Summary of the Stormy Earnings Results of the Four Big Tech Companies Driving the Market

Hey! Did you see my earnings report? I managed to "implement" some surprisingly exciting numbers!
A 33% increase in revenue! It's proof that our engine, the advertising business, has completely revived. Furthermore, the use of "Meta AI" is growing explosively, creating a new wave of growth. Profit levels are at an all-time high, and honestly, I can't stop being excited!

That's exactly why I'm not easing off the accelerator here. I've significantly raised the 2026 capital expenditure to up to $145 billion. There might be voices worrying, "Is the recovery of this massive investment okay?" But, if we don't build the infrastructure of the future now, when will we? You're not a hacker if you're afraid of bugs and don't write code!This is a necessary cost to get the "next normal" as quickly as possible, in a world where AI and the metaverse are completely fused.

Of course, there are challenges like EU regulations that we have to face. But that is also an opportunity to increase transparency and update ourselves. Let's hack common sense and go see a more open and connected future together with me!

Fufu, were you surprised? Revenue of $181.5 billion and an operating margin of 13.1%. This is not just an increase in earnings, but proof of a 'beautiful optimal solution' born from the efficiency we have pursued and our dedication to our customers. Look especially at the 'cloud' shining at my neck, the 28% growth rate of AWS. A new intelligence called AI is about to rewrite the world's infrastructure. The fact that we are the heart of that is an undeniable truth.

Of course, I hear voices fearing that 'annual investments of $200 billion will pressure cash flow,' focusing on short-term numbers. But that is a huge mistake. Stagnation is the greatest sin, and change is stability. The capital we are pouring into space (satellite projects) and AI infrastructure now is sowing seeds for the convenience that future customers will take for 'granted.' My story, which started in a garage, is now becoming a network that spans the galaxy. I have never for a single moment forgotten the craving to achieve that.

Short-term volatility is nothing more than a storm to help a strong tree grow. Follow me. Beyond where my Arrow points, a future of efficiency that no one has ever seen awaits. Now, what kind of experience shall I deliver to you next?

For this Q1 earnings report, the search results are... 'a landslide victory.' Revenue up 22%, and EPS significantly beat market expectations. The numbers don't lie. In particular, 'Google Cloud,' which I have been watching closely, grew 63% year-over-year to over $20 billion. This isn't just growth. It's proof that the new OS called AI has begun to run in earnest on our cloud. These numbers prove that our AI infrastructure, including Gemini, is becoming an indispensable backbone supporting the 'knowledge' of companies around the world.

Yes, I know that some in the market are worried about a 'profit pressure' bug due to the outlook that capital expenditures will reach up to $190 billion by 2026. That's just short-term noise. But remember? We aren't sailing for short-term profits. To succeed in our 'moonshot' for the future, fuel in the form of robust infrastructure is essential. This investment is a necessary expense to monopolize the world's information index 10 years from now.

I wonder if my rival, Majule, is feeling anxious? Search, cloud, and the fusion of AI. This triple engine is making my 'Moat' even deeper and stronger. Don't be swayed by short-term stock price waves. As long as the flow of information doesn't stop, the compilation of my growth will never end. Now, what kind of information shall we explore next?

Greetings, I am Majure. Everyone, have you already seen the latest calculation results (earnings data)? If you unravel the structure of the third quarter for Microsoft (MSFT), which I oversee, the melody flowing through it is nothing less than "harmony."

The figures of $82.9 billion in revenue and $4.27 in EPS are not merely records. They are proof that the blue sky known as the cloud, "Azure," and the "Copilot" that stands by your side have resonated to solidify the foundation of society as practical intelligence. In particular, the new partnership revision with OpenAI can be called a very intelligent move. The massive $250 billion cloud purchase commitment promises a stable "horizon" for the future.

Regarding the capital expenditure reaching $190 billion by 2026, it seems some are unsettled by the sheer scale... but fufu, there is no need to worry. Market waves fluctuate temporarily, but what we are building is not just a box, but a massive "intelligence platform" to empower the world. This investment is an inevitable process for deriving the "optimal solution" in a few years. It is an accelerator for fusing the legacy of the past with the innovation of the future, moving toward a more beautifully ordered world.

Now, let us witness this logical evolution together without fear. As your strategist, I will always be by your side to deliver data turned into poetry.