🧾 Big Tech Earnings Recap: Meta, Google, Microsoft & Global Payments
The week brought a wave of results from some of the world’s biggest tech and fintech names — and the market had plenty to digest.
💬 Meta (META)
Meta surprised investors with strong revenue growth (+26% YoY to ≈ $51 B) and record user engagement (3.5 B daily active users).
However, a $15.9 B one-off tax charge hit profits hard, pushing net income down to $2.7 B. The stock dropped ~7% after hours as spending on AI and infrastructure continues to rise.
🔍 Alphabet / Google (GOOGL)
Alphabet crossed a historic milestone with $102 B in quarterly revenue, up 13% YoY.
Net income reached ≈ $35 B, driven by strong Search and Cloud growth.
Despite the impressive figures, management highlighted rising capital expenditures as they invest heavily in AI infrastructure.
☁️ Microsoft (MSFT)
Microsoft posted $70 B in revenue (+13%) and $25.8 B in net income (+18%), with Azure and the Intelligent Cloud segment up 21%.
While margins dipped slightly due to AI-related investments, the company remains the dominant player in cloud computing and enterprise AI solutions.
💳 Global Payments (GPN)
GPN delivered $2.36 B in adjusted net revenue (+1.6%) and EPS $3.10, beating expectations.
The firm continues its transformation, focusing on its “Genius” platform and preparing for the Worldpay integration in 2026.
Growth is steady, though slower than peers, as the company shifts toward higher-margin digital services.
📈 The Big Picture
AI infrastructure, cloud services, and digital payments remain key themes across the sector.
Investors rewarded strong execution (Google, Microsoft) and punished uncertainty or one-offs (Meta’s tax hit).
Looking ahead, the focus turns to how well these companies balance growth with rising costs.
⚠️ Disclaimer
This content is provided for informational and educational purposes only.
It does not constitute financial, investment, or trading advice, nor a recommendation to buy or sell any security.
Past performance is not indicative of future results. Always conduct your own research or consult a licensed financial advisor before making investment decisions.... Show More
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Wed Feb 18 2026 08:42:15 GMT+0000 (Coordinated Universal Time)
