The Magnificent Seven plus adjacent mega-cap tech. These companies report within a tight window and their combined results often move the entire index. Revenue growth, operating margins, and AI capex commentary are the metrics that matter most — read each in context of the others reporting the same week.
Reported
2 / 10
last 45 days
Beat EPS
2
100% beat rate
Missed EPS
0
Avg Surprise
+41.13%
vs analyst EPS
EPS actual vs. analyst estimate for every big tech company that reported in the last 45 days.
AI-generated analysis for the most recent big tech earnings filings on record.
Salesforce's Q2 FY2027 filing shows 10.8% revenue growth and an 86.9% jump in net income, but flat operating income and a sharp rise in debt after the Informatica acquisition underscore the quarter's mixed quality.
Read AI analysisNVIDIA delivered sharply higher Q2 FY2027 results driven by Blackwell Ultra data center demand, with revenue up 106% to $96.2 billion and gross margin expanding to 75.0%, while supply commitments and China export restrictions create forward uncertainty.
Read AI analysisApple 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.
Read AI analysisAmazon'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.
Read AI analysisMeta'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%.
Read AI analysisMicrosoft'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.
Read AI analysisAlphabet’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.
Read AI analysisTesla'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.
Read AI analysisNetflix'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.
Read AI analysisOracle 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.
Read AI analysisUpcoming big tech earnings releases scheduled on the earnings calendar.