Tech Earnings Deep Dive: Meta, Microsoft, Apple & Amazon – July 2025

Stocktalkforu
Aug 3
2 min read

As the curtain fell on July, Q2/FY25 earnings from the Big Four—Meta, Microsoft, Apple, and Amazon—offered a blend of beats, surprises, and cautionary notes. Cloud dominance and AI-driven momentum powered Microsoft and Meta; Apple delivered record growth in its flagship and services; Amazon posted strong numbers but disappointed markets with softer cloud growth and guidance. Let’s break it down.

Earnings Review

1. Meta Platforms (Q2 2025)

Reported After Market Close – July 30

Revenue: $47.52 billion vs $44.8B (estimated), +14–15% YoY
EPS: $7.14 (vs. ~$5.88 est), +38% YoY
Q3 Guidance: $47.5–$50.5B in revenue, includes ~1% FX tailwind

Stock Reaction: +11.5% after-hours

MY TAKE: Meta crushed expectations. Profitability and forward guidance were both strong. AI-enhanced ad tools and engagement metrics are fueling growth.

2. Microsoft (Q4 FY2025 – June Quarter)

Reported After Market Close – July 30

Revenue: $76.44B (vs. $73.8B est), +18% YoY
EPS: $3.65 (vs. $3.37 est), +24% YoY
Azure Growth: +39% YoY (constant currency)
Microsoft Cloud Revenue: $46.7B
Intelligent Cloud Segment: $29.9B
Shareholder Return: $9.4B via buybacks/dividends
Outlook: $75.8 billion. FY26 – Double-digit revenue and operating income growth expected

Stock Reaction: +4–6% after-hours

MY TAKE: Azure momentum is back on track. Strong across-the-board performance with bullish guidance. Cloud strength continues to lead.

3. Apple Inc. (Q3 FY2025 – June Quarter)

Reported After Market Close – July 31

Revenue: $94.0B (vs. $90.3B est), +10% YoY
EPS: $1.57 (vs. $1.47 est), +12% YoY
Highlights: iPhone, Mac, and Services all posted double-digit growth. Services segment hit all-time highs.
Guidance: September quarter revenue expected to grow mid-to-high single digits.

MY TAKE : Slightly positive/stable. Consistent execution and a strong beat. Services strength and hardware resilience shine through.

4. Amazon (Q2 FY2025 – June Quarter)

Reported After Market Close – July 31

Revenue: $167.7B (vs. $162B est), +13% YoY
EPS: $1.68 (vs. $1.33 est)
AWS Revenue: $30.9B, +17–18% YoY
Ad and E-Commerce: Strong performance in ads and North American retail
Q3 Guidance: Revenue $174–179.5B, Operating Income $15.5–20.5B

Stock Reaction: -3% to -7% after-hours

MY TAKE: Top and bottom lines beat, but AWS growth lagged vs peers. Conservative Q3 guidance.

💡 Trading Alpha & Strategic Insights

Meta – Momentum trade with AI and ad dominance. Strong EPS beat and upside guidance.
Microsoft – Cloud king. Azure’s 39% YoY growth outpaces competition.
Apple – Solid across hardware and services. Strong install base and stable forward guidance.
Amazon – Great quarter, but lagging AWS and tariff concerns holding the stock back.

Bottom Line: July earnings from tech titans confirmed a bullish cycle in cloud and AI, with Meta and Microsoft leading the way. Apple showed reliable growth and resilience, while Amazon delivered strong results but with cautious cloud outlook. Market reactions followed suit—momentum is strong where execution aligns with AI and cloud narratives.