Apple topped expectations in Q2 FY25, buoyed by resilient iPhone sales and a stabilizing China business. But beneath the headline beat, the tech giant faces mounting challenges—from delayed AI rollouts to regulatory pressure on its high-margin services business. Why This Stands Out Apple posted revenue of $95.36Bn (+5% YoY) beating estimates. iPhone revenue rose 1% …
Strong quarter, stronger signalAmazon’s Q1 2025 cloud results show AWS growing at a slower pace than expected, with 17% YoY growth to $29.27Bn, falling slightly short of analyst expectations of $29.42Bn. While this marks a third consecutive revenue miss, AWS remains a dominant player in the global cloud space. Why this stands outAWS continues to …
Qualcomm posted a robust Q2 2025, with $9.5Bn in chipset revenue—driven by solid handset performance and expanding strength in automotive, IoT, and adjacencies. Strong quarter, stronger signal Qualcomm continues to grow beyond smartphones, setting a target of $22Bn in non-handset revenues by FY29. AI and ecosystem-wide innovation are the new frontiers. Why this stands out …
Strong quarter, stronger signal: Meta delivered a standout Q1 2025—$42.3Bn in revenue (+16% YoY) and $16.6Bn in net income (+35%)—powered by monetization momentum across Facebook, Instagram, WhatsApp, and Threads. Why this stands out: The numbers underscore Meta’s early success in turning AI into real business impact. The company raised its 2025 capex guidance to $64B–$72B, …