Tech Earnings — What to Watch for Big Tech

Overview

Big Tech earnings (AAPL, MSFT, GOOGL, AMZN, META, NVDA) move the entire market. Learn the specific metrics that matter for each and how to interpret their unique financials. Track these names live on the stocks dashboard and compare sector moves alongside the crypto market. Dig into the underlying numbers using our fundamental analysis academy.

Key Takeaways

• Cloud revenue growth (AWS, Azure, GCP) is the single most important metric for mega-cap tech.
• iPhone units and average selling price (ASP) drive Apple's results — Services revenue is the growth engine.
• Ad revenue (Google, Meta) is a proxy for consumer spending and digital economy health.
• NVDA's data centre revenue has become an AI demand barometer for the entire tech sector.

Practical Tips

• QQQ (Nasdaq 100) and SMH (semiconductor ETF) are quick expressions of big tech earnings sentiment.
• Big tech reports in a cluster during the last week of January, April, July, October — that week is often the most volatile of the quarter.
• Capex guidance reveals AI investment plans — rising capex is currently seen as bullish (investing in growth) rather than bearish (burning cash).