MSFT-B
APPL-B
META-C
(TSLA) – Q4 2025
Consensus: Revenue ~$24.75–$24.8B (down ~3–4% YoY); EPS ~$0.33–$0.45 (down 30–50% YoY).
Deliveries down ~16% YoY amid competition and demand weakness; Energy storage a bright spot. Watch: FSD/Robotaxi/Optimus updates and tough 2026 outlook.
(MSFT) – Fiscal Q2 2026
Consensus: Revenue ~$80.2–$80.3B (up ~15% YoY); EPS ~$3.88–$3.92 (up ~20% YoY).
Azure growth in mid-to-high 30s% (constant currency) from AI/Copilot demand. Key: Capex rise and ROI amid heavy AI investments.
(AAPL) – Fiscal Q1 2026 (Dec quarter)
Consensus: Revenue ~$138–$139B (up ~10–12% YoY); EPS ~$2.65–$2.67 (up ~10–11% YoY).
Strong iPhone holiday sales and Services drive rebound. Focus: China trends, AI/Siri progress, and forward catalysts.
META – Q4 2025
Consensus: Revenue ~$58.4–$58.45B (up ~20–21% YoY); EPS ~$8.15–$8.21 (up modestly YoY).
Ads strong via AI; heavy 2026 capex and Reality Labs losses under scrutiny. Watch: Ad efficiency and spending justification.
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