This week, two tech giants are stepping into the earnings spotlight: $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ . One is an AI-fueled advertising and cloud powerhouse, the other a cash machine running on e-commerce, AWS, and retail media. Both will report Q4 results — but only one may win Wall Street’s favor.
📊 Earnings Preview
$Alphabet(GOOG)$ (Reports after market close, Feb 4)
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Estimated Q4 revenue: $111.4B (+15.3% YoY)
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Estimated EPS: $2.63 (+23.7% YoY)
Key focus: AI-powered ad growth (Search + YouTube), Google Cloud margin expansion, Gemini model rollout, TPU chip commercialization.
📞 Earnings call: Feb 5, 5:30 AM SGT → Join here
$Amazon.com(AMZN)$ (Reports after market close, Feb 5)
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Estimated Q4 revenue: $211.3B (+12.8% YoY)
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Estimated EPS: $1.96 (+31.5% YoY)
Key focus: AWS AI workloads, fulfillment network efficiency, third-party seller services, and advertising monetization.
📞 Earnings call: Feb 6, 6:00 AM SGT → Join here
Which stock do you think will perform best after earnings?
💰 Event Rules
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Click to vote. Guess which stock do you think will perform best after earnings? If you get the correct answer, you may divide 500 Tiger Coins with other Tigers.
🎁 Extra Bonus:
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⏰ Event Duration
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From February 3 to February 6 at 04:00 SGT
Comments
While both companies hold "Strong Buy" ratings, Amazon's performance is expected to be driven by accelerating growth in AWS (projected at 22–23%) and high-margin advertising revenue.
Alphabet is anticipated to report strong results on February 4, 2026, but its valuation leaves "little room for error" near all-time.
Alphabet has a tactical advantage as an "AI first" company. It has a 32% net profit margins and a large cash reserve, allowing it to innovate.
Amazon is the leader in infrastructure but its more than USD 400 billion capex for AWS & logistics is affecting its free cash flow, which dropped 69% recently.
Alphabet can turn Gemini AI into advertising revenue. Amazon must show that its spending won't reduce profits.
The Verdict
Alphabet has superior margins while Amazon is building a large logistics & cloud empire that is expensive to maintain.
Alphabet has a lower risk profile than Amazon. Alphabet's recent growth has outstripped Amazon, making it the likely winner this week.
Winner: Alphabet 🏆🏆🏆
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