# Facebook & Microsoft Stock Jumps After Great Q4 Earnings

Source: https://www.youtube.com/watch?v=5PTiu8Plnok
Recap page: https://rapidrecap.app/video/5PTiu8Plnok
Generated: 2025-07-30T22:33:20.265+00:00

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## Quick Overview

Microsoft's Q4 earnings report exceeded analyst expectations for both earnings per share (EPS) and revenue, driven largely by strong performance in its cloud and AI segments, particularly Azure. In contrast, Meta Platforms reported mixed results, with its stock experiencing a significant post-earnings drop due to concerns about its AI initiatives and future spending.

**Key Points:**
- Microsoft exceeded analyst expectations for both Q4 earnings per share (EPS) and revenue, with its stock price increasing significantly.
- Microsoft's EPS was $3.65, beating estimates by 8%, and revenue was $76.64 billion, exceeding expectations by 4%.
- Microsoft's strong performance was driven by its cloud and AI segments, particularly Azure, which saw 34% year-over-year revenue growth.
- Meta Platforms' Q4 results were mixed; revenue met expectations with a 22% year-over-year increase, but EPS slightly beat estimates by a narrow margin.
- Meta announced significant AI capital expenditure plans for 2024 ($35-40 billion), raising concerns among investors and leading to a stock price drop.
- Upcoming earnings reports for Apple and Meta are also mentioned, with Apple's scheduled for July 31st.

![Screenshot at 00:06: Screenshot displaying Microsoft's Q4 earnings report with key figures like EPS and revenue, highlighting the beat against expectations.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-00-06.png)

**Context:** This video discusses the recent quarterly earnings reports for two major tech companies, Microsoft and Meta Platforms. It contrasts their financial performances and market reactions, focusing on the impact of their cloud, AI, and future investment strategies.

## Detailed Analysis

The video discusses the Q4 earnings reports of Microsoft and Meta Platforms. Microsoft exceeded analyst expectations, reporting EPS of $3.65 (beating the expected $3.38 by 8%) and revenue of $76.64 billion (beating the expected $73.83 billion by 4%). The company's strong performance was attributed to its cloud and AI business, with Azure revenue growing 34% year-over-year, driven by AI initiatives. Microsoft's stock price saw a significant jump after the earnings release. In contrast, Meta Platforms' Q4 earnings report showed mixed results. While the company met revenue expectations with $34.15 billion (a 22% increase year-over-year), its EPS of $2.20 beat the expected $2.19 by a narrow margin. However, Meta announced plans to spend $35-40 billion on AI capital expenditures for 2024, leading to investor concerns and a subsequent stock price decline. The video also mentions upcoming earnings reports for Apple and Meta, with Apple's expected on Thursday, July 31st, and Meta's previous report on July 24th.

### Microsoft Earnings

- EPS of $3.65 (beat by 8%)
- Revenue of $76.64B (beat by 4%)
- Azure revenue up 34% driven by AI
- Stock price jumped after report

### Meta Earnings

- Revenue of $34.15B (up 22%)
- EPS of $2.20 (beat by 0.45%)
- Concerns over $35-40B AI spending for 2024
- Stock price dropped after report

### Upcoming Earnings

- Apple (AAPL) on July 31st
- Meta (META) previously reported on July 24th

![Screenshot at 00:06: Screenshot displaying Microsoft's Q4 earnings report with key figures like EPS and revenue, highlighting the beat against expectations.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-00-06.png)
![Screenshot at 00:22: Screenshot showing Morgan Freeman reacting positively to the earnings numbers, symbolizing a good financial performance.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-00-22.png)
![Screenshot at 00:36: Screenshot of Google Finance showing Microsoft's stock price chart, illustrating a post-earnings jump.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-00-36.png)
![Screenshot at 00:51: Screenshot of Google search results for 'when does apple or facebook report', showing upcoming earnings dates.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-00-51.png)
![Screenshot at 01:04: Screenshot of Google Finance showing Meta Platforms' stock price chart, indicating a significant drop after its earnings report.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-01-04.png)
![Screenshot at 01:33: Screenshot of a news article headline about Meta's earnings, mentioning AI and accelerated revenue growth.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-01-33.png)
![Screenshot at 02:03: Close-up of the article text detailing Microsoft's Azure revenue growth of 34% year-over-year.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-02-03.png)
![Screenshot at 02:55: Screenshot of Meta's stock summary on Google Finance, showing its price and trading information.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-02-55.png)
![Screenshot at 03:16: Screenshot from Investor's Business Daily about Meta's Q2 earnings, highlighting the stock surge and AI push.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-03-16.png)
![Screenshot at 03:45: Screenshot of Meta's financial guidance, showing expected AI capital expenditures for 2024.](https://ss.rapidrecap.app/screens/5PTiu8Plnok/00-03-45.png)