Amazon and Microsoft join Alphabet and Meta with earnings scheduled for April 29
- Alphabet, Meta, Microsoft and Amazon have all set April 29, 2026 earnings calls, putting four of the biggest artificial-intelligence spenders on the tape within hours of each other. - The timings are tightly packed: Alphabet at 1:30 p.m. Pacific, Meta at 2:30 p.m. Pacific, Microsoft after market close with a 2:30 p.m. Pacific call, and Amazon at 2:30 p.m. Pacific. - Investors are treating the cluster as a test of whether AI capital spending is producing revenue and margin gains, with Apple due a day later. (morningstar.com)
Alphabet, Meta, Microsoft and Amazon are all scheduled to report earnings on Wednesday, April 29, concentrating four of the market’s biggest tech results into one afternoon and evening. (abc.xyz) (investor.atmeta.com) (news.microsoft.com) (ir.aboutamazon.com) Alphabet said on April 7 that it will discuss first-quarter 2026 results at 1:30 p.m. Pacific, or 4:30 p.m. Eastern, on April 29. Meta lists its first-quarter 2026 earnings call for 2:30 p.m. Pacific the same day. (abc.xyz) (investor.atmeta.com) Microsoft said on April 8 that it will publish fiscal third-quarter 2026 results after the market closes on April 29, with Satya Nadella and Amy Hood set for a 2:30 p.m. Pacific webcast. Amazon said on April 15 that its first-quarter 2026 call will also start at 2:30 p.m. Pacific, or 5:30 p.m. Eastern. (news.microsoft.com) (www.microsoft.com) (ir.aboutamazon.com 1) (ir.aboutamazon.com 2) The pileup matters because these four companies are the biggest cloud and advertising platforms spending heavily to build artificial-intelligence infrastructure. Their reports arrive as investors look for signs that those data-center and chip bills are turning into faster cloud growth, ad sales and operating profit. (morningstar.com) (cnbc.com) Morningstar said Friday that five of the “Magnificent Seven” will report within two days, with Microsoft, Alphabet, Meta and Amazon on April 29 and Apple on April 30. Saxo called it “the next big test for the AI trade” as the debate shifts from how much Big Tech is spending to what it is earning back. (morningstar.com) (www.home.saxo) The spending backdrop is large enough to shape the quarter before any company reports a number. CNBC reported in February that Alphabet, Microsoft, Meta and Amazon were expected to spend nearly $700 billion combined in 2026 on artificial-intelligence build-outs. (cnbc.com) Each company enters the week with a different pressure point. Alphabet faces scrutiny over Google Cloud growth, Microsoft over Azure and enterprise artificial-intelligence demand, Meta over ad margins and spending discipline, and Amazon over Amazon Web Services growth and retail profitability. (morningstar.com 1) (morningstar.com 2) By Thursday night, investors should have a clearer read on whether the biggest artificial-intelligence builders are still mostly spending, or finally showing more of the payoff. (morningstar.com) (www.home.saxo)
