US Tech Giants Microsoft, Meta, IBM Beat Revenue Expectations
Microsoft’s revenue climbed 17% year-on-year to $81.3 billion, while net profits rose roughly 60% to $38.5 billion. Its earnings per share jumped from $3.23 to $5.16. Revenue from Azure and other cloud services grew 39% during the quarter, highlighting the strength of its cloud business.
Meta saw a 24% increase in revenue, reaching $59.9 billion in Q4 2025, with net profits rising 9% to $22.8 billion. Earnings per share grew from $8.02 to $8.88. The company expects its 2026 spending to fall between $162 billion and $169 billion, largely due to infrastructure investments.
Meta CEO Mark Zuckerberg said the company performed strongly last year and is now focusing on developing “personal superintelligence” in 2026.
IBM’s revenue for the quarter increased 12% to $19.7 billion, while net profits jumped 91% to $5.6 billion. Its earnings per share rose from $3.09 to $5.88. IBM CEO Arvind Krishna noted that the company’s software division achieved double-digit growth and that its generative AI business surpassed $12.5 billion in volume. Krishna also projected over 5% revenue growth for IBM in 2026, along with an additional $1 billion increase in free cash flow.
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