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Quarterly earnings tracker — Apple, Google, Microsoft, Meta, Amazon, Nvidia
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In their latest quarters Apple posted a record $143.8B, Nvidia $81.6B (+85%), and Microsoft $77.7B with Azure up 40% — as combined AI capex heads toward ~$725B in 2026.
Latest financial results — revenue, EPS, operating income, and AI capital expenditure for the six largest tech companies. AI capex is now the dominant narrative driving revenue for cloud and chip companies, with combined 2026 spend tracking toward ~$725B.
| Company | Q1 2026 Revenue | Key Highlight | YoY Growth | AI Capex (2026 est.) |
|---|---|---|---|---|
| Apple (AAPL) | $143.8B | Record qtr, Services $30B | +16% | ~$12B |
| Microsoft (MSFT) | $82.9B | Azure +40%, AI-driven | +18% | ~$120B |
| Alphabet/Google (GOOGL) | $109.9B | Cloud $20B (+63%) | +14% | ~$185B |
| Amazon (AMZN) | $181.5B | Net sales +17%, AWS AI | +17% | ~$200B |
| Meta (META) | ~$48B | Ad revenue +33% | ~22% | $125–145B |
| NVIDIA (NVDA) | $81.6B | Data center $75.2B (+92%) | +85% | ~$4B (R&D) |
| Company | TTM Revenue | YoY Growth | Operating Margin |
|---|---|---|---|
| Apple (AAPL) | ~$430B | ~12% | ~32% |
| Microsoft (MSFT) | ~$290B | ~17% | ~45% |
| Alphabet/Google (GOOGL) | ~$420B | ~14% | ~33% |
| Amazon (AMZN) | ~$700B | ~13% | ~12% |
| Meta (META) | ~$195B | ~20% | ~42% |
| NVIDIA (NVDA) | ~$240B | ~85% | ~63% |
AWS, Azure, and Google Cloud remain the primary growth engines. Azure grew ~40% YoY in Q1 2026, driven by enterprise AI workloads and OpenAI partnership revenue. Google Cloud grew 63% YoY to $20B, blowing past estimates on Gemini-powered enterprise deals. AWS continues to scale AI services as its fastest-growing segment despite a reported supply crunch.
Meta and Google continue to dominate digital ads, with AI-powered targeting lifting CPMs and advertiser ROI. Meta's ad business grew ~33% YoY — its fastest in years — driven by the Advantage+ AI ad system. Google Search grew ~19% YoY despite AI Overview cannibalization concerns. Both companies are showing that AI integration strengthens rather than threatens their ad moats.
Combined 2026 capex from Amazon, Alphabet, Meta, and Microsoft is tracking toward ~$725B — up roughly 77% from ~$410B in 2025. Amazon leads at ~$200B, Google ~$185B, Meta $125–145B, and Microsoft ~$120B. NVIDIA remains the primary beneficiary, posting a record $81.6B quarterly revenue with data center at $75.2B (+92%). The question has shifted from 'is this spending justified?' to 'is it enough?' as AI revenue materializes.
Apple posted a record $143.8B quarter (+16% YoY) with Services hitting a record ~$30B and iPhone revenue of $85.3B (+23%). Apple Intelligence has had limited direct revenue impact so far, but the upgrade cycle is strong. The company remains the most profitable business in history by absolute dollar terms, with a buyback machine returning massive capital to shareholders.
The major tech companies report earnings quarterly, typically 3-5 weeks after their fiscal quarter ends. Apple, Microsoft, Alphabet, Meta, and Amazon report on roughly the same schedule (calendar Q1 ends in March, Q2 in June, etc.). NVIDIA reports on a February-April-July-October schedule. Earnings dates are announced 2-3 weeks in advance and are widely covered.
As of mid-2026 trailing twelve months: Amazon ~$700B (largest), Apple ~$430B, Alphabet ~$420B, Microsoft ~$290B, NVIDIA ~$240B (fastest growing at ~85% YoY), and Meta ~$195B. Amazon's total includes both AWS and its massive e-commerce business. NVIDIA's growth is driven almost entirely by AI data center GPUs, with data center revenue alone hitting $75.2B in its most recent quarter (+92% YoY).
Combined 2026 capital expenditure from Amazon, Alphabet, Meta, and Microsoft is tracking toward ~$725B, up roughly 77% from ~$410B in 2025. Amazon leads at ~$200B, Google ~$185B, Meta $125–145B, and Microsoft ~$120B. This capex is translating into measurable AI revenue — Azure grew ~40%, Google Cloud grew 63% to $20B, and AWS AI services are scaling rapidly. The ROI debate has shifted in favor of the spenders.