… Alphabet’s earnings beat revenue expectations, CNBC reports. Google Cloud also had major growth, with revenues increasing 63 percent year over year to $20 billion. Alphabet is set to host a call to discuss its Q1 2026 earnings at 4:30PM ET.
Data center sales are now “the primary driver of our revenue and earnings growth,” according to CEO Lisa Su. …
… Meta’s stock price has fallen by more than 7 percent at the time of writing, compared to before the company’s earnings release.
… Microsoft 365 Copilot saw growth as well, with paid seats jumping from 15 million in the previous quarter to 20 million. …
… The streaming giant says the jump was driven by “membership growth, higher pricing, and increased ad revenue.” It also netted a $2.8 billion breakup fee after walking away from an $83 billion deal to acquire the Warner Bros. studio and HBO Max. …
… Microsoft CEO Satya Nadella reflected on the recent Xbox leadership changes and renewed focus on Windows in an earnings call, saying the company is making an effort to “win back fans across Windows, Xbox, Bing, and Edge.” Sharma also took to X to admit that “player and revenue growth has not yet me… …
… Netflix’s ad-supported tier has seen a surge in growth since its launch, with subscribers to the Basic tier more than doubling to 70 million from 2024 to 2025. …
… When growth stalled as people held onto their phones longer, another cash cow overtook hardware: services. …
… In Oracle’s most recent earnings, the AI buildout shows up on the balance sheet as capital expenditures. Its most recent earnings were for the third quarter of fiscal 2026, which ended in February. …
… Venture capitalists helped startups subsidize fast growth in all kinds of areas: ride-hailing apps, e-commerce, takeout and grocery delivery. …