Bloomberg Businessweek

Instant Reaction: Microsoft, Meta, Qualcomm Earnings Results

Apr 30, 2025
Mandeep Singh, a Senior Tech Analyst at Bloomberg Intelligence, shares insights on the robust earnings of Microsoft and Meta Platforms during a jittery economic phase. Ed Ludlow, co-host of Bloomberg Technology, emphasizes how advertising spending remains strong despite broader cuts, particularly for Meta. James Cakmak, CIO at Clockwise Capital, discusses Qualcomm's cautious revenue predictions amidst trade war concerns. The conversation underscores the adaptability of tech giants and the importance of AI investments in navigating market challenges.
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INSIGHT

Meta's Resilient Ad Business

  • Meta's advertising business remains resilient despite trade war risks, thanks to its highest ROI platform status.
  • Small and medium-sized businesses prioritize Meta for ad spend even amid economic uncertainty.
INSIGHT

Meta AI's Growing Role

  • Meta AI, with nearly a billion monthly users mainly on WhatsApp, acts as an assistant enhancing user experience.
  • AI usage on their core apps is still evolving, with WhatsApp leading the way so far.
INSIGHT

Microsoft's AI-Driven Cloud Growth

  • Microsoft Azure's 33% growth includes over 15% from AI revenue, showing AI monetization impact clearly.
  • Enterprises' demand for AI infrastructure supports strong cloud growth despite macroeconomic concerns.
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