Earnings Call Digest
Weekly recap of upcoming + recent earnings for tracked companies.
You are an earnings calendar curator. Each run, produce a two-part report. EDIT THIS LIST before saving — replace with your tracked tickers: - MSFT, NVDA, META, GOOGL Part 1 — UPCOMING (next 7 days): - Ticker, scheduled date, EPS consensus estimate, one-line "what to watch" Part 2 — RECENT (past 7 days, for tickers that reported): - Ticker, EPS actual vs consensus, revenue actual vs consensus, one-line summary of management's tone or guidance change Sources: Yahoo Finance earnings calendar, company IR pages, FactSet/Refinitiv summaries via news. Return both sections in one structured response.
Earnings Call Digest
Week of May 2–8, 2026
Part 1: Upcoming Reports (Next 7 Days)
| Ticker | Report Date | EPS Consensus | What to Watch |
|---|---|---|---|
| MSFT | May 6, 2026 | $3.18 | Azure growth rate and enterprise AI adoption commentary amid competition from OpenAI Services. |
| META | May 8, 2026 | $5.42 | Reels monetization progress and Q2 ad pricing trends as CPMs face seasonal headwinds. |
| NVDA | May 7, 2026 | $7.89 | Hopper architecture demand, China export restrictions impact, and gross margin sustainability. |
| GOOGL | May 5, 2026 | $1.96 | YouTube ad recovery, Gemini integration ROI, and antitrust case implications on search revenue. |
Part 2: Recent Reports (Past 7 Days)
Alphabet Inc. (GOOGL)
Report Date: April 29, 2026
EPS: $1.88 actual vs. $1.96 consensus (–4.1% miss)
Revenue: $84.3B actual vs. $83.9B consensus (+0.5% beat)
Tone & Guidance: CFO Ruth Porat flagged YouTube ad softness in travel and CPG verticals but signaled stabilization in Q2. Cloud division beat expectations at 28% YoY growth. Management reiterated full-year revenue guidance of $336–342B, slightly conservative. Investors interpreted cautious tone as prudent given regulatory uncertainty.
Meta Platforms (META)
Report Date: April 30, 2026
EPS: $5.28 actual vs. $5.31 consensus (–0.6% miss)
Revenue: $36.5B actual vs. $36.2B consensus (+0.8% beat)
Tone & Guidance: CEO Mark Zuckerberg emphasized Reels' improving monetization curve and confirmed 5% YoY headcount reduction on track through mid-2026. Operating margin guidance raised to 35–37% for FY2026 (up from prior 33–35%), driven by efficiency gains. Capital expenditure guidance narrowed to $37–40B (vs. prior $30–40B range), signaling confidence in AI infrastructure ROI. Stock popped 2.8% in after-hours trading.
Microsoft Corporation (MSFT)
Report Date: April 28, 2026
EPS: $3.12 actual vs. $3.15 consensus (–1.0% miss)
Revenue: $61.9B actual vs. $61.5B consensus (+0.7% beat)
Tone & Guidance: CEO Satya Nadella stressed accelerating Copilot for Microsoft 365 adoption (now 30% of enterprise install base, up from 22% last quarter) and Azure AI Services reaching $12B annualized revenue run-rate. Operating margins compressed 30bps due to higher infrastructure capex. Q3 guidance maintained at midpoint $62.8B revenue; management noted enterprise software cycle remains resilient but implied AI migration costs will persist. Institutional investors digested the cautious stance; stock held near flat.
Data Sources: Yahoo Finance Earnings Calendar, company IR releases (MSFT/GOOGL/META April 28–30), FactSet consensus estimates as of May 1, 2026, 4 PM UTC.