Big Six (AAPL, AMZN, GOOGL, META, MSFT, NVDA): Combined Quarterly Revenue $680 billion and Net Income $202 billion
u/Not69Batman ·
Reddit — r/stocks
· February 26, 2026 at 02:19
· ⬆ 237 pts
· 💬 90 comments
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Summary
The post provides a high-level summary of the most recent quarterly financial results for six mega-cap technology stocks: AAPL, AMZN, GOOGL, META, MSFT, and NVDA.
The author's thesis is that these companies are demonstrating immense financial strength, with strong revenue growth, massive net incomes, and strategic investments in high-growth areas like AI and cloud computing, reinforcing their market dominance.
Quality assessment: This is a well-structured data summary, not deep-dive due diligence (DD). It aggregates publicly available financial data and key highlights from earnings reports, presenting a clear, data-driven bullish case for these specific companies.
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**Quarterly Revenues**
* AMZN: $213.4 billion (up 13.6% YoY)
* AAPL: $143.8 billion (up 15.7% YoY)
* GOOGL: $113.8 billion (up 18% YoY)
* MSFT: $81.3 billion (up 16.7% YoY)
* NVDA: $68.1 billion (up 73.2% YoY)
* META: $59.9 billion (up 23.8% YoY)
**Quarterly Net Incomes**
* NVDA: $43 billion (up 94.5% YoY)
* AAPL: $42.1 billion (up 15.9% YoY)
* MSFT: $38.5 billion (up 59.5% YoY)
* GOOGL: $34.5 billion (up 29.8% YoY)
* META: $22.8 billion (up 9.3% YoY)
* AMZN: $21.2 billion (up 6% YoY)
**Quarterly Net Profit Margin**
* NVDA: 63.1% (up 12.3% YoY)
* MSFT: 47.3% (up 36.7% YoY)
* META: 38% (down 11.7% YoY)
* GOOGL: 30.3% (up 10% YoY)
* AAPL: 29.3% (up 0.2% YoY)
* AMZN: 9.9% (down 6.8% YoY)
**Key Highlights**
* NVDA topped quarterly net income for the first time in this group.
* AMZN crossed $200 billion quarterly revenue for the first time.
* Phenomenal cloud revenue growths: GOOGL up 48%, MSFT up 39% and AMZN up 24% YoY.
* NVDA adding a new moat with Networking. Revenue up 263% YoY ($11 billion). Thanks to Spectrum-X and NVLink.
* AMZN, GOOGL, META and MSFT combined $700 billion cap ex forecast for 2026.
* Hyperscalers revenue backlog growing. MSFT $625 billion (up 110% YoY), AMZN $244 billion (up 40% YoY) and GOOGL $240 billion (up 151% YoY).
* AMZN, GOOGL, NVDA and MSFT now together own around 40% of Anthropic.
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Long term holder (5 years) of all six. NFA.