Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Bloomberg Surveillance

Bloomberg

Investing, Business News, Business, News

3.8 • 1.2K Ratings

🗓️ 28 January 2026

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec break down earnings from Tesla, Microsoft and Meta as heard live on Bloomberg Radio and on YouTube.

Microsoft's spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.

Meta Platforms topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate.

And Tesla plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. Its shares rose in extended trading.
Carol and Tim speak with:

Bloomberg Intelligence Senior Technology Analyst Anurag Rana
James Cakmak, Co-Founder and Chief Investment Officer at Clockwise Capital
Bloomberg News Senior Technology Reporter Kurt Wagner
Bloomberg Tech Co-Host Ed Ludlow
Bloomberg Intelligence Global Autos and Industrials Research Manager Steve Man

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0	Bloomberg Audio Studios.
0:04.7	Podcasts, Radio News.
0:08.6	This is a breaking news update from Bloomberg.
0:12.8	Instant reaction and analysis from our 3,000 journalists and analysts around the world.
0:19.9	Carol Messer, along with Tim Stenevick, live in our Bloomberg Interactive Broker Studio.
0:24.0	As we mentioned, those big three of the mag seven reporting.
0:28.2	Right now, META is up about 4.5% and a quarter percent.
0:30.6	Microsoft down about 5% off its aftermarket lows.
0:34.4	Tesla has also bounced back.
0:36.3	I want to bring in Bloomberg Intelligence,
0:38.1	senior technology analyst Anurag Rana. He joins us in Bloomberg's Chicago Bureau. Microsoft down 5%
0:44.9	right now. Taking a look at some of the headlines, Anurag, that crossed. I know you've only
0:50.3	had a few minutes to actually look at these. Second quarter Azure, another cloud
0:54.6	revenue. XFX was up 38% meeting estimates. Second quarter revenue for the company,
1:00.6	beat estimates at $81.27 billion. Second quarter intelligent cloud revenue, beat estimates. We also saw
1:09.1	Microsoft 365 commercial seats grew 6%. 45% of commercial RPO was
1:15.2	driven by OpenAI commitments, commercial remaining performance obligation, $625 billion. What's not to
1:22.7	love here? Is it all about CapEx? No, I think it's usually high expectations and, you know, the fact that they only met Azure growth rates, which was 38%.
1:32.5	I think that's probably weighing on the stock because, you know, one would have expected them to blow out that number.
1:37.7	It has been around 39% the last couple of quarters.
1:40.9	So I think that's where a little disappointment could be.
1:43.2	But that could also be because of supply constraints. That's something we have highlighted in our research before. But, you know, if you look at some of the other numbers such as RPO, you mentioned, above 600 billion, that's very impressive. And we already know the CAPEX was going to go up. So I think in tandem, that's the only number that sticks out that they didn't beat by a decent amount.
	...

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