Big Tech Earnings & Financial Results — Latest Quarter

Apple delivered double-digit revenue growth in Q3 FY2026, powered by iPhone and Services, but warned that escalating component costs and tariff headwinds may pressure margins ahead.

Amazon's Q2 FY2026 earnings featured robust AWS growth and strong operating leverage, while net income was substantially inflated by $53.4B in Anthropic investment gains.

Meta's Q2 2026 revenue surged 28% on robust advertising growth, but soaring AI spending and a $2.40 billion legal charge caused operating income to fall 8% and net income to drop 14%.

Microsoft's FY2026 results showcased robust cloud and AI-driven revenue growth, but rising infrastructure costs and one-time investment gains underscored a year of both expansion and transition.

Tesla's Q2 FY2026 revenue rose 25.5% to $28.2 billion, but operating income halved as surging R&D and SG&A expenses from AI and autonomous vehicle investments compressed margins.

Alphabet’s Q2 FY2026 revenue rose 24% to $119.8 billion, but a $99 billion unrealized gain on equity investments pushed net income up nearly 300% to $112.2 billion, while heavy cloud investments led to a $5.8 billion free cash flow deficit.

Netflix's Q2 FY2026 revenue grew 13% year-over-year to $12.56B and net income rose 9% to $3.40B, but operating margin slipped 0.7 points to 33.4% as technology & development and sales & marketing expenses outpaced revenue growth, while operating cash flow fell 28% due to higher content spending and record share buybacks of $4.7B.

Oracle delivered strong FY2026 results with revenue surging 17.3% to $67.4B and net income jumping 37.3% to $17.1B, driven by robust cloud infrastructure demand, while total assets expanded 55.5% to $261.8B reflecting significant capital deployment.

Salesforce (CRM) reported Q1 FY2027 revenue growth of 13.3% to $11.1B and operating-margin expansion to 21.1%, while net income rose 36.7% to $2.1B, aided by a $558M net gain on strategic investments and an accelerated share repurchase that added $0.14 to diluted EPS. Source: 10-Q Item 2 MD&A, pp.30, 34, 37.

NVIDIA delivered exceptional Q1 FY2027 operating growth, with revenue up 85% year over year to $81.6B and operating income up 147% to $53.5B, while net income was further boosted by $15.9B of other income, primarily unrealized investment gains. Source: 10-Q Item 2 MD&A, pp.24, 27.