Microsoft And Meta Earnings Review And Outlook

Markit3.69K FollowersFollow5ShareSavePlay(7min)CommentsSummaryThe scale of Microsoft’s AI-related capex has increased to a projected $106.9 billion for FY 2026.Microsoft posted revenue of $81.3 billion in Q2, up 16.7% year-on-year, slowing slightly from 18.4% growth in Q1 but still ahead of consensus expectations of $80.3 billion.Meta delivered strong Q4 2025 earnings, with results coming in ahead of Visible Alpha consensus expectations across revenue, profitability, and earnings per share.

Getty Images Microsoft (MSFT) reported its second quarter fiscal 2026 earnings on Wednesday, January 28, delivering a beat on both revenue and profit versus Visible Alpha consensus expectations. The company’s shares, however, have since fallen nearly 18%, amid concerns around signs thatThis article was written byMarkit3.69K FollowersFollowIHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 80 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.