet's stock rose over 3% after announcing a 5% dividend increase and $70 billion in stock buybacks.
Microsoft reported Q3 FY25 earnings with revenue of $70.1 billion, up 13% year-over-year, exceeding estimates. EPS was $3.46, beating expectations of $3.21. Azure revenue grew 35% year-over-year, with 16% attributed to AI. Commercial cloud revenue reached $42.4 billion, surpassing forecasts. The Productivity and Business Processes segment also performed well. However, Microsoft is slowing some AI projects and facing capacity constraints, impacting growth.
Meta reported a 6% increase in daily active users to 3.43 billion and a 5% rise in ad impressions. Revenue grew 16% year-over-year to $42.3 billion, with earnings per share at $6.43, exceeding expectations. The stock rose 4.1% after the report. For Q2, Meta expects revenues between $42.5 billion and $45.5 billion and raised its capital expenditure forecast to $64-$72 billion. However, EU regulations may impact its advertising model and user experience.
Alphabet reported mixed Q4 results, with revenue of $96.5 billion slightly missing expectations, leading to a 6% drop in shares. Earnings per share were $2.15, exceeding forecasts. Key figures included Google Services revenue at $84 billion, Cloud revenue at $12 billion, and YouTube ads at $10.5 billion. The company plans to invest $75 billion in AI by 2025 amid rising competition, while facing legal challenges and potential market position erosion.
Microsoft reported strong financial results for fiscal Q2 2025, with total revenue of $69.6 billion, a 12% increase year-over-year. Operating income rose 17% to $31.7 billion, and net income grew 10% to $24.1 billion. The AI business saw a 175% increase in revenue, surpassing $13 billion, while cloud revenue grew 21% to $40.9 billion. LinkedIn exceeded $2 billion in Premium subscription revenue, and Microsoft returned $9.7 billion to shareholders.
Meta reported strong Q4 2024 results with revenue of $48.39 billion, a 21% year-over-year increase, and net income rising 49% to $20.84 billion. Daily active users reached 3.35 billion, a 5% increase from the previous quarter. For 2025, Meta plans to invest $60-65 billion in AI infrastructure, including a major data center project. The company anticipates Q1 2025 revenue of $39.5-41.8 billion, while facing competition from DeepSeek in the AI sector.
Microsoft’s Q1 FY25 earnings report shows a 16% revenue increase to $65.6 billion and a 14% rise in operating income to $30.6 billion. Earnings per share grew 10% to $3.30. Key revenue growth areas include Microsoft Cloud (+22%), Xbox content and services (+61%), Azure (+33%), Microsoft 365 Commercial cloud (+15%), Dynamics 365 (+18%), Windows and OEM (+2%), LinkedIn (+10%), and Search and news advertising ex TAC (+18%).
