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Open original source ↗5 Keys to $GOOG, $META, and $MSFT Earnings Tonight.
1. GCP growth of 29.5% vs. 31.7% in June.
2 Azure growth of 37.5% vs. 39% in June.
3. GOOG Search growth of 13% y/y (whisper), up from 11.7% in June.
4. GOOG Capex for CY26 above current expectations of 13%. Meta is already at 42%.
5. MSFT & META Capex growth for CY26 remains around current estimates of 22% and 42%.