"Amazon delivered $181.51 billion in revenue, up 16.61%, with EPS of $2.78 against a $1.73 estimate. The headline was AWS at $37.587 billion, growing 28%, the fastest pace in 15 quarters."
"Meta posted $56.31 billion in revenue, up 33.08%, with EPS of $10.44. Ad impressions rose 19% and price per ad climbed 12%, a rare combination."
"The catch: Reality Labs lost $4.03 billion, and Mark Zuckerberg raised 2026 capex guidance to $125 to $145 billion. Investors balked."
"For Meta, the question is whether ad pricing can keep absorbing a 35% YoY expense increase while litigation and EU regulators circle."
Amazon's Q1 2026 revenue reached $181.51 billion, driven by AWS growth at 28%. Meta's revenue was $56.31 billion, with a significant loss in Reality Labs. Amazon's diversification includes a strong advertising segment, while Meta invests heavily in superintelligence. Meta's stock fell due to increased capex guidance and ongoing losses. The future for both companies hinges on managing expenses and revenue growth amid competitive pressures in the AI sector.
Read at 24/7 Wall St.
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