Tech giants Robinhood, Meta, and Microsoft reported second-quarter 2025 earnings on Wednesday, and all four beat analyst expectations. Their shares reacted without delay, with each company seeing features in after-hours procuring and selling.
Consistent with the financial disclosures launched July 30, the reviews printed main allege across key metrics treasure revenue, user boom, cloud sales, and procuring and selling volumes, pushing valuations larger as merchants digested the most modern numbers.
Robinhood closed odd procuring and selling at $103.32, up 2.69%, sooner than rising to $103.98 after hours. Meta shares jumped over 10% following the outcomes. Microsoft rose 8%, lifting its market cap previous $4.1 trillion. The whole outcomes had been delivered after the market closed on Wednesday.
Robinhood reviews surge in platform belongings and procuring and selling volume
Robinhood reported a enormous upward push in belongings, deposits, and revenue for Q2. The platform stated its total buyer stride elevated by 750,000 in comparison with Q1, and by 2.3 million since the identical quarter remaining year, bringing the total to 26.5 million.
Platform belongings hit $279 billion, shut to double the $140 billion posted in Q2 2024. That’s a 99% year-over-year amplify and 26% allege from the outdated quarter.
Catch deposits for the quarter totaled $13.8 billion, contributing to a twelve-month deposit figure of $58 billion, representing 25% annualized allege. Robinhood reported $539 million in transaction-based totally mostly revenue, up 65% from a year earlier.
Trading boom used to be stable: equity volumes came in at $179.1 billion, which used to be 112% larger than Q2 remaining year, while suggestions contracts traded rose 32% to 168.1 million.
The platform’s ongoing growth technique comprises recent product offerings and entry into world markets by each acquisitions and interior development.
Meta beats on ads and raises guidance
Meta launched its earnings after the bell, and the outcomes came in sooner than forecasts on each main metric. The corporate reported $7.14 in earnings per half versus the $5.92 analysts anticipated. Revenue hit $47.52 billion, sooner than the projected $44.80 billion. Selling pulled in $46.56 billion, beating the $43.97 billion consensus.
CEO Trace Zuckerberg stated on the earnings name that Meta’s AI instruments had created “elevated effectivity and lines across our ad system.” He added that day-to-day active users across the corporate’s apps reached 3.forty eight billion, above the three.Forty five billion forecast, and up from 3.43 billion remaining quarter. That comprises Fb, Instagram, WhatsApp, and Messenger.
Meta raised its Q3 revenue outlook to between $47.5 billion and $50.5 billion, larger than the $46.14 billion Wall Boulevard used to be expecting. Total costs for Q2 had been $27.08 billion, a 12% amplify year-over-year. For the paunchy year, Meta now expects to utilize between $114 billion and $118 billion, adjusting the bottom cease from the earlier $113 billion estimate.
Spending on hiring used to be cited as the second-supreme driver of label allege. Zuckerberg immediate analysts that “these components will result in a 2026 year-over-year expense allege price that is above the 2025 expense allege.”
Fact Labs, Meta’s unit targeted on virtual and augmented actuality, reported a $4.fifty three billion working loss, with $370 million in revenue. Each the loss and revenue came in below projections.
Earlier that very same day, Zuckerberg printed a letter outlining the corporate’s push toward “non-public superintelligence.” He stated Meta defines it as AI that “surpasses human intelligence in each manner we assume.” He added, “Over the final few months, we’ve begun to investigate cross-test glimpses of our AI programs bettering themselves, and the enchancment is slack for now, but easy.”
The corporate moreover raised its capital expenditure outlook to between $66 billion and $72 billion, increasing the low cease from $64 billion. Meta stated it expects to utilize heavily on infrastructure and headcount as it pursues its AI technique.
Microsoft joins $4 trillion club after cloud revenue soar
Microsoft reported its fastest revenue allege in over three years. The corporate stated sales for Q2 had been up 18%, driven largely by performance in its Azure cloud segment.
For the first time, Microsoft disclosed Azure’s revenue in dollar terms, asserting Azure and connected products and companies generated over $75 billion in fiscal 2025, an amplify of 34% in comparison with 2024.
The earnings beat sent Microsoft shares up 8%, lifting its market cap to spherical $4.1 trillion in after-hours procuring and selling. That puts the corporate upright behind Nvidia, which hit the $4 trillion keep earlier this month. Microsoft inventory had already reached a represent shut of $513.71 on July 25. Following the Q2 represent, it used to be procuring and selling above $553.
The inventory is now up 22% year-to-date, outperforming the broader S&P 500 index, which has climbed upright 8% within the identical interval. Microsoft didn’t update forward guidance for the length of the earnings name, but analysts stated the added cloud revenue transparency would possibly presumably maybe also affect future earnings expectations.
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