Alphabet and Microsoft earnings: Here’s what to expect from the call
It’s a big week for tech earnings and to kick things off — Alphabet (GOOGL) and Microsoft (MSFT) drop quarterly financial results after the close on Tuesday.
Both Alphabet and Microsoft investors will be listening for the companies’ outlooks on artificial intelligence on the call, among other topics such as advertising and company revenue.
Yahoo Finance’s Brad Smith and Seana Smith will break down the three things they’re watching after the calls.
Make sure you tune into Yahoo Finance live coverage ahead of Alphabet and Microsoft’s earnings call Tuesday afternoon.
Yahoo Finance Live Programming on Tuesday:
- 9:00 am ET: Julie Hyman, Brad Smith will outline what they want to hear from Alphabet and Microsoft’s earnings call
- 11:00 am ET: Rachelle Akuffo will discuss how A.I. will come into play on the earnings calls.
- 4:00 pm ET: Dave Briggs and Seana Smith bring Alphabet and Microsoft’s earnings to you live
- 6:30 pm ET: (or when the earnings call ends): Brad Smith and Seana Smith will have a vibe check with market reaction and a look ahead at what Alphabet and Microsoft’s results mean for both consumers and investors.
Video Transcript
BRAD SMITH: Hello there. Do you want to know what's going to happen when "After the Call" goes live for the Microsoft and Google / Alphabet Alphabet Google, whatever you're calling them, when they report earnings? Hang on one sec. Hey Seana, do you want to tell them about "After the Call"?
SEANA SMITH: Oh, here I come.
BRAD SMITH: She'll fill you in on everything that's happening.
SEANA SMITH: All right, well, I'm going to be watching Microsoft. Because a lot of this buzz has all been about OpenAI. We know AI has really been the excitement word over the last several months. So we'll see whether or not some of that holds, and if it's going to be enough to offset the slowing that we've seen in Azure, the cloud business there for Microsoft. It could be a worrisome quarter if maybe that comes in below expectations.
BRAD SMITH: I'm also going to be watching Alphabet, Google whatever you're calling them at home. Google CEO Sundar Pichai has already been vocal about where we need to maybe pump the brakes a little bit on all of our generative AI ambitions, or at least the tech companies' and tech spaces' ambitions as of right now. But perhaps we'll hear a little bit more on the call. But this is still an advertising business at the end of the day. As much as you might be interfacing with Bard or Ernie bot one day, or whatever Chat GPT's name is going to be from Microsoft at the end, it's still going to come down to how they can monetize all of these things. And advertising has been the way, at least for Alphabet and their subsidiaries Google, YouTube, the list goes on. We've got a lot to break down for you after the call.
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