Wall Street’s Report Card: Tech Bros, Fast Food Kings & Bankers Spill the Q1 Tea

Wall Street’s Report Card: Tech Bros, Fast Food Kings & Bankers Spill the Q1 Tea

As Indian markets nervously await Powell’s next “we’re not cutting yet” speech, the big dogs of Wall Street are busy showing off their Q1 2025 report cards — and spoiler alert: the nerds (Big Tech) are still topping the class, the fast-food chains are eating up inflation, and the banks? Well… they’re charging you for breathing.

Here’s your no-nonsense, sarcasm-laced summary of U.S. corporate earnings so far:


1. Apple (AAPL) – iRevenue Shrunk, But Not Dead Yet

  • Revenue: $90.75 billion (↓ 4% YoY)
  • Net Income: $23.6 billion (↓ 2%)
  • India Mentioned: 15 times on earnings call — we’re the new China, baby!
  • Bonus: $110 billion buyback because Tim Cook knows how to keep investors sedated.

📱Translation: iPhones may be boring now, but Apple prints cash like RBI printing ₹2000 notes in 2016.


2. Microsoft (MSFT) – AI = Always Increasing

  • Revenue: $61.9 billion (↑ 17%)
  • Net Income: $21.9 billion (↑ 20%)
  • Azure Growth: 31% — because every CEO wants to say “we’re in the cloud now”

🧠 AI mention counter: 38 times. They even made Excel sound cool again.


3. Alphabet (GOOGL) – Search is Eternal, Ads Pay the Rent

  • Revenue: $80.5 billion (↑ 15%)
  • YouTube Ads: ↑ 21% – congrats, that 5-second skip button funds Sundar Pichai’s salary
  • Cloud: Up 28%, finally catching up to the Azure-AWS show.

📢 Special treat: Declared its first-ever dividend. Wall Street cried tears of passive income.


4. Amazon (AMZN) – Delivering Profits, Finally

  • Revenue: $143.3 billion (↑ 13%)
  • Net Income: $10.4 billion (↑ 230%) — yes, triple-digit profit growth. Finally not just a logistics charity.
  • AWS: Still their piggy bank — revenue up 17%.

📦 Moral: Prime users keep buying, even if it’s 3 a.m. and they’re drunk.


5. Meta (META) – Ads Up, Zuck Still Betting on the Metaverse

  • Revenue: $36.5 billion (↑ 27%)
  • Profit: $12.4 billion (↑ 117%) — Insta Reels are paying big
  • Reality Labs (Metaverse): Lost $3.8 billion. Again.

🧑‍💻 Translation: As long as you keep scrolling reels, Zuck will keep building the Sims IRL.


6. Tesla (TSLA) – Elon’s Earnings Rollercoaster

  • Revenue: $21.3 billion (↓ 9%)
  • Profit: $1.1 billion (↓ 55%)
  • Margins: Crashed faster than a self-driving demo

What’s new? Robotaxi launch teased for August. Knowing Elon, maybe it’ll actually be a horse.


7. McDonald’s (MCD) – Big Macs Beat Inflation

  • Revenue: $6.17 billion (↑ 5%)
  • Profit: $1.93 billion (↑ 8%)

🍔 Lesson: In a recession or rate hike, people still want fries. Pricing power > central banks.


8. Coca-Cola (KO) – Still Fizzing

  • Revenue: $11.3 billion (↑ 3%)
  • Profit: $3.2 billion (↑ 7%)

🥤 Verdict: Sugar never goes out of style. And Pepsi’s still losing.


9. JPMorgan Chase (JPM) – King of the Banks

  • Revenue: $42.5 billion (↑ 12%)
  • Net Income: $13.4 billion (↑ 6%)

💰 Hot take: They made more money on your credit card interest than your 5-year FD will ever return.


10. Netflix (NFLX) – Password Crackdown Works

  • Revenue: $9.4 billion (↑ 15%)
  • Subscribers: +9.3 million (don’t worry, half still use their ex’s login)
  • Ad-tier monetization: Up — because Gen Z is broke.

📺 And yes, they’re making another Korean survival show. It’s tradition now.


TL;DR – Who’s Winning?

CompanyGrowth EngineProfit Party?Outlook
AppleIndia & ServicesFlat
MicrosoftAzure + Copilot✅✅Strong
AlphabetAds + Cloud + Dividend Flex✅✅✅Bullish
AmazonAWS + Retail✅✅Strong
MetaInsta Reels✅✅Metaverse = Burn Cash
TeslaPrice CutsHype-led
McDonald’sInflation BuffetStable
Coca-ColaSugar + Brand LoyaltySteady
JPMorganYour Loan EMIsSafe
NetflixCrackdowns + AdsChill

Prashant Marathe

https://eduinvesting.in

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