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Big Tech's Q2 2026 earnings season

Major US tech companies post strong Q2 2026 results, showcasing revenue growth even as heavy AI investment squeezes profitability for some.

4 stories122 sourcesUpdated Jul 25, 2026

In this storyline:Comcast Telemundo Pekka Lundmark Nokia Hulu Sky Sundar Pichai Australia

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total articles across this storyline · last 72h

Key developments

Jul 23, 2026
Tesla posts record Q2 2026 revenue of $28.2 billion, up 26% year over year, but profits fall as AI, robotics and capital spending rise.
50 sources on this →
Jul 23, 2026
Alphabet reports 24% revenue growth to $119.8 billion in Q2 2026, with YouTube ad revenue reaching $11.06 billion boosted by World Cup viewership.
6 sources on this →
Jul 23, 2026
Nokia posts strong Q2 profit growth, with adjusted operating profit up 18% driven by AI data-center and optical networking demand.
9 sources on this →
Jul 25, 2026
Comcast's Peacock streaming service posts its first-ever quarterly profit while the company reaffirms plans to spin off NBCUniversal and Sky.

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Stories in this storyline

Peacock Posts Profit; Comcast Plans Spin-Off Within a Year

Comcast’s second quarter benefited from World Cup revenue on Telemundo and a first-time profit for Peacock, though overall quarterly profit declined from a year earlier due to a large Hulu stake gain last year and cable/broadband headwinds. The company reaffirmed plans to spin off NBCUniversal and Sky, stressing Peacock’s profitability and live sports as central to sustaining growth across connectivity, content, and studios amid a broad strategic pivot.

57 sources

Nokia Q2 profit beats on AI data centers

Nokia reported strong Q2 results with double-digit revenue growth and an 18% rise in adjusted operating profit, driven by a pivot toward AI data-center gear and solid gains in Network Infrastructure, including a surge in Optical Networks and AI/cloud orders. The company cautioned that as it accelerates restructuring, reported margins were hurt by charges, but it maintains optimism on 2026 outlook amid a broader AI-infrastructure upcycle.

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Photo: Australia — Wikimedia Commons / Wikimedia Commons

Tesla Q2 Revenue Up, Profits Down as Costs Rise

Tesla posted a Q2 2026 revenue of $28.2 billion, up 26% year over year and driven by broad strength including Australia’s record Model Y sales, but profitability deteriorated as adjusted EPS came in at $0.33 vs $0.51 and GAAP operating income plunged 57% to $398 million with a 1.4% margin. The quarter reflected heavy expenditure on AI, robotics, and capital outlays, resulting in negative free cash flow despite a revenue record across automotive, energy, and services.

50 sources

Photo: Lyles BBQ, Smile and Learn - English, The Flat Top King (previous screenshot: yumyotta) / Wikimedia Commons (Public domain)

YouTube Ad Revenue Reaches $11B in Q2 2026

Alphabet posted 24% revenue growth to $119.8 billion in Q2 2026, driven by Google Services growth and an 82% surge in Google Cloud on AI infrastructure demand. Advertising revenue reached $81.63 billion with YouTube ads of $11.06 billion boosted by FIFA World Cup viewership, while Gemini AI features and ongoing AI investments boosted search usage and ad quality.

6 sources