Instant Reaction: Microsoft & Meta Soar After Strong Earnings
Bloomberg Tech
Bloomberg
4.4 • 70 Ratings
🗓️ 30 July 2025
⏱️ 22 minutes
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Summary
Microsoft reported better-than-expected growth in its cloud business and said spending on AI infrastructure hit a record. The closely watched Azure cloud-computing unit posted a 39% rise in sales during Microsoft’s fiscal fourth quarter, the company said in a statement on Wednesday. Analysts projected 34% revenue growth. The shares rose about 7% in extended trading after closing at $513.24 in New York. The company’s stock was up about 22% this year through the Wednesday close.
Meta also reported results that sent shares higher after the close. Meta topped projections for second-quarter sales and gave a stronger-than-expected forecast for the current period, a sign that the social media company’s advertising business is still growing quickly enough to support aggressive spending on artificial intelligence. Shares jumped as much as 10% in late trading. Third-quarter sales will be $47.5 billion to $50.5 billion, Meta said in a statement Wednesday, with the midpoint of that range exceeding the average analyst estimate of $46.2 billion, according to data compiled by Bloomberg. The social media giant, which owns Instagram and Facebook, reported second-quarter revenue of $47.5 billion. Meta stock was up 18.7% so far this year before Wednesday’s report.
For instant reaction and analysis to earnings for both big tech companies, hosts Carol Massar and Tim Stenovec speak with:
- Dan Ives, Global Head of Technology Research at Wedbush Securities
- Bloomberg Intelligence Senior Technology Analyst Anurag Rana
- Greg Halter, Director of Research at Carnegie Investment Counsel
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| 1:20.3 | We've got meta platforms, Microsoft, both out with earnings. |
| 1:22.6 | Those are the big ones. |
| 1:23.3 | There's a lot that are out there, but we want to get to. |
| 1:26.4 | We've got great team coverage here at Bloomberg and also some great outside voices. So let's get to it with Dan Ives. He's managing director and senior equity analyst and global head of technology research at Wedbush. Securities. We're going to start with meta. Let's talk about it. The stock's up about 8.5% of here in the aftermarket. What do you like and what don't you like? Do you not like anything? |
| 1:46.0 | There's nothing not to like. |
| 1:47.3 | I mean, like, look, it speaks to, |
... |
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