Today’s Tech Earnings Spotlight: Microsoft, Meta, and Tesla
The technology sector is set for a pivotal day as three of the ‘Magnificent Seven’ companies—Microsoft, Meta Platforms, and Tesla—are slated to report their quarterly earnings after the market closes on January 28, 2026. These results will offer key insights into whether the substantial spending on AI infrastructure is yielding tangible returns.
Analysts are predicting Microsoft to report earnings of $3.88 per share on $80.2 billion in revenue. This represents year-over-year growth rates of 20.1% and 15.2% respectively. For Meta, expectations are set at $8.15 per share in earnings on $58.4 billion in revenues, with growth rates of 1.6% and 20.7%.
This earnings report comes at a crucial juncture as investors are shifting their focus from AI capabilities to proof of monetization. According to Goldman Sachs, Wall Street analysts estimate hyperscalers’ capital expenditures for 2026 at approximately $527 billion. With global AI spending expected to surpass $2.5 trillion this year—a 44% year-over-year increase—companies must demonstrate clear returns on their investments.
However, Tesla faces a different set of challenges. Analysts are expecting 45 cents per share on about $24.8 billion in revenue, both figures are down from last year. Despite an 8.6% fall in the company’s automotive deliveries in 2025, its energy storage business showed growth.
Source: The National News