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This One Chart Reveals Who Really Runs The World
If you’ve ever wondered who really runs the world, this chart comes straight from the latest earnings reports of Meta, Google, Apple, and Amazon — and it reveals exactly where their cash is coming from.
Here’s how Big Tech performed in Q3 2025, and what it tells us about their momentum:
Meta ($META): Revenue hit $51.2B, up 26% YoY, powered by Reels and WhatsApp ads. Even with a one-time $15.9B tax charge, EPS still beat at $7.25. Zuckerberg is spending aggressively on AI — including those sold-out $799 Ray-Ban Display glasses.
Google ($GOOG): Posted $102.3B in revenue (+16%) and $3.10 EPS. Cloud jumped 34% to $15.15B, pushing 2025 CapEx toward $91–93B. Pichai highlighted a massive $155B AI cloud backlog — demand is still exploding.
Apple ($AAPL): Matched Google with $102.5B in revenue and $1.85 EPS. Services hit a record $28.8B, iPhone sales reached $49B, and Tim Cook expects another 10–12% jump next quarter — possibly Apple’s best ever.
Amazon ($AMZN): The winner. $180.2B revenue (+13%) and $1.95 EPS. AWS grew 20% to $33B, ads hit $17.7B, and Jassy doubled down on AI momentum. CapEx is rising to $125B to fuel cloud + AI dominance.
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But what’s driving these numbers, and what does it mean for the future of Big Tech?
The AI Arms Race
AI is no longer just a buzzword — it’s the engine powering Big Tech’s growth. From Meta’s push into AR with its Ray-Ban Display glasses to Amazon’s massive CapEx investment in AI-driven cloud services, the race to dominate AI is reshaping the tech landscape. Google’s $155B AI cloud backlog and Apple’s record-breaking services revenue show that AI isn’t just a feature — it’s the foundation of their strategies.
Cloud Wars: The New Frontier
Cloud computing is emerging as the most lucrative battleground. Amazon Web Services (AWS) continues to lead the pack with $33B in revenue, but Google Cloud’s 34% growth shows it’s closing the gap. Meanwhile, Microsoft’s Azure (not covered here) is also a major player, making the cloud space a three-way race. The stakes? Billions in recurring revenue and the infrastructure for the AI revolution.
The Consumer Connection
While AI and cloud dominate the headlines, Big Tech hasn’t forgotten the consumer. Meta’s Reels and WhatsApp ads are driving engagement, Apple’s iPhone sales remain a cornerstone, and Amazon’s ad business is quietly becoming a $70B+ powerhouse. These companies are finding new ways to monetize their ecosystems, ensuring they stay relevant to everyday users.
Risks on the Horizon
Despite the impressive numbers, challenges loom. Regulatory scrutiny is intensifying, with antitrust investigations targeting Big Tech’s dominance. Economic uncertainty and rising interest rates could also impact consumer spending and corporate budgets, potentially slowing growth in key areas like cloud and advertising.
The Bottom Line
Big Tech’s Q3 2025 performance underscores its resilience and adaptability. These companies are not just surviving — they’re thriving by betting big on AI, cloud, and innovative consumer experiences. For investors, the message is clear: the future is being built now, and Big Tech is leading the charge.