WHAT IS REVENUE
Meta's strong ad sales dampen tariff-induced fears
Meta Platforms exceeded first-quarter revenue expectations, driven by strong advertising performance, and anticipates similar success in the second quarter. The company is increasing capital expenditures to bolster AI infrastructure, despite economic uncertainties and potential tariff impacts. While some advertisers are reducing spending, Meta's reliable platform positions it to benefit from market instability, though regulatory challenges in Europe loom.
Meta quarterly profit climbs despite big cloud spending
Meta reported a strong quarter with $16.6 billion profit and $42.3 billion revenue, beating expectations. Advertising remained robust despite economic uncertainties. CEO Mark Zuckerberg highlighted progress in AI, including nearly one billion Meta AI users and a new AI assistant app. Meta faces US antitrust scrutiny and rising AI competition.
Microsoft forecasts strong growth for Azure cloud business, shares surge 7%
Microsoft reported a 33% rise in Azure cloud revenue for Q3 2025, surpassing estimates and driven partly by AI, which contributed 16 percentage points to growth. The company forecasted 34-35% cloud revenue growth for Q4, easing concerns about AI demand slowdown and tariff impacts. Shares rose 7% after hours.
First casualty of Donald Trump's tariffs and trade war: UPS to cut 20,000 jobs amid drop in Amazon shipments
UPS will cut twenty thousand jobs. This is due to reduced shipping volume from Amazon. The company will also close seventy-three facilities by June this year. UPS anticipates saving three point five billion dollars this year. The company is also concerned about the impact of the US-China trade war. UPS aims to boost its profitability through these measures.
Ather IPO’s late close; Freshworks’ Q1 boost
Ather Energy’s IPO was oversubscribed on the final day, driven by late interest from QIBs. This and more in today’s ETtech Top 5.
Super Micro slumps on forecast cut, analysts downplay broader AI demand concerns
Super Micro shares plunged 15% after it slashed revenue forecasts, citing delayed customer purchases amid economic uncertainty. Analysts view the cut as customer-specific, not industry-wide. The AI server maker faces renewed investor scrutiny following past issues with filings, short-seller attacks, and ambitious growth projections.
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Tech sector cautiously optimistic; cost pressures may spur opportunities: HCL Group's Roshni Nadar
HCL Chairperson Roshni Nadar Malhotra sees tariff and inflationary pressures in the US as a double-edged sword but believes they offer cost-optimisation opportunities for Indian IT. Despite global trade uncertainties, she remains cautiously optimistic about technology-driven growth amid subdued industry sentiment.
Super Over: How the IPL bowled over brands, billionaires and bored audiences
The Indian Premier League (IPL) marks its 18th year with record-breaking ad spends, viewership, and subscribers, despite recent financial challenges faced by media rights holders. Its success is attributed to top cricket talent, Bollywood glamour, fan loyalty, and robust marketing.
EV sector’s next chapter hinges on sustainable business models: Abhishek Gaoshinde
In the market yesterday, only this TVS Motor indicated that almost 19% of its revenues coming from the EV segment and for Bajaj 20-25% of its domestic revenue is coming from the EV segment.
Run-up in defence stocks not sustainable; be patient in IT; value in private banks: Nilesh Shetty
Nilesh Shetty of Quantum Advisors finds defence stocks overvalued, citing budget constraints and margin concerns. He prefers private sector banks due to their discount and growth potential. Shetty also sees value in IT services after price corrections, advising investor patience. He remains cautious on auto sector due to slowdown in sales.
Identity security startup Veza raises $108 million in round led by New Enterprise Associates
New investors Atlassian Ventures, Workday Ventures, and Snowflake Ventures, along with all existing investors, Accel, Google Ventures, True Ventures, Norwest, Ballistic Ventures, J P Morgan, and Blackstone Innovations Investments, participated. The funds will be used for Veza’s global go-to-market expansion and advancing product development.
UPS Q1 earnings: United Parcel Service to slash 20,000 jobs, shut 73 sites amid Amazon pullback, economic uncertainty
United Parcel Service (UPS) will eliminate 20,000 positions and shut 73 facilities as it prepares for a decline in Amazon deliveries and deals with economic uncertainty. Though experiencing a slim revenue drop, UPS surpassed earnings projections for Q1.
Bengaluru professor asks for more focus on research to help India surpass US, China, and Germany
The Indian Premier League generates massive revenue. The author proposes taxing a portion of IPL profits. These funds could boost research and innovation. Currently, research faces taxes while entertainment gets subsidies. The author argues India prioritizes quick returns over long-term investments in science. A shift in priorities is needed. This will build a stronger future for the nation.
Vedanta Q4 Preview: PAT may see robust growth up to 141% YoY, revenue could rise by up to 11%
Vedanta is projected to reveal a substantial year-on-year increase in net profit for the March quarter, with estimates ranging from 116% to 141%. Revenue is also expected to rise by 6.5% to 11% compared to the previous year. However, a quarter-on-quarter decline in net profit is anticipated due to cost pressures and mixed commodity price trends.
Betting big on sustainability: Sansaar’s bold strategy to reach Rs 500 crore in 3 years
With thrust on sustainable, conscious living, Sansaar, a D’Decor brand, has expanded its presence to more than 100 cities in India, while setting its sights on global markets and future product expansions.
The AI impact: Rethink, rework, reboot
Executives say the traditional relationship between headcount and revenue growth will no longer be linear as AI boosts employee productivity. AI is nudging the largest IT companies as well as the engineers, to go back to the drawing board and rethink skills and strategy. Prachi Verma, Himanshi Lohchab & Annapurna Roy decode
UltraTech Cement shares in focus after Q4 profit rises 10% YoY. Should you invest?
UltraTech Cement share price: UltraTech Cement reported a 10% YoY rise in Q4 net profit to Rs 2,482 crore, with revenue up 13% at Rs 23,063 crore. EBITDA grew 11% YoY, supported by operating efficiencies and lower input costs. Brokerages remain divided: Nuvama maintained a 'Hold' while Antique reiterated a 'Buy,' citing strong volume growth targets and ongoing cost-saving initiatives.
Trent Q4 Preview: Up to 29% YoY rise in revenue expected. Margins could see contraction
Trent Q4 results: Tata Group’s Trent is expected to post a Q4FY25 net profit between Rs 244–462 crore, with revenue rising 29%. Brokerages like Nuvama and Equirus foresee mixed PAT trends and margin pressures.
Reliance Industries shares surge 4% after Q4 profit beats estimates. Should you buy, sell or hold?
RIL Share Price: Reliance Industries share price: Reliance Industries' net profit rose to Rs 19,407 crore in Q4. Revenue increased to Rs 2.64 lakh crore. Jio Platforms and Reliance Retail showed strong growth. Brokerages like Motilal Oswal and Nomura have given a 'Buy' call. They cite positive results and future growth potential. Focus is on new energy business and tariff hikes.
Hot AC stocks: Sizzling summers, increasing demand, affordability all set to push up the stocks of these companies, but challenges remain
Room air conditioner companies anticipate robust growth in the March 2025 quarter. Early summer heat is expected to drive demand. Higher retail activity and channel restocking are key factors. The industry faces compressor shortages, but companies are finding alternatives. Voltas, Blue Star, and Amber Enterprises are well-positioned. Long-term growth is supported by urbanization and rising incomes.
Maruti Suzuki shares in focus after Q4 profit skids 1% YoY to Rs 3,911 crore. Should you buy, sell or hold?
Maruti Suzuki shares: The country's largest passenger carmaker reported a total revenue of Rs 40,920 crore for Q4FY25, reflecting a 6.4% increase from Rs 38,471 crore in the same period last year. Revenue from product sales amounted to Rs 38,842 crore, while other operating revenues contributed Rs 2,078 crore.
In the face of market volatility, top Wall Street analysts are highlighting key stocks poised for robust growth: Here's why analysts believe these picks could thrive in 2025
Top Wall Street analysts have handpicked stocks like Charles Schwab, Netflix, and Verra Mobility for strong growth despite market volatility. As global trade tensions and tariff news shake investor confidence, these picks stand out for their resilience and potential. With solid earnings reports, bullish analyst upgrades, and strategic business moves, these companies show real promise even in uncertain times. From financial services to streaming and smart transportation, these stocks could offer a safer path forward.
Multibagger or IBC (Series: AA 125), Part 3: Inside a powerhouse with R&D capabilities
Here is an excerpt from the 2018-19 annual report of the company: “We have completed development of Traction Motor and Controller with prototypes ready for [EV] 2-wheelers and work is in the development stage for [EV] 3-wheelers.” Five years later, the 2023-24 annual report attests to the fact it was not all tall talk: “Our EV product lineup includes Traction Motors, Controllers, Chargers, BMS and DC-DC converters, with a focus on lightweight technologies and enhanced system efficiency.” A wide array of products and a geographical spread in terms of clients are the strengths of this company that was prepared before its peers for the EV transformation.
UltraTech Cement Q4 Preview: Volume growth to support earnings; margins seen steady
UltraTech Cement is expected to report strong Q4 results, driven by volume growth, acquisitions, and stable margins. Revenue and profit are likely to rise 12% and 8% YoY, respectively. While cost controls aid profitability, high base effects and regional pricing pressures may limit overall gains.
Ather Energy lists losses since inception, negative cash flows as key risks to IPO
According to the RHP, the electric two-wheeler maker could continue to incur operating losses as it invests in expanding manufacturing capabilities, distribution network, product portfolio and charging infrastructure. It holds forth no assurance of being able to realise the expected returns from such investments in the future. "Profitability will depend on many factors,” says the RHP.
Mphasis to focus on large AI-led deals, says CEO
The company won deals worth $390 million in total contract value (TCV) including two large deals in the January-March period of fiscal year 2025, the highest in the last seven quarters. For the fiscal year, new TCV was $1.27 billion and 55% of this was AI-led.
Google says deep AI investments powering ad sales, soothing anxious investors
Alphabet beat Q1 profit and revenue estimates, boosted by strong ad and AI-driven search performance. It announced a $70 billion stock buyback, lifting shares 4%. Despite global economic concerns and US-China trade tensions, Alphabet reaffirmed its $75 billion AI investment plan, signaling confidence in continued growth and infrastructure expansion.
Tech Mahindra shares in focus after Q4 net profit spikes 76% YoY to Rs 1,167 crore. Should you invest?
Tech Mahindra's shares are in focus following strong Q4 results, with a 76% YoY surge in consolidated net profit to Rs 1,167 crore and a 4% rise in revenue to Rs 13,384 crore. The board recommended a final dividend of Rs 30 per share. Over the past year, the company's shares have risen 22%, outperforming its sector by 18%.
STMicro sees better quarterly sales after bottom-of-year first quarter
One of Europe's largest chipmakers expects revenue of $2.71 billion in the second quarter, 16.2% lower than last year but above analysts' expectations of $2.62 billion. The outlook does not factor in any impact from potential further changes to global trade tariffs, STMicro said.
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