Q1 2025 Technology Sector Earnings: Key Highlights & Market Reactions
Introduction
The first wave of Q1 2025 earnings from the technology sector is offering valuable signals for investors and advisors alike. From chipmakers like TSMC and ASML, to streaming leaders such as Netflix, early results are showcasing resilience in margins, ongoing AI innovation, and shifting monetization strategies in media and software.
Several household names—Microsoft, Apple, Amazon, and Alphabet—are scheduled to report in the coming days. These earnings will be pivotal for assessing the broader direction of tech valuations, capital expenditures, and the future of cloud and AI infrastructure.
This live-updating tracker breaks down key earnings reports and call takeaways by day, highlights top-performing tech stocks, and provides actionable context for advisors monitoring the space.
Whether you’re adjusting sector allocations or fielding client questions, this post helps turn earnings headlines into strategic insights.
Latest Earnings Reports
YCharts users can view a full breakdown of all current and upcoming earnings calls and reports live here.
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April 18, 2025 Earnings
Taiwan Semiconductor (TSM) Reaffirms 2025 Outlook After 42% Revenue Surge
TSM reported strong Q1 2025 results with revenue rising 42% year-over-year and reaffirmed its 2025 revenue forecast, boosting its U.S.-listed shares. The firm reported EPS of 13.94 New Taiwan dollars ($0.43) on revenue that rose 42% year-over-year to NT$839.25 billion ($25.85 billion), topping estimates.
April 17, 2025 Earnings
Netflix Inc (NFLX) Focuses on Profitability Over Subscribers, Beats EPS
Netflix reported Q1 2025 earnings with earnings per share rising 25% to $6.61, surpassing analysts’ projections of $5.68. Revenue grew 13% to $10.5 billion, in line with estimates. Notably, this was Netflix’s first earnings report that did not include quarterly subscriber numbers, shifting focus to advertising and new content strategies.
April 16, 2025 Earnings
ASML Holding NV (ASML) Delivers Solid Beat as Chip Equipment Demand Holds
ASML reported Q1 2025 earnings with a net income of $9.332 billion and a normalized diluted EPS of $23.73. Revenue reached $32.95 billion, marking a 1.00% annual EPS surprise.
Infosys Ltd (INFY) Posts Modest Growth, Topping EPS Forecasts
Infosys announced Q1 2025 earnings, reporting a net income of $3.157 billion and a normalized diluted EPS of $0.7564. Revenue stood at $19.28 billion, resulting in a 1.14% annual EPS surprise.
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