Tech giants Robinhood, Meta, and Microsoft reported second-quarter 2025 earnings on Wednesday, and all 4 beat analyst expectations. Their shares reacted instantly, with every firm seeing features in after-hours buying and selling.
In line with the monetary disclosures launched July 30, the stories revealed main progress throughout key metrics like income, consumer exercise, cloud gross sales, and buying and selling volumes, pushing valuations larger as buyers digested the most recent numbers.
Robinhood closed common buying and selling at $103.32, up 2.69%, earlier 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. All the outcomes had been delivered after the market closed on Wednesday.
Robinhood stories surge in platform belongings and buying and selling quantity
Robinhood reported an enormous rise in belongings, deposits, and income for Q2. The platform mentioned its whole buyer base elevated by 750,000 in comparison with Q1, and by 2.3 million because the identical quarter final 12 months, bringing the overall to 26.5 million.
Platform belongings hit $279 billion, practically double the $140 billion posted in Q2 2024. That’s a 99% year-over-year enhance and 26% progress from the earlier quarter.
Internet deposits for the quarter totaled $13.8 billion, contributing to a twelve-month deposit determine of $58 billion, representing 25% annualized progress. Robinhood reported $539 million in transaction-based income, up 65% from a 12 months earlier.
Buying and selling exercise was sturdy: fairness volumes got here in at $179.1 billion, which was 112% larger than Q2 final 12 months, whereas choices contracts traded rose 32% to 168.1 million.
The platform’s ongoing enlargement technique contains new product choices and entry into worldwide markets by means of each acquisitions and inside improvement.
Meta beats on advertisements and raises steering
Meta launched its earnings after the bell, and the outcomes got here in forward of forecasts on each main metric. The corporate reported $7.14 in earnings per share versus the $5.92 analysts anticipated. Income hit $47.52 billion, forward of the projected $44.80 billion. Promoting pulled in $46.56 billion, beating the $43.97 billion consensus.
CEO Mark Zuckerberg mentioned on the earnings name that Meta’s AI instruments had created “larger effectivity and features throughout our advert system.” He added that each day lively customers throughout the corporate’s apps reached 3.48 billion, above the three.45 billion forecast, and up from 3.43 billion final quarter. That features Fb, Instagram, WhatsApp, and Messenger.
Meta raised its Q3 income outlook to between $47.5 billion and $50.5 billion, larger than the $46.14 billion Wall Avenue was anticipating. Whole bills for Q2 had been $27.08 billion, a 12% enhance year-over-year. For the total 12 months, Meta now expects to spend between $114 billion and $118 billion, adjusting the underside finish from the sooner $113 billion estimate.
Spending on hiring was cited because the second-largest driver of value progress. Zuckerberg instructed analysts that “these components will end in a 2026 year-over-year expense progress charge that’s above the 2025 expense progress.”
Actuality Labs, Meta’s unit centered on digital and augmented actuality, reported a $4.53 billion working loss, with $370 million in income. Each the loss and income got here in under projections.
Earlier that very same day, Zuckerberg revealed a letter outlining the corporate’s push towards “private superintelligence.” He mentioned Meta defines it as AI that “surpasses human intelligence in each method we predict.” He added, “Over the previous couple of months, we’ve begun to see glimpses of our AI techniques bettering themselves, and the advance is gradual for now, however plain.”
The corporate additionally raised its capital expenditure outlook to between $66 billion and $72 billion, rising the low finish from $64 billion. Meta mentioned it expects to spend closely on infrastructure and headcount because it pursues its AI technique.
Microsoft joins $4 trillion membership after cloud income bounce
Microsoft reported its quickest income progress in over three years. The corporate mentioned gross sales for Q2 had been up 18%, pushed largely by efficiency in its Azure cloud phase.
For the primary time, Microsoft disclosed Azure’s income in greenback phrases, saying Azure and associated providers generated over $75 billion in fiscal 2025, a rise of 34% in comparison with 2024.
The earnings beat despatched Microsoft shares up 8%, lifting its market cap to round $4.1 trillion in after-hours buying and selling. That places the corporate simply behind Nvidia, which hit the $4 trillion mark earlier this month. Microsoft inventory had already reached a document shut of $513.71 on July 25. Following the Q2 report, it was buying and selling above $553.
The inventory is now up 22% year-to-date, outperforming the broader S&P 500 index, which has climbed simply 8% in the identical interval. Microsoft didn’t replace ahead steering through the earnings name, however analysts mentioned the added cloud income transparency might impression future earnings expectations.
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