Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
From Bloomberg Tech by Bloomberg
April 29, 2026 · 23 min
About this episode
The episode analyzes the earnings reports of major tech companies Meta, Microsoft, Alphabet, and Amazon, highlighting their performance and market reactions.
Four of the biggest companies in the US: Alphabet, Amazon, Meta and Microsoft all reported earnings after the bell. - Meta Platforms shares slid after the company raised its spending outlook for the year, reigniting fears that the historic levels of investment it’s making to build artificial intelligence models won’t pay off. - Microsoft's cloud business reported growth that narrowly beat analysts’ estimates, disappointing investors concerned that the company isn’t fully capitalizing on demand for AI services. - Amazon spent more than anticipated to expand data center capacity in the quarter, fueling the fastest sales growth for its cloud unit in more than three years. - Alphabet (GOOGL) reported quarterly revenue and profit that beat projections, fueled by strong growth in its cloud computing unit, signaling that the internet giant’s unprecedented investments in AI infrastructure are beginning to pay off. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, cohost of Bloomberg Tech Ron Westfall, HyperFRAME Research Infrastructure and Networking VP & Practice Leader Anurag…
People in this episode
Hosts: Carol Massar, Tim Stenovec
Guests: Ed Ludlow, Ron Westfall, Anurag Rana, Matt Day
Topics covered
- earnings analysis
- technology
- cloud computing
- artificial intelligence
- investment
Keywords
- earnings
- Meta
- Microsoft
- Amazon
- Alphabet
- cloud growth
- AI investment
Mentioned in this episode
Organizations: Meta Platforms, Microsoft, Amazon, Alphabet
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