Microsoft and Alphabet are reportedly scheduled to publish results for the July–September 2026 quarter on 28 October, followed by Amazon on the 29th, with attention expected to focus on returns on AI investment and cloud growth.
Microsoft and Alphabet are reportedly due to publish results for the July–September 2026 quarter on 28 October, followed by Amazon on the 29th, all U.S. time. In Japan time, the releases will come early on the 29th for Microsoft and Alphabet and early on the 30th for Amazon.
Meta has already reported results for the same quarter on 21 October U.S. time, posting revenue of $64.6 billion. Regarding AWS capacity, Amazon's CEO reportedly indicated that almost all capacity for 2027 had been sold and that most capacity for 2028 was already under contract.
The article highlights the extent to which the profitability of massive AI investments and the growth and outlook of cloud businesses will be reflected in upcoming results and investment decisions. It says that materials published after the earnings announcements and companies' outlooks will be key to assessing the returns from AI investment.