---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000299911.md"
description: "5 Keys to $Alphabet - C(GOOG.US), $Meta Platforms(META.US), and $Microsoft(MSFT.US) Earnings Tonight. 1. GCP growth of 29.5% vs. 31.7% in June.2  Azure growth of 37.5% vs. 39% in June.3. GOOG Search growth of 13% y/y (whisper), up from 11.7% in June. 4. GOOG Capex for CY26 above current expectations of 13%. Meta is already at 42%. 5. MSFT & META Capex growth for CY26 remains around current estimates of 22% and 42%.Source: Gene Munster"
datetime: "2025-10-29T13:31:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000299911.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000299911.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000299911.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# 5 Keys to $Alphabet - C(GOOG.US), $Meta Platforms(…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**