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Thanks for reading The Briefing, our nightly column where we break down the day's news. If you like what you see, I encourage you to subscribe to our reporting here.
Greetings!
For big tech, business is booming. That's good, because their costs are also skyrocketing. Microsoft and Meta Platforms both reported better than projected June-quarter earnings on Wednesday, sending stocks of the two leaping 9% and 11.7%, respectively, in after-hours trading. But there may well be a reckoning, as both companies projected sizable increases in spending on artificial intelligence in the next year.
Right now, though, investors and company executives are celebrating. Microsoft, for instance, reported that its Azure cloud service's revenue rose 39%, several percentage points better than the 34% to 35% growth the company had projected and what it reported for the March quarter. Overall, Microsoft's top line expanded 18%, 5 percentage points higher than the previous quarter. Sure, much of that acceleration was due to foreign exchange movements going in Microsoft's direction, but even on a constant currency basis, its revenue grew two points faster.
Notably, the Azure outperformance seemed to be a result of companies shifting their computing from their own data centers to the cloud, more than acceleration in sales of AI cloud services. That's still good news—and undoubtedly Azure's AI helps bring those companies over. But investors will be scrutinizing this mix in the next few years to see how much of a return Microsoft gets on its increased AI investment.
On that front, the company projected capital expenditures will jump to more than $30 billion in the September quarter, up from $24 billion in the June quarter, and implying Microsoft could spend $120 billion for the full fiscal year ending June of 2026. That represents an astounding increase from just a few years ago—Microsoft spent $29 billion in all of fiscal 2022 on capex! Chief Financial Officer Amy Hood stressed that the capex growth "correlated" with the business Microsoft has already contracted to get, so she felt "very good" about the return on investment.
Meta, meanwhile, isn't shirking on the capex front, either. Its spending on servers and the like in the second quarter was roughly double what it was a year earlier. Meta has projected its capex will jump to as high as $72 billion in 2025, compared with $39 billion last year. Today the company said it expects 2026 capex to rise by "similarly significant capex dollar growth"—implying it could pass $100 billion next year.
And it's not just capex Meta is going to town on. As we've written a lot about, the company is forking over big bucks to hire the best AI researchers it can find from across the tech industry. That hiring spree will contribute to Meta's operating expenses growing faster in 2026 than this year, when it projects expenses rising a whopping 20% to 24%, Meta said. Consider that last year, its operating costs rose just 8% to $95 billion. Based on its projection today, in 2026 that number seems likely to approach $150 billion.
Fortunately, as CEO Mark Zuckerberg observed, Meta can pay for this thanks to its booming ad business. Revenue growth in the second quarter was 22%, well above the 9% to 16.7% it projected. Investors have to hope that performance will continue because the bill for AI is big—and not everyone will think that's beautiful.
Azure Becomes Less Opaque
Microsoft's disclosure has long been lacking, but the software giant took a step to clarify the picture on Wednesday, when CEO Satya Nadella revealed that its Azure cloud service "surpassed $75 billion in annual revenue" in the year to June, an increase of 34% on the previous year.
Microsoft doesn't break out Azure's revenue in its financial results, making it difficult for anyone to compare the cloud service's business to those of its rivals, Amazon Web Services and Google Cloud.
We know that AWS, the industry leader, posted $107 billion in revenue in 2024. Amazon reports the second quarter tomorrow night, so we'll be able to do a proper year-on-year comparison then. Google, though, has reported for the second quarter—so we know that in the year to June, Google Cloud, the third-biggest firm, generated $49 billion in revenue.
In Other News
Design software firm Figma priced its IPO on Wednesday night at $33 a share, slightly above its preliminary pricing range, valuing the company at $19.3 billion.
Palo Alto Networks will buy login software firm CyberArk for $25 billion, the companies announced on Wednesday. CyberArk, a publicly traded startup based in Israel, sells software for verifying the identities of company employees when they log into applications that run in the cloud.
Apple officially responded to the U.S. Department of Justice's antitrust lawsuit, saying the agency's case seeks to "degrade the privacy and security benefits of iPhone" and would "eliminate" its competitive differentiation.
JPMorgan Chase and Coinbase signed an agreement to directly link customers' bank accounts to their cryptocurrency wallets.
• Amazon will pay The New York Times between $20 million and $25 million in cash each year to license its content for AI, The Wall Street Journal reported.
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