๐๐ฏ ๐ฎ๐ฌ๐ฎ๐ฑ ๐๐๐ง๐ฃ๐๐ฃ๐๐จ ๐จ๐ค ๐๐๐ง โ Strong Results, Mixed Reactions
This earnings season has been full of action. Some of our biggest holdings showed great numbers, but the marketโs reaction hasnโt been the same for everyone.
๐ผ๐ก๐ฅ๐๐๐๐๐ฉ had the best quarter of the group. Revenue passed $100 billion for the first time, up 16 % from last year. YouTube, Search, and Cloud all grew fast, and profits stayed strong even with heavy spending on AI. The market loved it โ shares jumped after the report.
๐๐๐๐ง๐ค๐จ๐ค๐๐ฉ also posted strong growth โ revenue up 18 % and profits up 24 %. Azure grew nearly 40 %, showing strong AI demand. But investors worried about the high spending on new data centers, and the stock slipped slightly. Still, Microsoft remains one of the best AI plays long term.
๐๐ฝ๐ beat expectations too, with revenue up 9 % and higher full-year guidance. AI and hybrid-cloud growth looked good, but consulting was slower. Shares fell slightly only to recover in the following days as faster progress was wanted.
๐๐๐ฉ๐๐ก๐๐ญ grew sales 17 % but took a hit from a one-time tax charge in Brazil. Profits came in below forecasts, and the stock dropped. Viewer engagement stayed high though, and the ad-supported model is gaining traction.
๐๐ซ๐๐ง๐๐ก๐ก, Alphabet and Microsoft keep leading the portfolio with strong fundamentals and clear AI strategies. IBM and Netflix show solid progress but face tougher investor expectations.
Earnings season reminds us that guidance and profitability matter most right now. Iโm holding long-term and watching for new opportunities after the next round of reports.
... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
6
0
0
.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Wed Aug 12 2026 03:14:51 GMT+0000 (Coordinated Universal Time)
